> For the complete documentation index, see [llms.txt](https://help.rechat.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.rechat.com/appendix/brokerage-set-up/applications.md). # Applications Applications allow Brokerage Administrators to extend the Rechat experience by making additional tools, resources, and integrations available directly within Rechat. Instead of asking members to switch between multiple websites or browser tabs, applications can appear where they are needed most—helping create a more connected and efficient workflow. From the Applications page, Brokerage Administrators can: * Install available applications from the [**Rechat App Store**](#install-an-application-from-the-rechat-app-store) * Create [**Website Links**](#create-a-website-link) to frequently used resources * Configure [**Single Sign-On (SSO)**](#create-a-single-sign-on-sso-application) applications * Install [**Custom Applications**](#install-a-custom-application) provided by a development team or technology partner * Choose where applications appear throughout Rechat * Reorder, edit, or remove existing applications {% hint style="info" %} **Who can manage applications?** Applications can only be managed by Brokerage Administrators. {% endhint %} *** ### Access Applications
Before making changes, make sure you are working in the company, brand, or root account you intend to update. 1. If necessary, use **Team Switcher** to switch into the correct company, brand, or root account. 2. Select **Settings**. 3. Select **Applications**. The Applications page displays the applications available to members of the selected account. *** ## Choose where an application appears Applications can be assigned to different areas of Rechat based on the workflow they support. Before adding an application, select the appropriate location at the top of the Applications page. ### Today
Applications assigned to **Today** appear on the member's Today page. This location is best for applications, dashboards, and resources that members use regularly. Applications on the Today page are displayed from left to right according to the order shown in Applications settings. ### Contact Profile
Applications assigned to **Contact Profile** appear while viewing an individual contact. Use this location for tools that provide information or actions related to one person. ### Contact List
Applications assigned to **Contacts List** appear on the People page. This location is intended for tools and workflows involving multiple contacts. ### Deals
Applications assigned to **Deals** appear within transaction workflows. This location is ideal for applications that support transaction management or other deal-related processes. {% hint style="info" %} **Tip:** Select the location before clicking **New App**. The application will be added to the location currently selected. {% endhint %} *** ## Add an application 1. Open **Settings > Applications** for the correct company, brand, or root account. 2. Select **Today**, **Contact Profile**, **Contacts List**, or **Deals**. 3. Click **New App**. 4. Choose the type of application you want to add: * **Single Sign On (SSO)** * **Website Link** * **Rechat App Store** The setup process depends on the application type.
### Install an application from the Rechat App Store
The Rechat App Store contains applications that can be installed directly into Rechat. The applications available in the store may vary by account and application location. 1. Select the location where the application should appear. 2. Click **New App**. 3. Select **Rechat App Store**. 4. Search or browse the available applications. 5. If needed, use the application-type filter to narrow the results. 6. Select an available application and follow the installation prompts. An **Installed** label means that the application is already installed for the selected account and location. If no applications are available, the store may be empty or may only display applications that have already been installed. You can close the store without making changes. ### Create a Website Link
Website Links give members quick access to external websites, vendor portals, brokerage resources, or online tools. A Website Link opens the specified web page and does not require an integration or SSO configuration. 1. Select the location where the link should appear. 2. Click **New App**. 3. Select **Website Link**. 4. Complete the **Add New Application** window: * **Application URL:** Enter the full URL members should open. * **Application name:** Enter a clear, recognizable name. * **App icon:** Upload the icon members will see in Rechat. 5. Click **Add App**. Supported icon formats are PNG, SVG, JPG, and WebP. The recommended icon dimensions are 64 × 64 pixels. ### Create a Single Sign-On (SSO) application
Single Sign-On applications allow members to access supported third-party platforms using Rechat as the Identity Provider (IdP). The external application acts as the Service Provider (SP). #### Before you begin Contact the administrator or support team for the external application and confirm that it supports SAML-based SSO with Rechat serving as the Identity Provider. Ask whether they can provide a SAML metadata XML file. If they cannot provide their metadata until they receive Rechat's IdP details, you can create the application first and complete its configuration later. #### Create the SSO application
1. Select the location where the application should appear. 2. Click **New App**. 3. Select **Single Sign On (SSO)**. 4. Enter an **Application name**. 5. Upload an **App icon**. * Supported formats: PNG, SVG, JPG, or WebP * Recommended dimensions: 64 × 64 pixels 6. Click **Next**.
