Find accounts ready to buy more.

It is a Trig agent set up to find accounts ready to buy more. In this configuration, the agent checks the accounts you own each Wednesday morning. The agent checks account health first, keeps the signals backed by a need or a request, and drafts a handoff for your account manager.

Agents can be configured to read usage, what each account owns, calls, emails, and tickets. In this template, growth signals include seats above 90% in each of the last two complete weeks, a request for more seats, a team using the product outside what was bought, and a new team getting involved. Accounts above 85% seat use in the last complete week go on the watch list even if they have not reached the two-week 90% threshold. An account is ready when the signal is backed by a need in the customer’s words, a named budget holder, or a direct request. At-risk accounts are listed to fix first, with no handoff.

In this template, the agent is configured to deliver a growth list for the accounts that meet your targeting conditions. It opens with the accounts ready to hand over, then drafts a handoff for each: the signal and its evidence, the customer’s words, who asked, who holds the budget, and whether to add now or at renewal. Accounts with a signal but no stated need go on a watch list, and at-risk accounts are listed to fix first, with no handoff.

No. Trig never contacts customers directly without express approval, which is controlled at the code level. In this template, each handoff is a draft for you to edit and approve before Trig sends it to your account manager. The agent changes no CRM field and gives no price that isn’t on your price list.

Seats and modules in use from your product analytics, and the CRM account with its health, renewal and notice dates, and account manager. Calls, emails, tickets, your price list, and contract terms 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 expansion opportunities.