Skip to main contentOnce 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.
Option 1: Embed via IFrame
- Go to Data Apps.
- Select the Data App you want to embed.
- Click on Embed Options > IFrame.
- Copy the generated
<iframe> snippet.
- Paste this into your target application (e.g., internal dashboard, web app).
Note: Ensure the host application supports iframe embedding and cross-origin requests.
Option 2: Embed using Browser Extension
- Install the AI Squared browser extension (Chrome/Edge).
- Navigate to the target business app (e.g., Salesforce).
- 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.
- Configure visibility rules if needed (e.g., user role, page section).
This option does not require modifying the application code.
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.
Next Steps