Embed the Playbook intake component instance on the third-party website

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Embed the global code and component code of the Playbook intake component instance that you configured so that you can enable your customers to start creating a case using the playbook guided experience on your third-party website.

    Before you begin

    You must configure the Playbook intake component instance. For information, see Configure the Playbook intake component instance.

    Role required: None

    Procedure

    1. On your third-party website, in the website's HTML file, paste the global code that you copied.
      Note:
      The global code only needs to be added once to your third-party website.
    2. On your website’s HTML file, paste the component code that you copied.
    3. Optional: Open the website to which you embedded web component to verify that it launches the Playbook intake component instance.

    Result

    The Playbook intake component instance appears on your third-party website.