Salesforce
Trig
Gong
Slack
Gmail
Find and act on at-risk renewals.
Create an agent assignment that works every at-risk renewal, from spotting the risk and creating a plan to sending the outreach you approve.
Use this templateWhat the agent does when a renewal is at risk.
When Trig flags a renewal due within 180 days at risk, the agent builds one shared plan, drafts the follow-up, and updates the CRM.
How this agent manages at-risk renewals.
The data and records the agent needs access to in order to deliver the work, and where you want it delivered.
How this agent manages at-risk renewals.
What it reads
The CRM renewal record, the risk record and retention plan, contract terms, pricing, and approval rules. Calls, email, usage data, and quoting and signature records add context where available.
Where the work lands
Full plan on Trig, delivered as a link with a PDF in your internal chat, such as Slack, with CRM updates, and email drafts ready to send in your email provider.
Your decisions
Your team agrees the plan and decides what to offer. Trig only suggests commercial options based on data available. Agents access only records you allow and carry out only actions you approve.
What the agent hands your team.
A clear view of the account, with a plan you can review, edit, and put into action.
- 1Sources. What data was used for the rationale.
- 2Deadlines. Key dates based on contracts and conversations.
- 3Gaps. Missing information that could help.
- 4Approvals. Draft options ready to be edited or approved.
Frequently asked questions.
What is an at-risk renewal agent?
It is a Trig agent set up to identify and manage at-risk renewals. In this configuration, the agent works on renewals due within 180 days that Trig flags as at risk, with the reason recorded. The agent gathers the data and evidence, prepares a shared plan with draft outreach, and updates the CRM records your team allows it to.
How does Trig know a renewal is at risk?
Agents can be configured to compare each account with its own history and with similar accounts, so they can flag when they detect patterns they interpret as signals, like slow onboarding, declining adoption, or falling usage before key dates.
What plan and outreach does Trig prepare for an at-risk renewal?
In this template, the agent is configured to deliver a concrete risk-mitigation plan for each account that meets your targeting conditions. It sets out the actions, owners, and dates for how to get the renewal, shows the contract deadlines, and lists the commercial options with their cost and approver. All sources and missing information are listed for full visibility. The agent also drafts the outreach email and updates the CRM records your team permits as needed.
Will the agent contact the customer or offer a discount without my approval?
No. Trig never contacts customers directly without express approval, which is controlled at the code level. Outreach emails are left as drafts for you to review and approve before Trig sends anything for you. Your team decides whether to offer a discount.
What does the agent need access to?
The CRM renewal record, the risk record and retention plan, contract terms, pricing, and approval rules. Product usage, call recordings, emails, support records, and quoting and signature records add useful additional context where available. In Trig, you choose which connected sources agents can read, and you approve whether each assignment may send messages or update records before it runs.
Can we change how the template works?
Yes. A template sets up the assignment: what to produce, which accounts it covers, when it runs, and which tools it can use. You review the plan before it runs, and you can edit its instructions, accounts, recipients, or timing at any time, or pause it.
How long does it take to set up this template?
A few clicks. Once the tools it reads from are connected to Trig, you can set up this template almost instantly, review its plan, and the agent starts work on your at-risk renewals.