Main Surfaces
| Surface | Use it for |
|---|---|
| Brief | Orienting yourself to the day and current priorities. |
| Trix | Asking for context, drafts, preparation, and assisted work. |
| Inbox | Reviewing communication and customer activity. |
| Needs you | Handling items that require explicit human attention. |
| Settings | Managing account, team, billing, and integration setup where available. |
Daily Flow
- Start with Brief.
- Review Inbox for customer activity.
- Clear Needs you items that block progress.
- Use Trix to prepare drafts or summarise context.
- Confirm important customer-facing actions before they happen.
Working With Team Context
Trivexis uses Organisation and User context to keep work scoped to the right business account. Depending on your rollout, team and segment settings may shape what you can see and do in the Portal.If something looks missing, first confirm you are in the right Organisation and that the relevant
integration or feature is enabled for your account.