> ## Documentation Index
> Fetch the complete documentation index at: https://docs.trivexis.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# First Day In Trivexis

> A practical checklist for getting oriented in the Portal.

Use this checklist when you first sign in or when helping a teammate get started.

<Steps>
  <Step title="Confirm your Organisation">
    Make sure you are working inside the right Organisation. If you belong to more than one
    Organisation, confirm the active workspace before reviewing data or changing settings.
  </Step>

  <Step title="Open the Brief">
    Start with the Brief to understand what Trivexis thinks is important today. Treat it as an
    orientation surface, not a replacement for your judgement.
  </Step>

  <Step title="Review Inbox and Needs you">
    Use Inbox for communication and customer activity. Use Needs you for items that require a human
    decision, approval, or intervention.
  </Step>

  <Step title="Try Trix with a low-risk question">
    Ask Trix to summarise context or prepare a draft. Review the answer before relying on it.
  </Step>

  <Step title="Check integrations">
    Open settings or ask your team lead which systems are connected. Better connected data gives
    Trivexis better context.
  </Step>
</Steps>

## Good First Questions For Trix

* "What needs my attention today?"
* "Draft a follow-up for this enquiry."
* "Summarise the context before I call this contact."
* "What should I review before approving this message?"

<Tip>
  For customer-facing messages, treat Trix output as a draft. Read it, adjust it, and approve only
  when it sounds right for your customer and agency.
</Tip>