Embeds

How it works

1
The external view loads in an isolated frame.
2
It keeps its own auth; nothing is proxied.
3
The surrounding page still knows which record it belongs to.

Best for

A tool the team already lives in.

Not the right choice for

Anything you could hold as data instead. Embeds cannot be searched.

Questions

What data does the Embeds page use?

It reads embed records the agent has collected. External widgets/iframes. Nothing has to be imported first — the page appears once there is something to show.

Do I have to build or configure it?

No. You describe what you need in a sentence and the agent chooses the view and fills it. Custom pages exist for the cases no built-in view covers, and those are reviewed before they go live.

When is a embed the wrong choice?

Anything you could hold as data instead. Embeds cannot be searched. It is best for: a tool the team already lives in.

Does it stay up to date?

Yes. The page is a view over the data rather than a copy of it, so anything the agent learns afterwards shows up without a rebuild or a re-import.