Introducing the new Trig.
Trig is now an agent-powered workspace built for account management and customer success teams.
Tom Richards | Co-Founder & CEOThe Playbook
Learn about the impact of AI on post-sales with insights and updates from the Trig founders
- Tom Richards | Co-Founder & CEO
How to automate renewal management with AI: start with the tasks
When you breakdown a renewal, you start to see that it's made up of a dozen or more separate tasks - most of which are perfect for agents to do for you.
Patrick Mullen | CoFounderTech-touch customer success: why coverage should follow each account's signals
Only 5.5% of customer success teams prioritize accounts by risk or adoption. Grouping accounts by their state lets a team watch every account, including the tech-touch tier, and put people where the data says they are needed.
Mark Ryan | CoFounder & CPOAI for proactive account management: which work to give agents, and which to keep.
Agents should take the account work that is high in volume, easy to check and spread across systems. Account managers should keep pricing, terms, frustrated customers and executive relationships.
Tom Richards | Co-Founder & CEOBuild or buy AI for customer success? The hidden cost of building in-house.
Whether AI works in customer success depends on what has to keep running after launch: the connections to every system, the controls on what an agent may do, and the learning from outcomes.
Mark Ryan | CoFounder & CPOThe best AI customer success tools in 2026, and who each one is for
AI customer success tools fall into three groups by what the AI actually does, and which group you need matters more than any ranking.
Niall Kelly | CoFounder & CTOHow to use AI in customer success when your customer data isn't ready.
Gartner's position is that data is AI-ready only for a specific use case, and there is no such thing as making data AI-ready in general or in advance. The joining work is the system's job, one use case at a time.
Patrick Mullen | CoFounderAI for Account Management vs Hiring More Account Managers: What the headcount data says.
Bain found customer success managers spend about 65% of their time on work that could be automated, and net revenue retention fell even as companies hired more of them.
Tom Richards | Co-Founder & CEOIs AI in customer success delivering results? What the evidence shows.
Retention got worse in 2025. What the published evidence shows about AI in customer success, and how to tell a checkable result from a vendor's percentage.
Mark Ryan | CoFounder & CPOHow to start using AI in a customer success team, and what to hand over first.
Only 22% of post-sales teams have a formal AI strategy. The order that works: internal productivity first, insight second, customer-facing action last, with the pass mark set before the pilot starts.
Niall Kelly | CoFounder & CTOHow to use an AI assistant in Slack for account management, and which tools actually work.
How a post-sales team can set up an AI assistant in Slack: the setup steps that matter, the jobs to prioritize handing over, and which tools work best for account management work.
Patrick Mullen | CoFounderHow to build the right AI agent team for every post-sales role.
TSIA measured renewals run by the wrong role costing three times as much. The right agent team is decided by the work's context: a different team for onboarding and adoption, for expansion, for the renewal, and for the RevOps workflows underneath them.
Tom Richards | Co-Founder & CEOVitally vs Gainsight vs Planhat: Which customer success platform fits your team?
Gainsight, Vitally, and Planhat differ less on features than on what each is organized around.
Patrick Mullen | CoFounder
An agent for every account.
The agent-powered workspace built for account management and customer success.