Embedding these tools makes your client experience centralized, seamless, and interactive, no extra emails, no lost links, and no switching between apps. Some common uses cases include:
Present live dashboards or campaign data
Share budgets, timelines, or audit results
Run surveys or client check-ins
Create lightweight onboarding or discovery questionnaires
To get started go to the client or workspace template.
Click on “Embed”
Paste the public URL into the field.
When adding an Embed, you can customize the way it appears:
Display Mode
Choose how your app or content is shown:
Inline – Embed it directly into the workspace
Full Page – Open it in a dedicated tab for more space
Note: To make sure your embed works properly, always grab the URL from the “Share” button, not the one from your browser’s address bar.
Title & Icon
Add a clear title and choose an icon so clients know what to expect
If you want an embedded app to appear automatically across all your client workspaces, you can add it as a Global Item.
Global Items make it easy to maintain consistency—perfect for onboarding videos, company updates, or shared calendars.
