Prepare for every discovery call.

It is a Trig agent set up to prepare you for each discovery call. 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 discovery call on your calendar and refreshes the prep an hour before it starts. The agent checks the account’s fit and history, suggests each attendee’s likely role, writes two or three hypotheses to test, and orders the questions to ask.

Agents can be configured to read your qualification fields and see which are blank, weak, or filled. In this template, the agent writes up to twelve open questions, starting with blank fields, then weak ones, then filled fields to confirm, and ties each question to the field it fills. Questions for each attendee and each hypothesis come from the same list. Demos, customer meetings, and internal meetings get no discovery prep.

In this template, the agent is configured to deliver a one-page prep for each discovery call that meets your targeting conditions. It opens with the meeting, the attendees, fit, and qualification fields filled, then says what to settle first. Then it gives your history with the account, each attendee’s likely role marked as a guess, two or three hypotheses with the question that tests each, the questions in order, what to listen for, and the next step to propose. Every fact carries its source and date.

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 the account manager. It writes no pitch or demo script, promises nothing on the roadmap, and gives no win probability. Your team decides what to ask and runs the call.

The calendar invite with its attendees, and the CRM account with its contacts, past deals, and qualification fields. Earlier call transcripts, emails with the account, your ideal customer profile, and research from connected sources 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 discovery calls.