Integrating AI and Data Aggregation Tools in X-Pages

X-Pages enable content developers to integrate and embed AI tools and data aggregation tools, for example, Microsoft Power BI, directly into Vault CRM. Organizations use this capability to surface contextual insights, recommended actions, and AI-assisted guidance from external systems within the end user's existing workflow, eliminating the need to switch between separate applications.

Embedded content can authenticate to the external source using a Vault Session ID or single sign-on (SSO), so end users view combined Vault CRM and external data without a separate login step.

Who can use this feature?

Configuring Integrating AI and Data Aggregation Tools in X-Pages for

To configure this feature:

  1. Ensure Configuring X-Pages is complete.
  2. Ensure the appropriate entry points are also configured:

Configuring the Embedded Tools Authentication

X-Pages integrating data and real-time services can authenticate using the Vault Session ID or SSO to securely display content. This enables users to view embedded X-Page content without navigating away from the Vault CRM app to authenticate the external source.

See Integrating External Data with X-Pages to learn more about authenticating external content via Vault Session ID or SSO configuration.

Integrating AI and Data Aggregation Tools in X-Pages as

Choosing an Integration Approach

Before integrating AI and data aggregation tools, confirm the level of integration necessary for the content. If the external tool needs to display existing content hosted on external servers, the content can be loaded and displayed with the URL rather than creating a new X-Page. Additionally, tokens can be included in the page’s URL for context-aware content. See Loading X-Page Content from External Servers for more information.

Available Integration Tools

When integrating AI and data aggregation tools, content developers can use the following methods, individually or in combination, depending on the integration requirements:

  • Authenticating an external connection:
  • SSO - Call the getSSOAccessToken method to retrieve valid access tokens for external applications that use OAuth-based SSO, see Integrating External Data with X-Pages for more information
  • Vault Session ID - Call the getVaultSessionId method to retrieve a session ID for use with Vault APIs or a customer-defined process
  • Retrieving Vault CRM content when the embedded content requires Vault CRM context:
  • Call the getDataForCurrentObject method to retrieve field values
  • Call the getOverlayContext method to retrieve the active field ID and page context, when using the Prompt Overlay entry point
  • Loading page content from an external server:
  • If content already exists, content developers can load it directly as X-Page content, see Loading X-Page Content from External Servers for more information
  • Content developers can pass Vault CRM content to the loaded page using tokens in the page URL
  • Loading pages this way still allows content developers to use it with any of the other methods in this section, for example, authenticating via SSO or calling the external tool’s API
  • Calling the external tool’s API:
  • Content developers can call the external tool’s API using standard browser methods, for example, fetch or XMLHttpRequest. Ensure the external tool is configured to allow cross-origin requests from Vault CRM.
  • Alternatively, use the ds.request method, passing the authentication token or session ID in the request headers and any context in the body.

The ds.request method resolves certain cross-origin resource sharing (CORS) restrictions that fetch and XMLHttpRequest cannot resolve, particularly on iPad. This method is not required if the external tool does not have these restrictions.

Related Topics

X-Pages Overview

Integrating External Data with X-Pages

Using the X-Pages Top Level Entry Point

Using the Prompt Overlay Entry Point