Embedding media in a CRM

You can embed media in a CRM system with three URL options. Get the URL from the "Get Conversation" or "Create Conversation" endpoint. See https://developer.liveswitch.com/reference/get_v1-conversations-id. These endpoints return "embeddedConversationUrl", "projectEmbeddedUrl", or "projectEmbeddedShareUrl" for the options below.

The "embeddedConversationUrl" links to a specific Conversation. It includes recordings, notes, photos, and other media in that Conversation. The user must have a LiveSwitch account. The user must log in to that account to view this URL.

The "projectEmbeddedUrl" links to a specific Project. A Project can contain multiple Conversations. The user must have a LiveSwitch account. The user must log in to that account to view this URL.

The "projectEmbeddedShareUrl" provides the same view as "projectEmbeddedUrl", but read-only. Every Project has this URL as soon as it exists. Anyone with the URL can view the Project without a login.

Do not store media links directly. These links can expire. New recordings can add new records. Photos can change through cropping or annotation. Users can add notes and change labels.