Skip to main content

Key Concepts

These are the product concepts you will see throughout the XY Platform.

Workflow​

A workflow is the main unit of automation in XY. It connects steps, systems, files, and decisions to complete a business outcome from start to finish.

Examples:

  • processing incoming documents
  • checking claim information
  • moving information between systems
  • completing work in a web portal

Recorded Workflow​

A recorded workflow starts with the XY Browser Agent. You perform the task once in the browser, XY captures the steps, and your team can save, review, and refine that workflow for reuse.

Recorded workflows are especially useful when a process depends on websites or portals that do not offer a practical API.

Agent​

An agent is a task-focused automation capability inside XY. Agents help with things like extracting information, checking completeness, searching knowledge, or handling specific operational tasks.

Examples in the current product include:

  • Data Entry & Transcription
  • Claims Management
  • Missing Information
  • Scheduling
  • Knowledge Base

Integration​

An integration connects XY to another system so workflows can use information or take action there. Depending on the system, an integration may support reading data, writing data, syncing files, or powering workflow steps.

Common categories include:

  • EHR and practice-management systems
  • email
  • cloud storage
  • collaboration tools

Files​

Files are documents and reference materials your workflows can use. Teams can upload files directly or sync them from connected storage sources such as Google Drive or OneDrive.

Files are commonly used for:

  • policy and SOP reference
  • document intake
  • knowledge-base content
  • workflow inputs and outputs

Browser Agent​

The XY Browser Agent is the Chrome extension used to record browser work, replay it, and help turn manual portal tasks into reusable automation.

It is useful for work such as:

  • navigating portals
  • entering data into forms
  • downloading or uploading files
  • checking status in systems without a helpful API

Human Review​

Some workflows need a person in the loop. XY can route work for human review when an item needs judgment, confirmation, or exception handling.

This helps teams balance automation with safety and accuracy.

Organization Settings​

Your workspace also includes organization settings for managing:

  • users and invites
  • roles and page access
  • workflow and agent permissions
  • the shared password store

How These Concepts Work Together​

A common XY workflow might look like this:

  1. A file is uploaded or synced into XY.
  2. An agent extracts or reviews the information.
  3. An integration brings in related data from another system.
  4. A recorded browser workflow completes the final portal steps.
  5. A person reviews exceptions when needed.

That is the core XY model: use the right mix of workflows, agents, integrations, files, and browser automation for the job.