Quick Start Guide

Overview

TR-AI sits between your customers and your support agents. When a ticket arrives, the resolution engine searches your knowledge base, scores its confidence, and either posts a reply automatically or routes the ticket to your triage group — all within seconds.

The typical setup takes 3–4 hours and follows four phases: account creation, knowledge base indexing, helpdesk connection, and a test run.

Step 1 — Create your trial account

1. 1
   Go to the trial signup page

   Navigate to ticketresolve.ai/trial and complete the 4-step signup form.
2. 2
   Choose your helpdesk platform

   Select the platform you use: Zendesk, Freshdesk, Intercom, Salesforce, HubSpot, Zoho Desk, or Email. You can only connect one platform per trial account.
3. 3
   Enter your credentials

   Each platform requires different credentials. See the integration guides in the sidebar for platform-specific instructions.
4. 4
   Add your knowledge base URL

   Enter the root URL of your documentation site (e.g. https://help.yourcompany.com). TR-AI will crawl and index it automatically. You can also connect Confluence or Notion.

Step 2 — Index your knowledge base

After signup, TR-AI begins crawling your knowledge base in the background. Indexing typically takes 5–30 minutes depending on the size of your documentation.

You can monitor progress from the Dashboard → Knowledge Base card. The status will show Running while indexing and Ready when complete.

Step 3 — Connect your helpdesk webhook

Once your knowledge base is indexed, connect your helpdesk by registering the webhook URL shown in your Dashboard. This tells your helpdesk to send new tickets and customer replies to TR-AI.

Your webhook URL follows this pattern:

https://ticketresolve.ai/api/integrations/{platform}/webhook/{trialId}

Examples:
  Zendesk:    https://ticketresolve.ai/api/integrations/zendesk/webhook/42
  Freshdesk:  https://ticketresolve.ai/api/integrations/freshdesk/webhook/42
  Intercom:   https://ticketresolve.ai/api/integrations/intercom/webhook/42
  Salesforce: polled every 30 seconds — no webhook needed
  HubSpot:    https://ticketresolve.ai/api/integrations/hubspot/webhook/42
  Zoho Desk:  https://ticketresolve.ai/api/integrations/zoho-desk/webhook/42

See the platform-specific integration guides for exact setup steps in each helpdesk's admin panel.

Step 4 — Send a test ticket

1. 1
   Create a test ticket in your helpdesk

   Submit a ticket with a subject and description that matches something in your knowledge base.
2. 2
   Watch the Dashboard

   Open your TR-AI Dashboard and watch the Recent resolutions feed. Within 10–30 seconds you should see the ticket appear with an outcome of resolved or triage.
3. 3
   Check the reply in your helpdesk

   If the outcome was resolved, TR-AI will have posted a reply and closed the ticket. If triage, it moved the ticket to your triage group and sent a holding reply to the customer.

Resolution outcomes

What's next?

• Read the Go-live playbook to learn the recommended shadow mode → assisted mode → full automation rollout sequence.
• Read Confidence scoring to understand how TR-AI decides when to resolve vs escalate.
• Visit your platform's integration guide for advanced configuration (escalation groups, follow-up handling, etc.).