Embed Customization

Choose what your embed contains, set up its chat, brand it, and check it in the live preview.

Decide what visitors can use, set up the chat, and make the embed look like your product.

Accessing Customization Settings

  1. Go to Embeddings in the sidebar
  2. Select an embed from your list
  3. Settings are grouped into Contents, Chat, Dashboard viewer actions, Branding, Data sources, Access & security and Per-customer data

Owner-managed Agents and output branding

In Chat, select up to five Agents from the embed's owning workspace. All selected Agents apply automatically; the first is the lead. Use the arrow buttons to reorder them. Create Agent and Edit open the existing editor with a return link to this embed.

Choose one Output brand kit, or None. This kit controls supported charts, reports, and other generated results. It overrides any kit attached to an Agent. None uses no kit, including no personal user preference. The embed's own logo and colors are separate, under Branding.

Click Save Agents & Brand Kit to apply the pair of assignments. New runs, including follow-ups in existing conversations, use current Agent versions and the selected kit. An active response keeps its original configuration. If an assigned resource is deleted or becomes unavailable, update the assignment before starting another run.

Assigned Agent instructions and reference materials are used to answer embedded users. Only assign material that is appropriate for that audience. Embedded users cannot inspect or edit the configuration through customization controls.

Ask-only conversations

All embedded conversations use Ask. There is no mode switcher or consumer Customize menu in the preview or the live embed. Data Flows, enrichment workflows, and dashboard creation or editing are unavailable. Ordinary analysis, charts, tables, and supported downloads remain available. Older non-Ask conversations remain readable; start a new Ask chat to continue working.

Contents

SettingWhat it does
AI chatVisitors can ask questions about the data sources you share. Turn it off to show only dashboards
DashboardsRead-only widget dashboards visitors can open. See Dashboards & Access
Show LibraryVisitors can revisit their files, charts and downloads
Show public Data ExplorerVisitors can browse public datasets

Chat settings

SettingWhat it does
Starter promptsUp to six suggested questions under the chat box
Allow file uploadsVisitors can add their own files to a chat
Show generated codeShows the SQL and code behind each answer
Follow-up suggestionsSuggested next questions after each answer
Reports and slidesVisitors can ask for Word reports and PowerPoint decks
Web researchThe AI can search the web when a question needs it. Off by default

Public sharing, customization controls, workspace administration, billing, tasks and platform tools are never available in embeds. Text edits save when you leave the field; switches save immediately. The saved status reports failures and lets you retry.

Text Customization

Custom Greeting

Replace the default "Good afternoon, [Name]" greeting with your own message.

  1. Expand the Chat section
  2. Enter your greeting in the Custom Greeting field
  3. Leave the field to save; check the saved status.

Example: "Welcome to Acme Analytics"

Placeholder Text

Customize the input field placeholder text.

  1. In the Chat section
  2. Enter text in the Placeholder Text field
  3. Leave the field to save; check the saved status.

Example: "Ask about your sales data..."

Team embeds can set a custom greeting, placeholder text, and colors, and they never show Better Analyst branding. Enterprise embeds can also add your logo. Eligible legacy plans retain their existing customization access.

Logo Upload

Add your company logo to the embed. Requires Enterprise.

Requirements

  • File size: Maximum 2MB
  • Formats: PNG, SVG, JPG, GIF
  • Display size: 64px height, up to 280px width
  1. Expand the Branding section
  2. Click Upload Logo and select a file
  3. Your logo appears in the preview
  4. The logo displays in the embed's sidebar header

Click the X button on the logo preview to remove it.

For best results, use a transparent PNG or SVG. Logos are displayed against your chosen background color.

Color Configuration

Match your embed to your brand colors. Requires Team or Enterprise.

Accent Color

The accent color is used for:

  • Buttons
  • Links
  • Selected states
  • Interactive elements

Default: #4f62f2 (Better Analyst cobalt)

Background Color

The background color affects:

  • Main chat area background
  • Sidebar background
  • Card backgrounds

Default: #f7f8fc (cool off-white)

Setting Colors

  1. Expand the Branding section
  2. Click the color picker or enter a hex code
  3. Changes preview immediately
  4. Settings save automatically

Color Tips

  • Ensure sufficient contrast between accent and background colors
  • Test readability with both light and dark backgrounds
  • The embed automatically adjusts text colors based on background brightness

Live Preview

The Live preview panel shows your real embed, as you the owner see it, with your actual chats and dashboards. It reloads after every saved change. Chats you start in the preview are yours, not a visitor's. Use Test to check sign-up, joining and connected data as a visitor would.

Next Steps