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Quickstart

Welcome to XY Platform. This guide walks through a practical first setup using the current product experience.

Step 1: Sign in to your workspace​

Start by joining your organization’s XY workspace and signing in to the XY Web App.

Once you are in, get familiar with the main areas:

  • Workflows
  • Agents
  • Files
  • Integrations
  • Browser Agents

If your team is just getting started, an admin may also guide you through initial setup and permissions.

Step 2: Connect one real source of work​

Choose one place your team already uses and connect it first. Good starting points include:

  • a document source such as Google Drive or OneDrive
  • an inbox your team already works from
  • a browser-based portal that people use every day

The goal is not to connect everything at once. Start with one source that supports a real workflow you want to improve.

Step 3: Install the XY Browser Agent if your workflow uses the browser​

If the process depends on a website or portal, install the XY Browser Agent.

  1. Open the Browser Agents area in the web app.
  2. Download the extension package.
  3. Follow the installation guide.
  4. Sign in through the extension so it can sync with your XY workspace.

If your workflow is mostly file- or integration-based, you may not need to start with the Browser Agent right away.

Step 4: Create your first workflow​

There are two strong ways to begin:

Option A: Record browser work​

Use the Browser Agent to record a repetitive task such as:

  • checking claim status in a portal
  • entering information from a document
  • downloading or uploading files
  • moving through a repeatable intake or follow-up process

Then save the recording so it appears under Recorded Workflows.

Option B: Start in the web app​

If your use case depends more on files, agents, or connected apps, start from the Workflows area in the web app and create or configure a workflow there.

Step 5: Test with a small, safe example​

Before using XY on live production volume:

  • start with a narrow use case
  • use a small batch or a low-risk example
  • confirm the workflow reaches the right systems and files
  • check whether any steps should stay under human review

This first pass helps your team decide whether the workflow is best run as a co-pilot experience, a supervised process, or a more automated one.

Step 6: Expand from the first win​

Once the first workflow is working well:

  1. Add the right users in User Management.
  2. Connect more systems or document sources.
  3. Refine recorded workflows so they are easier to reuse.
  4. Roll out the workflow to the rest of the team.

Good first use cases​

  • document intake and data entry
  • claims follow-up
  • knowledge-base search over SOPs and policies
  • scheduling support
  • repetitive portal work

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
  • Workflow rollout help: Work with your XY team on expansion, training, and best practices as needed