Quick Start
Get up and running with XY Browser Agent in just 5 minutes.
Watch this complete guide covering installation (0:00-1:50) and recording your first workflow (1:50-5:21).
Prerequisites
Before you begin, ensure you have:
- Google Chrome browser (version 88 or later)
- XY Browser Agent installed (follow installation guide)
- An XY account (sign up at app.xy.ai)
Your First Workflow
Let's create a simple workflow to understand the basics.
Recording a Workflow
-
Open the Side Panel
- Click the XY extension icon
- Select Open Side Panel
-
Start Recording
- In the side panel, click Start Recording
- Configure multimodal recording options (video, audio, browser code)
- Grant permissions if prompted (microphone, screen recording)
- Select the tab/window you want to record
- Click Start Recording
-
Perform Actions
- Navigate to any website
- Click on elements
- Fill in forms
- The extension records all your actions
-
Stop Recording
- Click Stop Recording in the side panel
- Your workflow is automatically saved
Running a Workflow
-
Open Your Workflows
- In the side panel, go to My Workflows
- Find your recorded workflow
-
Execute
- Click the Play button next to your workflow
- Watch as XY automatically performs the recorded actions
Essential Features
AI Assistant
Use natural language to create workflows:
- Click AI Assistant in the side panel
- Type what you want to do (e.g., "Fill out this form with test data")
- The AI will generate and execute the workflow
Smart Actions
XY can intelligently interact with web pages:
- Auto-fill forms: Detects and fills form fields
- Data extraction: Captures data from tables and lists
- Multimodal recording: Captures video, audio, and browser code simultaneously
- Screenshot capture: Takes screenshots during workflow execution
- File downloads: Handles file downloads automatically
Sharing Recordings
Share your recordings easily:
- Access recordings in the XY web app
- Copy shareable links for team collaboration
- Share via Slack, email, or other platforms
- Review recordings with full playback capabilities
Task Management
Organize your workflows:
- Create folders to group related workflows
- Add tags for easy searching
- Schedule workflows to run at specific times
Tips for Success
Best Practices
- Start Simple: Begin with basic workflows before creating complex ones
- Test First: Always test workflows on non-critical pages first
- Use Descriptive Names: Name workflows clearly to find them easily
- Regular Updates: Keep the extension updated for latest features
Keyboard Shortcuts
Alt + X: Open XY side panelCtrl + Shift + R: Start/stop recordingCtrl + Shift + P: Run last workflowEsc: Cancel current operation
Getting Help
If you encounter issues:
- Visit Support Center
- Contact support@xy.ai
Ready to automate? Start creating powerful workflows with XY Browser Agent today!