@adminide-stack/yantra-help-browser 12.0.16-alpha.6 → 12.0.16

package/lib/templates/content/browser-extension/troubleshooting-extension.md

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+---
+title: 'Troubleshooting the Browser Extension'
+description: 'Common issues and solutions for the Yantra Browser extension'
+author: 'Yantra Team'
+---
+
+# Troubleshooting the Browser Extension
+
+This guide covers common issues you may encounter with the Yantra Browser extension and how to resolve them.
+
+## Connection Issues
+
+### Extension shows "Not Connected"
+
+**Cause:** The extension cannot establish a connection to the Yantra backend.
+
+**Solutions:**
+
+1. **Check your internet connection** — Make sure you can access [yantra.app](https://yantra.app) in a browser tab
+2. **Sign in to the web app** — Open a tab with the Yantra web app and make sure you're signed in
+3. **Retry auto-detect** — Go to extension Settings → click "Auto-detect from Web App"
+4. **Clear and reconnect** — Click "Reset to Defaults" in Settings, then reconnect
+
+### Relay keeps disconnecting
+
+**Cause:** The WebSocket connection to the relay gateway is dropping.
+
+**Solutions:**
+
+1. **Check network stability** — Unstable Wi-Fi or VPN connections can cause drops
+2. **Disable conflicting extensions** — Ad blockers or privacy extensions may block WebSocket connections. Try temporarily disabling them
+3. **Check firewall settings** — Ensure WebSocket (WSS) connections to `*.cdebase.dev` are not blocked
+4. **Restart the extension** — Go to chrome://extensions, toggle Yantra Browser off and on
+
+### Badge shows red after navigating
+
+**Cause:** When a tab navigates to a new page, the CDP connection needs to be re-established.
+
+**Solution:** This usually resolves automatically within a few seconds. The extension's keepalive system detects the navigation and re-attaches. If the badge stays red for more than 10 seconds, click the extension icon and toggle the relay off and on again.
+
+## Authentication Issues
+
+### "Session expired" or cannot detect account
+
+**Cause:** Your Yantra web app session may have expired.
+
+**Solutions:**
+
+1. Open a new tab and go to [yantra.app](https://yantra.app)
+2. Sign in again if prompted
+3. Click the extension icon — it should detect the new session
+4. If not, go to Settings → "Auto-detect from Web App"
+
+### Extension works in one browser profile but not another
+
+**Cause:** Each Chrome profile has its own extension data and cookies.
+
+**Solution:** You need to sign in to the Yantra web app in each Chrome profile where you want to use the extension. The extension reads cookies from the active profile only.
+
+## Automation Issues
+
+### Tab shows "Yantra Browser started debugging this tab" but nothing happens
+
+**Cause:** The extension attached successfully but may not be receiving commands.
+
+**Solutions:**
+
+1. Make sure you've given Yantra a task in the web app or chat interface
+2. Check that the relay toggle is ON in the extension popup
+3. Verify the tab appears in the "Attached Tabs" list in the popup
+
+### Automation seems stuck or slow
+
+**Cause:** Complex pages with heavy JavaScript can take longer to process.
+
+**Solutions:**
+
+1. **Wait a moment** — Some actions (like loading dynamic content) take time
+2. **Check the tab** — If the page is still loading (spinner in tab), let it finish
+3. **Simplify the task** — Break complex multi-step tasks into smaller pieces
+4. **Check for popups/modals** — Overlay dialogs can block automation. Dismiss them manually if needed
+
+### Form fields aren't being filled correctly
+
+**Cause:** Some websites use non-standard form controls (custom dropdowns, date pickers, etc.).
+
+**Solutions:**
+
+1. **Try re-running the task** — Sometimes a second attempt succeeds
+2. **Be more specific** — Tell Yantra exactly which fields to fill and what values to use
+3. **Handle complex controls manually** — For unusual UI widgets (drag-and-drop, custom dropdowns), fill those manually and let Yantra handle the rest
+
+### Extension can't interact with a specific website
+
+**Cause:** Some websites have aggressive bot-detection or Content Security Policies.
+
+**Solutions:**
+
+1. **Make sure you're signed in** — Being authenticated usually reduces bot detection
+2. **Navigate manually first** — Go to the page yourself, then attach the extension
+3. **Some sites may not be compatible** — Banking sites with strict security may block CDP interactions by design
+
+## Extension Management
+
+### How to update the extension
+
+Chrome auto-updates extensions. To manually check:
+
+1. Go to chrome://extensions
+2. Enable "Developer mode" (toggle in top right)
+3. Click "Update" button
+
+### How to reinstall the extension
+
+1. Go to chrome://extensions
+2. Find Yantra Browser and click "Remove"
+3. Reinstall from the Chrome Web Store
+
+### How to check extension version
+
+1. Go to chrome://extensions
+2. Find Yantra Browser
+3. The version number is displayed below the extension name
+
+## Performance Tips
+
+-   **Close unused attached tabs** — Each attached tab uses some resources
+-   **Disconnect when idle** — Click "Disconnect" when you're not actively using automation
+-   **Keep Chrome updated** — Newer Chrome versions have better CDP performance
+-   **Avoid attaching to extremely heavy pages** — Pages with thousands of DOM elements take longer to snapshot
+
+## Getting More Help
+
+If you're still experiencing issues:
+
+1. Check the [Browser Extension Overview](/help-center/browser-extension/browser-extension-overview) for basic setup
+2. Review [Extension Security and Privacy](/help-center/browser-extension/extension-security) for permission-related issues
+3. Contact our support team at [support@yantra.app](mailto:support@yantra.app)

