Overview

SafeBase's Chrome Extension helps reduce friction when answering questionnaires in these portals by enabling SafeBase users to search their Knowledge Base without leaving the portal. This feature is available to all customers via the Chrome Web Store. The extension functions with or without SafeBase's AI Questionnaire Answering (AIQA) service enabled.

For all customers: A simple Knowledge Base search function is available.
For AIQA customers: The Chrome extension can be used to answer questions via content in a Trust Center & Knowledge Base, create new questionnaires, and fill in answers directly within questionnaire portals.

Supported Portals

The SafeBase extension supports questionnaires on the following portals, including portals where the questionnaire spans multiple pages or steps.

If your questionnaire isn't on one of the supported portals, you may still be able to use the extension. However, if the portal blocks tools from reading its content, the extension won't work, and you'll need to manually upload the questionnaire into SafeBase instead. Refer to Partially support portals section.

Note: SafeBase does not perform real-time monitoring of these third-party portals, and they may make periodic changes to their user interfaces that could affect how the Chrome Extension behaves. Your mileage may vary!

If you encounter any issues with the extension on one of these portals, please reach out to our Support team and provide as many specific details as possible, including the questionnaire name, portal link, and full screenshots of both the portal and the extension panel showing any error messages. It can also help if the Chrome browser console is open to the Console tab.

SafeBase may request that you provide access for our team to attempt to reproduce the issue.

Prerequisites

Organization members must be logged into SafeBase to utilize the Chrome Extension.
Download the SafeBase Chrome extension.
- The SafeBase Chrome extension can be downloaded from the Google Chrome Web Store here.
- Click Add to Chrome, then Add Extension - The extension will now be available in your browser.
Pin the SafeBase Extension to your toolbar for easy access.

Additional Notes:

The extension is updated automatically whenever a release occurs. However, if any issues are being experienced, or if a more proactive approach would like to be taken, users can paste chrome://extensions/ in the Chrome URL bar, which will open the Extensions Manager. Navigate to the top right corner and enable Developer Mode. Once enabled, users can manually force an update check for all Chrome extensions.

Download the SafeBase Chrome extension

The SafeBase Chrome extension can be downloaded from the Google Chrome Web Store here.
Click Add to Chrome, then Add Extension - The extension will now be available in your browser.

Ask the SafeBase AI and search the Trust Library

Search the Trust Library

On the extension, select the Search tab.
Enter a question or search term.
Optionally, apply filters. You can filter by types (such as Knowledge Base, Trust Center) and by tags.

Users can alternatively highlight text on the page, like a question, right click with the mouse, and select Search with SafeBase to search in your trust library

Results will show up in the area below, complete with their Source, Product, and a preview of the contents. Clicking any of the results will take the user to that information within SafeBase.

Ask the SafeBase AI

Note: This is currently limited to a single Product for multi-product Trust Centers.\

To have the SafeBase AI generate an answer based on available sources, click the Ask SafeBase AI to start the process.

Click View sources to see the AI's citations of the Trust Library. Click any Answer Source to go to that information in SafeBase.

Create a new Questionnaire

Open the extension on the website with the Questionnaire form.
Select the Add questionnaire option to start a new questionnaire from scratch.
- If you are not on a support portal, you may not be able to select this option.
Choose the appropriate Account from the dropdown menu. If the account doesn't exist yet, you'll need to create it in SafeBase first.
(Optional) If your organization uses multiple products, select the corresponding Product from its dropdown menu.
In the Display Name field, enter a descriptive name for the questionnaire — this helps you and your team identify it later.
Once all fields are complete, click Continue.
On the next screen, select Process Questions.
The Questionnaire will start processing. The processing may take up to 10 minutes.
Click View in SafeBase to see its progress in the Questionnaires section of the app.

Open an existing Questionnaire

Select the Work on existing questionnaire option.
Click the Questionnaire dropdown menu, then scroll or type in the search bar to filter the list.
Select the questionnaire you want to work on.
Click Continue to load the questionnaire.

Once a questionnaire has been processed, the extension will display the results directly. Users can review the Questions from the portal and the corresponding Answers generated by SafeBase AI. If any internal comments were added, they will also be visible here.

Users can open the full questionnaire at any time by clicking the three-dot menu, then selecting View in SafeBase, in the top right corner.

Work with Partially supported portal

If a questionnaire portal isn't on the Supported Portals list, the Chrome Extension can still capture and process the questions. This uses SafeBase's Portal-Agnostic Parsing, which extracts questions directly from what's visible on the page, regardless of portal design .

Open the Chrome Extension on the page with the questionnaire form.
Click Continue with AI Import to capture the questions visible on the current page.
If the questionnaire spans multiple pages or sections, navigate to each one and repeat step 2 to capture the remaining questions. You don't need to wait for one page to finish processing before capturing the next — multiple pages can process at the same time.
Wait for SafeBase to generate answers — this typically takes about 10 minutes total.
Review and edit answers in SafeBase. The extension will update automatically to capture the updated answers.
Copy the answers from the extension and paste into the corresponding answer field in the portal.

Note: The extension only extracts questions that are currently visible on the page. If a question is hidden behind a conditional field, reveal it in the portal before capturing that page .

Note: Users must have appropriate Org Member permissions to create or work on Questionnaires in the Chrome Extension. Additionally, the organization must have Generative AI enabled in your SafeBase Settings.

Tips for optimal usage

Ensure the user is logged into the correct SafeBase account to access the appropriate Trust Library.
Double-check the display name of the Questionnaire to avoid confusion.
Use the autofill feature whenever possible to save time.
Stay familiarized with the filtering options to streamline searches.
Regularly check for updates to the Chrome extension for new features.

AI Questionnaire Assistance (AIQA) - Chrome Extension