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Dashboard

The Home view in the XY Web App gives your team a starting point for day-to-day work. Rather than acting as a technical admin console, it helps users move quickly into the workflows, agents, files, and browser-based automations that matter most.

What you can expect to see​

  • quick access to the main product areas
  • guidance for getting started if your workspace is still being set up
  • visibility into active work and next steps
  • shortcuts into workflow and Browser Agent setup

Common next steps from Home​

Install the Browser Agent​

If your team automates work in portals or websites, the Home experience may point you toward Browser Agents so you can download and install the extension.

Open Workflows​

From Home, users can jump into the Workflows area to:

  • review current workflows
  • open recorded workflows
  • create new workflows when they have access

Connect files and integrations​

If your workspace is still early in setup, Home naturally leads into:

  • Files for uploads and connected document sources
  • Integrations for connected apps and discoverable connections

How to use Home effectively​

For new workspaces​

  • use Home to confirm the workspace is set up correctly
  • connect one source of work first
  • start with one repeatable workflow rather than a broad rollout

For active workspaces​

  • use Home as a launch point into workflows your team uses every day
  • check whether any setup tasks or follow-up actions need attention
  • direct new users to the right area of the product