An agent for every assignment.
Deploy agents for customer success, account management, revenue operations, and much more in just a few clicks.
A template for every need.
Select a template to see how it’s configured, what data sources are used, and what activities or actions it performs.
- Customer success21 templates
Account CRM cleanup
Every Friday afternoon
Adoption gap report
Every month
At-risk account review
When an account is marked at risk
Champion change alert
When a champion leaves or changes jobs
Customer meeting prep
The evening before a customer meeting
Customer stakeholder map
Every month
Customer training session plan
When a training session is booked
Daily account risk check
Every working morning
Daily customer call list
Every working morning, before your first call
Expansion opportunity list
Every Wednesday
Monthly executive update
Every month
One-to-many email campaign
When you name a situation
Overdue invoice alert
When an invoice is 30 days overdue
Product feedback summary
Every month
Quarterly business review prep
10 working days before a business review
Seat limit alert
When seats pass 90% two weeks running
Senior new hire alert
When someone senior joins an account
Stalled onboarding alert
When a rollout stalls
Success plan draft
After the kickoff call
Unanswered ticket alert
When a ticket waits five days
Usage drop alert
When an account’s usage drops
- Account management19 templates
After-call CRM update
After each customer call
Buying group map
Every Monday
Close date slip alert
When a close date moves a third time
Competitor mention alert
After each customer call
Contract redline review
When a marked-up contract comes back
Daily territory priority list
Every working morning
Deal CRM cleanup
Every Thursday, before your forecast call
Deal strategy brief
The afternoon before your pipeline review
Deal win-loss analysis
When a deal closes won or lost
Demo follow-up email
When a demo’s transcript is ready
Demo prep
The evening before a demo
Discovery call prep
The evening before a discovery call
Forecast call prep
The afternoon before your forecast call
Handoff to customer success
When a deal closes won
Inactive deal alert
When a deal goes 14 days without activity
Mutual action plan draft
When a deal reaches negotiation
Proposal draft
When a deal reaches proposal
Quota and pipeline check
Every Monday morning
Task updates after calls
After each customer call
- Renewals8 templates
At-risk renewal plan
When a renewal is flagged at risk
Price increase review
Every month
Renewal brief
90 days before the notice date
Renewal negotiation prep
60 days before a renewal
Renewal owner check
Every morning
Renewal quote and order form
When a renewal reaches proposal
Renewal timeline
Every morning
Weekly renewals forecast
Every week, before the forecast call
- Leadership6 templates
At-risk meeting prep
Weekly, before your at-risk meeting
Churn and save analysis
When a customer churns or is saved
Daily escalation review
Every morning at 8:00 AM
Manager deal review
Every Tuesday morning
Quarterly win-loss review
After each quarter closes
Team pipeline review
Every morning
Fast and easy to set up.
- 01
Pick a template.
Choose the one that represents the work you want to do, such as managing at-risk renewals or automating demo follow-ups.
- 02
Review the plan.
Check which tools the agent is configured to use. Review and edit what information it will read, and the workflow it will go through when it runs.
- 03
Deploy the agent.
Click the launch button to deploy the agent so it runs based on the determined schedule or when its starting conditions are met.
Agents complete work end-to-end.
An assignment is the brief an agent works from: the task, the data sources, the output, and the points when a human decision is needed.
The change or schedule that starts the agent, such as a renewal being flagged at risk or ‘every Monday at 9:00’.
The data it needs from your connected tools, such as CRM records, product usage data, and call recordings. You choose which sources it can read.
The steps the agent takes to complete the work, such as gathering the evidence, preparing a plan, or updating the CRM.
The plan, draft, or update it creates and where it is delivered, such as Slack or your CRM.
The decisions you make, including which records the agent may update. All customer messages require approval before Trig sends anything.
Proven impact in post-sales.
“Trig transformed our onboarding velocity, significantly reduced our time to value, and materially drove ARR growth. Lots of software tools are useful, but few impact our bottom line like Trig. It’s an incredible product.”
“Our first campaign saw a 100% open rate from our customers and it drove initial product activation from 30% to 83%. Trig has changed the game for us—it’s doing amazing things for our product.”
“Our drivers are everything, and Trig helped us to provide them with the most rewarding jobs. This is an opportunity that we have tried to solve before, but Trig made it so simple. It’s an amazing product.”
Frequently asked questions.
What is an agent template?
It is a ready-made assignment for a Trig agent: what to produce, which accounts it covers, when it runs, and which tools it can use. You choose a template and review and approve its plan. The agent then runs at the scheduled time or when its starting conditions are met. Each template is a starting point, and you can change any part of it.
Can we change how a template works?
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.
How do we set up a template?
Choose a template, connect the tools the agent needs, and review its plan. Check the accounts it covers, its instructions, and when it runs. Once you approve the assignment, the agent runs at the scheduled time or when its starting conditions are met.
Will an agent contact customers without our approval?
No. Agents draft emails and messages for your team to review, edit, and approve. Trig sends each message only after your team approves it.
Which tools do templates work with?
Templates read from the tools your team already uses, such as Salesforce, HubSpot, Gong, Zendesk, and Mixpanel, and deliver work to Slack, email, and your CRM. 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.
Which teams are the templates for?
Customer success, account management, renewals, revenue operations, and the leaders of those teams. Each template’s page shows the team it’s built for and the work it covers, such as onboarding, retention, deals, forecasting, or meeting prep.