# Set up Profile explorer in Amazon Connect Customer Profiles
Set up Profile Explorer

Amazon Connect Customer Profiles Explorer is a dynamic, all-in-one dashboard that provides a comprehensive 360° view of your customers. It unifies fragmented customer data and allows organizations to customize data displays, track interactions, and transform customer information into actionable insights that drive business value and customer loyalty. Organizations in industries like travel and hospitality can use Profile explorer to better understand and engage with their customers through this intuitive interface.
+ **Find customers instantly** using multiple identifiers simultaneously (email, phone, booking reference etc.) with real-time search results.
+ **Customize views** to prioritize the most relevant information for specific business needs, design a domain-specific layout that highlights the most relevant customer data defined by you.
+ **Access complete customer context** including demographic data, communication history, behavioral interactions, and segment membership with interactive visualizations and data displays.
+ **Leverage AI-powered insights** with customer summaries highlighting key patterns, and personalized behavioral inferences.

![\[The Profile explorer dashboard.\]](http://docs.aws.amazon.com/connect/latest/adminguide/images/customer-profiles-profile-explorer-1.png)


**Topics**
+ [

# Enable Profile explorer
](enabling-profile-explorer.md)
+ [Get started](getting-started-profile-explorer.md)
+ [

# Layout definition
](layout-definition.md)
+ [

# Add Profile explorer to the agent workspace
](add-profileexplorer-to-agentworkspace.md)

# Enable Profile explorer


The following steps will allow you to enable Profile explorer for your administrators and users. This process involves setting up permissions for both layout configuration and viewing access.

**Topics**
+ [

## Enable administrators to define a layout
](#enable-administrators-define-layout)
+ [

## Enable users to view Profile Explorer
](#enable-users-view-profile-explorer)
+ [

## Verify Setup
](#verify-setup)

## Enable administrators to define a layout


Administrators need specific permissions to create and edit Profile explorer layouts:
+ Assign the following permissions within the Profile explorer Security profile:
  + **Profile explorer - Edit**: Allows modification of existing Profile explorer layout.
  + **Profile explorer - Create**: Enables creation of the Profile explorer layout.
  + **Profile explorer - View**: Enables access to view configured Profile explorer layout.  
![\[Add permissions to allow users to create, edit, and view profile explorer layouts.\]](http://docs.aws.amazon.com/connect/latest/adminguide/images/enable-administrators-define-layout-1.png)

## Enable users to view Profile Explorer


Users need appropriate permissions to access and interact with Profile explorer layout:
+ Assign the following permissions within the Profile explorer Security profile:
  + **Profile explorer - View**: Enables access to view configured Profile explorer layout.  
![\[Add permissions to allow users to view Profile explorer layouts.\]](http://docs.aws.amazon.com/connect/latest/adminguide/images/enable-users-view-profile-explorer-1.png)

## Verify Setup


To confirm that Profile explorer can be successfully enabled:

Log in as an administrator to verify you can:
+ Access the Profile explorer page.
+ Create and modify your Profile explorer layout.

Log in as a regular user to verify you can:
+ Access Profile explorer.
+ View the Profile explorer layout.
+ Interact with enabled features.

# Get started with Amazon Connect Customer Profiles Profile Explorer
Get started

Get started with Profile explorer and learn the basics of the interface.

**Topics**
+ [

# Layout controls
](layout-controls.md)
+ [

# Editing your explorer layout
](editing-explorer-layout.md)
+ [

# Save your explorer layout
](saving-explorer-layout.md)

# Layout controls


![\[Add permissions to allow users to view Profile explorer layouts.\]](http://docs.aws.amazon.com/connect/latest/adminguide/images/layout-controls-1.png)


Profile explorer welcome console.

