> For the complete documentation index, see [llms.txt](https://documentation.proto.cx/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://documentation.proto.cx/docs/settings/teamspaces/custom-profiles.md).

# Custom Profiles

Embed a third-party CRM dashboard into Proto AICX.

{% hint style="info" %}
Custom Profiles is available with the Total and Enterprise plans. Requires the **Manage Custom Profiles** permission.
{% endhint %}

Custom Profiles embeds a third-party webpage via iFrame, displayed alongside a person's details and conversations. Typically used to show a synced CRM dashboard. See [Developer API](/docs/developers/apis.md) for syncing options.

Go to **Settings → Teamspace → Custom Profiles**.

***

## Configuration

| Setting     | Description                                                                                                                                                                                                                                                                                                                           |
| ----------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Enabled** | When on, the Custom tab becomes available on conversations, and an iFrame preview appears on this page.                                                                                                                                                                                                                               |
| **URL**     | Web address of the page to embed. Must be a secure `https://` address; `http://` addresses are no longer accepted. If entered as a literal IP address, it must be a public one — private, loopback, link-local, and other internal-only ranges are rejected. Ordinary domain-name addresses are not checked against this restriction. |

The URL field is validated before you can save: an address that isn't a well-formed URL, or that doesn't start with `https://`, shows an inline error under the field ("URL must use HTTPS." for the latter case) and blocks **Save**. The public-host-only rule for literal IP addresses is checked on the server when you save, not while you type — if a syntactically valid HTTPS address fails that check, saving still fails, but as a generic error notice rather than an inline field message.

If enabled with a currently valid URL, the embedded page appears in the iFrame preview; select the refresh button to reload it. If the URL fails validation, the preview instead shows a warning icon with one of two messages: "iFrame URL is invalid" when the address isn't a well-formed URL at all, or "iFrame URL must use HTTPS" when it's well-formed but doesn't use `https://`. The same preview and messages appear in the **Custom** tab on a conversation.

{% hint style="warning" %}
If a URL that was saved before this restriction was introduced no longer meets it, Proto AICX automatically clears the URL and turns off Custom Profiles the next time this page or a conversation's Custom tab is opened. There's no separate notice when this happens — the toggle simply reappears off with the field empty, and the Custom tab stops appearing on conversations until a valid HTTPS URL is set again.
{% endhint %}

Webpages in the iFrame are third-party resources outside Proto's support scope. Ensure the site supports iFraming. If the content requires a login, you must be signed in to that platform separately.

***

## Use custom profiles

1. Go to [**Inbox**](/docs/modules/inbox.md) and select a conversation.
2. In the opened panel, select the **Custom** tab.
3. The embedded page is displayed. Select the refresh button to reload it.