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In-App Chat

Add live chat between your users and your team inside your own application. Once installed, chat conversations flow into DashX, and can be handled from the shared inbox in Planner.

Prerequisites

Prerequisites

Before setting up the In-App Chat integration, ensure you have:

  • An active DashX account
  • A DashX SDK installed in your application — see SDKs
  • A push notification integration already installed, if you want users notified of replies while your app is closed

Connect to DashX

  1. Log in to your DashX workspace
  2. Navigate to Settings > Integrations
  3. Click [+] to add a new integration and select In-App Chat
  4. Choose the environments you want to enable it for
  5. Enter the configuration below and save

Configuration

FieldDescription
Push Notification IntegrationThe installed integration used to notify users of new chat messages when your app is not in the foreground. Pick your Firebase Cloud Messaging installation, or leave it unset to deliver chat messages only while the app is open.

Usage

With the integration installed, your application can open a chat session through the DashX SDK. Incoming messages appear in your workspace, where your team can reply.

tip

Without a push notification integration, a user who closes your app will not learn that you replied until they open it again. Set one if conversations are expected to span more than a single session.