1. Edit Tabs

1. Add Widgets

1. Layout Actions

## Edit Tabs


Organize your dashboard into logical sections using tab controls:
+ **1a. Add Tab**: Create new tabs to separate different aspects of customer data
+ **1b. Remove Tab**: Delete unnecessary tabs from your layout
+ **1c. Rename Tab**: Customize tab names to reflect their content
+ **1d. Reorder Tabs**: Drag and drop tabs to arrange them in your preferred order

![\[Edit tabs pop up.\]](http://docs.aws.amazon.com/connect/latest/adminguide/images/layout-controls-2.png)


## Add widgets


Enhance your active tab with various data visualization widgets:

### Available widgets

+ Default widgets
  + [Generative AI summary](default-widgets.md#generative-ai-summary)
  + [Customer information](default-widgets.md#customer-information)
  + [Calculated attribute](default-widgets.md#calculated-attribute)
  + [Contacts](default-widgets.md#contacts)
  + [Cases](default-widgets.md#cases-cp)
  + [Orders](default-widgets.md#orders-cp)
  + [Assets](default-widgets.md#assets-cp)
+ Custom widgets
  + [Table](custom-widgets.md#table-widget)
  + [Key value pair](custom-widgets.md#key-value-pair)
  + [Key metric](custom-widgets.md#key-metric)
  + [Donut chart](custom-widgets.md#donut-chart)

Simply select a widget you would like to use, and begin exploring

## Layout actions


Manage your overall dashboard configuration:
+ **Save Layout**: Preserve your current dashboard configuration

![\[Save your layout pop up.\]](http://docs.aws.amazon.com/connect/latest/adminguide/images/layout-controls-3.png)


**Note**  
All changes are in a draft until saved.

# Editing your explorer layout


Customize your Profile explorer layout through simple, intuitive controls for managing widgets and their placement.

## Widget controls


Each widget features a three-dot menu in the upper right corner, providing two primary options:
+ **1A Edit**: Opens the configuration panel for that specific widget
+ **1B Remove**: Deletes the widget from your layout

![\[Edit or remove pop up for your explorer layout.\]](http://docs.aws.amazon.com/connect/latest/adminguide/images/widget-controls-1.png)


## Widget customization

+ **Drag & Drop**: Reposition widgets anywhere on your dashboard
+ **Resize**: Chose and drag widget borders to adjust dimensions
+ **Configuration**: Access detailed settings through the edit panel specific to each widget type

![\[Customize and re-order your widgets in the explorer layout.\]](http://docs.aws.amazon.com/connect/latest/adminguide/images/widget-customization-1.png)


**Note**  
Each widget type has unique configuration options. For detailed information about specific widget settings, refer to the widgets documentation.

## Adding new widgets


To add new components to your layout, use the **Add Widgets** button in the control panel.

# Save your explorer layout


How to save and manage your Profile explorer layout configurations.

## Layout persistence


Changes made to your Profile explorer layout must be saved to persist. Unsaved changes will be lost when navigating away from the page or refreshing your browser.

## Default layout


Each Profile explorer implementation includes one default layout. This serves as the base configuration for your organization and can be modified as needed.

## Save changes


To save layout modifications:

1. Choose **Save** in the Layout Actions menu.

1. Confirm your changes in the save dialog.

1. The layout will update for all users upon save completion.

![\[Save your layout dialog in the explorer layout.\]](http://docs.aws.amazon.com/connect/latest/adminguide/images/saving-changes-1.png)


**Note**  
The appropriate permissions are needed to save layout changes. For information about required permissions, see [Enable Profile explorer](enabling-profile-explorer.md).

# Layout definition


Understanding the structure and components of Profile explorer layouts.

**Topics**
+ [

# How it works
](how-it-works.md)
+ [

# Widgets
](widgets.md)

# How it works


Profile explorer offers various widgets to display customer information, layouts are stored as JSON definitions, representing the complete structure and configuration of your dashboard. Each widget and component in your visual layout corresponds to a specific JSON block within this definition.

## Core components


Every component in the layout definition is comprised of five common elements:
+ **Type**
  + Defines the component category
  + Determines how the component renders
  + Examples: BoardItem, Table, KeyValuePair
+ **Id**
  + Unique identifier for each component
  + Used for component tracking and updates
  + Generated automatically when components are created in the builder
+ **Props**
  + Component-specific properties
  + Controls appearance and behavior
  + Contains configuration settings
+ **Children**
  + Nested components or content
  + Defines hierarchical relationships
  + Can contain multiple sub-components
+ **DataSource**
  + Specifies data origin
  + Defines data retrieval parameters
  + Controls data binding for components

