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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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Allow the host origin

For security, AI Squared only serves embedded Data Apps and Agentic Apps to origins you have explicitly allowlisted. Before your embed will load, an admin must add the host page’s origin to the workspace or organization allowlist. An origin is the scheme, host, and (non-default) port of the page hosting the iframe—for example, https://app.example.com or http://localhost:3000. Paths and query strings are not part of an origin. Scopes
Managing embed origins requires the Embed Settings permission, which is granted to organization admins by default. Non-admin roles can be granted read access to view the list.
Manage allowed origins
1

Add an origin

As an admin, add the full origin of the page that will host the embed (for example, https://crm.example.com). Choose whether to scope it to the current workspace or to the whole organization.
2

Update or remove

Edit an origin to fix a typo or migrate to a new host, or remove it when the embed is no longer needed.
3

Wait for propagation

Origin changes are cached and refresh automatically on all servers within about 60 seconds. The API response includes a refresh_interval_seconds value so you know when the change is live.
If a host page’s origin is not in the allowlist, the browser will block the embed with a CORS error. Add the origin (including the correct scheme and port) before loading the embed.

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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