Custom Profiles
Embed a third-party CRM dashboard into Proto AICX.
Last updated
Embed a third-party CRM dashboard into Proto AICX.
Last updated
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 for syncing options.
In the , 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://
or https://
prefix.
Press Save to confirm edits, and the embedded page will be shown in the iFrame preview if enabled with a valid URL.
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.