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What it’s for

The Embed (iframe) tab lets you use Conversas inside another system (or your own portal). Each person signs in with their own PIN and sees only what is theirs.

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Who can do it

Only Owner and Admin. For the other roles, the tab does not even appear.

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Where to click

Settings › Organization › Embed.

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Step by step

1

Start

Click Create embed link. The wizard has 3 steps: Name, People and PINs, Review.
2

Name

Fill in the Link name and, if you use GHL, the Item name in GHL (the same as the Custom Menu Link). Tick Hide GHL’s native Conversations if you like. Click Continue.
3

People and PINs

Tick the people. Each one gets a PIN of 4 to 8 digits, which you can change. Click Continue, check it, and click Create link.
4

Copy it now

Use Copy on the address. In GHL, paste the GHL code into Custom Code / Custom JS.

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What happens next

Each link appears under Active links. For security, the address only shows at creation: if you lost it, revoke it and create another. For each link, you can Edit, GHL code, Add user, Generate new PIN, or Remove from this link. Revoke removes access right away and cannot be undone. If you change the item name in GHL, copy the code again and paste it over the previous one.

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Common errors

  • Failed to create the embed link
  • Failed to update the link / Failed to revoke
  • Failed to reset PIN / Failed to add user / Failed to remove user
  • Couldn’t load the links. Try again.

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Next step