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Record and Replay lets you “teach” Expert a sequence of operations — record a workflow once, and Expert can automatically repeat it afterwards. For standardized workflows that need to be performed repeatedly, one recording is all it takes.

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Core Concepts

Record

You perform operations normally in the browser or on the desktop, while Expert records every action in the background — where you clicked, what you typed, which pages you visited.

Replay

Once recording is complete, tell Expert to “run through the same workflow again,” and it will automatically repeat the entire operation sequence.

Smart Adaptation

Replay is not a mechanical pixel-perfect repetition. Expert understands the intent behind each action, so it can adapt even when page layouts or content have changed.

Workflow Modification

You can ask Expert to make adjustments during replay — skip certain steps, add new actions, or change the data being entered.

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How to Use

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Recording Operations

1

Start Recording

Tell Expert you want to start recording a workflow. Expert will enter recording mode and begin tracking your actions.
2

Perform the Operations

Complete your workflow as you normally would. Expert records every key action: page navigation, mouse clicks, keyboard input, data selection, and more.
3

Stop Recording

Once you’re done, tell Expert to stop recording. Expert will organize the recorded content into a replayable operation sequence.

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Replaying Operations

1

Trigger Replay

Tell Expert to “execute the previously recorded workflow.” You can also specify replaying only a particular segment.
2

Parameter Substitution

If the workflow contains data that needs to change (such as a different username or different search keywords), tell Expert the new values before replay begins.
3

Monitor Execution

During replay, you can watch Expert’s actions in the browser panel or on the desktop to confirm everything is proceeding as expected.
4

Handle Exceptions

If the replay encounters situations that differ from the recording (pop-ups, page changes, etc.), Expert will try to adapt intelligently. When it can’t handle something, it will pause and ask you.

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Use Cases

Record the process of entering data into a system once, then batch-replay it for multiple records. For example, entering customer information from an Excel spreadsheet into a CRM system one by one.
Need to export data from a system, format it, and send a report every week or month? Record the full workflow once, and just trigger replay going forward.
Record a software testing workflow and replay it after each update to verify that core features still work correctly.
After recording a standard operating procedure, share it with team members as a reference. Replays can serve as “living tutorials” for training.
Record a workflow in a staging environment, then replay it in production (just update parameters like URLs).

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Smart Adaptation

Record and Replay differs from traditional RPA (Robotic Process Automation) tools — Expert understands the purpose of your actions, not just the mouse coordinates.
Expert’s “smart adaptation” means:
  • If a button has moved, Expert can still find the correct button
  • If a new pop-up appears on the page, Expert will close it first and then continue the original workflow
  • If the list order has changed, Expert will match the correct item by content rather than position
Of course, if a page has undergone major changes (such as an entirely redesigned feature), Expert may not be able to adapt. In that case, it will pause and tell you which step encountered a problem, and you can re-record that portion of the workflow.

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Workflow Modification

Replays are not set in stone. You can ask Expert to adjust a recorded workflow in the conversation:
  • “Add a screenshot action after step three”
  • “Skip the email sending step”
  • “Change the search keyword from ‘quarterly report’ to ‘annual summary’”
  • “Use a different account for the login step”
Expert will make adjustments based on its understanding of the original workflow, without needing to re-record from scratch.
  • For steps involving password input, Expert will not record password content in plain text
  • When replaying operations that involve third-party systems, make sure you have the appropriate permissions
  • It’s recommended to do a trial run before the actual replay to confirm the workflow is correct

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Billing

The recording process does not consume additional credits. Credit consumption during replay is similar to Expert’s operations in the browser or on the desktop, primarily coming from model calls and visual analysis.