In today’s digital landscape, the ability to seamlessly integrate various elements into documents, websites, and software systems is pivotal for enhanced functionality and user experience. AITable.ai emerges as a powerful solution offering diverse embedding capabilities, enabling the integration of tables, forms, boards, Gantt charts, and even intelligent assistants into various platforms.
Are you seeking to enrich your digital assets with dynamic and interactive elements? This blog shows you how to embed the various features of AITable.ai where you want them.
Privacy & Permissions
Before you share an AITable.ai file, please make sure the document is public. If it is private, you’ll be the only one who can see it. To change your privacy setting, click the Share link at the top of the screen to make it public.
More specifically, you can control the viewing and editing permissions of files to ensure specific data security:
- Permissions for files: Set permissions on files that should be allowed to view and edit files.
- Permissions for field management: Permissions that determine which fields can and cannot be viewed or edited
To learn more about AITable.ai’s permissions, check out the Introduction to Permissions.
Embedding via Public Links
AITable.ai provides an easy way to embed its features using public links. This means that you can take a public link to a datasheet and embed it into various web pages, online documents, and the enterprise’s internal systems. This allows your collaborators to view and edit the data without having to navigate away from the current page.
Get The Public Link
To get a public link, simply click share, select Publish in the pop-up panel and click confirm to generate a public link.
Benifits of embedding via public links
- You can embed the public link immediately after publishing it, without the need to learn using API.
- When using some online document products such Notion, Wolai, and Lark document, you can also paste a link directly onto the webpages, and it then can be automatically recognized and converted into an embedded web page.
- In addition to using public links, you can also paste HTML snippets into a blog website and Web Applications to realize embedding.
What you can embed using public links
- embedded datasheet
- embed Form
- embedded Gantt chart
- embedded kanban
- embedded Gallery View
- embedded Grid View
- embedded Calendar View
- embedded Architecture View
- embed folders
- embed Dashboards
- embed AI Agent
- ……
Once you create the public link, you can embed the link into a third-party web page via <iframe> element. You can see instructions here for a quick start.
Custom Embedding
For those seeking a higher degree of customization, AITable.ai offers custom embedding. This feature, available to premium plan users, allows you to create a special embedded link for a datasheet.
Developers can call the API of creating embedded links to embed a customized datasheet, with changing different interface elements such as view tyeps and data range displayed. This type of embedding in a target webpage via a html <iframe> tag with calling API refers to custom embedding.
You can embed a datasheet with customizations as following:
- Embedding a datasheet without the tool bar
- Specifying the theme color of embedded datasheet
- Embedding a specified view
- Hide the AITable logo at bottom
- Hide the view tabs
Benefits of using the custom embedding
- Embed highly customized datasheet to create a more harmonious web page.
- To ensure data security, only embed a range of the data that are not editable by visitors.
- By embedding a particular view, you can decide how the data is presented. For example, you can only embed and display the data in the form of Gantt chart, and the visitors will be not able to see other views.
See detailed documentation on how to customize embedding.
Embedding a dashboard
If you need to visualize data in a more concise and meaningful way, embedding a dashboard can be the perfect solution. A dashboard serves as a container where you can add various types of widgets to enhance data capabilities.
This feature, only available to users on a paid Pro or higher plan, allows you to embed a dashboard into any desired websites or applications. You can choose to display any content you want, making it an excellent tool for data visualization.
Unlike dashboards embedded by public links, this embedding can be done for individual dashboards rather than entire folders.
You can call the API to obtain the embedding link of the target dashboard.It is similar to custom embedding, so you can refer to the relevant methods to get embedded links: how to obtain the embedding link.
Embed the AI Agent widget into your website
One of the most innovative features of AITable.ai is the ability to embed an AI agent into your website. You can create a question-answering AI agent that addresses user inquiries about website or product usage.
Once embedded on your webpage, the AI agent will appear as an AI customer service agent, providing 24/7 online assistance to your website visitors.
Before embedding your AI agent, ensure that it has been published. Only published agents can be public accessed by users on the internet. To publish your AI agent, follow these steps:
- Go to the AI agent page.
- Click on the “Publish” button located in the upper right corner of the page.
- Clicking on “Publish” in the pop-up window and you will receive a public link that all internet users can use to access the AI agent.
Then, click on the “Embed” button to reveal the embedding code.
The embedding code will be generated in both HTML and JavaScript formats, based on the AI agent ID. Choose the code that suits your needs.
Simply insert the HTML code into the HTML page of your website, you can embed ai agent to webpage.
Alternatively, By using JavaScript code, the AI Agent will appear as a floating button in the bottom right corner of your webpage, similar to popular customer support tools. When a visitor clicks on the button, a chat box will automatically appear, enabling them to engage in a conversation with the AI Agent.
Conclusion: Leveraging AITable.ai for Enhanced Integration
Above all, AITable.ai stands as a versatile platform catering to diverse embedding needs, facilitating the incorporation of complex data structures and intelligent assistants into various digital environments. With its emphasis on privacy, customization, and advanced embedding features, AITable.ai offers a comprehensive solution for those seeking to enrich their digital assets.
So, ready to elevate your digital assets with dynamic and interactive content? Explore AITable.ai‘s embedding capabilities today and unlock a world of possibilities for seamless integration into your documents, websites, and software systems.
