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
- An installed and running Trident client/agent, with the access arranged during onboarding.
- A compatible AI client with the Trident connection available.
- The intended JobBOSS company/database and your authorized user context.
Follow steps 1–4 manually before using the connection-check request. Connection menus vary by AI client; use the configuration supplied for your installation. Never send live pairing codes or credentials in a support message.
IN YOUR AI CONVERSATION
Start with this request
Using Trident, confirm that you are connected and tell me what Trident capabilities are available to me.
Use this after completing the manual pairing steps below.
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
PAIR-01
Open the local Trident client
Open the Trident client or agent in your installed environment. It should be running before you try to connect the AI session.
Your part
Open the application or ask your administrator where it is installed.
Look for this result
The local client is available and ready for pairing.
Need help at this step?
If it is missing or not running, confirm installation with your administrator or implementation contact. This guide does not install Trident.
- 02
PAIR-02
Start pairing
Use the pairing or connect function in the Trident client to display the information for your session.
Your part
Start pairing and keep the displayed instructions available.
Look for this result
You have the current pairing information from your own installation.
Need help at this step?
Restart the pairing process if the information has expired. Do not reuse another user’s pairing details.
- 03
PAIR-03
Connect Trident in the AI interface
In your AI client, select or configure the Trident connection using the pairing information. Some clients describe this as an MCP connection.
Your part
Follow your client’s connection instructions and the prompts from Trident.
Look for this result
The AI session is linked to the local installation.
Need help at this step?
Check that the selected connection is Trident and that the client supports it. A connector that is listed but disconnected is not ready to use.
- 04
PAIR-04
Confirm user and database context
Confirm which JobBOSS environment and user Trident reports before asking it to retrieve business records.
Your part
Check the company/database and current user against your intended environment.
Look for this result
The connection points to the right user and company context.
Need help at this step?
Stop if the context is wrong. Correct the connection or ask your administrator before continuing.
- 05
PAIR-05
Run a simple connection check
Send the connection-check request shown above. Review the returned connection and capability information; no record change is needed for this check.
Your part
Ask the AI to confirm the connection and available capabilities.
Look for this result
You receive a successful read-only connection response for the intended environment.
Need help at this step?
Note whether the failure occurred while opening the client, pairing, selecting the connection, confirming context or running this check. Use that step reference for help.
WHEN YOU FINISH
The expected result
A read-only connection check confirms that your AI can use Trident in the intended JobBOSS environment.
CONTINUE LEARNING
Your next useful step.
TRN-003 · Guide/draft Skill version 0.1 · Reviewed 2026-11-04. Confirm the installed Skill version when reporting an execution problem.