[Category]Tips & Tricks
Browser
Open web pages inside the application and hand them to the assistant.
Rocketbatch has a web browser built in. It slides in over whatever module you are working in, keeps several pages open as tabs, and lets the assistant read the page you have open. Links you click in a mail, a note or on a contact open here instead of in your computer's own browser, so you never lose the record you were working on.
Opening and closing the browser
The browser comes up over the module you are in and goes away again when you are done with it.
How to use it
- Click the browser button in the top bar, or press Cmd/Ctrl+B anywhere in the application. The lightning button next to it opens the same panel.
- The browser slides in from the right over the current module, and the search box opens on top of it, ready for a web address or a question.
- To put it away, click the circled cross at the right end of the icon row above the tabs. You are back in the module underneath.
Good to know: closing the browser also makes the assistant forget the page that was open — it can no longer answer questions about it until you open a page again. On the few platforms that cannot show web pages inside the application, a tab says so and offers a button that opens the address in your computer's own browser instead.
Related features
The search box, The assistant and the open page
The search box
One box drives the whole browser. There is no permanent address bar: the box appears in the middle of the browser when you open it, add a tab or click the tab you are already on. It takes a web address, a search term or a question for the assistant, depending on which of the two buttons above it is selected.
How to use it
- Choose Browser above the input, type a web address or a few words into Search or Enter URL..., and press Enter.
- A web address opens as a page; anything that is not an address is run as a Google search instead. The tab takes the name of the site.
- To ask the assistant instead, choose Your assistant — the input changes to Ask your assistant… — and press Enter. Shift+Tab flips between the two without the mouse.
- Underneath the input, each page you already have open is listed with Switch to Tab; click a row to jump straight to that page.
Good to know: an address typed while the box was opened from the tab you are already on replaces that page; otherwise it opens in a new tab. When the browser is opened from the top bar, Your assistant is already selected. With no page open yet, the box lists no tabs to switch to.
Related features
Tabs, The assistant and the open page
Tabs
Several web pages — and assistant conversations — kept open side by side in one strip above the page. Each tab shows the site's icon and its address shortened to the site name.
How to use it
- Click the + to the right of the tabs, or press Cmd/Ctrl+T while the browser is in front, to start a further page without losing the one you are on. The search box opens in the middle.
- With more than one tab open, click a tab in the strip to bring that page to the front. Its tab is then highlighted.
- To see or change the address of the page you are on, click the tab you are already on. The search box opens with the full address filled in and selected, so you can read it, copy it or change it — Enter loads the new address in that same tab.
- Click the small cross on a tab to close that page.
Good to know: the strip scrolls sideways when there are more tabs than fit, and the mouse wheel moves it along. Assistant conversations sit in the same strip and show a lightning symbol instead of a site icon. A tab that has not been given an address yet is simply called New Tab. Closing the last tab leaves nothing to show, so the search box opens by itself.
Related features
Back, forward and reload
The three icons at the left of the row above the tabs move you through the pages you have already visited in the current tab, and load the current one again.
How to use it
- With a web page open, click the left arrow to return to the page you were on before.
- Having gone back at least once, click the right arrow to move forward again to the page you came back from.
- Click the circular-arrows icon to fetch the current page again from the site.
Good to know: the three icons are greyed out on a tab that holds an assistant conversation rather than a web page. A page that cannot be loaded stays blank — the browser shows no message explaining why, so try the address again or reload.
Related features
Pinned tabs
A page — or an assistant conversation — can be pinned to a module and then appears as a button in that module's left sidebar, surviving a restart. Pinning also stores the text the page showed at that moment.
How to use it
- Right-click the tab, choose Pin to, and pick the module the page belongs with — for example Contacts, Mails or Deals.
- The page is saved with its title, its address and the text it showed at that moment, and appears as a button with a globe symbol in the left sidebar of that module. A pinned assistant conversation shows a lightning symbol instead.
- Click that button to bring the page back on screen. If it is still open in a tab you are taken to that tab; otherwise it is loaded fresh. The button stays marked while that page is the one you are looking at.
- To take it off again, right-click the button in the sidebar and choose Unpin.
Good to know: the assistant is given the stored text while the pinned page is the one you are looking at — so a question about your contacts is not weighed down by a news site you left open. Unpinning forgets the saved page, and the assistant no longer gets its text.
Related features
Tabs, The assistant and the open page
The assistant and the open page
Whenever a page finishes loading, the browser quietly notes its address, title and visible text. Nothing is sent anywhere at that point — but from then on the assistant can work with that page when you ask, without you having to paste anything.
How to use it
- With the page open — here in the browser or inside a mail — ask the assistant to summarise this page, this website or the page you have open.
- The assistant answers with a short summary in the language of the page, followed by the names, roles, e-mail addresses, phone numbers, postal addresses, company and links it found on it.
- To ask something in a tab of its own instead of interrupting the module you were in, choose Your assistant in the search box, type the question and press Enter. A new tab opens with the assistant and your question already asked; it is named after the question and carries a lightning symbol.
- The pop-out icon in the conversation's header moves it into a window of its own, and the pop-in button there puts it back as a tab.
Good to know: if no page is open, the assistant says so and asks you to open one first. Closing the browser clears the noted page again.
Related features
Links stay inside the application
Web addresses you meet elsewhere in Rocketbatch open in this browser rather than in your computer's own browser, so the record you were working on stays where it is.
How to use it
- Click a link in a mail or in a note, or click the website or a social icon on a contact.
- The built-in browser opens with that page.
- Opened from a contact, the page sometimes appears without the icon row above it — close it with the panel's own close button.