Analyze every won and lost deal.

It is a Trig agent set up to explain why each deal was won or lost. Agents can be fully customized to work based on your own unique win-loss signals, conditions, and situations. In this configuration, the agent works on deals above the size you set when they close, won or lost, and delivers within five working days. The agent quotes the customer’s stated reason, finds the reason the records support, and rebuilds the deal’s timeline.

Agents can be configured to compare the reason recorded in the CRM with what the customer said on calls and in emails. In this template, the stated reason is the customer’s own words at the end of the deal. The reason on record comes from your team’s reason list, or a default list such as price, timing, or competitor chosen, with the evidence for it. Gaps in the record become open questions.

In this template, the agent is configured to deliver an analysis for each closed deal that meets your targeting conditions. It opens with the outcome, amount, days from created to close, and the stated reason beside the reason on record. Then it gives a dated timeline, who took part and when they last engaged, what the customer said that pointed to the outcome, what worked or what to change, and five to seven questions for a win-loss conversation.

No. Trig never contacts customers directly without express approval, which is controlled at the code level. In this template, the agent reads the closed deal, its calls, and emails, and changes no CRM field. It describes what happened in the deal, never rates the account manager, and never invents a quote or a reason. Your team decides what to share.

The closed deal in the CRM, with its stage and close-date history, recorded reason, and contacts, and the calls across the deal. Customer emails, meetings, the proposal, and your team’s reason list 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 closed deals.