Success without limits.
Trig brings agents, team controls, customer intelligence, and connected tools together in one workspace to manage your entire customer base.
- 1Account agent askedWhy did failed logins nearly double in 13 weeks, and does it need a person?
- 2Specialist checksMixpanelFailed logins12 to 22 a weekMixpanelPeer comparison57% above similar accountsIntercomOpen ticketsSSO ticket · 9 days · no reply
- 3DecisionThis needs a person before Thursday’s call
- 4OutcomeAdded to Needs you for Emma, with the ticket and the reading attached.
- 1Account agent askedWhy did failed logins nearly double?
- 2Specialist checksMixpanel · Intercom
- 3DecisionThis needs a person before Thursday’s call
- 4OutcomeAdded to Needs you for Emma
Deploy agents that monitor accounts and act when needed.
Hand off the recurring work behind retention and growth, so reps spend less time gathering information and more time with customers.
Automate account monitoring with weekly or daily data pulls and check-ins across your entire customer base.
Assignments define a task for Trig Agents to execute. Describe the task and who it’s for in plain language, then review the plan and permitted actions before activating it.
Run assignments on a schedule or when Trig detects a condition, such as declining seat usage.
Agents assemble meeting briefs, onboarding reviews, renewal reports, and expansion cases from account history, recent activity, and open commitments.
Agents write the fields, notes, and next steps you specify to connected CRM records, reducing manual upkeep.
Organize agents around your reps, teams, and customers.
See what agents are doing for each rep’s accounts, monitor performance across the team, and adjust assignments or handle exceptions.
Filter to a rep’s assignments, completed work, and items needing attention, with account context alongside them.
Target tasks to specific customer groups, from monitoring larger segments to tailoring onboarding communications.
Check completed work for each account and the status of each assignment. Change an assignment’s instructions, scope, or timing, or pause it when no longer needed.
See blockers that need your input and account issues flagged with supporting context.

“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.”
Customer outcomes inform what agents do next.
Trig connects customer activity and previous actions with renewal and expansion outcomes to identify patterns across accounts and guide the next action.
Define the milestones that show customers getting value at each stage of their journey. Trig follows progress through those milestones and records where accounts advance or fall behind.
Bring connected data, conversations, and previous agent work into a persistent memory for every account, including past commitments and customer concerns.
Compare progress with peers to identify states such as slow onboarding or expansion readiness. Signals can be used to trigger an action you define.
Responses and renewal outcomes help Trig learn what each type of customer needs, assess risk, recognize opportunities, and inform the next task.
Get completed work in the tools you already use.
Connections carry information in both directions: customer data informs each task, while finished briefs, reports, and updates reach the people and systems that need them.
Delivery destinations
Choose where each assignment sends its brief, report, or update across your connected tools, and view the work from the Trig app.
Data connections
Use account details, product activity, and conversations from authorized sources, so agents can use your existing data to carry out tasks.
MCP
Give agents access to additional data sources and tools on demand through MCP.
API
Use Trig’s API to bring account records and attributes into your own systems and workflows.
Enterprise-grade security, built in.
Trig is ISO 42001 certified, SOC 2 Type 2 compliant, GDPR ready, and supports SSO and SAML—meeting the highest standards for how customer data is accessed, stored, and protected.
Uncapped capacity.
Same great team.
- $1 per account
- ISO 42001
- SOC 2 Type 2
