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

task brazil Updated Sep 10, 2026 1 min read embed-playbook-intake-comp.md
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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. 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.

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