On this page 6 steps
GET READY
Before you start
- Included access
- Included with the AI products
- Trident product
- Insights or Automation (Act)
- What this does
- Teaches you how to use Trident
- A paired and verified Trident connection.
- Your area of interest, such as Jobs, Purchasing, Materials or Accounting.
This library is a guide collection, not an entitlement check. Ask the connected installation what is available to you. A named skill in a draft guide is not proof that it is installed.
IN YOUR AI CONVERSATION
Start with this request
Using Trident, show me the main capabilities and standard Skills available to my current connection. Start with read-only options for my role and include the guide for one useful starting point.
Adapt the example to your own records and outcome. The guide does not run the request.
FOLLOW THE WORKFLOW
One step at a time.
Read what happens, what you provide and the result to look for. Use the step reference when you need help.
- 01
EXPLORE-01
Ask what Trident can do
Start with the main capability categories rather than a complete technical list.
Your part
Ask: “Using Trident, show me the main things available to me.”
Look for this result
You see a manageable overview for the current connection.
Need help at this step?
Ask for a shorter summary or one business area when the list is too long.
- 02
EXPLORE-02
List available Skills
Ask which standard workflows are available with your installed capabilities and purchased access.
Your part
Choose one skill to learn about.
Look for this result
You can distinguish an available workflow from a guide describing a planned or unavailable one.
Need help at this step?
Confirm the product, skill pack and installed version if the requested skill is not listed. Do not infer access from the website alone.
- 03
EXPLORE-03
Explore a functional area
Narrow the discussion to the work you do: jobs, quotes, purchasing, materials, shipping or accounting.
Your part
Name an area or describe the process in normal language.
Look for this result
The suggestions become relevant to your work.
Need help at this step?
Explain the business task instead of searching for an exact module name.
- 04
EXPLORE-04
See read versus write capabilities
Ask which options only read or analyze information and which can change supported records.
Your part
Check the distinction before choosing the next task.
Look for this result
You understand the access and review requirements for that task.
Need help at this step?
When permissions are unclear, ask for a safe capability check or speak to your administrator. Do not test access by attempting an unwanted update.
- 05
EXPLORE-05
Request the detailed function list when needed
For technical troubleshooting, you can ask for a more detailed list for one area. You can skip this step for ordinary use.
Your part
Optionally name the business area you need help with.
Look for this result
You get detail only where it is useful, without losing the business goal.
Need help at this step?
Use the developer integration documentation for API development. A user guide is not an endpoint catalogue.
- 06
EXPLORE-06
Open the documentation for a Skill
Choose the matching guide before starting an unfamiliar workflow. Its step references make follow-up questions more precise.
Your part
Open the supplied guide and confirm its name and version.
Look for this result
You can move from discovery to a guided task.
Need help at this step?
If the guide is not published or cannot be opened, ask for a verified link. Do not rely on a made-up address.
WHEN YOU FINISH
The expected result
A short list of relevant capabilities, a clear read-versus-write distinction and a suitable next guide.
CONTINUE LEARNING
Your next useful step.
TRN-005 · Guide/draft Skill version 0.1 · Reviewed 2026-11-04. Confirm the installed Skill version when reporting an execution problem.