Chatting with Employees in Your Browser
By default, an AI employee using the web browser tool works inside a separate browser UpServe runs on your behalf: a clean browser with no logins. That makes it hard to work with sites that require you to be signed in, or sites that block traffic from outside a particular country or network.
Turn on Browser connection and the employee works inside your own computer’s browser instead. It uses your everyday Chrome (or Edge), so it can open stores, banks, and internal tools you’re already signed into without logging in separately, and since traffic goes out from your own connection, sites that were blocking access before will open normally.
How to get started
You can also hand off work to your connected browser from a team conversation. Approval and sign-in requests appear in the original team conversation, where you can respond.
- Go to Settings → Browser connection and click Install. This opens the UpServe extension’s listing on the Chrome Web Store.
- Once installed, a new tab opens and connects to your account automatically. (If the extension is already installed, the settings page shows a single Connect automatically button instead.) If automatic connecting doesn’t work, you can request a pairing code on the settings page and paste it into the extension’s panel yourself.
- Click the UpServe icon in your browser toolbar to open the panel on the right side of the window. Pick an employee there and start talking.
- To let the employee see the page you’re currently on, just chat from that tab. To hand over a whole tab so the employee can click and type in it, drag that tab into the employee’s work area (its tab group). The moment you do, the employee can act on it. Drag it back out and it’s yours again immediately.
If you haven’t connected yet and an employee needs your browser for something, a “Connect your browser” card appears right there in the conversation automatically. You can install and connect from that card without hunting for the settings page, and the moment you’re connected it opens straight into the browser panel with that same employee already selected, with no need to find them again. (The request itself is still handled by UpServe’s own browser in the meantime, so connecting is really about making the next piece of work smoother.)
Once connected, that computer’s browser reconnects automatically every time you open it. You can connect more than one computer.
What changes
- No more login friction. The employee reuses the session you’re already signed into, with no need to hand over usernames or passwords.
- Blocked sites open normally. Since requests leave from your own browser, sites that only allow traffic from a certain country or company network work the same way they do for you.
- Web search and other internet requests use this browser too. While it’s connected, the employee’s everyday internet work routes through your browser by default.
- If your browser is closed or your computer is off, this path isn’t available, and the employee falls back to UpServe’s own browser as usual.
Built-in safeguards
- If you touch a tab the employee is using, it notices and carries on. If you click into or navigate away from a tab the employee is working on, it treats your change as intentional and won’t undo it. It looks at the updated page again and keeps going without asking. To stop the employee, press the stop button.
- Approval cards still appear before actions you can’t easily undo. Things like posting, paying, or deleting still ask for approval as usual. The same goes for a site’s own pop-up confirmation (like “Are you sure you want to delete this?”): before responding to it, the employee asks first, and shows you the site’s own wording on the approval card so you can see exactly what you’re agreeing to. Respond with approve or deny within the deadline shown on the card. If it expires, request the action again in the conversation.
- If a login or two-factor step comes up, the employee brings that tab forward and asks you directly. When work hits a login screen or an OTP prompt (something the employee genuinely can’t do for you), it automatically switches to the tab where that’s happening and asks in the chat, “Please carry on in the tab of your own browser.” Once you’ve handled it, click Done and the employee picks up right where it left off. If you can’t get to it right now, click I can’t right now to let it know.
- The employee can’t close tabs you handed it. It can only close tabs it opened itself; any tab you gave it stays open until you close it.
- You can block sites you never want to hand over, like your bank. Add a domain to the “sites to never enter” list in settings and the employee won’t read or click anything there, including subpages.
- It’s never used for unattended runs. Scheduled runs or other automatic runs that happen when no one is watching don’t use your browser; they still run in the cloud as usual. Your browser is only used while you’re actively chatting.
Managing your connection
From Settings → Browser connection you can manage:
- Connected browsers: every computer you’ve connected, when it last checked in, and a button to disconnect it. Disconnecting stops the employee from working in that browser immediately.
- Sites to never enter: domains you never want the employee touching.
- What happened in my browser: a timeline of which sites the employee acted on in your browser and what kind of action it took. Page content and anything you typed are never stored, only the site, the action type, and when it happened.
Advanced
None of this is necessary for everyday use. It’s here if you want to understand how it works under the hood, or need to debug something that isn’t behaving as expected.
- This feature ships as a Chrome extension (also works on Chromium-based Edge), installed from the Chrome Web Store. The extension only sends page content (accessibility structure, screenshots) to UpServe’s servers for tabs you’ve shared or handed over. It never reads the content of any other tab.
- The connection is kept alive by its own authentication token, separate from your login session. Disconnecting from web settings invalidates that token immediately and closes any live connection using it.
- If the employee tries to continue browser work while your browser is off or disconnected, that work doesn’t fail. It pauses and resumes automatically once the browser reconnects.
- The extension groups tabs the employee opens into a named tab group (labeled with the employee’s name and session number), so you can tell at a glance which tabs belong to which employee.
- You can connect multiple browser windows on the same computer, or multiple computers at once, and use each for a different employee (or a different conversation with the same employee).