Access your full knowledge base from inside any web app with Sidekick

The ScreenSteps Sidekick is a browser extension that embeds your ScreenSteps knowledge base 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.

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.

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.

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.

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.

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.

Yes. Sidekick includes Clarify AI Create, 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.

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.

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.

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.