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 Trident connection when you are ready to try a live request.
- A valid record identifier from your environment. Replace example Job 12345 with your own.
“Use Trident” is a helpful instruction, not a magic command. A job number identifies the record; your role and situation explain what a useful answer needs to do for you. Continue to Tell Your AI About Your Work to give the conversation that context—not personal details.
IN YOUR AI CONVERSATION
Start with this request
Using Trident, review Job 12345. Summarize its current status and anything that needs attention. Keep this review read-only.
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
ASK-01
Say “use Trident”
When the answer depends on JobBOSS, explicitly ask the AI to use Trident. This distinguishes the request from a general discussion about manufacturing or ERP.
Your part
Try: “Using Trident, review Job 12345,” with a real job number from your system.
Look for this result
The AI understands that you want to use the connected JobBOSS information.
Need help at this step?
If it gives only a general answer, ask it to use Trident and identify the records it reviewed. Check pairing if no connected result is available.
- 02
ASK-02
State the outcome you want
Explain what you handle and why you are asking. “I plan production. Using Trident, review Job 12345 and tell me what could hold it up” points the review toward delays rather than, for example, a detailed cost analysis.
Your part
Describe your responsibility, the situation and the result you need. Relevant deadlines or known complications can help the AI focus.
Look for this result
The AI has less to guess about which information matters and what kind of answer would help you.
Need help at this step?
The next onboarding lesson explains why work context helps, then gives you a prompt for a short conversation about it.
- 03
ASK-03
Include useful identifiers or files
Provide the job, quote, PO, customer, part, date range or file needed for the chosen task.
Your part
Use exact identifiers where possible and share only the relevant material.
Look for this result
There is enough context to find the right records.
Need help at this step?
Resolve similar names or multiple matches before continuing; ask the AI to show the available choices rather than guess.
- 04
ASK-04
Answer clarification questions
The AI may pause when a choice changes the meaning or scope of the task. A focused question is a normal part of the workflow.
Your part
Answer, correct the request, or tell the AI to stop.
Look for this result
The important ambiguity is resolved.
Need help at this step?
Ask why the information is needed if a question seems unrelated. Do not supply credentials as a substitute for clarification.
- 05
ASK-05
Review previews and approvals
For a workflow that changes records, check the proposed records and values before approving. The approval process depends on the supported workflow and configuration.
Your part
Approve the intended change, request a correction, or cancel. This lesson does not require a write.
Look for this result
You understand the difference between proposing a change and applying it.
Need help at this step?
Do not approve a preview you do not understand. Correct the proposal first and verify the result after any permitted change.
- 06
ASK-06
Use the Skill documentation when needed
Open the guide for the workflow you are using. The numbered steps explain what you provide and what result to expect.
Your part
Keep the guide beside your AI conversation, or copy its link into that conversation.
Look for this result
You know how to find a workflow reference and ask for help at a specific step.
Need help at this step?
Include the skill ID, guide/skill version and step reference when reporting a problem. Do not describe a selected guide step as an automatic execution trace.
WHEN YOU FINISH
The expected result
You can write an outcome-focused request, answer clarification questions, review proposed changes and introduce the work context that makes the conversation useful.
CONTINUE LEARNING
Your next useful step.
TRN-004 · Guide/draft Skill version 0.1 · Reviewed 2026-11-04. Confirm the installed Skill version when reporting an execution problem.