Docebo Companion: Using the browser extension

Introduction

Docebo Companion is a Web Browser Extension (WBE) that brings relevant learning closer to where work happens. By integrating with the Docebo platform, Companion provides timely, contextual training based on the webpage you’re viewing - helping you access the right knowledge without switching tools. Alongside curated learning materials, learners can also use Harmony search to quickly find answers or discover additional resources directly from the browser. Once logged in, Companion automatically recognizes the page you’re on and surfaces the most relevant content, making continuous learning easier, faster and more natural throughout your day.

Docebo Companion is a two-part system, a set of curated pages configured as spaces and a web browser extension that is connected to your platform.

This article covers the installation and usage of the browser extension. 

More information

• If you are a platform administrator and wish to learn more about configuring spaces for Docebo Companion, please see Docebo Companion: Administration guide.
• If you wish to install it as part of your organization's default browser policy please see Deploying Docebo Companion using Google Workspace.
• For frequently asked questions, please see Docebo Companion: Questions and answers.
• For more details about Companion's information security and privacy overview, please visit our Trust center page (opens in a new tab).

Before installing the browser extension

In order to get the necessary platform information you will need to install and configure the browser extension, log into your platform and access your profile. You can do this by pressing the icon in the top right corner of the platform and, in the resulting drop down menu, pressing My profile.

Next, press the Companion tab and press the Install from the Chrome Web Store link. This link will open in a new tab but before you install the extension, press the copy button in the Platform URL field. This will allow you to paste your platform's URL into Companion once you have loaded the extension and opened it as described in the Accessing the browser extension chapter of this article.

Managing the browser extension

Installing the browser extension in Google Chrome

To install the browser extension, in your Google Chrome browser, press the vertical ellipsis menu and, there, press Extensions. In the sub-menu, select Visit Chrome Web Store.

Next, in Google Chrome, visit the Chrome web store (opens in a new tab).

In the page for Docebo Companion, press the Add to Chrome button to install the extension.

In the following confirmation window, press Add extension. You will receive a notification in Chrome when the extension has been successfully installed. 

Next, in your Chrome toolbar, next to the address bar, press the puzzle piece icon. Then, in the resulting list of extensions, press the pin icon next to Docebo Companion to keep the extension’s icon always visible in your toolbar.

Docebo Companion will now be visible in your extension toolbar.

Accessing the browser extension

Once the browser extension is installed, configure the extension by pressing its icon in your extensions toolbar. Next, in the resulting side panel, press the pin icon to keep the extension always visible. Then, in the main window, add your learning platform URL and press Sign in.

Next, in the login screen, where you will follow the authentication process of the core learn platform, either entering your credentials and press Sign-in or follow your SSO instructions.

It is quite possible that you will be greeted by a screen not displaying curated content, this is normal behavior while you are not browsing on a site configured in your spaces, on this page you can also see the two main calls to action to help you discover content even if there is not any associated to it just yet via the search & harmony assistant functionalities. 

Verify that your browser extension is fully functional by browsing to the site you configured when you set up your first space and press the Companion icon floating on the edge of your browser screen, you can also open the browser extension by pressing its icon in the extensions toolbar.

Your Companion browser extension now shows courses, assets and learning plans that you have designated as appropriate for the site you are visiting.

Companion features

Companion provides a better user experience and creates habits for higher adoption and usage, allowing all of your learners to get the most out of your learning platform.

Floating action button in the browser window

In order to quickly access Companion, the browser extension offers a floating action button, by default located in the bottom right corner of the screen, that can easily be moved around so as to not obstruct normal browsing in the main window. To move the action button, simply grab the icon by the grab handle and relocate it to another position along your browser window's edge.

Pressing the action button will open the Companion side-bar and the icon will disappear from view until the side-bar is closed again.

Searching for content

Docebo Companion is not only limited to displaying curated content associated with the web page you are currently viewing, by pressing the Search or ask a question bar, you can also search all the content that has been made available to you via the Docebo platform itself or ask Harmony to provide you answers based on your learning platform's content. For more information about Harmony, please visit Harmony search.

Tip: Selecting content in search or the citations in Harmony also opens the content within the player inside the current web page view.

You will be presented with several options, typing a standard search in the search box will provide you with traditional search results for your content and give you a list of content. Pressing the Ask Harmony button will open a chat with Harmony AI where you can ask questions about the content provided to you in your platform.

Alternatively, you can also press the icons at the bottom of the search area to refine where the answers to your search should originate from. The icons are explained here:

Icon	Description
	Filters the search results by only your enrollments, everything else is ignored.
	Filters the search results by only lessons, everything else is ignored.
	Filters the search results by only courses and learning plans, everything else is ignored.
	Filters the search results by only assets. Everything else is ignored.

Asking a question (Harmony assistant)

You can enter a chat with Harmony assistant by pressing the harmony icon in Companion.

There, you can ask conversational questions and get answers sourced from platform content. Instead of clicking on and looking through different search results, Harmony will summarize the relevant information, also providing reference links to relevant platform content.

For information on chatting with Harmony assistant, please see Harmony chat window in the Harmony search article.

Consuming content (Fluid player mode)

Selecting content in Companion, opens the player in the main window. There you can view the content either in a window hovering over the window's content or you can press the full-screen button to focus solely on the learning content you have selected.

When viewing content, you can close the window overlay by pressing the X button, alternatively you can move the overlay around on screen by clicking the grab handle while moving the window:

When viewing the content you may switch to fullscreen mode by pressing the fullscreen button in the top right corner of the player window.

Course content can be accessed via the menu button in the top right corner of the player window.

Menu options

Please note: By default the text on the drop down menu is Learn whilst you work but this text can be changed by the administrator in the Login title section of Companion's branding options.

Pressing the drop down menu in Companion opens a menu where you can select the following options:

• Settings - electing this item will provide you with the following options relating to the floating button:
  • Hide: This option hides the floating button in your browser window altogether. You will need to press the Companion extension icon in your browser toolbar in order to be able to access the sidebar.
  • Fade: This option causes the floating button to become less obtrusive by fading the icon and removing the grab handle. When the mouse is hovered over the floating button, the icon regains full opacity and the grab handle returns.
• Logout - Logs Companion out of the currently logged platform.
• Help - Selecting this option will open this document
• Feedback - Opens a form that you may use to provide feedback during the beta phase of Companion.
• Privacy Policy - Selecting Privacy Policy will display the privacy policy of the platform Companion is currently logged into.
• Cookie Policy - Selecting Cookie Policy will display the cookie policy of the platform Companion is currently logged into.

Browser support

Currently Google Chrome and Microsoft Edge are supported by Companion.

Please note:

• Companion reads the current URL of your web browser in order to determine if content has been assigned in your platform.
• The data sent from the Docebo platform to Companion includes:
  • Your User ID
  • Data associated with the content displayed such as Content ID, completions, etc.