Using Triage

This guide covers how to get started with Triage, including signing up, understanding the account structure, and how organizations are managed.

Signing Up

To get started with Triage:

1. Visit the Triage homepage and click Sign Up
2. Sign up using your Google or Microsoft work account
3. You'll be automatically added to your organization's Triage account based on your email domain

Account Structure

Triage uses a flat structure to organize accounts, users and resources:

Accounts

An Account represents your organization in Triage. Each account has:

• A unique identifier
• A shared pool of Knowledge Sources, Knowledge Bases, and Agents
• User viewing and management

Users

Users are individual team members within an account. Each user has:

• Their own login credentials (via Google or Microsoft SSO)
• Access to all resources within their account
• The ability to create and manage Knowledge Sources, Knowledge Bases, and Agents

Organization Mapping

Triage automatically groups users from the same organization into a shared account based on their email domain.