Teach by showing
Instead of writing instructions, you can show a bot how to do a task. Do it yourself once on the bot's desktop computer while Casama records each step, and the bot turns the recording into a skill it can reuse. You can also save the steps as a replay that runs without the model, which is faster and cheaper for tasks that don't change.
Before you start
- The bot needs a desktop computer. On a headless computer, use Switch to desktop first.
- Teaching happens in the live view, and only while you're in control.
Teach a task
- Open the bot's computer and tap Open live view.
- Tap Take control.
- Tap Teach a task (the graduation cap) in the live view's header. On a team computer, pick Which bot should learn this?
- A red Recording banner appears. Do the task as you normally would. The banner shows the last step it saved.
- If you type something sensitive that isn't in a password field, tap Mark as secret right after typing it, give it a Name such as
EMPLOYEE_ID, and tap Save. - Tap Stop when you're done.
The bot then writes a draft skill from your recording in a new chat called "Teach: draft a skill", and the app opens the New skill screen while it works ("Writing a skill from your recording…").
Review and save the skill
The New skill screen shows the bot's draft:
- Name (lowercase, dashes) and One-line description,
- Instructions, including an Inputs section and a Success checks section,
- What you showed: the recorded steps, with secrets shown by name only.
Check the steps, inputs and success checks, then choose:
| Button | What it does |
|---|---|
| Save | Adds the skill to the bot. |
| Save and try | Adds the skill and opens a chat asking the bot to use it now. |
| Also save as a replay | Saves the recording as a replay too (see below). |
| Discard | Deletes the recording: every step, snapshot and screenshot it captured. |
If the bot couldn't write a draft, the screen says so. You can still write the skill yourself from the recorded steps, or discard it.
What gets recorded
| You do | Recorded as |
|---|---|
| Click | One step, at that position. |
| Type | One step, until you click, press a special key or pause for 1.5 seconds. |
| Scroll | Grouped into one step, the same way as typing. |
| Special keys and shortcuts | Their own step, such as Tab or Ctrl+c. |
After each step, Casama captures what the screen looks like: the accessibility snapshot of the desktop (or the bot's browser), the browser's address and a screenshot. Anything it can't capture is skipped.
Privacy and secrets
Live view normally keeps everything you do away from the bot. Teaching is the one exception, and Casama makes it obvious:
- Recording runs only while you hold control, and each step checks that again. If you lose control, recording stops.
- The red Recording banner with Stop stays on screen the whole time.
- Text typed into a password field is never stored. The step becomes a named placeholder such as
{{secret:PASSWORD}}, and the bot asks for the value when it uses the skill. - Mark as secret deletes the text you last typed from the recording and turns it into a named secret input. You can only mark secrets before Stop, because Stop sends the recording to the model.
- Only you can see your recordings. Starting a recording is written to the workspace's audit log.
- One recording at a time per computer.
The bot gets the recording as text: steps grouped by page address, each with the start of the screen snapshot after it. Screenshots are kept for you but aren't sent to the model.
Replays
A replay is a recorded set of browser or desktop steps that the bot runs as is, without calling the model. It's faster and cheaper than having the bot work the task out each time. If a step doesn't work any more, the bot takes over from that step and can update the replay.
Each step can carry:
- Parameters for values that change between runs, with defaults.
- Secrets as
{{secret:NAME}}placeholders, each limited to the site it belongs to. - Targets found by an element's role and label rather than by position, so the step still works when the page reloads.
- Checks, such as "the address contains..." or "the screen shows...".
Save a replay
- From a teach recording: tap Also save as a replay on the New skill screen. Clicks become clicks at the recorded position, typed text becomes a parameter with what you typed as its default (secrets stay placeholders), and each page address becomes a check.
- From a chat: after the bot does a browser or desktop task, ask it to save the steps it took as a replay. It saves the steps with targets, checks and parameters, and refuses to store plain text typed into password fields.
Run a replay
- Open the bot's Bot settings → Replays.
- Tap Run on the replay.
- Check the values it fills in, then run it. The run's chat opens.
The bot can also run a replay itself during a chat. Each replay shows how many steps it has, how many times it's run and how many runs needed help.
When a step fails
A missing element, a failed check or a tool error stops the replay at that step. The bot gets where and why it stopped, plus what was already done, and carries on from there with the model. It can then offer to update the replay. A replay run still passes through your approval rules as usual.
To delete a replay, use Delete in Bot settings → Replays.
Limits
- Teaching needs a desktop computer and the live view.
- Clicks recorded from a teach recording are screen positions, not elements, so they're usually the first thing to need the bot's help when a screen changes. Replays the bot saves from a chat use elements instead.
- Screenshots from a recording aren't sent to the model yet.
- Password manager items in replays aren't supported yet.