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XY Web App Overview

The XY Web App is the main place your team manages automation in XY. It brings together workflows, agents, files, integrations, and browser-based automation in one workspace.

Key Features​

Home​

Your starting point for seeing what is happening in the workspace and where to go next.

Workflows​

Manage the workflows your team runs in XY, including both configured workflows and recorded browser workflows.

Agents​

Browse the current agent catalog and understand which automation capabilities are available to your team.

Files​

Work with uploaded documents and connected file sources such as Google Drive and OneDrive. This area is often used as both a document intake surface and a knowledge-base source for workflows.

Integrations​

See what your team has already connected, browse what is available, and connect more systems as your workflows expand.

Browser Agents​

Install the XY Browser Agent and review Browser Agent activity across your organization.

Analytics​

Review the performance information your organization has access to in XY.

  • Home - Dashboard and overview
  • Workflows - Created and recorded workflows
  • Agents - Agent library and management
  • Files - Document and file management
  • Integrations - System connections and setup
  • Browser Agents - Extension install and usage visibility
  • Analytics - Reporting surfaces when enabled

Getting Started​

  1. Sign in to your XY workspace.
  2. Connect one source of work such as a file source, inbox, or integrated system.
  3. Install the Browser Agent if your process depends on a website or portal.
  4. Create or record a workflow for a real task your team performs regularly.
  5. Review the results and expand from there.

How teams usually use the web app​

  • Operations leaders use it to manage workflows, integrations, and permissions.
  • Individual contributors use it to run and review workflows, upload files, and work with recorded browser automations.
  • Admins use it to invite users, manage access, and maintain shared credentials in the Password Store.