--- title: "Meet Sidekick: The ScreenSteps Browser Extension | ScreenSteps" description: Stop switching tabs for answers. ScreenSteps Sidekick embeds SOPs, guides, and AI help directly inside your web apps. Employees find and follow processes faster, and members get better service. --- ScreenSteps Sidekick Browser Extension # Access your full knowledge base from inside any web app with Sidekick ScreenSteps Sidekick puts all of your certified SOPs inside the systems employees use every day. [Get a Demo](https://www.screensteps.com/demo?hsLang=en) [Overview Video](https://www.screensteps.com/access-demo-videos?hsLang=en) ![](https://www.screensteps.com/hubfs/Get-Suggestions.svg) ### Available anywhere Put your knowledge base inside any website or web app employees use.  ![](https://www.screensteps.com/hubfs/Guides-In-Seconds.svg) ### Guides in seconds No more putting customers on hold. Put answers right in the workflow. ![](https://www.screensteps.com/hubfs/Always-Available.svg) ### Create in minutes Generate step-by-step SOPs with Sidekick. Screenshots included! ### Give employees trusted guidance, available right at their fingertips [Get a ScreenSteps Demo icon-arrow-right-2 ](https://www.screensteps.com/demo?hsLang=en) Access with Sidekick ## Keep work moving with trusted answers available wherever work happens For complex environments, employees need trusted answers fast. The ScreenSteps Sidekick browser extension makes your entire ScreenSteps knowledge base accessible from inside any web app. ![ScreenSteps Sidekick browser extension interface with different ways to access SOPs. Includes search, smart suggestions, AI chat, and notifications.](https://www.screensteps.com/hs-fs/hubfs/Access.png?width=2000&name=Access.png) ![Accessing a decision tree SOP inside Sidekick to complete complex procedures fast](https://www.screensteps.com/hs-fs/hubfs/Quick-Access.png?width=2011&height=1839&name=Quick-Access.png) Quick Access ### Access Sidekick from any web app or website ScreenSteps Sidekick puts your knowledge base inside any web-based application or website. That means wherever your employees work, they have trusted answers at their fingertips. Access your full knowledge base from inside any web app Follow trusted SOPs without leaving your window Ensure consistency with guidance for complex tasks ![Accessing a decision tree SOP inside Sidekick to complete complex procedures fast](https://www.screensteps.com/hs-fs/hubfs/Quick-Access.png?width=2011&height=1839&name=Quick-Access.png) ![Smart-Suggestions-1](https://www.screensteps.com/hs-fs/hubfs/Smart-Suggestions-1.png?width=2133&height=1804&name=Smart-Suggestions-1.png) Smart Suggestions ### Get smart SOP suggestions based on specific screens and URLs Surface accurate answers before employees even ask. Context-sensitive help identifies the specific screens and URLs an employee is working in and provides relevant SOPs. Instantly surface the right SOPs, every time Customize for different URLs and screens inside web apps Simple, no-code setup for fast deployment ![Smart-Suggestions-1](https://www.screensteps.com/hs-fs/hubfs/Smart-Suggestions-1.png?width=2133&height=1804&name=Smart-Suggestions-1.png) ![Ask ScreenSteps AI chatbot showing an unsure question getting the right answer](https://www.screensteps.com/hs-fs/hubfs/Ask-SceenSteps-1.png?width=2138&height=1820&name=Ask-SceenSteps-1.png) Ask ScreenSteps ### Chat with Ask ScreenSteps for complex quetions Sometimes search isn't enough. Employees can chat in the same way they would escalate to a manager. ScreenSteps will identify the right answer, whether that's a quick answer in chat or pushing to the correct step-by-step guide. Answers come only from your knowledge base Provides the best format for performance Ask questions naturally, no keywords required ![Ask ScreenSteps AI chatbot showing an unsure question getting the right answer](https://www.screensteps.com/hs-fs/hubfs/Ask-SceenSteps-1.png?width=2138&height=1820&name=Ask-SceenSteps-1.png) ![Process change notifications being delivered to the ScreenSteps Sidekick browser extension](https://www.screensteps.com/hs-fs/hubfs/Notifications.png?width=2140&height=1912&name=Notifications.png) Notifications ### Send change notifications into existing workflows Deliver important messages faster to employees. When admins send