Configure knowledge sources
Add the approved content your agent or workflow should use.
In this guide, you will learn how to:
- Choose good knowledge sources
- Prepare clean content
- Avoid sensitive data
- Test knowledge quality
- Improve missing knowledge
- 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
Add the approved content your agent or workflow should use.
Before you start
- Start narrow
- Use approved knowledge
- Avoid sensitive data
- Plan handoff before publishing
Step-by-step
1
Start with one clean 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.
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2
Remove outdated or conflicting content
- 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.
Remove outdated or conflicting contentUI placeholder
3
Add or connect the content
- 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.
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4
Test common questions
- 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.
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5
Test missing knowledge
- 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.
Test missing knowledgeUI placeholder
6
Improve the 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.
Improve the sourceUI 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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