Learning your product (domain learning)
Let TR-AI log in to your product, explore every screen it can reach and learn its menus, settings and workflows, so answers give customers the exact click-path.
Give TR-AI your product URL and a login (use a dedicated, read-only demo account). TR-AI opens the product in a headless browser, logs in through your normal login form and explores breadth-first: navigation menus and dropdowns, tabs, accordions, settings sub-pages, “Load more” lists and read-only “View / Details” dialogs — up to 1,000 screens within the time budget (60 minutes by default). Long lists (tickets, invoices, projects) are sampled — up to 25 screens of each kind — so the budget covers every area of the product instead of one list.
What TR-AI learns
- A product map: every screen type, grouped by product area, with the menu path that reaches it (for example Settings › Billing › Invoices), built from breadcrumbs and the menus and links it followed.
- A screen card for each screen type: headings, form fields (label, type, required, help text, the options of each drop-down), button labels, table columns, status badges, tooltips and empty-state messages. Buttons are read, never pressed.
- Workflows: step-by-step tasks such as “How to add a user”, written by AI from the screen cards, the menu paths and your knowledge-base articles. Each step uses only menus, fields and buttons TR-AI actually saw.
- A glossary of product terms and the other words customers use for them.
When a customer asks how to do something, TR-AI prefers a matching workflow and answers with the exact menu path and field and button names. It is told never to mention a screen, menu or button that is not in what it learned.
Review workflows
- 1Open Domain learningThe page shows the crawl phase while it runs (logging in, exploring, understanding screens, writing workflows, embedding), then the last crawl’s coverage: screen types, product areas, workflows and AI calls.
- 2Check the product mapOpen an area to see its screens and their menu paths. A missing area usually means the demo account cannot see it.
- 3Edit or disable workflowsEdit a workflow’s title or steps (one per line) to make it human-approved — re-trains never overwrite it. Disable one to keep it out of answers. Changes apply to answers immediately.
- JavaScript apps are fully supported: each screen is rendered before it is read.
- It follows links across your product’s own sub-domains (e.g. portal.acme.com → app.acme.com), never other websites or your marketing site.
- It never presses buttons that change data (save, delete, create, invite …) and never opens links like log out, delete, edit, archive or unsubscribe — but use a demo account anyway.
- Personal data shown on screens (e-mail addresses, phone numbers and similar) is masked before anything is stored or sent to the AI. Screen cards and workflow steps are encrypted at rest.
- Re-trains are incremental: only product areas with new or changed screens get new workflows, which keeps re-train AI cost low (at most 60 AI calls).
- If the session expires it logs in again; SSO and two-factor logins are not supported (use a password-only demo user).
- When only a few screens are found, the Domain learning page explains why (login rejected, JavaScript screens without the browser, errors, links to other sites).
- Fill the demo account with realistic sample data — empty screens teach TR-AI very little.
- Give the demo user admin rights in the product (read-only if your product supports it) so settings screens are mapped too.
- Re-train after each product release so new screens and renamed menus are picked up.
- If a whole area is missing, start the crawl from a URL inside it (e.g. a project page).