Pick the customers to work today.

This Trig agent helps you decide which customer accounts need attention today. In this configuration, the agent checks every account you own each working morning before your first call and picks up to five to work that day. The agent gives one action for each, adds a short watch list, and checks the list against the free time in your calendar.

Agents can be configured to rank your accounts on value, urgency, what changed since the last list, and room to grow. In this template, an account earns a place when something changed or is due: health that dropped, usage that fell, a serious ticket still open, a sponsor or champion who left or went quiet, a clear sign they want to buy more, or a customer meeting today. An at-risk account whose notice date is in the next 30 days is always on the list.

In this template, the agent is configured to deliver a ranked call list each working morning for the accounts that meet your targeting conditions. It opens with how many accounts to work today, the nearest notice date, and the value of your book. Then it lists up to five accounts, most urgent first, each with why it is there, one action, and what it protects. A watch list, the accounts to leave alone, and what changed since the last list follow.

No. Trig never contacts customers directly without express approval, which is controlled at the code level. In this template, the agent reads your records and changes no CRM field or health score. The call list goes only to the customer success manager, and your team decides which accounts to work and what to do on each.

The CRM accounts you own with their value and renewal and notice dates, and each account’s health and product usage. Support tickets, customer emails and calls, your calendar for today, and your team’s usual contact rhythm for each segment 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 accounts each working morning.