Learn from every churn and save.

It is a Trig agent set up to explain why a customer left or stayed. Agents can be fully customized to work based on your own unique churn signals, conditions, and situations. In this configuration, the agent starts when the CRM records a churn or downgrade, or a save that meets your rules, and drafts the analysis within 10 working days. The agent rebuilds the account’s timeline, measures how long the team took to act on the first warning, and sets the customer’s stated reason beside the evidence.

Agents can be configured to compare what a customer said with what the records show. In this template, the stated reason comes from the CRM field, calls, emails, or tickets. The cause is what the records show drove the outcome, named from your team’s list of churn reasons or a default list. A budget cut counts as outside your team’s control only when there was no earlier problem the team could have acted on. Where the records support no cause, the agent says so.

In this template, the agent is configured to deliver a one-page analysis for each churn or downgrade, and for saves on accounts in the top quarter of your book by value or with a save plan, that meet your targeting conditions. It opens with the value lost or saved, the days from first warning to first action, and the stated reason beside the cause found. Then it gives a dated timeline, what was tried, whether what was sold was delivered, and two or three findings for Product, Sales, or onboarding.

No. Trig never contacts customers directly without express approval, which is controlled at the code level. In this template, the agent reads your records, sends the analysis only to the head of customer success, and changes nothing in the CRM. It never names a customer success manager as the cause, and your team writes the fixes.

The CRM outcome record with value before and after, key dates, and the stated reason, and the account’s health and risk history with its save plans. Call recordings, emails, support tickets, product usage, and the sales handoff and onboarding 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.

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.

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 churns and saves.