Choose your first template
Pick the template that matches the first workflow you want to improve.
In this guide, you will learn how to:
- Identify your first workflow
- Match the workflow to a template
- Avoid starting too broad
- Choose the right setup path
- Understand what to measure
- Best for
- Teams preparing a practical Trigz workflow.
- Before you start
- Prepare one workflow, approved knowledge or sample data, a handoff owner, and one success metric.
On this page
OverviewBefore you startPrerequisitesStep-by-stepExamplesBest practicesTroubleshootingRelated articlesBefore you start
- A Trigz account
- One repeated workflow
- A template or setup path
- Approved knowledge or sample data
- A handoff owner
- A success metric
Overview
Pick the template that matches the first workflow you want to improve.
Before you start
- Start narrow
- Use approved knowledge
- Avoid sensitive data
- Plan handoff before publishing
Step-by-step
1
Identify the repeated workflow
- Why this matters
- This keeps the workflow focused and easier to test before launch.
- How to do it
- Complete this step with the workflow owner, then validate it with a realistic example.
- Expected result
- The workflow has clearer boundaries, ownership, and launch readiness.
Identify the repeated workflowUI placeholder
2
Confirm the knowledge source
- Why this matters
- This keeps the workflow focused and easier to test before launch.
- How to do it
- Complete this step with the workflow owner, then validate it with a realistic example.
- Expected result
- The workflow has clearer boundaries, ownership, and launch readiness.
Confirm the knowledge sourceUI placeholder
3
Define the next action
- Why this matters
- This keeps the workflow focused and easier to test before launch.
- How to do it
- Complete this step with the workflow owner, then validate it with a realistic example.
- Expected result
- The workflow has clearer boundaries, ownership, and launch readiness.
Define the next actionUI placeholder
4
Choose the closest template
- Why this matters
- This keeps the workflow focused and easier to test before launch.
- How to do it
- Complete this step with the workflow owner, then validate it with a realistic example.
- Expected result
- The workflow has clearer boundaries, ownership, and launch readiness.
Choose the closest templateUI placeholder
5
Start narrow
- Why this matters
- This keeps the workflow focused and easier to test before launch.
- How to do it
- Complete this step with the workflow owner, then validate it with a realistic example.
- Expected result
- The workflow has clearer boundaries, ownership, and launch readiness.
Start narrowUI placeholder
6
Choose the first metric
- Why this matters
- This keeps the workflow focused and easier to test before launch.
- How to do it
- Complete this step with the workflow owner, then validate it with a realistic example.
- Expected result
- The workflow has clearer boundaries, ownership, and launch readiness.
Choose the first metricUI placeholder
Do not paste passwords, API keys, credentials, payment details, or private customer data into public forms or unapproved fields.
Some channels, integrations, and advanced actions may depend on plan, setup, and implementation review.
Example ways to use this
Support workflow
- Scenario
- Repeated customer questions need faster answers.
- Setup
- Use a template, approved FAQs, fallback, and handoff.
- Outcome
- The team has a safer path to launch and measure support impact.
Commerce workflow
- Scenario
- Shoppers need product guidance before buying.
- Setup
- Use product data, product FAQs, and a Product Advisor path.
- Outcome
- The workflow can guide, recommend, or hand off with context.
Best practices
Start with one workflowUse approved knowledgeConfigure fallbackKeep humans in the loopTest before publishingMonitor after launch
Common mistakes
| Mistake | Why it hurts | Better approach |
|---|---|---|
| Starting too broad | It is hard to test and measure. | Start with one repeated workflow. |
| Skipping handoff | Complex cases can stall. | Assign a handoff owner before launch. |
| Using messy knowledge | Answers become inconsistent. | Use clean, approved sources. |
Troubleshooting
| Issue | Possible cause | What to check |
|---|---|---|
| Workflow gives incomplete answers | Missing knowledge | Review sources and fallback topics. |
| Too many handoffs | Weak instructions or unclear rules | Review behavior, routing, and knowledge coverage. |
| Low completion | Next step is unclear | Review the action and entry message. |
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