Choose the right template
Learn how to choose the best Trigz template based on your first workflow, team, channel, knowledge, and outcome.
In this guide, you will learn how to:
- Understand when to use this feature
- Prepare the right inputs before setup
- Configure the workflow safely
- Test expected and edge cases
- Review related docs before launch
- Best for
- Business users
- Before you start
- Prepare one clear workflow, a known owner, and the knowledge or system details needed for setup.
On this page
OverviewWhen to use thisPrerequisitesStep-by-stepExamplesBest practicesTroubleshootingRelated articlesBefore you start
- A Trigz account
- A workflow owner
- A first workflow or template
- Approved knowledge or sample data
- A test channel or safe test environment
Overview
Learn how to choose the best Trigz template based on your first workflow, team, channel, knowledge, and outcome.
When to use this
- You are setting up a real workflow
- You need a repeatable configuration path
- You want clear fallback, testing, and ownership before launch
Step-by-step
1
Define the workflow outcome
- Why this matters
- This step keeps the workflow clear, testable, and easier to improve after launch.
- How to do it
- Complete this setup step in Trigz, then confirm the expected behavior before continuing to step 2.
- Expected result
- You have a clearer workflow configuration and a safer launch path.
- UI location
- Docs -> Setup area
Define the workflow outcomeUI placeholder
2
Match the workflow to a template type
- Why this matters
- This step keeps the workflow clear, testable, and easier to improve after launch.
- How to do it
- Complete this setup step in Trigz, then confirm the expected behavior before continuing to step 3.
- Expected result
- You have a clearer workflow configuration and a safer launch path.
Match the workflow to a template typeUI placeholder
3
Review required knowledge and channels
- Why this matters
- This step keeps the workflow clear, testable, and easier to improve after launch.
- How to do it
- Complete this setup step in Trigz, then confirm the expected behavior before continuing to step 4.
- Expected result
- You have a clearer workflow configuration and a safer launch path.
Review required knowledge and channelsUI placeholder
4
Check handoff and owner needs
- Why this matters
- This step keeps the workflow clear, testable, and easier to improve after launch.
- How to do it
- Complete this setup step in Trigz, then confirm the expected behavior before continuing to step 5.
- Expected result
- You have a clearer workflow configuration and a safer launch path.
Check handoff and owner needsUI placeholder
5
Start with one template
- Why this matters
- This step keeps the workflow clear, testable, and easier to improve after launch.
- How to do it
- Complete this setup step in Trigz, then confirm the expected behavior before continuing to step 6.
- Expected result
- You have a clearer workflow configuration and a safer launch path.
Start with one templateUI placeholder
Specific channels, integrations, API access, and production behavior may depend on plan, setup, and implementation review.
Do not paste passwords, API keys, credentials, or private customer data into public forms, prompts, or unsafe sources.
Example ways to use this
Support team
- Scenario
- A team answers repeated questions.
- Setup
- Start with FAQ Assistant.
- Outcome
- Common answers are handled with approved knowledge.
Commerce team
- Scenario
- Shoppers need product guidance.
- Setup
- Start with Product Advisor.
- Outcome
- Customers get a clearer next step.
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. |
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 |
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