## Example layout component definition


The following is a sample JSON structure for a dashboard table component:

```
{
    "Id": "unique-identifier",
    "Type": "BoardItem",
    "Props": {},
    "Children": [
        {
            "Id": "unique-identifier",
            "Type": "Table",
            "Props": {},
            "Children": [
                {
                    "Id": "unique-identifier",
                    "Type": "TextContent",
                    "Props": {},
                    "Children": ["string"]
                }
            ]
        }
    ],
    "DataSource": [
        {
            "Type": "source-type",
            "Params": {}
        }
    ]
}
```

## Dynamic data configuration


Profile explorer uses template expressions to access and display Customer Profiles data dynamically within your components.

### Single value support


For components like Key Value Pairs and Key Metrics, you can access:

#### Standard profile information


```
{{Customer.<StandardProfileInfo>}}
```

Example usage:
+ `{{Customer.FirstName}}`
+ `{{Customer.LastName}}`
+ `{{Customer.PhoneNumber}}`

#### Calculated Attributes


```
{{Customer.CalculatedAttributes.<attributeDefinitionName>}}
```

Example usage:
+ `{{Customer.CalculatedAttributes._cases_count}}`
+ `{{Customer.CalculatedAttributes._new_customer}}`

### Tabular data support syntax


#### Calculated Attributes


```
{{Customer.CalculatedAttributes.DisplayName}}
```

```
{{Customer.CalculatedAttributes.CalculatedAttributeDefinitionName}}
```

#### Segments


```
{{Customer.CalculatedAttributes.DisplayName}}
```

```
{{Customer.CalculatedAttributes.SegmentDefinitionName}}
```

#### Profile objects


```
{{Customer.ObjectAttributes.<objectTypeName>.<fieldName>}}
```

**Example usage:**
+ `{{Customer.ObjectAttributes.CTR.contactId}}`
+ `{{Customer.ObjectAttributes.Order.orderId}}`

### Implementation examples


#### Single value component


```
{
    "Type": "KeyValuePair",
    "Props": {
        "Items": [
            {
                "Label": {
                    "Content": {
                        "Type": "TextContent",
                        "Children": ["Customer Name"]
                    }
                },
                "Value": {
                    "Content": {
                        "Type": "TextContent",
                        "Children": ["{{Customer.FirstName}}"]
                    }
                }
            }
        ]
    }
}
```

#### Tabular component


```
{
    "Type": "Table",
    "Props": {
        "ColumnDefinitions": [
            {
                "Cell": {
                    "Content": {
                        "Type": "TextContent",
                        "Children": ["{{Customer.ObjectAttributes.CTR.contactId}}"]
                    }
                },
                "Header": "Contact ID"
            }
        ]
    }
}
```

**Note**  
Ensure that the attributes, objects, and segments you reference exist in your Customer Profiles configuration before using them in your layout.

# Widgets


Explore the different widget types available in Profile explorer.

## Overview


Widgets in Profile explorer are composite elements built from JSON components within your layout definition. While these widgets represent complex JSON structures, our UI builder handles the technical composition automatically, making dashboard management straightforward and accessible.

**Topics**
+ [

## Overview
](#widgets-overview)
+ [

## Available widgets
](#available-widgets)
+ [

# Default widgets
](default-widgets.md)
+ [

# Custom widgets
](custom-widgets.md)

## Available widgets

+ Default widgets
  + [Generative AI summary](default-widgets.md#generative-ai-summary)
  + [Customer information](default-widgets.md#customer-information)
  + [Calculated attribute](default-widgets.md#calculated-attribute)
  + [Contacts](default-widgets.md#contacts)
  + [Cases](default-widgets.md#cases-cp)
  + [Orders](default-widgets.md#orders-cp)
  + [Assets](default-widgets.md#assets-cp)
+ Custom widgets
  + [Table](custom-widgets.md#table-widget)
  + [Key value pair](custom-widgets.md#key-value-pair)
  + [Key metric](custom-widgets.md#key-metric)
  + [Donut chart](custom-widgets.md#donut-chart)

# Default widgets


Profile explorer comes with a collection of pre-configured widgets designed to work seamlessly with Customer Profiles data. These default widgets offer immediate value with minimal setup, allowing you to build sophisticated dashboards in a few clicks.