package/lib/templates/content/browser-extension/use-cases-workflows.md

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+---
+title: 'Use Cases and Workflows'
+description: 'Real-world examples of what you can achieve with the Yantra Browser extension'
+author: 'Yantra Team'
+---
+
+# Browser Extension Use Cases and Workflows
+
+The Yantra Browser extension enables powerful automation across all the websites you already use. This article showcases real-world workflows to help you get the most out of browser automation.
+
+## Research and Data Gathering
+
+### Cross-Platform Market Research
+
+> _"Research the top 5 competitors in the project management space. For each, get their pricing, key features, and recent product updates from their websites."_
+
+Yantra will:
+
+1. Open each competitor's website
+2. Navigate to their pricing pages
+3. Extract pricing tiers and feature lists
+4. Check their blogs or changelogs for recent updates
+5. Compile findings into a structured summary
+
+### Premium Source Research
+
+When you're subscribed to premium tools like Crunchbase, SimilarWeb, Semrush, or Ahrefs, Yantra can access them using your existing logins:
+
+> _"Pull the traffic analytics for competitor.com from SimilarWeb and their backlink profile from Ahrefs."_
+
+Because the extension runs in your local browser with your active sessions, there are no login barriers or CAPTCHA interruptions.
+
+## Email Management
+
+### Inbox Triage
+
+> _"Go through my Gmail inbox, flag emails from clients as important, archive newsletters older than a week, and draft a reply to the meeting request from John."_
+
+### Bulk Email Actions
+
+> _"In my Outlook inbox, find all emails from the marketing team this month and create a summary of action items mentioned."_
+
+## Form Filling and Applications
+
+### Job Applications
+
+> _"Fill out this job application form. Use my name (Jane Smith), email (jane@example.com), and the resume I uploaded last time. For the cover letter, write something relevant to this data science role."_
+
+### Registration and Sign-ups
+
+> _"Register for this conference. Fill in my details, select the 'Professional' ticket, and choose the morning workshop sessions."_
+
+## E-Commerce and Shopping
+
+### Grocery Shopping
+
+> _"Add these items to my Instacart cart: organic bananas, whole milk, sourdough bread, chicken breast, and broccoli. Choose the best-priced options."_
+
+### Price Comparison
+
+> _"Find the best price for a Sony WH-1000XM5 across Amazon, Best Buy, and B&H Photo. Compare prices including shipping."_
+
+## CRM and Sales
+
+### CRM Updates
+
+> _"In HubSpot, update the deal stage for Acme Corp to 'Proposal Sent' and add a note that I sent the pricing document today."_
+
+### Lead Research
+
+> _"For each of these 5 LinkedIn profiles, visit their page and extract their current title, company, location, and a brief summary of their background."_
+
+## Travel and Booking
+
+### Flight Search
+
+> _"Search Google Flights for round-trip flights from San Francisco to Tokyo, departing March 15 and returning March 25. Show me the top 3 cheapest options."_
+
+### Hotel Comparison
+
+> _"Compare hotel prices near Times Square, New York for March 20-23 on Booking.com and Hotels.com. Find options under $200/night with free cancellation."_
+
+## Data Extraction
+
+### Table Extraction
+
+> _"Extract the pricing table from this page into a structured format with columns for plan name, price, and included features."_
+
+### Directory Scraping
+
+> _"Go through each listing on this search results page and extract the business name, phone number, and address for each result."_
+
+## Productivity Workflows
+
+### Multi-Step Workflows
+
+Complex tasks that span multiple sites work especially well:
+
+> _"Check my calendar for next week's meetings, then for each external meeting, look up the attendees on LinkedIn and prepare a one-paragraph brief about each person."_
+
+### Automated Monitoring
+
+> _"Go to the AWS status page and check if all services in us-east-1 are operational. Also check our Datadog dashboard for any alerts in the last 24 hours."_
+
+## Tips for Best Results
+
+1. **Be specific about what you want** — Instead of "research this company," say "find their annual revenue, employee count, and last funding round"
+2. **Mention which sites to use** — Tell Yantra where to look: "Search on Google Flights" rather than just "find flights"
+3. **Break complex tasks into steps** — For multi-site workflows, describe the sequence you want
+4. **Make sure you're logged in** — Navigate to the sites first and confirm you're authenticated before starting
+5. **Attach the right tabs** — For workflows involving specific sites, open and attach those tabs in advance
+
+## Local vs. Cloud: When to Use Each
+
+| Scenario                                  | Recommendation                                    |
+| ----------------------------------------- | ------------------------------------------------- |
+| Accessing your Gmail or CRM               | **Local browser** — uses your active session      |
+| General web research on public sites      | **Cloud browser** — isolated and clean            |
+| Working with premium subscriptions        | **Local browser** — your logins work seamlessly   |
+| Filling forms on government/banking sites | **Local browser** — your trusted IP avoids blocks |
+| Scraping public directories               | **Cloud browser** — avoids rate limiting your IP  |
+
+For more information on getting started, see [Getting Started with the Browser Extension](/help-center/browser-extension/getting-started-extension).