Embed in Business Apps

Once your Data App is configured and saved, you can embed it within internal or third-party business tools where your users work—such as CRMs, support platforms, or internal dashboards.

AI Squared supports multiple embedding options for flexibility across environments.

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Option 1: Embed via IFrame

1. Go to Data Apps.
2. Select the Data App you want to embed.
3. Click on Embed Options > IFrame.
4. Copy the generated <iframe> snippet.
5. Paste this into your target application (e.g., internal dashboard, web app).

Note: Ensure the host application supports iframe embedding and cross-origin requests.

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Option 2: Embed using Browser Extension

1. Install the AI Squared browser extension (Chrome/Edge).
2. Navigate to the target business app (e.g., Salesforce).
3. Use the extension to “pin” a Data App to a specific screen.
   • Example: Pin a churn score Data App on a Salesforce account details page.
4. Configure visibility rules if needed (e.g., user role, page section).

This option does not require modifying the application code.

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Best Practices

• Embed Data Apps near where decisions happen—sales records, support tickets, lead workflows.
• Keep layout minimal for seamless user experience.
• Use feedback capture where helpful for continual model improvement.

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Next Steps

• 👉 Feedback & Ratings: Set up qualitative or quantitative feedback mechanisms.
• 👉 Monitor Usage: Track adoption and model performance.