Widget builder
Integrations, layout, style and features of the panel your customers see.
Widgets: the Layout, Style and Features tabs. The Embed tab has its own page.
Opening Widgets takes you straight into the builder; there is no widget list page. A Live badge sits in the header once the widget has been saved, and Widget actions ⋯ offers Reset to defaults. The sticky footer carries Reset and Save and publish.
Integrations
Above the tabs, the INTEGRATIONS panel lists what appears in the widget, with a count. This panel is the widget list: the offer your customers browse. Everything else on this screen is presentation.
An integration that moves data between two systems shows both logos and a direction marker, such as Dynamics 365 F&O → BigCommerce B2B outbound →. A status dot marks each one draft or active.
Add Integrations
Add opens the Add Integrations dialog, with two tabs:
Apps
Select connectors: individual systems from your catalogue.
Unified
Unified API categories rather than one connector at a time.
Scope: decides whose credentials the integration uses.
Org level
Default. Connections are shared across the organisation.
User level
Each customer connects their own account.
Org level is the default, and it is the wrong default for most embedded products: it shares one set of connections rather than giving each customer their own. If your customers are meant to authorise their own accounts, choose User level.
Edit Integration
The pencil on a row opens Edit Integration, where most of the configuration lives: the configuration template, activation mode, customer visibility, the connectors and their per-connector overrides, the workflows that auto-bind to every connected customer, triggers, and the callbacks that run a workflow when a customer activates or changes something.
It has a page of its own: Edit Integration.
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