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Sign in or take over during Record with AI

Take the browser from the AI during Record with AI to sign in, enter a code or fix a wrong turn, then hand it back with a note. Covers the three sign-in options, saved sign-ins, what the AI asks you for and the time limits.

Updated 8 min read

During Record with AI you can take the browser from the AI at any time, and the AI hands it to you when it reaches something only you can do, such as a sign-in or a one-time code. When you're done, you hand it back and the AI carries on from where you left the page. This article covers signing in, taking over and handing back.

To start a recording, see Let the AI record your product with Record with AI.

Choose how the AI signs in

When you start a recording, the Sign-in setting decides how the AI gets past a sign-in page.

Option Best for What happens
None Public pages The AI doesn't sign in. If it meets a sign-in page anyway, it hands the browser to you.
Use a login A demo or test account you can share You enter Email or username and Password and tick "I'm allowed to give Clevera access to this account." The AI signs in itself. "Encrypted, used for this recording only."
I'll type it myself Your own account, or sign-ins with a code or single sign-on "AI stops at the sign-in; open Watch and sign in there." The browser is handed to you at the sign-in page.

Keep a sign-in for next time

Once you've entered a start page, the dialog can offer Remember my sign-in for app.acme.io: "Keeps this site's cookies with our browser provider, so your team's next recording starts signed in. Deleted after 30 days unused." Whoever signs in during that recording, you or the AI, leaves the site signed in for next time.

  • A saved sign-in belongs to your workspace and that exact site. One saved for app.acme.io isn't used for admin.acme.io.
  • Next time anyone in your workspace records that site, the dialog says "Using your saved sign-in for app.acme.io." and the AI starts signed in.
  • Clevera keeps your consent and a reference to the saved browser session, never the cookies themselves.
  • To remove one, click Forget next to it under Saved sign-ins in the dialog. It's deleted at once.
The Record with AI dialog using a saved sign-in, with Forget buttons
Remove a saved sign-in with Forget.

When the AI asks for you

The AI stops and hands you the browser when it reaches something only you can do:

  • a sign-in it has no details for, or one the site turned down
  • a one-time or verification code, such as a code sent by email or an authenticator app
  • a CAPTCHA or "are you human" check
  • a consent only the account owner can give, or a file only you have

Before asking, the AI fixes its own slips. If a click missed or a form wasn't sent, it tries again a different way, and the live page says "That step did not go through. Trying it again."

When it does need you:

  • The status changes to Needs you, and the Compose tile says Waiting for you.
  • The page chimes, the browser tab shows a dot and its title flashes. On other Clevera pages, the Your AI recording button says "We need one quick answer".
  • The panel on the right says Over to you, followed by what the AI needs in its own words, for example "Sign in to the dashboard, then hand it back."
The live page asking you to sign in, with the hand-back panel
When the AI needs you, it says what to do in its own words.

  1. Open the live page

    Click Watch on the recording's tile in Compose, or the Your AI recording button.

  2. Do the step in the browser

    Click and type in the browser on the left, as you would in your own. The browser's address bar is shown while it's yours, and pasting works.

  3. Hand it back

    Optionally add a note in "Anything we should know before carrying on? (optional)", then click I'm done — hand it back. The AI replies "Thanks — carrying on from here." and continues from the page you left.

Take over yourself

You can take the browser at any time, for any reason: the AI is heading the wrong way, it's about to click something it shouldn't, it can't work a control such as a drag or a date picker, or you want the page set up your way first.

  1. On the live page, click Take over. The AI stops within a couple of seconds.
  2. The status changes to Paused, a You have the browser label appears over the browser, and the panel says The browser is yours: "Click and type in the browser on the left. We carry on from wherever you leave it."
  3. Do what you need to, then add an optional note and click I'm done — hand it back.
The live page after Take over, showing You have the browser and the hand-back button
Add a note, then hand the browser back.

Leave the browser on the page where the AI should carry on. If you go somewhere else, the AI looks at the page you left and continues from there.

Notes when you hand back

The note box takes up to 280 characters. Use it to redirect the AI: "Skip the settings page, go straight to Reports", or "I created the project already, now invite Sam".

Notes add up. Every note you send, while the AI works or when you hand back, is given to the AI for the rest of the recording, and they win over your original steps. You can send up to 20 notes per recording.

What ends up in the recording

What you do while you have the browser stays in the recording, as part of the walkthrough. The panel says so: "What you do here stays in the recording, as part of the walkthrough."

  • Password fields show dots, as they do in any browser.
  • An email address, username or code you type is visible as you type it.

See Keep your accounts safe during Record with AI for everything the AI can and can't see.

Time limits

Limit Value
Time the browser can stay with you 15 minutes in all, across every hand-over in one recording
Hand-overs per recording Up to 6
AI time after you hand back At least 2 minutes, however long you had the browser

Time you spend with the browser doesn't use up the AI's own working time.

If the 15 minutes run out:

  • The AI had asked for you: the recording stops with "Nobody took the browser over in time, so this recording stopped there." Start again.
  • You had taken over: the recording finishes with what was filmed up to then. The panel says "Nobody came back to the browser, so this is where it stops."

Messages you might see

Message What it means
"Pausing the agent for a moment to give it your note." Your note is on its way to the AI.
"The agent has your note and is carrying on with it." The AI received your note.
"The agent reads this when you hand the browser back." You have the browser. Your note goes with the hand-back.
"The agent had already finished, so your last note did not reach it." The AI finished before the note arrived.
"Your note could not be given to the agent." Try sending it again, or take over.
"Notes only reach a recording while its agent is still working." The recording is over.
"The browser cannot be handed over right now." The recording is starting or wrapping up. Wait a moment and try again.
"There is no live view for this session." The recording has ended.
"Could not sign in with the details you gave." The login didn't work. Check it, or use I'll type it myself.
"Still on the sign-in page. Open the live view, sign in, then try again." Nobody signed in. Start again and sign in when the browser is handed to you.
Let the AI record your productStart a recording and watch it live.Keep your accounts safe during Record with AILogins, saved sign-ins and what's recorded.Understand what research and Record with AI costHow hand-backs are billed.Plan a video with the setup chatRecord with AI from the chat.