EmbedAgent

Sign In To Your Workspace

Workspace access is provisioned by your administrator.

Password

Client Workspace

Editing agent: -

Tenant setup guide

Create an agent first if this workspace has none.
Set model, API key, and allowed origins, then save.
Generate embed code and paste it into your intranet page.
Use Datasources to feed documents, pages, or APIs to this agent.

Workspace Configuration

Agent

New Agent Name

Agent Name

Model

Vector Store ID

OpenAI API Key

Primary Color

Secondary Color

Background Color

Launcher Teaser

Welcome Message

User Name Selector

Answer Scope

Strict Evidence Gate

Feedback

Allowed Origins (comma separated)

Suggested Prompts (comma separated)

System Prompt

Live Preview

Updates as you edit the agent so you can check branding before saving.

Ask Assistant

Embed

Origin

Paste this script in your intranet page.

Audit Embed

Creates a read-only embedded dashboard for this agent. Use the same origin as the external site where the iframe will be placed.

Show numbers Show graph Show prompts

Paste this iframe on an approved site to display usage metrics and recent prompts. If the target site origin changes, generate a new snippet.

All datasource actions apply to the selected agent.

Datasource instructions

Add one source type at a time, then click Refresh on that row.
Use Web Page for static content and API Endpoint for live data.
Set sync minutes to control refresh cost; 1440 means once daily.
Open Advanced API options only when pagination/body/headers are needed.

Agent Datasources

1. Upload Document

Use for PDF, DOCX, TXT and similar files.

2. Add Web Page

Best for policy/help pages. Sync defaults to 1440 minutes.

3. Add API Endpoint

Start with URL, method, auth, and sync. Open advanced only if needed.

Advanced API options

Type	Label	URL	Method	Auth	Mode	TTL(s)	Last Refresh	Chars	When	Action

Recent Prompts

When	User	Prompt	Tokens	File Search	Feedback	AUD