Custom widget integration
Your own data and actions in every conversation
Point the Custom widget at an endpoint you control to show data from any of your systems next to the conversation, and let your agents act on it with a click.
Free VIP onboarding included for every customer.
See all integrationsBuild your own integration
Your own data, right in the sidebar
When there's no out-of-the-box integration, the Custom widget lets you connect your own backend, ERP or CRM. Herodesk calls your endpoint for each conversation and renders whatever data you return, next to the customer's message.
- Everything in one place.
- Show order, account or any backend data from your own systems right next to the customer's question: no separate tab, no copy-pasting.
- Act without switching tools.
- Cancel, extend, resend or unlock in your own system from a button in the widget, instead of finding the customer again somewhere else.
- Built for your use case.
- You decide exactly what appears in the widget and which actions it offers, so it fits the way your team actually works.
HTML and extended context
Herodesk Plus & ProYour own HTML, with the full picture behind it
Design the panel exactly the way your team needs it. Herodesk shows your HTML safely inside the conversation, and can send your endpoint everything it needs to find the right account.
The Custom widget is included from Herodesk Basic. HTML and extended context need Herodesk Plus or Pro, and action buttons and forms need Herodesk Pro. It is not part of Herodesk Free.
- Your own HTML, made safe
- Herodesk cleans your HTML, removes scripts and shows it in an isolated frame that sizes itself to the content, in the panel's own fonts and colours.
- Collapsible sections
- Fold long answers into sections that open and close with a click, using plain HTML and no JavaScript.
- Extended context
- Every request can carry the contact and company with their custom fields, the conversation's details and the agent viewing it, so your endpoint finds the account by your own IDs.
Action buttons and forms
Herodesk ProAct in your own system without leaving the conversation
Add buttons to your HTML that cancel an order, extend a subscription or resend an invoice. Herodesk makes the call from its own servers and shows your system's answer right in the widget.
- Buttons that do the work.
- One click runs the action in your system, with an optional confirmation step for anything that can't be undone, and refreshes the widget when it's done.
- Forms when you need details.
- Ask the agent for a number, a date, a reason from a dropdown or a checkbox before the action runs. Required fields are checked before anything is sent.
- You decide who can click.
- Allow everyone who can see the conversation, only admins, or admins and the teams you choose. Everyone else sees the buttons greyed out.
- A record of every run.
- Each action is written to the conversation timeline and the audit log, with who ran it and what your system answered.
Features
Everything the Custom widget includes
Point it at a URL that returns JSON and you're up and running. Add HTML and actions when you need them.
- Connect any system
- Provide a single endpoint URL and Herodesk displays its content as a widget: no native integration required.
- Context-aware requests
- Herodesk calls your endpoint with the conversation's details, so your backend can return exactly the right data for that customer.
- Lists, tables and rich text
- Return headlines, text, bullet lists or full tables, with markdown for bold, italics, links and inline code.
- Actionable links
- Add links straight into your own systems so agents can jump from the widget to wherever they need to act.
- Signed requests
- Sign every request with a secret you choose (HMAC SHA-256 with a timestamp), so your endpoint knows it really came from Herodesk.
- Your own Authorization header
- Send an API key or token with every request. It's stored encrypted and never shown again after you save it.
- A unique ID on every request
- Use it in your logs, and to ignore a repeated action instead of running it twice.
- Developer tools
- Send a test request, preview a response and see the recent request log, right on the widget's settings page.
- HTML and collapsible sections
- Herodesk Plus & Pro
- Show your own HTML, cleaned and isolated, in a frame that fits its content, with sections agents can open and close.
- Extended context
- Herodesk Plus & Pro
- Send the contact and company with custom fields, the conversation and the viewing agent with their role and teams.
- Action buttons and forms
- Herodesk Pro
- Run actions in your own system from the widget, ask for values first and confirm anything that can't be undone.
- Access control and audit trail
- Herodesk Pro
- Choose who can run actions, and find every run in the conversation timeline and the audit log.
Give your team time back
Start your free trial with free VIP onboarding. Meet a product specialist online and get personal help until everything is up and running to your satisfaction.
Ken Primby
CEO · Pluspige
From a Herodesk customer
4 to 6
hours saved on cleanup after live sales
Read the customer story“Herodesk brought all our channels together, saved us several hours of manual cleanup after our live sales and gave the team a clear overview.”