Record a procedure

With the Procedure recording plugin, you show an Agent a procedure on a website once, such as sending an invoice on a supplier's portal or downloading a bank statement. She records it, and turns the recording into a skill she repeats on her own.

Before you startCopy Anchor Link

• A chat with the Agent in Nadia's window, on the computer where you show the procedure. From WhatsApp or another Channel she cannot record, and tells you to ask from Nadia's window on that computer.
• Google Chrome or Microsoft Edge on that computer. With neither, the Agent asks you to install Google Chrome.
• The plugin, which comes with Nadia and is on for every Agent until someone turns it off on her Plugins.

Record the procedureCopy Anchor Link

1. In the chat, click the + in the chat box and choose Record a procedure. The row sends that request as your message. You can also ask in your own words and name the page where the procedure starts: "I'll show you how to download the bank statement, start from https://www.bank.example.com".
2. The Agent opens Google Chrome, or Microsoft Edge, as a separate window: at the page you named, or on a blank tab where you go to the website yourself. If you do not see it, it opened behind Nadia's window.
3. Do the procedure in that window as you always do, signing in included. The window starts with an empty profile of its own, without your browser's logins, so you sign in there. Your own browser is left as it is.
4. While you work, a bar at the bottom of every page shows "Recording for" and the Agent's name, counts the steps and says the last one in words.
5. When you have finished, write "I'm done" in the chat. Or press Stop recording on the bar: it says the recording is saved and what to write in the chat, and the window closes a few seconds later.

The Agent saves the recording, closes the window and lists the steps she saw, so you can check that nothing is missing. She ends with the sentence that asks for the skill, such as "Turn the recording bank-statement-20261024-101500 into a skill".

Turn the recording into a skillCopy Anchor Link

1. Write in the chat the sentence the Agent gave you.
2. She writes the skill and tries its first steps. It joins her Skills: see Skills and plugins.
3. From then on, ask for the work: "Download October's bank statement."

What changes each time, such as the month, becomes something you tell her when you ask. The skill holds no password: to sign in, the Agent uses the logins in her Passwords, or asks you for one in a field that hides it. See Passwords.

Stop a recordingCopy Anchor Link

• To keep nothing, tell the Agent in the chat to forget it while she records. The window closes and nothing is saved.
• Closing the recording window ends the recording and keeps the steps captured so far.
• A recording stops by itself after 30 minutes and keeps its steps. For a longer procedure, ask the Agent for more time when you start, up to 60 minutes.

Each Agent records one procedure at a time. Several Agents can record at once, each in her own window. If Nadia closes while a recording runs, the steps captured so far are saved and the window closes.

What is recordedCopy Anchor Link

• Each click, with the words on what you clicked.
• What you type in each field, and Enter.
• Each new page the window opens.

Not recorded:

• Fields the website marks as passwords, one-time codes or card numbers. The bar says the value was not saved.
• Scrolling, dragging and uploading files.
• What you do in another tab or window the procedure opens. The Agent tells you which ones.

Where recordings stayCopy Anchor Link

Recordings are saved in the Agent's folder on this computer, until you ask her to delete one. Ask her to list them to see their names. The recording window's profile, with whatever you signed into there, is deleted when the recording ends.

Turn the plugin offCopy Anchor Link

1. Open the Agent's ⋯ menu, choose Edit, then Plugins. The Procedure recording row says Comes with Nadia.
2. Open its ⋯ menu and choose to turn it off for this Agent. The row says Turned off, and Turn on turns it back on.

While it is off, the + menu has no Record a procedure and the Agent cannot record. Turning it off during a recording ends the recording and keeps its steps.