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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