What is the Toolbox?

The Toolbox embeds external tools and integrations into Atender’s conversation view as tool docks — slide-out panels that appear next to the message thread. Instead of tab-switching to ClickUp, your CRM, or an internal admin page, your agents press a keyboard shortcut and the relevant tool slides in alongside the customer they’re helping.

Agents stay in the conversation. The customer’s context is right there. Whatever the agent does in the panel can talk back to Atender — adding a tag, assigning the conversation, sending a message — through a small set of supported actions.

The two kinds of integrations

• Marketplace integration — A pre-built integration with a popular tool (e.g., ClickUp). Atender has built the UI, the OAuth flow, and the data layer. You connect with one click. — The tool you need is already on the marketplace. Always prefer this over a raw iframe.
• Custom iFrame — Point a tool dock at any URL. The page loads inside the panel as-is. — Internal tools, custom admin dashboards, anything web-based that doesn’t have a marketplace integration.

Both kinds appear in the same place in the conversation view, with the same keyboard shortcuts, the same sizing options, and the same ability to trigger Atender actions back from the panel.

Keyboard access

Every tool dock has a single-letter shortcut. To open the dock for a tool, press X then the tool’s letter — for example, X then C for a ClickUp dock. No mouse, no menu hunt. Agents who handle dozens of conversations a day live in these shortcuts.

You set the shortcut letter when you configure the tool. Pick one that’s memorable for the tool name (C for ClickUp, J for Jira, S for Salesforce).

Sizing

Tool docks come in three sizes:

• Normal — 360px — Quick lookups — order details, customer info, notes.
• Expanded — 600px — Forms and detailed views.
• Full — 50% of the viewport — Dashboards, complex interfaces, anything with a real layout.

You pick a default size per tool. Agents can resize on the fly if the integration allows it.

Two-way communication

A tool dock isn’t just a frame around a webpage. It can read conversation context (who the customer is, what the conversation is about) and trigger Atender actions back — Add a tag, Assign the conversation, mark it Resolved, Snooze it, or Send a message. See Tool dock actions reference for the full list and how each works.

This is what turns the Toolbox from “embedded browser” into “workflow extension”. A custom integration that, after the agent processes a refund, automatically tags the conversation refunded and resolves it — that’s three clicks the agent doesn’t have to make.

Where it shows up

Tool docks appear in the conversation view, on the side of the inbox. They’re available in every conversation regardless of channel — email, chat, voice, SMS, WhatsApp, Messenger — as long as the agent has the right keyboard focus.

Where to start

• Connect a pre-built integration: Connect a marketplace integration
• Embed any URL: Add an iFrame integration
• Make your dock trigger Atender actions: Tool dock actions reference