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Log in manually

Sign in, enter email or SMS codes, and save the session in your Bot’s browser.

Written by Maggie

Sign in yourself when a website needs direct verification, such as CAPTCHA, email or SMS codes, or single sign-on (SSO). Complete login in the Bot's browser so the session is available to that Bot.

For an email or SMS code, check your inbox or phone and enter the code in the website's verification field in the Bot's browser.

Open the browser from Login settings

Use Standard Browser and wait for all tasks in that browser to finish.

  1. Open the Bot's Browser settings → Website login.

  2. Select Open browser on the Log in manually card.

  3. Enter the website's URL in the browser's address bar.

  4. Sign in and complete any required verification.

  5. Select Complete login to save the session and return to the Bot's Browser settings.

Select Open browser on the Log in manually card in Browser settings

Complete login during Build

When Build asks for your help, select Take over browser in the latest request in the Build conversation.

Select Take over browser when Build asks you to sign in

  1. Sign in and complete any required verification.

  2. Select Return to Agent.

  3. Choose Return without a note, or add a short explanation and select Send note & return.

Choose Return without a note or Send note & return after completing login

The optional note can contain up to 2,000 characters. After you return, the same Build continues.

Complete verification in a Workflow

A Workflow configured with a Human Interaction node can pause for verification. Follow its instructions and select Resume to continue the waiting Workflow.

Time limits and incomplete login

Login flow

How to finish

Time limit

From settings

Select Complete login to save and return.

15-minute browser session.

During Agent Build

Select Return to Agent, then return with or without a note.

Respond within the Build's one-hour waiting window.

Workflow Human Interaction node

Complete the requested actions and select Resume.

The time limit configured for that node.

Follow the remaining time or deadline shown for your flow. If a Build assistance request expires, the current Build ends.

Canceling, timing out, or failing to save keeps the Bot's previous saved login state.

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