Overview
Signed iframes render boards in the right pane of Agent Desk, Chronicle, and PayStream.
Problem
Users lack context when switching tools; insights remain disconnected from the work surface.
Solution
InsightLake issues signed embed URLs with RBAC-aware filters, so teams see relevant KPIs where they work.
How it works
Enable embeds on selected boards, scope by workspace/team/contact, and drop into app sidebars. All access respects RLS/masking automatically.
Who is this for
Team Leads
Agents / CSMs
Finance Analysts
Expected outcomes
- Decisions at the point of work
- Higher adoption of analytics
Key metrics
Boards embedded
Baseline
0 count
Target
5 count
Weekly active viewers
Baseline
22 % of seats
Target
60 % of seats
Gallery
Downloads & templates
Case studies
Support sees ticket insights in-context
Agent Desk sidebars show FRT and sentiment for the active contact.
BPO SMB LATAM
Security impact
- RBAC-filtered analytics views (no raw data exfil) · PII: depends on source; policies enforced
Compliance
- GDPR (access control)
- SOC2
Availability & next steps
Pro
Enterprise