Embedding AskBiz Dashboards in Your App

AskBiz supports two ways to embed dashboard views in your own application:

1. Iframe embedding (simpler): embed a specific AskBiz dashboard as an iframe in your app. The embedded view is read-only and inherits the permissions of the associated API key.

2. API-powered custom views (more flexible): use the AskBiz API to pull data and render it in your own UI. Full control over presentation; no iframe; requires more development effort.

Iframe embedding is suitable for internal tools and simple portals. API-powered views are recommended for customer-facing products where you need full design control.

To generate an embeddable dashboard URL:

1. Go to Dashboards → [your dashboard] → Share → Embed

2. Configure embed options:

• Read-only or interactive
• Which widgets to show
• Date range (fixed or dynamic)
• Filter restrictions (if you want to restrict to a specific channel or product)

3. Copy the embed URL

4. Add to your HTML:

Embed URLs are signed with an expiry (default 24 hours, configurable up to 30 days). For permanent embeds, regenerate the URL via API: POST /embeds/generate.

Iframe embeds are secured by signed URLs — each URL is specific to the dashboard and permissions granted at generation time.

Best practices:

• Never expose embed URLs publicly in client-side JavaScript — generate them server-side
• Set the shortest practical expiry for the use case (shorter = safer)
• For customer-facing embeds, generate a unique embed URL per customer session — do not share one URL across multiple customers
• Use the allowedOrigins parameter when generating embed URLs to restrict which domains can load the embed

For customer-facing portals with sensitive business data, the API-powered approach is more secure as you control exactly what data is exposed.