What you'll build
By the end of this tutorial, you'll have a widget in your helpdesk that can:
- Answer questions based on your institutional knowledge
- Find relevant documentation from your internal systems
- Summarize long-running tickets
- Draft responses with suggested resolution steps
Step 1: Sign up and access the dashboard
Go to triage.fivetran.com and create an account.
Step 2: Connect your first data source
Navigate to the knowledge sources page, click to add a new data source, then select a knowledge source and authenticate your system using Fivetran's Connect Card.
Step 3: Wait for sync and indexing
After connecting, wait a few minutes for your application's data to sync and index. You can monitor progress in the dashboard.
Once complete, you'll see your chats and articles listed as indexed in the knowledge source page.
Step 4: Test in the Playground
Before deploying, test that everything is working using Triage's Playground:
- Navigate to the Playground
- Ask a question for which the information is present across your internal systems
- Watch Triage search the connected applications, locate relevant articles, and synthesize a response
Next steps
Now that your AI agent is connected to your internal systems successfully, deploy it to your helpdesk and start using it in production.