The Custom Tabs feature is a powerful tool that allows you to create fully customized tabs tailored to your agency’s unique offerings and client needs. This feature opens up a world of possibilities for enhancing your client’s dashboard experience.
Access Custom Tabs
Navigate to the Custom Tabs
section in your agency settings.
Add New Tab
Click the + Add Tab
button to create a new custom tab.
Configure Tab Settings
For each tab, set the following:
Icon
Choose an icon to represent the tab. This helps users quickly identify the tab’s purpose in the dashboard.
Tab Label
Enter a name for the tab. This label will be displayed in the client’s dashboard navigation, so make it clear and concise.
Tab URL
Set a unique identifier for enabling client access. This URL will be used internally to reference the tab and can be used when setting up permissions for different users access to the tab.
Tabs make for extremely good opportunities for Up-selling to your clients. Everything from new services, extra agents to feedback loops. Be creative.
Choose Content Type
Select between HTML (with JavaScript) or iFrame:
Preview and Save
Use the Preview
button to check your tab’s appearance, then click Done
to save.
Use the Always Visible
switch to control tab visibility for all clients.
Click the arrow buttons to change the tab’s position in the list.
Click the edit icon to modify an existing tab’s content or settings.
Remove unwanted tabs using the delete button.
Here are some advanced, colorful, and feature-rich examples you can copy
and paste
into your custom tabs to see the possibilities:
Interactive AI Art Generator
Dynamic Dashboard Analytics
AI-Powered Customer Feedback Analyzer
Remember to adapt these examples to fit your specific use case and branding. They serve as a starting point to inspire your own creative and functional custom tabs.
The Custom Tabs feature is a powerful tool that allows you to create fully customized tabs tailored to your agency’s unique offerings and client needs. This feature opens up a world of possibilities for enhancing your client’s dashboard experience.
Access Custom Tabs
Navigate to the Custom Tabs
section in your agency settings.
Add New Tab
Click the + Add Tab
button to create a new custom tab.
Configure Tab Settings
For each tab, set the following:
Icon
Choose an icon to represent the tab. This helps users quickly identify the tab’s purpose in the dashboard.
Tab Label
Enter a name for the tab. This label will be displayed in the client’s dashboard navigation, so make it clear and concise.
Tab URL
Set a unique identifier for enabling client access. This URL will be used internally to reference the tab and can be used when setting up permissions for different users access to the tab.
Tabs make for extremely good opportunities for Up-selling to your clients. Everything from new services, extra agents to feedback loops. Be creative.
Choose Content Type
Select between HTML (with JavaScript) or iFrame:
Preview and Save
Use the Preview
button to check your tab’s appearance, then click Done
to save.
Use the Always Visible
switch to control tab visibility for all clients.
Click the arrow buttons to change the tab’s position in the list.
Click the edit icon to modify an existing tab’s content or settings.
Remove unwanted tabs using the delete button.
Here are some advanced, colorful, and feature-rich examples you can copy
and paste
into your custom tabs to see the possibilities:
Interactive AI Art Generator
Dynamic Dashboard Analytics
AI-Powered Customer Feedback Analyzer
Remember to adapt these examples to fit your specific use case and branding. They serve as a starting point to inspire your own creative and functional custom tabs.