Embedding

In addition to using DataBot in a dedicated webpage—either with just the chatbot or with both the chatbot and dashboards—you can also embed it directly into your own website or application, as follows:

Embedding as a Widget

If you control the platform where you want to place DataBot, adding it as a widget is the most seamless option. It delivers a native feel and integrates directly with your environment.

• Download datbot-widget.js from here.
• Optionally modify it by changing colors, etc.
• Include the following code snippet in the frontend of your app or website.

<script
  src="databot-widget.js"
  defer
  app-url="[DATABOT URL]/?is-widget=true"
></script>

Embedding as an iframe

If you do not control the platform where you want to place DataBot, such as a CRM or third party tool, embedding it as an iframe is the simplest way to integrate DataBot within that tool.

<iframe src="[DATABOT URL]" allow="microphone"></iframe>

Single Sign-On (SSO)

Whether you embed DataBot as a widget or an iframe, SSO lets you authenticate users through your existing identity provider. This removes the need for a separate DataBot login and creates a smooth experience.

Simply use the following code to generate a jwt everytime the page containing embedded DataBot loads, and use it in the embedding URL:

import jwt
import time

DATABOT_AUTH_KEY = ***  # this is the environment variable you provided 
                        # when deploying DataBot

jwt_payload = {
    "sub": "user@example.com",  # replace with the actual user email
    "iat": int(time.time()),
    "exp": int(time.time()) + 30,  # expires in 30 seconds

    # Optional
    "group_memberships": ['Admins'],
    "custom_user_attribute_assignments": {  
        "attr1": "12345",  # example key-value 
        "attr2": "abcd",  # example key-value
    }
}

# Sign the JWT
jwt_token = jwt.encode(jwt_payload, DATABOT_AUTH_KEY, algorithm="HS256")

You would then use the token to build the URL used in the widget or iframe:

<script
  src="databot-widget.js"
  defer
  databot-url="[DATABOT URL]/sso/login?is-widget=true&token=[jwt_token]"
></script>

<iframe src="[DATABOT URL]/sso/login?token=[jwt_token]" allow="microphone"></iframe>

You can control user access levels by specifying the group_memberships and custom_user_attribute_assignments parameters.

• group_memberships defines which tables or views a user can access.
• custom_user_attribute_assignments is used to manage access at row level. When BI integration is enabled, it's also used for managing access to dashboard cards (both when viewing dashboards and when using dashboard cards as data source).

Embedding in Salesforce

The easiest way to embed DataBot as an iframe inside Salesforce is using a Visualforce Page:

<apex:page showHeader="false" applyBodyTag="false" applyHtmlTag="false">
    <iframe 
        src="[iframe url]" 
        width="99%" 
        height="800" 
        allow="microphone"
        style="border: 1.5px groove #ccc;">
    </iframe>
</apex:page>