![\[Add default widgets in the explorer layout.\]](http://docs.aws.amazon.com/connect/latest/adminguide/images/default-widgets-1.png)


## Ready-to-use widgets

+ [Generative AI summary](#generative-ai-summary)
+ [Customer information](#customer-information)
+ [Calculated attribute](#calculated-attribute)
+ [Contacts](#contacts)
+ [Cases](#cases-cp)
+ [Orders](#orders-cp)
+ [Assets](#assets-cp)

**Note**  
While these widgets come pre-configured, you can still customize them to better match your specific needs. They serve as a starting point to allow for easy onboarding.

## Generative AI summary


Profile explorer delivers default AI-powered customer insights that generate concise summaries highlighting key behavioral patterns, provides personalized customer insights based on interaction history and surface actionable recommendations from customer 360 data. The AI-generated summaries help organizations make data-driven decisions by identifying patterns across multiple customer touchpoints, delivering personalized behavioral insights specific to each customer and supporting improved customer experiences and increased loyalty.

![\[Generative AI summary widget.\]](http://docs.aws.amazon.com/connect/latest/adminguide/images/generative-ai-summary-1.png)


## Customer information


The Customer Information widget provides a clear, organized view of standard Customer Profile data using key-value pair components. This default widget automatically displays essential customer information in an easily scannable format.

### Overview


This widget utilizes the key value pair component to display customer attributes in a structured layout.
+ First name
+ Last name
+ Email Address
+ Phone Number
+ Address
+ Account number
+ Profile ID

### Data


The widget automatically connects to your Customer Profiles domain and pulls information from standard profile attributes. No additional configuration is required for basic functionality.

**Note**: While this widget comes pre-configured with standard profile attributes, you can customize which attributes from the standard Profile are displayed based on your specific needs.

#### Learn more

+ [Standard Profile Definition](standard-profile-definition.md)
+ Key value pair

## Calculated attribute


The Calculated Attribute widget enables you to display a key metrics component utilizing data from your customer profiles' calculated attributes.

### Overview


The Calculated Attribute widget enables you to display a key metrics component utilizing data from your customer profiles' calculated attributes.

### Component Features

+ Display calculated metrics as single value indicators

### Example use cases could be

+ Campaigns delivered
+ Cases opened
+ Average call time
+ Channel Preference

### Configuration


Simply select your calculated attribute and choose your preferred display format

**Note**  
Calculated attributes must be configured in your Customer Profiles domain before they can be used in this widget.

**Learn more**
+ Key metric
+ [Set up calculated attributes](customerprofiles-calculated-attributes-admin-website.md)

## Contacts


Built using the Table JSON component, the Contacts widget displays your Customer Profiles contact object data in an organized, tabular format. This widget automatically connects to the Customer Profiles CTR data, showing key contact information and interaction history.

### Features

+ View all customer contact events
+ Sort and filter contact records
+ Customize displayed contact fields
+ Access detailed contact information

For more information about Customer Profiles CTR objects, see [Contact record templates in Amazon Connect Customer Profiles](ctr-contact-record-template.md)

## Cases


Built using the Table JSON component, the Cases widget displays your Customer Profiles case object data in an organized, tabular format. This widget automatically connects to the Customer Profiles Case data, showing support interactions and case management details.

### Features

+ View all customer cases
+ Sort and filter case records
+ Customize displayed case fields
+ Access detailed case information

For more information about Customer Profiles Case objects, see [Object type mapping for the standard case in Customer Profiles](object-type-mapping-standard-case.md).

## Orders


Built using the Table JSON component, the Orders widget displays your Customer Profiles order object data in an organized, tabular format. This widget automatically connects to the Customer Profiles Order data, showing purchase history and transaction details.

### Features

+ View all customer order events
+ Sort and filter order records
+ Customize displayed order fields
+ Access detailed order information

For more information about Customer Profiles Order objects, see [Object type mapping for the standard order in Amazon Connect Customer Profiles](object-type-mapping-standard-order.md)

## Assets


Built using the Table JSON component, the Assets widget displays your Customer Profiles asset object data in an organized, tabular format. This widget automatically connects to the Customer Profiles Asset data, showing customer-owned products and services.

