Build your first AI agent
Create a conversational agent, connect approved knowledge, test common questions, and prepare your first workflow for launch.
In this guide, you will learn how to:
- Choose the right starting template
- Create a draft agent
- Add approved knowledge sources
- Configure fallback and handoff
- Test common questions before launch
- Decide what to measure after activation
- Best for
- New users creating their first Trigz workflow.
- Before you start
- Prepare one workflow idea and at least one knowledge source, such as FAQs, product data, or internal documentation.
On this page
OverviewWhen to use this guidePrerequisitesStep-by-stepExamplesBest practicesTroubleshootingRelated articlesBefore you start
- A Trigz account
- One workflow you want to automate
- A starting template or use case
- FAQs, documents, product data, or internal knowledge
- A channel or test environment
- A handoff owner for questions the agent should not answer
Overview
An AI agent in Trigz helps users ask questions, get guided answers, follow a workflow, and move to a human when needed. The fastest way to begin is to start with one clear workflow, such as FAQs, product advice, lead capture, or internal request routing.
When to use this guide
- Create a first conversational agent
- Start from a template
- Add knowledge
- Test behavior before launch
- Understand what to configure first
Step-by-step
1
Choose your first workflow
- Why this matters
- A clear workflow makes configuration easier and measurement more meaningful.
- How to do it
- Choose one repeated workflow that has a known owner and a measurable outcome.
- Expected result
- You know what the first agent is supposed to help with.
Good examples
- Answer repeated customer questions
- Help customers choose a product
- Capture and qualify leads
- Route internal requests
- Answer internal policy questions
Choose your first workflowUI placeholder
2
Start from a template
- Why this matters
- Templates reduce setup time and give you a proven starting structure.
- How to do it
- Open Templates, choose a template that matches your workflow, then select Use This Template.
- Expected result
- Trigz creates a draft agent based on the selected template.
- UI location
- Templates -> [Template Name] -> Use This Template
Recommended templates
- FAQ Assistant
- Product Advisor
- Lead Capture Agent
- Internal Ops Assistant
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3
Add approved knowledge
- Why this matters
- The agent should use approved business content, not guess from incomplete context.
- How to do it
- Attach the content the agent should use, such as FAQs, product data, policies, documents, or internal guides.
- Expected result
- The draft agent has a knowledge base to reference.
Good knowledge sources
- FAQs
- Help center articles
- Product data
- Policies
- SOPs
- Internal docs
Tip: Start with a small, clean knowledge source before adding more content.
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4
Configure behavior and fallback
- Why this matters
- The agent needs clear boundaries for what it should answer, when it should ask for clarification, and when it should hand off.
- How to do it
- Review the agent instructions, tone, fallback behavior, and handoff rules.
- Expected result
- The agent has safer, clearer behavior before testing.
Configure
- Response tone
- What the agent should answer
- What the agent should not answer
- Clarifying questions
- Fallback message
- Handoff owner
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5
Test realistic questions
- Why this matters
- Testing helps catch missing knowledge, unclear instructions, and handoff issues before users see the workflow.
- How to do it
- Test common questions, edge cases, and questions the agent should not answer.
- Expected result
- You know whether the agent answers, clarifies, falls back, or hands off correctly.
Test examples
- A common question
- A vague question
- A missing knowledge question
- A sensitive request
- A request that needs handoff
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6
Prepare for launch
- Why this matters
- Before publishing, confirm ownership, handoff, measurement, and improvement process.
- How to do it
- Review the launch checklist with the workflow owner before activating the agent.
- Expected result
- The agent is ready for controlled activation.
Launch checklist
- Knowledge source reviewed
- Common questions tested
- Fallback configured
- Handoff owner assigned
- Channel selected
- Success metric chosen
- Review cadence agreed
Prepare for launchUI placeholder
Start with a template to save time, then customize behavior, knowledge, and actions to match your use case.
You can save your agent as a draft at any time. Nothing is live until you publish to a channel.
Example ways to use this
Customer support example
- Scenario
- A support team wants to answer repeated return and shipping questions.
- Setup
- Use FAQ Assistant with return policy, shipping policy, and support fallback.
- Outcome
- Customers get faster answers and support receives fewer repetitive questions.
E-commerce example
- Scenario
- A store wants to help customers choose the right product.
- Setup
- Use Product Advisor with product data, FAQs, and recommendation questions.
- Outcome
- Customers receive more relevant product guidance.
Internal team example
- Scenario
- Employees repeatedly ask HR or IT process questions.
- Setup
- Use Internal Ops Assistant with policies, SOPs, and routing rules.
- Outcome
- Employees find answers faster and internal teams reduce repeated manual responses.
Best practices
Start with one workflowUse clean, approved knowledgeKeep instructions simple at firstTest both common and edge casesConfigure fallback before launchUse human handoff for sensitive requestsReview analytics after activationImprove knowledge based on unanswered questions
Common mistakes
| Mistake | Why it hurts | Better approach |
|---|---|---|
| Adding too much messy content | The agent may retrieve weak or conflicting answers. | Start with clean, approved sources. |
| Skipping fallback setup | Users may get poor answers or dead ends. | Configure fallback and handoff before launch. |
| Launching across every channel at once | Harder to monitor and improve. | Start with one channel. |
| Not assigning an owner | Handoffs may be ignored. | Assign a workflow owner. |
| Measuring only usage | Usage does not prove value. | Track outcome metrics like resolved questions or handoff rate. |
Troubleshooting
| Issue | Possible cause | What to check |
|---|---|---|
| Agent gives incomplete answers | Missing or weak knowledge source | Review connected documents and FAQs |
| Agent answers when it should hand off | Handoff rule not configured | Check fallback and escalation settings |
| Agent tone feels wrong | Instructions are too broad | Update tone and response guidance |
| Agent cannot answer common questions | Content is missing or not connected | Add or clean the knowledge source |
| Handoff context is weak | Summary or owner not configured | Review handoff settings |
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