Pick a first workflow
Choose FAQ automation, product advice, lead capture, abandoned cart follow-up, or internal request routing.
Documentation
Everything you need to build, launch, and improve Trigz workflows.
Find practical guides for creating AI agents, configuring templates, connecting knowledge, setting up channels, building automations, reviewing security, and measuring workflow performance.
New to Trigz? Start with the first workflow guide.
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Start HereTemplatesAgentsAutomationsKnowledgeIntegrationsSecurityAnalytics
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Find what you need
Search docs or jump into a common setup path.
Find the guide that moves you from question to action.
First agent setup
Create your first conversational agent and test it before publishing.
Template setupChoose a template and configure it for your workflow.
Knowledge sourcesAdd FAQs, documents, product data, and internal knowledge.
ChannelsDeploy agents and workflows where customers or teams start conversations.
IntegrationsUse APIs, webhooks, and system connections where needed.
Security and handoffConfigure safe fallback, human review, and responsible workflow controls.
TroubleshootingDiagnose setup issues, missing knowledge, channel readiness, and handoff problems.
Start here
New to Trigz? Follow the shortest path to your first workflow.
The fastest way to learn Trigz is to build one clear workflow, test it, and improve it.
1
Understand Trigz basics
Learn the difference between agents, AI automations, workflow automations, templates, knowledge, channels, and handoff.
Recommended- What is Trigz?
- Agents vs automations
- Template types explained
Build your first agent
Create a conversational agent, attach knowledge, test questions, and configure fallback.
Recommended- Build your first agent
- Add knowledge sources
- Test before publishing
Start from a template
Choose a ready-to-configure template and adapt it to your team's workflow.
Recommended- Choose a template
- Configure template settings
- Use this template from signup
Launch and improve
Publish your workflow, monitor activity, review handoffs, and improve the knowledge base.
Recommended- Publish a workflow
- Monitor analytics
- Improve with handoff patterns
Documentation categories
Browse docs by product area.
Each category groups the guides, concepts, and setup steps needed to use Trigz confidently.
Getting Started
Start with the basics, account setup, first workflow, and onboarding path.
- What is Trigz?
- Create your account
- Build your first agent
- Choose your first template
Templates
Learn how to choose, configure, test, and launch templates.
- Template types
- Configure a template
- Use Product Advisor
- Use FAQ Assistant
Conversational AI Agents
Create agents that answer, guide, qualify, recommend, and hand off.
- Agent instructions
- Agent behavior
- Fallback settings
- Testing conversations
AI Workflows
Use AI to generate, classify, summarize, enrich, route, review, and support workflow decisions.
- AI workflow basics
- Input and output setup
- Review flows
- Quality checks
Workflow Automations
Create trigger-based flows for routing, notifications, follow-ups, tasks, and handoffs.
- Triggers and actions
- Conditions and rules
- Abandoned cart flow
- Request routing
Knowledge Sources
Connect approved content so agents and automations can respond with better context.
- Upload documents
- Add FAQs
- Add product data
- Knowledge quality tips
Channels
Set up where agents and workflows interact with customers or teams.
- Web chat setup
- WhatsApp setup
- Email workflows
- Forms
Integrations, APIs, and Webhooks
Connect Trigz to systems, events, tools, and custom workflows.
- Integration overview
- API basics
- Webhooks
- Custom actions
Analytics and Optimization
Monitor activity, handoffs, outcomes, and improvement opportunities.
- Dashboard overview
- Workflow activity
- Handoff patterns
- Knowledge gaps
Security, Handoff, and Responsible AI
Review access, fallback, handoff, data handling, and safe rollout practices.
- Security overview
- Human handoff
- Responsible rollout
- Data handling notes
Troubleshooting
Find common setup issues, testing problems, channel checks, and workflow fixes.
- Common setup issues
- Test before publishing
- Missing knowledge
- Channel readiness
Guided path
Build your first workflow step by step.
The best way to learn Trigz is to start with one workflow that is repeated, clear, and measurable.
Start from a template
Select a template that matches the workflow instead of building from a blank screen.
Add knowledge
Connect FAQs, documents, product data, policies, or internal guides.
Configure behavior and actions
Define tone, rules, fallback, handoff, actions, and next steps.
Test realistic examples
Use common questions, edge cases, missing knowledge, and handoff scenarios.
Launch and measure
Activate on one channel, monitor results, and improve over time.
For developers and technical teams
Connect Trigz to your systems and workflows.
Use technical docs to understand integration patterns, APIs, webhooks, custom actions, and implementation considerations.
API overview
Understand how API-based workflows can trigger, update, or extend Trigz behavior.
WebhooksUse inbound and outbound webhooks for event-based workflows.
Custom actionsConnect workflow outputs to business systems, internal tools, or custom endpoints.
Authentication and accessReview authentication patterns, permissions, and technical setup requirements.
Error handlingUnderstand failed actions, retries, missing data, and fallback paths.
Developer quickstartFollow a practical example for connecting a workflow to an external system.
Availability of specific native connectors, API endpoints, and production access depends on setup, plan, and release timing.
External EventAPI or WebhookTrigz WorkflowActionSystem Update
Trust and security
Build workflows with control, visibility, and human judgment.
Deploy AI automation with clear knowledge boundaries, fallback behavior, human handoff, access control, and review paths.
Security overview
Understand Trigz product security posture, access controls, and review areas.
Human handoffConfigure when workflows should stop, escalate, or route to a person.
Responsible AI rolloutPlan safe workflow activation with testing, monitoring, and improvement loops.
Data handling notesUnderstand what to avoid putting in public forms, prompts, or unsafe sources.
Launch review checklistReview knowledge, actions, fallback, and handoff before publishing.
Trust CenterVisit the broader trust page for security, legal, and review resources.
Formal compliance, retention, and legal commitments are handled through approved trust and legal materials.
Product updates
Stay current as Trigz evolves.
Follow new templates, workflow capabilities, integrations, security updates, and product changes.
LatestRelease notes
Track new features, improvements, fixes, and product changes.
SoonChangelogReview technical changes for APIs, webhooks, integrations, and platform behavior.
SoonNew templatesSee newly added templates and workflow patterns.
SoonKnown limitationsUnderstand current constraints, roadmap areas, and setup considerations.
Need help?
Get support when docs are not enough.
Find answers in the docs, or use the right support path for workflow planning, integration review, and product questions.
Help Center
Find troubleshooting articles, account support, and setup answers.
Visit Help CenterContact Support
Ask for help with a product question, account issue, or setup blocker.
Contact SupportBook a Demo
Need help mapping your workflow before implementation?
Book a DemoHelp improve the docs.
If a guide is unclear, missing, or outdated, send feedback so the documentation can improve with the product.
Ready to build your first Trigz workflow?
Start with a template, connect your knowledge, configure handoff, and launch one workflow with confidence.
Start with one workflow. Improve as you learn.