### Features

+ View all customer asset records
+ Sort and filter asset data
+ Customize displayed asset fields
+ Access detailed asset information

For more information about Customer Profiles Asset objects, see [Object type mapping for the standard asset in Customer Profiles](object-type-mapping-standard-asset.md)

# Custom widgets


Create tailored dashboard components from the ground up to meet your specific business needs. Custom widgets allow you to build unique visualizations without any predefined data.

![\[Add customer widgets in the Profile explorer layout.\]](http://docs.aws.amazon.com/connect/latest/adminguide/images/custom-widgets-1.png)


## Available custom components

+ [Table](#table-widget)
+ [Key value pair](#key-value-pair)
+ [Key metric](#key-metric)
+ [Donut chart](#donut-chart)

## Building custom widgets


**Each custom widget can be configured with:**
+ Custom data sources
+ Custom displays
+ Custom fields
+ Custom item interactions

## Table


The custom table component provides flexible configuration options for displaying your data in a tabular format, with advanced features for interaction and organization.

### Features


1. **Column configurations**
   + Define custom column headers
   + Specify data for each column
   + Set data formatting options
   + Define column placement

1. **Filtering**
   + Quickly filter items within your table

1. **Linking**
   + Connect Resource Links
     + Seamless navigation to:
       + Segments
       + Calculated attributes
     + Opens in new tab
   + **External URL links**
     + Convert row item value into URLs that you can choose
     + Opens in new tab
     + Dynamically generate links based on row data
   + Drawer view links
     + Open detailed information in side drawer
     + View complete record details without leaving the page

1. Data organization
   + Grouping
     + Group rows by specific field names
     + Persistent group settings
   + Sorting
     + Sort by any column field
     + Ascending order organization
     + Persistent sort settings

**Figure 1**

![\[Custom table widget editing example.\]](http://docs.aws.amazon.com/connect/latest/adminguide/images/table-features-1.png)


**Figure 2**

![\[Another custom table widget editing example.\]](http://docs.aws.amazon.com/connect/latest/adminguide/images/table-features-2.png)


### Example configuration


```
{
    "Type": "Table",
    "Props": {
        "ColumnDefinitions": [
            {
                "Header": "Table column header"
                "Cell": {
                    "Content": {
                        "Props": {
                            "Variant": "Link",
                            "LinkOptions": {
                                "LinkType": "Drawer"
                            }
                        },
                        "Type": "TextContent",
                        "Children": ["string"]
                    }
                },
            }
        ]
    }
}
```

## Key value pair


The Key Value Pair component enables you to create organized displays of related data points in a flexible, readable format.

### Overview


Create dynamic data displays by defining custom key-value relationships. This component is particularly useful for showing attribute pairs such as:
+ Customer details
+ Account information

### Features


1. **Interactive link options**
   + Connect resource links
     + Link directly to related resources
     + Seamless navigation to:
       + Calculated attributes
       + Segments
     + Opens in new tab
   + External URL Links
     + Convert item value into URLs that you can choose
     + Opens in new tab
   + Drawer View Links
     + Open detailed information in side drawer
     + View complete details without leaving the page

1. Column configuration
   + Define 1-4 columns of key-value pairs

1. Organize pairs in logical groupings

**Figure 1**

![\[Custom key value pair widget editing example.\]](http://docs.aws.amazon.com/connect/latest/adminguide/images/key-value-pair-features-1.png)


**Figure 2**

![\[Another custom key value pair widget editing example.\]](http://docs.aws.amazon.com/connect/latest/adminguide/images/key-value-pair-features-2.png)


### Example configuration


```
{
    "Type": "KeyValuePair",
    "Id": "UniqueId",
    "Props": {
        "Columns": 2,
        "Items": [
            {
                "Label": {
                    "Content": {
                        "Type": "TextContent",
                        "Id": "UniqueId",
                        "Props": {
                            "FontWeight": "bold"
                        },
                        "Children": ["Profile id"]
                    }
                },
                "Value": {
                    "Content": {
                        "Type": "TextContent",
                        "Id": "UniqueId",
                        "Props": {},
                        "Children": ["[string]"]
                    }
                }
            }
        ]
    }
}
```

**Note**  
This component does not currently support `ProfileObjects` in the UI builder.

## Key metric


The Key Metric component enables you to prominently display critical business metrics, KPIs, and vital statistics in an easily digestible format.

