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
- Reviews information without changing records
- A paired Trident connection and a business area to explore.
- An existing record you are authorized to review; use an appropriate training example where possible.
IN YOUR AI CONVERSATION
Start with this request
Using Trident, give me a guided read-only walkthrough of [Jobs, Quotes, Purchasing, Materials, Shipping or Accounting]. Use [record identifier], explain one step at a time, and pause for my questions. Include the relevant guide link.
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
WALK-01
Choose a functional area
Pick the work you want to understand first, such as Jobs, Quotes or Purchasing.
Your part
Name an area or describe the task in your own words.
Look for this result
The walkthrough has a focused topic.
Need help at this step?
Ask for a supported alternative if that area is not available to your current connection.
- 02
WALK-02
Choose a safe example
Select an existing record appropriate for learning, with information you are authorized to view.
Your part
Provide the record identifier when requested.
Look for this result
A suitable example is selected without creating or changing records.
Need help at this step?
Use the intended company context and avoid unrelated sensitive records in a training conversation.
- 03
WALK-03
Explain the goal
Review what the walkthrough will show and which information it will retrieve.
Your part
Ask for a shorter or more relevant example if needed.
Look for this result
You understand the purpose before proceeding.
Need help at this step?
Open the matching guide from this library if the AI does not supply a usable documentation link.
- 04
WALK-04
Walk through the data
Follow the key information step by step in business language. Ask for the source record when a result is unclear.
Your part
Answer focused clarification questions and pause where you need an explanation.
Look for this result
You see how the returned information relates to the JobBOSS record.
Need help at this step?
Ask for a summary instead of raw technical output. A read-only walkthrough should not require you to approve a record change.
- 05
WALK-05
Demonstrate next-level questions
Review two or three follow-up questions or related included skills relevant to the example.
Your part
Choose one useful follow-up or finish the lesson.
Look for this result
You know how to move beyond the first answer.
Need help at this step?
Keep the next question tied to the selected record rather than expanding into an unrelated broad analysis.
- 06
WALK-06
Complete the walkthrough
Review what was demonstrated and keep the documentation link for future use.
Your part
Choose your next guide or return to your work.
Look for this result
You have a completed example and a repeatable way to ask for help.
Need help at this step?
Use the WALK step reference when you need assistance with a particular stage.
WHEN YOU FINISH
The expected result
You have followed one useful example, understand the information returned, and know two or three relevant follow-up questions and where to find the guide.
KEEP THE NEXT QUESTION FOCUSED
Where to go next.
← Back to Skills & TrainingSK-010 · Guide/draft Skill version 0.1 · Reviewed 2026-11-04. Confirm the installed Skill version when reporting an execution problem.