**Option 1: Import the external application's metadata** If the external application's administrator provided a SAML metadata XML file: 1. Click **Import Metadata**. 2. Select the external application's `metadata.xml` file. 3. Review the imported settings. 4. Complete or adjust any settings required by the provider. 5. Click **Add App**. Importing metadata can populate applicable SAML settings automatically and helps reduce manual configuration errors. **Option 2: Create the app and provide Rechat's IdP details first** Some providers need Rechat's IdP details before they can generate their own metadata. In that case: 1. Leave the external application settings blank unless its administrator has already provided values. 2. Click **Add App** to save the application. 3. Copy or download the IdP details generated by Rechat. 4. Share them with the external application's administrator. 5. After the administrator returns the service-provider metadata or configuration values, return to the application and select **Edit details**. 6. Import or enter the external application's information to complete setup. #### Enter SAML settings manually If you are not importing metadata, enter the values supplied by the external application's administrator. Available settings include: * **ACS URL:** The external application's Assertion Consumer Service endpoint, where Rechat sends the SAML response. * **Entity ID:** The unique identifier assigned to the external application. * **Audience:** The intended audience for the SAML assertion. This is often the service provider's Entity ID, but you should use the value supplied by the provider. * **Destination:** The endpoint identified by the external application as the destination for the SAML response. * **Recipient:** The endpoint intended to receive the SAML assertion. * **Name ID Format:** The format used to identify the member. **Email** is selected by default. * **Signed Response:** Enable this setting if the external application requires the SAML response to be signed. {% hint style="warning" %} **Important:** The external application determines these values. Confirm them with its administrator rather than guessing or substituting values. {% endhint %} Click **Add App** when you are ready to save the application. #### Share Rechat's IdP details
After the SSO application is added, Rechat displays its generated **Rechat IdP Details**, including: * **SSO URL** * **Entity ID** * **Sign-out URL** Provide this information to the external application's administrator: * Click **Copy All Fields** to copy the displayed values, or * Click **Download Metadata.xml** to download Rechat's IdP metadata file. The provider will use this information to configure Rechat as the Identity Provider on its side. After closing the window, the new app will appear on the Applications page with **Single Sign On (SSO)** listed as its type. #### Configure attribute mapping
Attribute mapping determines how attributes expected by the external application correspond to member information in Rechat. 1. Locate the SSO application on the Applications page. 2. Open its **three-dot menu**. 3. Select **Attribute Mapping**. 4. In **App attribute**, enter the exact attribute name expected by the external application. 5. From the **Rechat** dropdown, select the corresponding Rechat member attribute. 6. To send another attribute, click **Add Mapping** and repeat the process. 7. To remove a mapping, click the **trash** icon beside it. 8. Click **Save**. Attribute names must match the values expected by the external application. Confirm the required attributes and exact spelling with its administrator. #### Complete and test the SSO connection Configuration must be completed on both sides before members can use the connection successfully: 1. Rechat must contain the external application's metadata or manual SAML settings. 2. The external application must contain Rechat's IdP details or metadata. 3. Any required member attributes must be mapped correctly. After both administrators complete setup, test the connection using an appropriate member account. Confirm that: * The application appears in the intended Rechat location. * Selecting it opens the correct external application. * The member is authenticated successfully. * Required member information is passed correctly. If the connection fails, compare the settings on both sides. Confirm that the Entity ID, ACS URL, Audience, Destination, Recipient, Name ID Format, response-signing requirement, and attribute names match the external application's requirements. ### Install a Custom Application Organizations with internal development resources or technology partners can extend Rechat with Custom Applications. A Custom Application requires a public manifest URL supplied by the development team or technology partner.
