TabSentry - Tasks - Task Assistant

Introduction

Task Assistant lets you easily view Mail (IMAP) & SMS OTP codes, configure Multi Browser Control (MBC), access billing information, utilize Features, and access your tasks' Custom Data.

Setup & Recommendations

• To use Task Assistant, you need to create tasks in TabSentry. Click here to learn how to create tasks on TabSentry.
• The selected task or browser in focus determines what information is shown on Task Assistant. To view data from another task, click the task within the TabSentry UI or click the browser to bring it into focus.
• To get the most functionality out of Task Assistant, you should configure the task as specific as possible to tailor your needs. You can do this by entering information when creating the tasks, such as username and password in the Autofill section, assigning a billing profile, and assigning features to your task, such as Mail (IMAP) and SMS OTP features.
• When coming across a site with autofill options, the browser will attempt to autofill as many fields as possible through Chrome's built-in autofill. In instances where it can't, you can Click the field you want to copy in Task Assistant to copy to your clipboard for easier access. Chrome autofill will only be available for the username and password on sites entered in the URL section under the Autofill section of a task.
• You should use Custom Autofill instead of relying on Chrome Autofill for a much more consistent autofill solution that works on all websites and is compatible with MBC Recordings. Click here to learn how to use Custom Autofill.

Using Task Assistant

1. Navigate to the Tasks > Browsers section in TabSentry. This section has an icon that looks like a globe titled Browsers.

2. Click the Start button to start the task.

3. After starting a task, click the Task Assistant button. 
4. The first section in Task Assistant is the Account section. You can find your task Username, Password, and TOTP Code.

5. The second section of Task Assistant is Payment Details. You can find the payment information from the profile assigned to your task.

 

6. The third section of Task Assistant is Address Info. You can find the address information from the profile assigned to your task.

7. The fourth section of Task Assistant is Custom Data. You can assign Custom Data to your tasks and access the data within Task Assistant. You can generate Custom Data and assign it to multiple tasks by following this guide. 

8. The fifth section of Task Assistant is the Mail view.  When using a Mail (IMAP) OTP feature, Task Assistant will automatically scan for incoming emails that contain OTP codes.

• If Task Assistant does not display the correct code automatically, you can click the downward arrow on the OTP field to show other potential OTP codes.
• Click the Trash can icon to remove a code from Task Assistant.
• Click here to learn how to create a Mail (IMAP) OTP Feature.

9. The sixth section of Task Assistant is the SMS view, where you can view OTP codes and request phone numbers. Click here to learn how to configure an SMS OTP feature.

• You can request SMS phone numbers from Task Assistant when using an SMS OTP feature.

• After requesting a number, TabSentry waits for the SMS provider to send an OTP code. Once it receives one, it will be shown in Task Assistant. You can copy the code from Task Assistant.

10. The seventh section of Task Assistant is MBC (Multi-Browser Control). You can start MBC from this section, which lets you control multiple browsers from one parent browser. Click here to learn how to use MBC.

11. The final section of Task Assistant is Features. The features section allows you to trigger the features assigned to your tasks.

• You can trigger Custom Autofill with the Wand button. Click here to learn how to create a Custom Autofill feature.
• You can enable/disable AutoSolve AI from the Features section. Click here to learn how to create an AutoSolve AI feature.
• You can enable/disable features such as Monitor URL Change and Auto Refresh from the features section.