Skip to content

ThreadWise / Browser assistance

Get help with work on supported websites.

Ask ThreadWise to help with a specific website task. Watch the work and take over when a step needs your attention.

ThreadWiseCedar Lane InsuranceProduct preview
Browser activity
◇ portal.lakeviewproperty.example

Tenant portal

Insurance requirements for your workshop

Tenant: Juniper Ridge Fabrication

  • Current general liability coverage
  • Lakeview Property Group as certificate holder
  • Workshop address in the description
Task: find the landlord’s insurance requirements

◷ Reviewing the tenant portal

Take controlStopReplay when available

What you can do

Ask for help with a specific website task

Describe what you need done and on which website. What ThreadWise can do depends on the site, the connection, and the access and approvals your agency allows.

Watch and take control

Follow browser activity and take control to sign in or another step that needs a person. Return control when you are ready to continue.

Check what happened

Review the activity and watch a recording when one is available. A recording must have been captured successfully and still be available under your agency’s retention settings.

Put it to work

Browser assistance in practice

A team member asks the assistant to find the landlord’s insurance requirements in a tenant portal for Juniper Ridge Fabrication’s new workshop. They can watch the work and take control when needed.

What you need to use it

Your agency needs access to ThreadWise browser tasks, and you need access to the chat or workflow requesting the work. The website must be supported; its login requirements and how it works can limit what ThreadWise can do.

The assistant companion

The Chrome companion puts your assistant beside the browser you already use. Additional website controls are still being tested; what is available depends on the extension version and your agency’s setup.

For website tasks, ThreadWise opens a separate browser where you can watch and take over. The companion puts the assistant beside the browser you already use.

Start with the work

Bring us one agency process you want to improve.