Create your first agent
Build a conversational agent from a template, add knowledge, configure fallback, and test before publishing.
In this guide, you will learn how to:
- Choose a first workflow
- Start from an agent template
- Add approved knowledge
- Configure fallback and handoff
- Test realistic questions
- Prepare for publishing
- 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
Build a conversational agent from a template, add knowledge, configure fallback, and test before publishing.
Before you start
- Start narrow
- Use approved knowledge
- Avoid sensitive data
- Plan handoff before publishing
Step-by-step
1
Choose one 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.
Choose one repeated workflowUI placeholder
2
Select an agent 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.
Select an agent templateUI placeholder
3
Add approved 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.
Add approved knowledgeUI placeholder
4
Configure behavior
- 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 behaviorUI placeholder
5
Test realistic 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.
Test realistic questionsUI placeholder
6
Prepare for publishing
- 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.
Prepare for publishingUI 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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