Browser-extension action discovery is available only to selected workspaces. Confirm access and
the intended Test environment with Dubot before following this workflow.
A controlled-rollout recording captures one product workflow, submits the observed calls for analysis, and hands candidate actions to Dubot for review.
Record one product operation
1
Choose a narrow outcome
Record one operation with a clear result, such as loading invoice details. Use a safe account
and example record. Do not combine unrelated tasks in the same recording.
2
Start Action Discovery
Open the customer product at the page where the operation begins, then start a recording from
the Dubot extension. Confirm that the recording indicator is active before continuing.
3
Perform the operation normally
Use the product as an end user would. Action Discovery observes the requests caused by the
workflow and separates likely product operations from background traffic.
4
Finish the recording
Stop as soon as the intended result is visible. Submit the recording and wait while Dubot
filters inferred calls, compacts candidate definitions, and compares them with the existing
action catalog.
Review the candidate contract
Open each candidate in Actions and check the contract before saving it in Test:- the title and model-facing description describe one operation;
- the HTTP method and endpoint identify a stable product route;
- the input schema exposes only the values the operation needs;
- example identifiers or captured customer data are not treated as fixed inputs;
- the response mask returns only fields the agent needs;
- risk classification and execution policy match the effect of the operation;
- failure behavior is understandable when the product route is unavailable.
Make the action available
1
Save the action in Test
Correct the candidate definition and save it. Keep it unpublished while the contract is still
changing.
2
Add it to a Skill capability
Open or create a Skill capability and include the action. Actions in the catalog are not
available to an experience until a Skill carries them.
3
Attach the Skill to an experience
Add the Skill to the wizard or Resource Center Agent that needs the operation. Choose its
delivery behavior separately from the action’s execution policy.
4
Test success and failure paths
Run the experience in Test with representative inputs. Exercise authorization failures,
missing records, unexpected response shapes, and every confirmation boundary.
5
Publish the dependency chain
Publish the reviewed action and Skill, then publish the experience that uses them. Verify the
same safe case in Production and inspect Activity for the recorded outcome.
This workflow proposes Session API actions from observed requests. Add a client-side callback
from the Actions area instead, because a browser recording cannot infer a function registered
by the host application.