Automated Authentication with Bytebot

Bytebot can handle authentication automatically - including passwords, 2FA, and even complex multi-step authentication flows - when you set up a password manager extension.

Important: Password manager extensions are not enabled by default. You need to install them manually using the desktop view.

How It Works

Bytebot comes with 1Password built-in and supports any browser-based password manager extension. It can:

Automatically fill passwords from the password manager
Handle 2FA codes (TOTP/authenticator apps)
Manage multiple accounts across different systems
Work with SSO and federated authentication
Store and use API keys and tokens

Setting Up Password Management

Option 1: 1Password (Recommended)

Install 1Password Extension

Go to the Desktop tab in Bytebot UI
Open Firefox
Install the 1Password extension from the Firefox Add-ons store
Sign in to your 1Password account (or create a dedicated one for Bytebot)

Configure Vaults

In your 1Password admin panel:

Create a vault called “Bytebot Automation”
Add the credentials Bytebot needs
Share the vault with Bytebot’s account
Set appropriate permissions (read-only recommended)

Enable Auto-fill

The 1Password extension will automatically:

Detect login forms
Fill credentials
Handle 2FA codes
Submit forms

Option 2: Other Password Managers

You can use any browser-based password manager by installing it through the Desktop view:

Bitwarden
LastPass
KeePass

Open Desktop tab
Launch Firefox
Install Bitwarden extension from Firefox Add-ons
Log in to your Bitwarden account
Configure auto-fill settings in Bitwarden preferences

Handling Different Authentication Types

Standard Username/Password

# Task description
Task: "Log into our CRM system and export the customer list"

# Bytebot automatically:
1. Navigates to login page
2. Password manager detects form
3. Auto-fills credentials
4. Submits login
5. Proceeds with task

Time-based 2FA (TOTP)

# Task description  
Task: "Access the banking portal and download statements"

# Bytebot handles:
1. Enters username/password from password manager
2. When 2FA prompt appears
3. Password manager provides TOTP code
4. Enters code automatically
5. Completes authentication

Complex Multi-Step Auth

# Task description
Task: "Log into the government portal (uses email verification)"

# Bytebot can:
1. Fill initial credentials
2. Handle "send code to email" flows
3. Access webmail account (also in password manager)
4. Retrieve verification code from webmail
5. Complete authentication

Enterprise Setup Guide

Centralized Credential Management

Create Service Accounts

Set up dedicated service accounts for Bytebot:

- [email protected] (banking portals)
- [email protected] (HR systems)
- [email protected] (operational tools)

Organize Password Vaults

Structure your password manager:

Bytebot Vaults/
├── Financial Systems/
│   ├── Banking Portal A
│   ├── Banking Portal B
│   └── Payment Processor
├── Internal Tools/
│   ├── ERP System
│   ├── CRM Platform
│   └── HR Portal
└── External Services/
    ├── Vendor Portal 1
    ├── Government Site
    └── Partner System

Set Rotation Policies

Configure automatic password rotation:

// Example automation for password rotation
{
  "schedule": "monthly",
  "task": "For each credential in 'Rotation Required' vault, 
           update password in the system and save new password"
}

Security Best Practices

Least Privilege

Only share credentials Bytebot needs for specific tasks

Audit Logging

Enable password manager audit logs to track access

Vault Isolation

Separate vaults by sensitivity level and department

Regular Reviews

Audit Bytebot’s credential access monthly

Common Authentication Scenarios

Banking and Financial Systems

Scenario: Daily bank reconciliation across 5 banks

Setup:
- Each bank credential in password manager
- 2FA seeds stored for TOTP generation
- Bytebot's IP whitelisted at banks

Task: "Log into each bank account, download yesterday's 
       transactions, and consolidate into daily report"

Result: Fully automated, no human intervention needed

Government and Compliance Portals

Scenario: Weekly regulatory filings

Setup:
- Service account with 2FA enabled
- Password manager has TOTP seed
- Security questions stored as notes

Task: "Log into state tax portal, file weekly sales tax 
       report using data from tax_data.csv"

Handles: Password, 2FA, security questions, CAPTCHAs

Multi-Tenant SaaS Platforms

Scenario: Managing multiple client accounts

Setup:
- Credentials for each tenant/client
- Organized in password manager by client
- Naming convention: client-platform-role

Task: "For each client in client_list.txt, log into their 
       Shopify account and export this month's orders"

Scales: Handles 100+ accounts seamlessly

Advanced Authentication Features

SSO and SAML Integration

# Bytebot can handle SSO flows
Task: "Log into Salesforce using Okta SSO"

Process:
Navigate to Salesforce
Click "Log in with SSO"
Redirect to Okta
Password manager fills Okta credentials
Handle any 2FA on Okta
Redirect back to Salesforce
Continue with task

API Key Management

# Store API keys in password manager
Password Entry: "OpenAI API Key"
- Username: "api"
- Password: "sk-proj-..."
- Notes: "Rate limit: 10000/day"

