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Browser profiles

A browser profile is a web application and its sign-in, kept by the platform: the start URL, the sign-in URL if it differs, the account to use and the session that sign-in saved. Give a profile to an agent and its Browser tool opens the application signed in - to answer a question, write a report, build a presentation from a dashboard, or record a demo in the Video Studio - without ever seeing the credentials.

Profiles are listed under Tools & Integrations > Browser profiles. They need no feature flag: they work whether or not the Video Studio is turned on.

Create a profile

New browser profile asks for:

  • Name and Start URL: the application's home page, where every session opens and is checked.
  • Sign-in URL (optional): the page that starts the sign-in when it is not the start URL - for single sign-on, the page the application's "Sign in with SSO" button opens.
  • Username, Password and TOTP secret: stored encrypted and never shown again. A blank field keeps what is stored, Clear removes it. They are typed here only: the assistant can create a profile and set its addresses and sign-in options, but never takes a credential in the chat - what a tool receives stays in the conversation - so it asks you to add them on this page.
  • Private-network hosts (optional): see Private networks.
  • Keep the session alive: how often the platform refreshes the saved session so it does not expire between uses.

An administrator can publish a profile to the whole company: everyone can then use it, with their agents and their recordings, without ever seeing its credentials.

Sign in

Sign in runs the sign-in in the platform's own browser, in the profile's own session: signing in to the application in a tab of your own browser does not sign the profile in.

  • Single sign-on: an application that sends you to a hosted identity provider (SAML or OpenID Connect) works like a first-party sign-in form. Set the sign-in URL to the page that starts the single sign-on, or set confirm_selector to the application's single sign-on button. The sign-in follows the whole way back to the application and is done only once the start URL shows the signed-in application.
  • MFA: with the account's TOTP secret (the key an authenticator app is enrolled with, as base32 or as the otpauth:// link of its QR code), the sign-in answers the code prompt by itself. Paste the secret itself, not a reference to a password manager (op://..., a ${...} placeholder): the platform checks it is a real key and refuses a reference, saying so. Without a TOTP secret, an MFA prompt pauses the sign-in, with the platform's browser kept open on the prompt for 5 minutes (MFA window): type the code on the profile's card, or give it to the assistant in the chat. A push approval shows the screenshot of the prompt and the number to enter in your authenticator app; the sign-in continues by itself once you approve.
  • Passkeys and security keys: when the account's default MFA method is a passkey, Windows Hello or a FIDO security key, the platform's browser cannot use it (there is no device to tap). The sign-in detects this, backs out to "Sign in another way", and chooses a code method instead - an authenticator code (which it answers from the TOTP secret) or a text message. Give the profile the account's TOTP secret so these accounts sign in unattended; if the account offers only a passkey and a phone-approval push, the sign-in asks you to approve the push.
  • Test a sign-in: Test sign-in on the profile's card runs the whole sign-in once without saving anything, and shows where it got to - the steps it took and the page it ended on. Use it to check a profile signs in cleanly without touching the session a recording relies on.
  • Renews by itself: a profile that has the account's password and a valid TOTP secret (or a saved single-sign-on session) carries a Renews by itself badge - the platform signs it in again on its own when the session expires, so recordings and agents keep working without anyone signing in again.
  • Sessions: once signed in, the profile keeps the session - the cookies of the identity provider and of the application, and the application's storage. A profile reads Signed in only when the start URL, opened with the saved session, shows the signed-in application; otherwise it reads Session expired (lands on login page) with the page it landed on. Check the session checks it now. When the application cannot answer - it is restarting, overloaded or limits the rate of requests (an HTTP 5xx or 429) - the check opens it again a few times over about half a minute, then says so (start_url answered HTTP 503: the application is unavailable...). The profile then reads Saved, not checked rather than Session expired, it is not signed in again (by the keep-alive, Check the session, a recording or an agent), a recording stops with profile session not checked, and an agent's Browser tool says the application did not answer instead of asking you to sign the profile in; check again once the application is back. A recording whose own page is refused that way reloads it before its first step.
  • Timeouts: under Sign-in selectors and timeouts, the sign-in timeout (120 s by default) counts from the last page change; a sign-in that stops moving fails and names its stage and the last page it was on.

Give a profile to an agent

On an agent's Configuration > Tooling tab, with the Browser tool on, the Browser profiles card lists the profiles the agent may sign in with. Binding is explicit: an agent never reaches every login its users can see.

  • The agent lists them with the browser's profiles action and opens one with navigate and the profile's name. The session it opens is checked first; when it has expired and the profile can sign in by itself (its password and TOTP secret, or a saved identity provider session), it signs in again. When the sign-in needs a person (an MFA code with no TOTP secret), the agent says so: sign the profile in on its card, then ask again.
  • A run opens a profile only for a person who may use it - its owner, the people and groups it is shared with, or everyone for a company profile. An administrator's role does not widen that: a run never opens someone else's private profile. A run that acts for nobody (an anonymous visitor of a public widget, a company assignment without a run-as user) opens none.
  • Read-only: a binding marked read-only lets the agent navigate to URLs and read the pages (their text, their accessibility tree, screenshots), never click, type, press a key or run a script. A page reached by a link can still change something in an application that changes state on a simple visit; give such an application to an agent you trust.
  • When the agent closes the session, or after five idle minutes, the platform saves the refreshed session - only if it still opens the application, and only if nobody saved a newer one meanwhile.

Every time an agent opens a profile, the audit log records it (browser_profile, action use) with the agent and the person it acted for.

Your own General Assistant uses the profiles you give it under My profile > General Assistant Tools > Browser profiles, shown once its Browser tool is on. There is no platform default: a profile is a login, given by its user.

Private networks

Browser profiles reach public addresses only, like the agent browser tool. An application on a private network needs two things: an administrator turns on Browser profiles on private networks (Settings > Security, or BROWSER_PRIVATE_TARGETS, see Configuration), and the profile names the hosts it may reach (Private-network hosts). Loopback, link-local and cloud metadata addresses stay refused either way.