Applications
Install, organize, and manage applications available throughout Rechat. Brokerage Administrators can configure App Store apps, Website Links, Single Sign-On (SSO) integrations, and Custom Applications
Applications allow Brokerage Administrators to extend the Rechat experience by making additional tools, resources, and integrations available directly within Rechat.
Rather than asking users to switch between multiple websites or browser tabs, Applications can appear where they're needed most—helping create a more connected and efficient workflow.
From the Applications page, Brokerage Administrators can:
Install applications from the Rechat App Store
Create Website Links
Configure Single Sign-On (SSO) applications
Install Custom Applications
Organize where applications appear throughout Rechat
Edit or remove existing applications
Applications can only be managed by Brokerage Administrators.
Accessing Applications
To access Applications:
Navigate to Accounts
Team Switch into your Brokerage Brand
Select Applications
From here, you'll see the available applications across your brokerage.
Understanding Application Locations
Applications can be assigned to different areas of Rechat depending on the workflow they support.
Today
Applications assigned to Today appear directly on a user's Today page. This location is best suited for applications, dashboards, and resources users access regularly.
Contact Profile
Applications assigned to Contact Profile appear while viewing an individual contact. Use this location for applications that provide information or actions related to a single contact.
Contact List
Applications assigned to Contact List appear on the People page. This location is intended for workflows involving multiple contacts.
Deals
Applications assigned to Deals appear within transaction workflows. This location is ideal for applications that support transaction management and deal-related processes.
Creating a New Application
Navigate to Settings.
Click Applications.
Click + New App to begin adding an application.
Depending on your organization's needs, you can choose from several application types.
Rechat App Store
The Rechat App Store contains applications that can be installed directly into Rechat.
To install an application:
Select the location where you'd like the application to appear.
Click + New App.
Select Rechat App Store.
Browse available applications.
Click Install.
Once installed, the application will immediately become available in the selected location.
Website Links
Website Links provide users with quick access to external websites, vendor portals, brokerage resources, or online tools.
Unlike other application types, Website Links simply open the specified web page and do not require an integration.
To Create a Website Link
Click + New App.
Select Website Link.
Enter:
Application Name
Application URL
Application Icon
Click Add App.
Supported image formats include:
PNG
SVG
JPG
WebP
Once saved, the Website Link becomes available in the selected location.
Single Sign-On (SSO) Applications
Single Sign-On (SSO) Applications allow users to securely access supported third-party platforms using Rechat as the Identity Provider (IdP).
To Create an SSO Application
Click + New App.
Select Single Sign-On (SSO).
Enter the application name and icon.
Configure the SAML settings.
You can either:
Import Metadata (Recommended) by uploading the XML file provided by the application vendor, or
Configure the connection manually using the values supplied by the provider.
Typical configuration values include:
ACS URL
Entity ID
Audience (optional)
Destination (optional)
Recipient (optional)
Select the appropriate Name ID Format for your provider.
In most cases, Email is recommended.
If required by the provider, enable Signed Response before completing setup.
Click Add App to save the application.
Pro Tip: Importing metadata is the quickest way to configure most SSO applications and helps reduce manual configuration errors.
Custom Applications
Organizations with internal development resources or technology partners can extend Rechat by building Custom Applications.
Custom Applications integrate directly into Rechat and can appear alongside native platform features, providing specialized workflows tailored to your brokerage.
Once developed, Brokerage Administrators can install a Custom Application using a Manifest URL provided by the development team or technology partner.
To Install a Custom Application
Click + New App.
Select Rechat App Store.
Click + Custom App.
Select the application type:
General
Contact Profile
Contact List
Deal
Enter the Manifest URL.
Complete the installation.
Custom Applications require a publicly accessible Manifest URL supplied by your development team or technology partner.
Managing Installed Applications
Applications can be managed directly from the Applications page.
Available actions include:
Edit application details
Update application settings
Reorder applications using drag-and-drop
Remove applications
Changes take effect immediately and are reflected for users.
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