Connect a channel
Choose where your agent or workflow should start, then test the experience before publishing.
In this guide, you will learn how to:
- Choose one channel first
- Confirm the use case
- Configure the entry message
- Test on that channel
- Add fallback and handoff
- Monitor activity
- 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
Choose where your agent or workflow should start, then test the experience before publishing.
Before you start
- Start narrow
- Use approved knowledge
- Avoid sensitive data
- Plan handoff before publishing
Step-by-step
1
Choose one channel first
- 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 one channel firstUI placeholder
2
Confirm the use case
- 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 use caseUI placeholder
3
Configure the entry message
- 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.
Configure the entry messageUI placeholder
4
Test on the channel
- 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 on the channelUI placeholder
5
Add fallback and handoff
- 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.
Add fallback and handoffUI placeholder
6
Monitor activity
- 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.
Monitor activityUI 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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