important Announcements and Notifications, employees can view and acknowledge them within Sidekick. Get important updates about procedure changes in Sidekick Require acknowledgement so you know who saw the update Keep the whole team up to date ![Process change notifications being delivered to the ScreenSteps Sidekick browser extension](https://www.screensteps.com/hs-fs/hubfs/Notifications.png?width=2140&height=1912&name=Notifications.png) ![List of bookmarked common SOPs in the ScreenSteps Sidekick browser extension](https://www.screensteps.com/hs-fs/hubfs/Bookmarks.png?width=2137&height=1820&name=Bookmarks.png) Bookmarks ### Bookmark common SOPs for quick access For frequently used procedures, employees can bookmark SOPs. This allows users to personalize their stored articles so they can access the common answers they need even faster. Quick access to commonly used procedures Personalized to employees' preferences Access SOPs faster, especially when speed matters ![List of bookmarked common SOPs in the ScreenSteps Sidekick browser extension](https://www.screensteps.com/hs-fs/hubfs/Bookmarks.png?width=2137&height=1820&name=Bookmarks.png) [See Sidekick in your team's workflow](https://www.screensteps.com/demo?hsLang=en) Create with Sidekick ## Create SOPs in minutes from inside Sidekick Speed up the documentation process with Clarify AI built right inside Sidekick. Generate step-by-step SOPs instantly, without typing a single word. ![Process flow of using ScreenSteps Sidekick browser extension to generate new SOPs automatically](https://www.screensteps.com/hs-fs/hubfs/Create-1.png?width=2000&name=Create-1.png) ### How Sidekick Record a Guide works ![](https://www.screensteps.com/hubfs/1-Mar-11-2026-02-34-37-4753-AM.svg) ### Walk through a process Hit record, then click and talk through a procedure, just like you're explaining it to someone else.  ![](https://www.screensteps.com/hubfs/2-4.svg) ### ScreenSteps optimizes SOP ScreenSteps AI will automatically turn verbal instructions into actionable steps and pull in any helpful screenshots. ![](https://www.screensteps.com/hubfs/3-4.svg) ### Ready to share in minutes Within minutes, you have an optimized, step-by-step SOP. Employees can access the SOP with Sidekick or the full knowledge base.  [See how fast you can create SOPs](https://www.screensteps.com/demo?hsLang=en) "The Sidekick shows up as a little bell on the right-hand side of an employee's browser window. Employees love it." **— Owen Hutchins** Change Management Consultant ![Woman working on desk](https://www.screensteps.com/hubfs/2025/0325_Homepage/Woman%20working%20on%20desk.png) "I love is that ScreenSteps works right where our employees work. They use the guides while talking with a member. To the member, it just feels like they’re talking to an expert." **— Christine Alward** AVP Member Experience, Jeanne D'Arch Credit Union ![Computer working](https://www.screensteps.com/hubfs/2025/0325_Homepage/Computer-Work.png) ## Frequently asked questions #### What is the ScreenSteps Sidekick browser extension? The ScreenSteps Sidekick is a browser extension that embeds your [ScreenSteps knowledge base](https://www.screensteps.com/knowledge-ops-solution/platform?hsLang=en) directly inside the web applications your team uses every day. Instead of switching tabs or searching multiple systems, employees can open Sidekick within their current workflow to search guides, follow step-by-step procedures, ask questions using Ask ScreenSteps, and receive context-sensitive help. Sidekick brings operational knowledge directly into the systems where work happens, making it easier for employees to find and follow the correct process at the moment of need. #### What browsers does ScreenSteps Sidekick support? ScreenSteps Sidekick currently supports: - Google Chrome - Microsoft Edge Because Sidekick runs as a browser extension, it works inside any web-based system accessed through these browsers. #### Does Sidekick work with desktop applications? No. ScreenSteps Sidekick works only with web-based applications and websites that run in a browser. If a system is accessed through Chrome or Edge, such as a CRM, core banking system, ticketing platform, or internal portal, Sidekick can display guides and support alongside it. Desktop-only applications that do not run in a browser are not