XILO

XAI Chrome Extension Documentation

Jon Corrin

Tracking prospects in the XILO Platform for better relationships

The XILO Platform

If you're running digital ads or need to track conversions on a landing page, this article will show you how to set that up on your website

How to track form conversions on your own landing page

Implementing XILO's API for AMS, Rater and Carrier Integrations

How to Add Forms to a Form Group in XILO

XILO Forms

XILO Workflows is an in-house feature similar to Zapier, designed to automate and streamline various insurance agency tasks.

Exploring XILO Workflows: A Powerful Workflow Automation Tool For Your Agency

Onboarding Guide: Integrate Canopy Connect with Your Workflow Automation Campaigns

XILO Workflows

Explore XILO's Multi-pipeline CRM: Manage renewals, cross-sell efficiently, and streamline workflows in one system.

Onboarding Guide: Utilizing Multi-Pipeline CRM Feature in XILO

Understanding CRM Settings: Customizing Lifecycle Stages and Pipelines

XILO CRM

The XAI Chrome Extension is a revolutionary tool designed specifically for insurance agents.

XAI Chrome Extension Guide for Insurance Agents

Guide: Integrating New Web Portals with XAI Chrome Extension

How to Start and Send a Form to a Client Using XILO’s Chrome Extension

How to Reset Your Password on XILO

Set up Microsoft Azure SSO with XILO using SAML for secure login with Microsoft 365 accounts. Step-by-step integration guide included.

How to Set Up Microsoft-Based SSO with XILO

XILO Dashboard

How to Fix an Integration Error in a Submission: A Step-by-Step Guide

XILO's Applied Epic SDK Integration

XILO Integrations

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