### Overview


Create high-visibility metric displays that highlight important data points, trends, or status indicators. This component is ideal for showcasing:
+ Performance indicators
+ Critical measurements
+ Status summaries
+ Trend indicators

### Features


1. **Large display text**

1. **Metric format**

1. **Interactive link options**
   + Connect resource links
     + Link directly to related resources
     + Seamless navigation to:
       + Calculated attributes
       + Segments
     + Opens in new tab
   + External URL links
     + Convert item value into URLs that you can choose
     + Opens in new tab
   + Drawer view links
     + Open detailed information in side drawer
     + View complete details without leaving the page

1. **Organize metrics layout**

**Figure 1**

![\[Custom key metric widget editing example.\]](http://docs.aws.amazon.com/connect/latest/adminguide/images/key-metric-features-1.png)


**Figure 2**

![\[Another custom key metric widget editing example.\]](http://docs.aws.amazon.com/connect/latest/adminguide/images/key-metric-features-2.png)


### Example configuration


```
{
    "Type": "KeyMetrics",
    "Props": {
        "MetricDefinitions": [
            {
                "MetricLabel": "Total Revenue",
                "MetricValue": {
                    "Content": {
                        "Type": "TextContent",
                        "Props": {
                            "Format": "USD",
                            "FontSize": "large",
                            "FontWeight": "bold"
                        },
                        "Children": ["[string]"]
                    }
                },
                "Columns": 1
            }
        ]
    }
}
```

**Note**  
This component does not currently support `ProfileObjects` in the UI builder.

## Donut chart


The donut chart component enables visualization of sentiment scoring through a circular donut chart.

### Overview


Create dynamic sentiment visualizations by defining custom scoring criteria. This component is particularly useful for showing:
+ Success metrics
+ Achievement rates
+ Risk assessments
+ Performance indicators

### Features


1. Sentiment Analysis Options
   + Positive Sentiment
     + Starts from zero
     + Tracks achievement against criteria:
       + Custom point values
       + Color-coded segments
       + Grey for unmet conditions
     + Shows success rate percentage
   + Negative Sentiment
     + Starts from maximum value
     + Tracks deductions:
       + Color-coded segments
       + Point reduction system
       + Green for remaining value
     + Shows final score

1. Calculated attribute value

1. Operator Options
   + Equal To
   + Not Equal To
   + Greater Than
   + Less Than

1. Value Condition

1. Allotted points per condition

**Figure 1: Positive sentiment example**

![\[Positive sentiment widget editing example.\]](http://docs.aws.amazon.com/connect/latest/adminguide/images/donut-chart-features-1.png)


**Figure 2: Negative sentiment example**

![\[Negative sentiment widget editing example.\]](http://docs.aws.amazon.com/connect/latest/adminguide/images/donut-chart-features-2.png)


### Example configuration


```
{
    "Type": "DonutChart",
    "Props": {
        "Variant": "PositiveSentiment",
        "ConditionDefinitions": [
            {
                "Title": "Customer Satisfaction",
                "Color": "#4CAF50",
                "CalculatedAttribute": "satisfaction_score",
                "Operator": "GREATER_THAN",
                "ValueCondition": 8,
                "Points": 10
            }
        ]
    }
}
```

**Note**  
**Donuts only support Calculated attributes as a data source at this time.**
**All condition definitions must include a title, color, calculated attribute, operator, value condition, and points value.**

# Add Profile explorer to the agent workspace


By default users who have the appropriate [security profile permissions](enabling-profile-explorer.md) can view Profile explorer on the Amazon Connect admin website. You may also want your agents to have access to Profile explorer in their agent workspace. This topic explains how to do that.

The following image shows an example of Profile explorer in the agent workspace. 

![\[The agent workspace, the Profile explorer tab.\]](http://docs.aws.amazon.com/connect/latest/adminguide/images/profile-explorer-agent-workspace.png)


## Create the Profile explorer layout you want to share with agents


Here's a high-level overview:

1. Ensure you have the [security profile permissions](enabling-profile-explorer.md) to create a Profile explorer layout.

1. Follow the instructions in [Get started with Amazon Connect Customer Profiles Profile Explorer](getting-started-profile-explorer.md) to create and save the layout you want to share with agents.

