Build each demo around the buyer.

It is a Trig agent set up to build each demo around what the buyer said matters. Agents can be fully customized to work based on your own unique deal signals, conditions, and situations. In this configuration, the agent prepares the evening before each demo, technical evaluation, or trial kickoff on an open deal, and refreshes the prep an hour before. The agent lists what the buyer said matters, builds three to five demo segments, plans for each attendee, and names any need the product can’t meet.

Agents can be configured to read your discovery calls, customer emails, and qualification fields for what the buyer said. In this template, each need or requirement is quoted with who said it and when, and only those points shape the demo. Product areas nobody asked about are cut or marked as general. When discovery is too thin for a tailored demo, the agent gives the questions to settle first.

In this template, the agent is configured to deliver a one-page prep for each demo that meets your targeting conditions. It opens with the meeting, the attendees, the points on record, and how many requirements the product docs cover. Then it gives three to five segments, each with what to show and a question to ask, where the product falls short with an honest answer, what each attendee cares about, any competitor the buyer named, and what to capture.

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 sends the prep only to your team. It names product features only from your docs, never shows or promises the roadmap, and proposes no price or discount. For a trial kickoff, success criteria are drafted as proposed, and your team agrees them with the customer.

The calendar invite, discovery call transcripts, and your product docs and demo notes. The deal’s qualification fields, customer emails, battlecards, and sales engineer notes 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 demos.