Ferndesk
Integrations

Dashboard integration

Connect your product dashboard to Ferndesk so Fern can log in, navigate your app, and capture annotated screenshots automatically for your documentation.

This integration is currently in beta. You will need a demo or test account with appropriate access permissions.

Connect your dashboard

  1. Go to the Integrations page in your Ferndesk dashboard.

    Integrations page showing the Dashboard card under Get started

  2. Find the Dashboard integration card under Get started and click Connect.

  3. Provide three pieces of information in the connection modal:

    • Name: A label to identify this dashboard (for example, "Admin Portal" or "Staging Environment")

    • URL: The full URL where Fern should start, such as https://app.yourproduct.com

    • Login steps: Step-by-step instructions for logging in

      Dashboard connection form with Name, URL, and Login steps fields

  4. Click Connect to save the connection.

Once connected, the Dashboard card shows a Manage button that opens the connection detail page, where you can edit or disconnect the connection.

Writing login instructions

Be specific about button labels, field names, and exact steps. For example:

1. Click the "Sign In" button in the header
2. Enter email: [email protected]
3. Enter password: demo-password-123
4. Click "Continue"
5. If prompted for 2FA, click "Use backup code"
6. Enter backup code: 123456789

The more specific your instructions, the more reliable the automation will be.

Credentials are encrypted and stored securely. Use a dedicated demo or test account, not a personal or production admin account.

Using the integration

Once connected, ask Fern to capture screenshots when creating or updating articles:

  • "Take screenshots of the user settings page"

  • "Document the API key creation flow with annotated screenshots"

  • "Update the onboarding article with fresh screenshots"

Fern will log in using your instructions, navigate to the relevant pages, capture screenshots, and add them to your article draft for review.

Managing connections

You can connect multiple dashboards (production, staging, or different products) from the Integrations page. To edit or remove a connection, click Manage on the Dashboard card, then use the detail page's edit or disconnect controls.

Learn more about how Fern uses this integration in Automate screenshots in your docs.

Was this helpful?
Was this helpful?