supported. #### How does ScreenSteps Sidekick provide Smart Suggestions? Sidekick includes a feature called **Smart Suggestions**, which automatically surfaces relevant knowledge base articles based on the page or screen a user is currently viewing. For example: - If an employee is on the Loans tab of a banking system, Sidekick can display loan-related procedures. - If a user is viewing a customer account page, it can show account servicing guides. This context-sensitive help allows employees to immediately access the most relevant SOPs, checklists, or decision trees without searching. Smart Suggestions are easy to configure and require no coding or advanced mapping capabilities. #### What is Ask ScreenSteps Chat? Ask ScreenSteps is an AI-powered assistant built directly into Sidekick that allows employees to ask questions and receive answers based on their organization’s ScreenSteps knowledge base. **Unlike general AI chatbots, Ask ScreenSteps:** - Only searches your internal knowledge base - Does not generate answers that are not documented - Directs users to full guides when a process requires step-by-step instructions If a question requires following a checklist, decision tree, or detailed procedure, the AI will recommend the correct guide instead of trying to summarize the process in chat. If the answer does not exist in the knowledge base, Ask ScreenSteps will say so and allow the user to request a new article. This ensures employees receive accurate, approved instructions instead of AI-generated guesses. #### How is Ask ScreenSteps different from an AI chatbot? Most AI chatbots attempt to summarize answers inside a chat conversation. ScreenSteps Sidekick is designed for operational knowledge, which often requires employees to follow structured procedures such as step-by-step guides, decision trees, and checklists. Ask ScreenSteps AI analyzes a user's question and determines the best way to deliver the answer: - For simple questions, it may provide the answer directly in chat. - For complex tasks, it directs the user to the correct guide so they can follow the procedure properly. This approach helps employees complete tasks accurately instead of relying on incomplete AI summaries. #### Can I create SOPs directly from Sidekick? Yes. Sidekick includes [Clarify AI Create](https://www.screensteps.com/knowledge-ops-solution/platform/authoring-tools?hsLang=en), which allows you to generate step-by-step procedures while performing a task. You simply start recording a process, click through the steps in your system, and explain what you are doing. Clarify AI Create automatically captures screenshots and generates a structured SOP with clear step-by-step instructions that you can edit and publish to your ScreenSteps knowledge base. This makes it possible to document processes in minutes instead of spending hours writing SOPs manually. #### What systems can ScreenSteps Sidekick work inside? ScreenSteps Sidekick works inside any web-based system accessed through Chrome or Microsoft Edge. **Common examples include:** - Core banking or financial systems - CRM platforms - Customer service tools - HR or internal business systems - Web portals and internal applications If the system runs in a browser, Sidekick can display knowledge base content alongside it. #### Can employees receive notifications inside Sidekick? Yes. Sidekick displays ScreenSteps notifications directly inside the extension. Employees can see when procedures are updated, when new guides are published, or when important changes are announced. This helps teams stay up to date with process changes without needing to monitor email or log into a separate knowledge base. #### What types of guides can employees access in Sidekick? Sidekick allows employees to access all ScreenSteps knowledge base content directly within their workflow, including: - Step-by-step procedures - Decision trees - Checklists - SOPs - Policies and reference documentation Guides open directly inside the Sidekick panel so employees can follow instructions while completing their work. ## See Sidekick running inside your team's workflow Book a 30-minute demo and we'll show you exactly how Sidekick delivers trusted answers inside any web app your team already uses. [See Sidekick in Action icon-arrow-right-2 ](https://www.screensteps.com/demo?hsLang=en)