> 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.

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](#rechat-app-store)
* Create [Website Links](#website-links)
* Configure [Single Sign-On (SSO)](#single-sign-on-sso-applications) applications
* Install [Custom Applications](#custom-applications)
* [Organize](#understanding-application-locations) where applications appear throughout Rechat
* [Edit or remove ](#managing-installed-applications)existing applications

{% hint style="info" %}
Applications can only be managed by Brokerage Administrators.
{% endhint %}

***

### Accessing Applications

<figure><img src="/files/g3B47Hb0sME5MFNniMd8" alt=""><figcaption></figcaption></figure>

To access Applications:

1. Navigate to **Accounts**
2. Team Switch into your Brokerage Brand
3. 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

<figure><img src="/files/dOlEv3KcuLyylyw5sZPo" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/QikUbAtdU16HMpZegKkO" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/3bRO9PwKrAXMKzBz42xr" alt=""><figcaption></figcaption></figure>

Applications assigned to **Contact List** appear on the People page. This location is intended for workflows involving multiple contacts.

### Deals

<figure><img src="/files/0lJyD1eHa0eydQGYidgZ" alt=""><figcaption></figcaption></figure>

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**.&#x20;

Click **Applications**.

Click **+ New App** to begin adding an application.

Depending on your organization's needs, you can choose from several application types.

<figure><img src="/files/3niOdqV8ikl0nhOFEcPA" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/Segn2xRQMSgnRzO0gmjK" alt=""><figcaption></figcaption></figure>

### Rechat App Store

The Rechat App Store contains applications that can be installed directly into Rechat.

To install an application:

1. Select the location where you'd like the application to appear.
2. Click **+ New App**.
3. Select **Rechat App Store**.
4. Browse available applications.
5. Click **Install**.

Once installed, the application will immediately become available in the selected location.

### Website Links

<figure><img src="/files/l3hSN9CI6qiJM8MbuyOX" alt=""><figcaption></figcaption></figure>

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

1. Click **+ New App**.
2. Select **Website Link**.
3. Enter:
   * Application Name
   * Application URL
   * Application Icon
4. 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

<figure><img src="/files/ZOqMKWG2mUXm91G1stYz" alt=""><figcaption></figcaption></figure>

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

1. Click **+ New App**.
2. Select **Single Sign-On (SSO)**.
3. Enter the application name and icon.
4. 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.

{% hint style="info" %}
**Pro Tip:** Importing metadata is the quickest way to configure most SSO applications and helps reduce manual configuration errors.
{% endhint %}

### Custom Applications

<figure><img src="/files/lBRG936h1HZ0musw0yq1" alt=""><figcaption></figcaption></figure>

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

1. Click **+ New App**.
2. Select **Rechat App Store**.
3. Click **+ Custom App**.
4. Select the application type:
   * General
   * Contact Profile
   * Contact List
   * Deal
5. Enter the Manifest URL.
6. Complete the installation.

{% hint style="warning" %}
Custom Applications require a publicly accessible Manifest URL supplied by your development team or technology partner.
{% endhint %}

## Managing Installed Applications

<figure><img src="/files/tBkHSnV1rO8VfQGIdnrB" alt=""><figcaption></figcaption></figure>

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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