## Add Profile explorer to Amazon Connect as an integration


1. On the Amazon Connect console, in the left navigation, choose **Integrations**, as shown in the following image.   
![\[The Amazon Connect console, the Integrations menu item.\]](http://docs.aws.amazon.com/connect/latest/adminguide/images/integrations.png)

1. On the **Integrations** page, choose **Add integration**.

1. On the **Add integration** page, complete following fields in the **Basic information** section:

   1. **Display name**: A friendly name for the application. **This name is displayed to your agents on the tab in the agent workspace**. It is also displayed on security profiles. You can come back and change this name.

   1. **Integration identifier**: The official name that is unique for your integration. If you have only one integration per access URL, we recommend that you use the origin of the access URL. You cannot change this name.

   1. **Description (optional)**: You may optionally provide any description for this application. This description is not displayed to agents.

   1. **Integration type**: Choose **Standard application**. 

   1. **Contact Scope**: Choose **Per contact**. This is a required setting for incoming call support.

   1. **Initialization timeout**: The maximum time, in milliseconds, allowed to establish a connection with the workspace. 

   The following image shows the configuration of these fields. Initialization timeout is set to 5 seconds.   
![\[The Basic information section, configured for the Profile explorer on the agent workspace.\]](http://docs.aws.amazon.com/connect/latest/adminguide/images/add-integration.png)

1. In the **Access** section, complete the following fields:

   1. **Access URL**: This is the URL where your application is hosted. The URL must be secure, starting with https, unless it's a local host.
**Important**  
The URL must contain `?_appLayoutMode=embedded`. For example:  
`https://{CONNECT_INSTANCE}/customer-profiles/profile-explorer?_appLayoutMode=embedded`  
If you don't include `?_appLayoutMode=embedded`, the left navigation from the Amazon Connect admin website appears in the agent workspace.  
For more details about what is allowed for this field, see [Integrations](3p-apps.md#onboard-3p-apps-how-to-integrate). 

   1. **Approved origins - optional**: Allowlist URLs that should be permitted, if different than the access URL. The URL must be secure, starting with https, unless it's a local host.

1. Completing the next two sections—**Permissions** and **Iframe configuration**—is optional and not required to add the Profile explorer to the agent workspace. For information about these sections, see [Integrations](3p-apps.md#onboard-3p-apps-how-to-integrate).

1. **Instance association**: Choose the instance your agents are using.

   You can give any instance(s) within this account-region access to this integration.

1. Choose **Add integration**.

## Assign agents permission to the new security profile


In this step you need to assign agents permissions to access the new integration AND view permission to the Profile explorer.

1. In the Amazon Connect admin website, navigate to the **Agent** security profile. 

1. On the **Edit security profile** page, assign the following permissions: 
   + **Customer Profiles** - **Profile explorer** - **View**
   + **Agent Applications** - **name of your integration** - **Access**

   The following image shows an example of permissions added for a new integration named **Profile explorer**.  
![\[Security profile permissions for the new integration.\]](http://docs.aws.amazon.com/connect/latest/adminguide/images/profile-explorer-securityperms.png)

## Tell agents to pin the new application


Using your normal communication method, tell agents to pin the new application to their agent workspace. This allows them to access Profile explorer across workspace instances.
+ In the agent workspace, choose the more icon, then choose **Pin tab**, as shown in the following image.  
![\[The agent workspace, the Pin tab option.\]](http://docs.aws.amazon.com/connect/latest/adminguide/images/pin-tab.png)

## Supported functionality


After you complete the above steps, Profile explorer supports lookups on incoming contacts. The following are supported:
+ Phone and chat: Full support
+ Custom contact attributes: Full support for user-defined attributes that Profile explorer reads. You can set user-defined attributes within a flow to support any customer use case. For example:

  ```
  { 
  "profileSearchKey": "_phone", 
  "profileSearchValue": "<Phone number>" }
  ```

  For more information, see [Automatically populate customer profiles](auto-pop-customer-profile.md).