# Use in tasks
Task: "Configure the application to use our OpenAI API key 
       from the password manager"

Certificate-Based Auth

# For systems requiring certificates
Setup:
1. Store certificate password in manager
2. Mount certificate file to Bytebot
3. Configure browser to use certificate

Task: "Access the enterprise portal that requires 
       client certificate authentication"

Troubleshooting Authentication

Password manager not auto-filling

Solutions:

Ensure extension is installed and logged in
Check site is saved in password manager
Verify auto-fill settings are enabled
Try refreshing the page

2FA code rejected

Common causes:

Time sync issues (check system clock)
Wrong TOTP seed saved
Site using non-standard 2FA

Fix:

# Sync system time
docker exec bytebot-desktop ntpdate -s time.nist.gov

Session expiring during task

Solutions:

Enable “remember me” if available
Increase session timeout in target system
Break long tasks into smaller chunks
Use API access where possible

Integration Examples

Finance Automation Script

# Example: Automated invoice collection
tasks = [
    {
        "description": "Log into vendor portal A and download all pending invoices",
        "credentials": "vault://Financial Systems/Vendor Portal A"
    },
    {
        "description": "Log into vendor portal B and download all pending invoices",  
        "credentials": "vault://Financial Systems/Vendor Portal B"
    },
    {
        "description": "Process all downloaded invoices through our AP system",
        "credentials": "vault://Internal Tools/AP System"
    }
]

# Bytebot handles all authentication automatically

Compliance Automation

Daily Compliance Check:
  Morning:
    - Log into regulatory portal (2FA enabled)
    - Download new compliance updates
    - Check our status
  
  If Non-Compliant:
    - Log into internal system
    - Create compliance ticket
    - Notify compliance team
  
  All credentials managed automatically

Best Practices Summary

✅ DO:

Use dedicated service accounts for Bytebot
Organize credentials in logical vaults
Enable 2FA on all accounts (Bytebot handles it!)
Rotate passwords regularly
Monitor access logs

❌ DON’T:

Share personal credentials with Bytebot
Store passwords in task descriptions
Disable 2FA for convenience
Use the same password across systems
Ignore authentication errors

Next Steps

Task Examples

See auth in action

API Integration

Programmatic credential management

Game Changer: With proper password manager setup, Bytebot can handle even the most complex authentication flows automatically. No more manual intervention for 2FA, no more sharing passwords insecurely, and no more authentication bottlenecks in your automation workflows!

Getting Started

User Guides

Deployment

Core Concepts

Password Management & 2FA

Automated Authentication with Bytebot

How It Works

Setting Up Password Management

Option 1: 1Password (Recommended)

Option 2: Other Password Managers

Handling Different Authentication Types

Standard Username/Password

Time-based 2FA (TOTP)

Complex Multi-Step Auth

Enterprise Setup Guide

Centralized Credential Management

Security Best Practices

Least Privilege

Audit Logging

Vault Isolation

Regular Reviews

Common Authentication Scenarios

Banking and Financial Systems

Government and Compliance Portals

Multi-Tenant SaaS Platforms

Advanced Authentication Features

SSO and SAML Integration

API Key Management

Certificate-Based Auth

Troubleshooting Authentication

Integration Examples

Finance Automation Script

Compliance Automation

Best Practices Summary

Next Steps

Task Examples

API Integration

​Automated Authentication with Bytebot

​How It Works

​Setting Up Password Management

​Option 1: 1Password (Recommended)

​Option 2: Other Password Managers

​Handling Different Authentication Types

​Standard Username/Password

​Time-based 2FA (TOTP)

​Complex Multi-Step Auth

​Enterprise Setup Guide

​Centralized Credential Management

​Security Best Practices

Least Privilege

Audit Logging

Vault Isolation

Regular Reviews

​Common Authentication Scenarios

​Banking and Financial Systems

​Government and Compliance Portals

​Multi-Tenant SaaS Platforms

​Advanced Authentication Features

​SSO and SAML Integration

​API Key Management

​Certificate-Based Auth

​Troubleshooting Authentication

​Integration Examples

​Finance Automation Script

​Compliance Automation

​Best Practices Summary

​Next Steps

Task Examples

API Integration

Automated Authentication with Bytebot

How It Works

Setting Up Password Management

Option 1: 1Password (Recommended)

Option 2: Other Password Managers

Handling Different Authentication Types

Standard Username/Password

Time-based 2FA (TOTP)

Complex Multi-Step Auth

Enterprise Setup Guide

Centralized Credential Management

Security Best Practices

Common Authentication Scenarios

Banking and Financial Systems

Government and Compliance Portals

Multi-Tenant SaaS Platforms

Advanced Authentication Features

SSO and SAML Integration

API Key Management

Certificate-Based Auth

Troubleshooting Authentication

Integration Examples

Finance Automation Script

Compliance Automation

Best Practices Summary

Next Steps