Sharing a dashboard publicly
Any dashboard owner (or a team member with company-wide folder access) can generate a public link for a dashboard. The dashboard must be scoped to at least one folder before sharing is allowed.
To share a dashboard, open it and click the three-dot menu, then click Share. Speak AI creates a shareable link and opens the Share dialog.
The Share dialog
The dialog has tabs: Customization, Statistics, and Views.
Customization tab
At the top you will see a type selector and a link field. The type selector defaults to Branding (a Speak AI-branded share page). Switch to iFrame to get an embed code you can paste into a website. Copy the link or code with the clipboard button, or open the preview in a new tab with the external-link button.
Below the link field, the Require viewers to enter their email toggle enables a lead-capture gate (see below). Click Save Changes to apply any customization edits.
Lead capture (email gate)
Toggle Require viewers to enter their email to on. Viewers who open your public link will be asked to enter their email address before the dashboard loads. The toggle saves immediately; you do not need to click Save Changes to activate it.
Optionally fill in the Consent text (optional) field with a short statement viewers must agree to (for example, "I agree to be contacted about this dashboard."). This field also saves on blur.
To disable the gate, toggle the switch off.
Viewing who has seen your shared dashboard
Open the Views tab in the Share dialog. The tab is available whenever lead capture is in use. It shows the count of people who have viewed the dashboard and lists each viewer with:
Name (if collected) and email address
Location
Last seen time
Total view count
If no one has viewed the shared link yet, the panel shows "No viewers yet." Viewers only appear here once they enter their email through the gate.
Public viewer experience
Someone who opens the public link sees the dashboard in view mode, the same data and filters as the saved dashboard, scoped to the folders and date range the owner last applied. They cannot edit the dashboard, change the filters, or see any settings. If lead capture is on, they must enter their email before the dashboard loads.
Disabling sharing
Deleting a shared dashboard disables its public link and removes viewer access. If you want to stop sharing without deleting the dashboard, contact us.
Sharing within your team
Internal sharing is managed through the dashboard's groups, not the public link. During creation (or via Settings in the three-dot menu) you assign the dashboard to one or more groups. Members of those groups can open the dashboard from their Dashboards list in view mode. The owner and members with company-wide folder access can also edit it.
The fastest way to reach us is the live chat in the app (the chat bubble in the bottom corner). You can also email [email protected].