#### Manifest requirements The `manifest.json` file must: * Be publicly accessible * Use HTTPS * Include `name`, `description`, `icon`, and `app_url` If you do not have a valid manifest URL, contact the application's developer or technology partner before beginning installation. #### Install the app 1. Open **Settings > Applications**. 2. Click **New App**. 3. Select **Rechat App Store**. 4. Click **Custom App**. 5. Select the appropriate **Application Type**: * **Contact profile:** Displayed on Contact pages * **Contact list:** Displayed on the People page * **Deal:** Displayed on Deal pages * **General:** Displayed on the Today page 6. Enter the public HTTPS **Manifest URL** supplied by the application's developer. 7. Click **Continue**. 8. Review the application information returned by the manifest. 9. Follow the remaining prompt to complete installation. The installation flow progresses through **Link**, **Review**, and **Installed**. ### Manage installed applications Applications can be managed directly from **Settings > Applications**. The actions available may differ depending on the application type.
#### Edit an application Locate the application and click **Edit details**, or open its three-dot menu and select **Edit Details** when that option is available. The edit window displays the information entered when the application was created. Update the necessary fields and save your changes. For an SSO application, use **Edit details** to import newly received metadata, correct a configuration value, replace an endpoint, or update the application's name or icon. #### View SSO IdP details For an SSO application, click **IdP Details** in the application row or select **IdP Details** from its three-dot menu. You can copy the generated values or download Rechat's metadata XML file again. #### Reorder applications 1. Select the location containing the applications you want to arrange. 2. Use the drag handle beside an application to move it into the desired position. For applications on the Today page, the list order corresponds to their left-to-right display order. #### Preview applications Select a location and click **View** to preview the applications available there. #### Delete an application 1. Locate the application. 2. Open its **three-dot menu**. 3. Select **Delete App**. 4. Confirm the deletion when prompted. Deleting an application removes it from the Rechat workspace for members of the selected account. Confirm that the app is no longer needed before deleting it. {% hint style="info" %} Changes to installed applications are reflected for members after they are saved. {% endhint %} ### Troubleshooting and frequently asked questions #### Why don't I see any applications in the Rechat App Store? The available catalog may vary by account and application location. The store may be empty or may only show applications that have already been installed. #### Why was my application added to the wrong place? The location selected at the top of the Applications page determines where a Website Link or SSO application is added. Delete or recreate the application in the intended location if necessary. For Custom Applications, the selected Application Type determines the display location. #### Why can't I continue when installing a Custom Application? Confirm that the manifest URL is public, uses HTTPS, and points to a valid `manifest.json` containing `name`, `description`, `icon`, and `app_url`. #### Do I need the external application's metadata before creating an SSO app? No. You can create the SSO application first, share Rechat's generated IdP details with the external application's administrator, and return to **Edit details** after they provide their metadata. #### Can I configure SSO without a metadata XML file? Yes. Enter the external application's SAML settings manually using the exact values provided by its administrator. #### Where can I find Rechat's IdP details after closing the setup window? Locate the SSO application and click **IdP Details**. You can also open the application's three-dot menu and select **IdP Details**. #### What should I enter under App attribute? Enter the exact attribute name expected by the external application. The application's administrator or SAML documentation should provide the required name. #### Why is Save disabled in Attribute Mapping? Complete both sides of at least one mapping by entering the app attribute and selecting the corresponding Rechat attribute. The mapping must be complete before it can be saved. #### Who should I contact if I do not know the required SSO or manifest values? Contact the administrator, developer, technology partner, or support team responsible for the external application. Rechat generates its IdP information, while the external provider determines its service-provider settings, attributes, response-signing requirements, and Custom App manifest. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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