Docs

Templates

Learn how to choose, configure, test, and launch templates for conversational agents, AI workflows, and workflow automations.

1Understand template types
2Choose your first template
3Configure settings
4Add knowledge and actions
5Test the workflow
6Publish and measure

Recommended path

Follow the setup path for this area.

1

Understand template types

Complete this step before expanding the workflow or publishing more broadly.

2

Choose your first template

Complete this step before expanding the workflow or publishing more broadly.

3

Configure settings

Complete this step before expanding the workflow or publishing more broadly.

4

Add knowledge and actions

Complete this step before expanding the workflow or publishing more broadly.

5

Test the workflow

Complete this step before expanding the workflow or publishing more broadly.

6

Publish and measure

Complete this step before expanding the workflow or publishing more broadly.

Guides

Popular guides in Templates.

Need help with this setup area?

Use docs for the setup path, or contact Trigz if you need help mapping the workflow to your business context.