Skip to main content

Agents

The Agents area helps teams understand which XY automation capabilities are available in their workspace and how those capabilities fit into broader workflows.

Interface Overview​

The current experience centers on two views:

My Agents​

Use this view to see the agent capabilities already available to your organization.

Discover Agents​

Use this view to browse other documented XY agent capabilities and understand how they may support additional workflows.

Core agent types​

The public documentation currently centers on these core agents:

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

Getting Started with Agents​

  1. Start with the workflow outcome you want.
  2. Identify which agent capability supports that workflow.
  3. Make sure the related files and integrations are in place.
  4. Test the workflow with a small, safe example.

Best practices​

  • Choose agents based on the process you want to improve, not just on category names.
  • Start with one or two strong use cases before expanding.
  • Pair agent rollout with the right files, integrations, and permissions.