On this page 5 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
- This guide and your chosen AI assistant. You can read the lesson before pairing.
- A simple question about the work you do in JobBOSS.
IN YOUR AI CONVERSATION
Start with this request
Explain Trident in plain language. Show me the difference between asking a general question and using Trident to work with JobBOSS.
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
MEET-01
Start with what Trident is
Your AI assistant is where you have the conversation. Trident connects that assistant to supported JobBOSS information and actions. This website is your reference, not a second place to run JobBOSS.
Your part
Read the explanation or ask your AI to explain it in simpler terms.
Look for this result
You can distinguish your AI assistant, Trident and JobBOSS.
Need help at this step?
Ask for an example from your own role if the explanation sounds too technical.
- 02
MEET-02
Understand what the AI will do
Describe the result you need. For a connected JobBOSS question, the AI uses Trident to obtain relevant information rather than relying only on general knowledge.
Your part
Try describing one outcome, such as understanding the status of a job.
Look for this result
You recognize the pattern: ask in your AI, use Trident, review the JobBOSS result.
Need help at this step?
Ask which JobBOSS records were actually reviewed. A general explanation is not evidence of a live connection.
- 03
MEET-03
Learn read versus write
A review reads information without editing it. A transactional workflow can change supported records when your product, permissions and configured approval process allow it. Insights is the read-only product; Automation is also called Act.
Your part
Identify whether your product is Insights or Automation (Act).
Look for this result
You know whether you are starting with read-only work or have access to supported changes.
Need help at this step?
Check your product details or ask your administrator when access is unclear. Do not assume a page in this library grants access.
- 04
MEET-04
Know what to expect in a workflow
A workflow may retrieve information, ask you to resolve a choice, show proposed values, or request approval. These pauses help keep the work aligned with your intention.
Your part
Read the question or preview before continuing. You can ask for an explanation or stop.
Look for this result
You understand why a workflow sometimes waits for you.
Need help at this step?
Open the matching step in the guide when you are unsure what to do. Its step reference is useful when asking for help.
- 05
MEET-05
Try one simple next step
Pair your AI with Trident next. Then learn how to ask and introduce your work responsibilities and goals before choosing a useful workflow.
Your part
Continue to the pairing lesson, or go to How to Ask Trident if you are already paired.
Look for this result
You have a simple onboarding path: connect, learn how to ask, add work context, then explore.
Need help at this step?
The work-context introduction belongs in your AI conversation. It is not a Neptune registration form or a request for personal information.
WHEN YOU FINISH
The expected result
You know where to type your request, when Trident is needed, and the difference between reading information and changing a record.
CONTINUE LEARNING
Your next useful step.
TRN-001 · Guide/draft Skill version 0.1 · Reviewed 2026-11-04. Confirm the installed Skill version when reporting an execution problem.