Embedding Cortex in your ITSM System

Cortex includes a dedicated embed page that can be surfaced inside another system via an iframe. This allows agents to view a requester's archived records directly within a ticket in their current ITSM tool.

The embed page URL takes the following format:

https://YOUR_CORTEX_URL/embed?object=BUSINESS_OBJECT&requester=REQUESTER

Replace BUSINESS_OBJECT with the type of record you want to display (e.g. Incident or HRCase) and REQUESTER with the email address of the requester whose records should be listed. In practice, your ITSM system will substitute a variable or shortcode here automatically - see the platform-specific pages below for details.

Any agent who is logged into Cortex can view the embed page. Some platforms also support securely passing authentication information through the iframe; see the platform-specific documentation to check whether yours is supported.