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Quickstart

Welcome to XY Platform! This guide walks you through getting started with AI-powered healthcare automation. The current onboarding process involves working with our team to ensure successful implementation.

Step 1: Register and Access XY Web App​

Get your invitation: Contact XY Sales or your customer success representative to receive an invite to your organization's XY Platform workspace.

Create your account: Once you receive the invitation email:

  1. Click the invitation link
  2. Set up your credentials
  3. Log in to the XY Web App at your organization's URL

Explore the dashboard: Take a few minutes to familiarize yourself with the main interface—you'll see sections for Workflows, Agents, Integrations, and Files.

Step 2: Install the XY Browser Agent​

The XY Browser Agent lets you record real browser work that can be converted into automated workflows.

Download and install:

  1. In the XY Web App, navigate to the Browser Agent section
  2. Click "Download XY Browser Agent" to get the Chrome extension
  3. Follow the installation instructions for your setup

Key installation notes:

  • End users: Install via Chrome Developer Mode using "Load Unpacked"
  • IT administrators: See our enterprise deployment guide for VDI environments and Group Policy considerations
  • The Browser Agent requires Chrome or Chromium-based browsers

Verify installation: Look for the XY icon in your Chrome toolbar and ensure you can sign in with your XY Platform credentials.

Step 3: Record Your First Browser Task​

Now you'll capture a real workflow that your team performs regularly in web applications.

Choose a good first task: Pick something repetitive but straightforward, such as:

  • Checking claim status in a billing portal
  • Entering patient information from a document
  • Updating eligibility information
  • Simple data entry tasks

Make the recording:

  1. Open the XY Browser Agent extension
  2. Click "Start Recording"
  3. Navigate through your chosen task step-by-step
  4. Click "Stop Recording" when complete
  5. Review and save your recording with a descriptive name

Recording tips:

  • Go slowly and deliberately through each step
  • Use clear, consistent data during recording
  • Avoid complex branching logic in your first recording
  • See our recording guide for detailed best practices

Step 4: Engage with XY to Convert to Proper Workflow​

Currently, converting Browser Agent recordings into production workflows requires collaboration with the XY team.

Submit your recording:

  1. Export your recording from the Browser Agent
  2. Contact your XY customer success representative
  3. Share the recording file and describe your use case

Collaboration process:

  • Requirements gathering: XY will work with you to understand the full business process, edge cases, and integration needs
  • Workflow design: Together, you'll design the complete automation including error handling, approvals, and integrations
  • Testing and refinement: Iterate on the workflow with your team's feedback
  • Production deployment: Launch with appropriate human-in-the-loop safeguards

What to expect: This collaborative process typically takes 1-2 weeks depending on complexity and ensures your automation is robust and compliant.

Step 5: Invite More Users and Scale​

Once you have a working workflow, expand XY Platform usage across your organization.

Add team members:

  1. Contact your XY customer success representative to add team members
  2. Send invitations to relevant team members
  3. Assign appropriate roles based on their responsibilities (see User Management)

Plan additional automations: With your first success, identify other repetitive tasks that could benefit from automation:

  • Revenue cycle management workflows
  • Patient scheduling and reminders
  • Data entry and document processing
  • Claims management and follow-up

Training and adoption:

  • Share your success story with the broader team
  • Schedule training sessions for new users
  • Start with co-pilot mode (human oversight) before moving to full automation
  • Use the built-in queues for exception handling

Next Steps​

Explore the platform deeper:

  • Workflows: Learn about the orchestration engine and building complex automations
  • Agents: Understand the AI workers that power your automations
  • Integrations: Connect to EHRs, billing systems, and other systems
  • Files: Upload reference documents and policies for Agents to use

Get help when needed:

  • Technical issues: Reach out via Support for help
  • Feature requests: Submit via our support channels
  • Training and consulting: Work with your customer success team for ongoing optimization

Join the community: As XY Platform evolves, you'll receive updates on new features, agents, and integrations that can further streamline your healthcare operations.