Disclaimer: This guide documents BETA software. Information in this article is subject to change as Docebo continuously updates its software based on new market needs, new available technologies, defects, and suggested improvements from customers.
Docebo makes no representation or warranty of any kind, express or implied, regarding the accuracy, reliability, availability or completeness with respect to this article of the information therein. You should not rely upon the material or information in this article as a basis for making any business, legal or other decisions. Ultimately, the development, release, and timing of any products, features or functionality remain at the sole discretion of Docebo.
Join the Docebo Companion Beta program! This feature is currently in closed beta testing and still being developed but we are happy for more testers to join and provide feedback to help make our product better.
If you would like to join the beta program for Docebo Companion, please reach out to your account team.
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. If you are a platform administrator and wish to learn more about configuring spaces for Docebo Companion, please see Docebo Companion: Administration guide.
Managing the browser extension
Installing the browser extension
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 store link here (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 Login.
Tip:
-
Make sure you begin the URL with
https:// -
Be sure to use
wwwif the URL calls for it -
Be careful not to add a trailing slash (
/) to the URL which can happen when copying and pasting URLs.
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 telling you there is no content yet, 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)
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:
When viewing the content you may switch to fullscreen mode by pressing the fullscreen button in the top right corner.
Tip:
- You can only consume one training material at a time.
- To save space, you can close Companion while you are viewing content.
- Every browser window maintains its own instance of Companion that shares a session and can be used separately.
Menu options
Pressing the ellipsis button in Companion opens a menu where you can select the following options:
- 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.
- Logout - Logs Companion out of the currently logged platform.
Browser support
Currently only Google Chrome is 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.