Quick Start Guide

Get your Trinity workspace set up and ready to handle customer support in just a few steps.

Step 1: Sign In

Trinity uses Google authentication for secure, passwordless sign-in. Simply click Sign in with Google on the login page.

Step 2: Explore the Dashboard

After signing in, you'll land on the Dashboard — your command center. Here you'll see:

• Ticket overview — Open, waiting, and recently resolved tickets
• Quick actions — Create a new ticket, view unassigned items
• Performance metrics — Response time, resolution rate at a glance

Step 3: Create Your First Ticket

1. Click the + New Ticket button in the top navigation
2. Fill in the subject, description, and priority
3. Optionally assign it to a team member
4. Click Create

Step 4: Set Up Your Team

Navigate to Teams in the sidebar to:

• Create team groups (e.g., "Tier 1 Support", "Engineering")
• Add team members
• Configure routing rules

Step 5: Customize Your Workflow

Head to Settings to configure:

• Custom fields for tickets
• SLA policies for response time targets
• Canned responses for common replies

You are now ready to start managing customer support with Trinity!