Custom Profiles
Embed a third-party CRM dashboard into Proto AICX.
Custom Profiles is available with the Total and Enterprise plans.
Requires the Manage Custom Profiles user permissions to edit.
Custom Profiles provides an iFrame for embedding a third-party webpage with external audience management tools. This appears visually adjacent to a person's details and conversations in Proto AICX, and is typically used to display a synced CRM dashboard. See Developer API for syncing options.
Configuration
In the settings panel, select Custom Profiles.
A single iFrame can be configured with these options:
Enabled — toggles whether the Profile iFrame tab is available to users.
URL — the web address of the webpage being embedded, requiring an
http://orhttps://prefix.
Webpages applied to the iFrame are third-party resources, and thus do not fall under Proto's scope of support services. If you're troubleshooting getting a valid URL to display, ensure the website supports being iFramed. If the URL's content is behind a login, you may need to be separately signed-in to that platform for the iFrame to display authorized content.
Press Save to confirm edits, and the embedded page will be shown in the iFrame preview if enabled with a valid URL.
Use Custom Profiles
Go to Inbox and select a conversation.
In the opened panel, select the Custom tab.
The embedded page is displayed. Press the refresh button to reload it.
Last updated