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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 permission.

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 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.

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 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.

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