Custom Code — Embed User-Defined HTML and CSS

What is "Custom Code"?

The "Custom Code" feature allows you to embed custom HTML and CSS into your Proyex customer portal. This lets you add tracking scripts, chat widgets, or custom style adjustments, for example.

Here’s how it works

1. Open Settings: Go to Customize → Custom Code.
2. Enter code: Paste your HTML or CSS into the text field.
3. Save: Click Save. The code will take effect immediately in your customer portal.

Examples of Use

• Chat widget: Integrate a support chat widget such as Intercom, Crisp, or Tidio.
• Tracking: Add analytics tools such as Google Analytics or Matomo.
• Styling: Add custom CSS for finer-tuned adjustments to the appearance.

Intercom Integration

There is a special configuration option for Intercom: Enter your Intercom HMAC key so that customers can chat with your support team while authenticated in the portal.

Permissions

Access to "Custom Code" requires the "Customize Workspace" permission. Typically, team owners and administrators have access.

Frequently Asked Questions

Where is the code inserted?

The code is loaded in your team’s customer portal (guest area). It does not affect the internal Proyex interface.

Can I remove the code at any time?

Yes. Delete the code from the text field and save—the change takes effect immediately.

Tips & Notes

• Test new code with just a few lines first before embedding extensive scripts.
• Make sure to only insert trusted code—scripts are executed in your customers’ browsers.
• Use the Intercom HMAC feature for authenticated support directly in the customer portal.