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Your squad works on one workspace computer. Each agent has its own browser on that computer, with its own sign-ins. Agents use it to open pages, read them, click, and type. You can watch an agent’s screen live, take over when it needs a person, and give control back.

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What agents do on the computer

  • Agents open pages, take screenshots, click, and type in their own browser. They can send you a screenshot in chat when you ask to see something.
  • When an agent hits something only you can do, such as a sign-in, a CAPTCHA, a two-factor code, or a judgment call on screen, it posts an action card in chat. The card shows its live screen with Take over and I’m done buttons, and says what the agent needs. The agent is told to pause that piece of work until you click I’m done.
Ask an agent

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Open an agent’s computer

Use one of these:
  • On the agent’s profile, click the monitor icon. Its tooltip reads Watch followed by the agent’s name and ’s computer.
  • In a chat with the agent, find the COMPUTER panel and click Show live screen. Click Expand to open the full screen.
  • When an agent asks for help on its screen, click Take over on the card in chat.
The screen title is the agent’s name followed by ’s computer, for example “Nova’s computer”. When you open it, that agent’s browser comes to the front. The back link at the top, with the agent’s name, returns you to the chat or profile you came from.

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Read the screen

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Watch without taking control

While you watch, your mouse and keyboard do nothing on the computer. The agent keeps working.

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Take over

1

Select Take over

Click Take over in the top bar or on the screen. The button shows Taking over….
2

Wait for control

Wait until the status line shows You have the keyboard.
3

Use the computer

Use your mouse and keyboard on the screen, for example to sign in, solve a check, or type a code.
The agent is not stopped while you have control. Tell it in chat what you are doing if it must wait. On a Mac, the Command key works as Control on the workspace computer. For example, Command+C copies.

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Pick your keyboard layout

If your typing comes out wrong, pick your keyboard layout in the keyboard menu at the top of the screen. The menu shows Applying… while it changes. The layout applies at once and is saved for your workspace. If it fails, the menu shows an error such as “The layout could not be applied. Try again.”

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Hand back control

  1. Click Hand back.
  2. If the agent asked for help with a card in chat, click I’m done on that card. This sends “I’m done. Back to you.” to the agent.
The Live Feed records each change of control, for example “Keyboard taken over on Nova’s computer” and “Keyboard handed back on Nova’s computer”.

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Teach a task from the computer screen

On the same screen, click Teach a task to record yourself doing a task once. The agent turns the recording into a draft skill, and you approve it. For the full steps, see Add and manage skills.

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Check that it works

  • The status line shows You have the keyboard after you take over.
  • After you hand back, it shows Watching · the squad keeps working.
  • The Live Feed shows the take-over and hand-back entries.

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Troubleshooting

The screen shows “Not connected”. Cause: the stream did not start. Fix: click Try again or Refresh. If it still fails, turn on Reliable mode and click Refresh. The screen shows “The computer is restarting. It is back in about a minute.” Cause: the workspace computer is restarting, for example after a settings change. Fix: wait a minute, then click Refresh. The screen shows “The stream disconnected”. Cause: the connection dropped. Fix: click Reconnect. The strip shows “The screen looks frozen.” Cause: the screen has not changed for more than two minutes. Fix: click Unfreeze. The button shows Fixing… while it works. “Couldn’t take over. Try again.” Cause: the take-over request did not reach the computer. Fix: click Take over again. If it keeps failing, click Refresh first. “Couldn’t reach the computer. Try again.” Cause: the dashboard could not reach the workspace computer. Fix: click Refresh. If the computer is restarting, wait a minute. The page says “This teammate doesn’t exist.” Cause: the link points to an agent that is not in your squad. Fix: open the agent from YOUR SQUAD in the sidebar.