Extend your reach to every customer.
Organize and manage your account work.
Learn what drives customer performance.
Connect Trig to your tools and data.
Put agents to work on renewals and expansion.
Hand off recurring customer tasks to agents.
Make account work repeatable across your teams.
They gather context, monitor changes, prepare briefs, and execute the plan while keeping you and your team in full control.
Agents use account history, recent activity, and conversations to handle tasks so your team can focus on customers.
See which accounts are using your product less each week, ranked by renewal value.
Use this templateStart each week with a brief for every customer call on the calendar.
Use this templateWhen a new account misses an onboarding milestone, its admin receives a follow-up.
Use this templateTwo weeks before each renewal, get contract details, usage, support history, and call summaries in one report.
Use this templateWhen an account outgrows its plan, Trig builds an expansion case and drafts the opening message.
Use this templateNext steps, risks, and new contacts from each call are written to the account record.
Use this templateAfter each customer call, a follow-up email with the agreed next steps is ready in your drafts.
Use this templateEach month, every account gets a summary of its goals and the results it has achieved.
Use this template
“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.”
An assignment turns your task into instructions for the agent, including the steps, custom skills, and tools needed to complete it.
Describe the task in plain language and what the finished work should contain, such as a meeting brief covering recent changes and open commitments.
Use filters to target customer groups or segments that update as new customers meet your criteria.
Select which team members or teams the assignment is for.
Review the information and systems agents can access and the actions they can take, from reading records to creating documents or updating the CRM.
Prepare for upcoming meetings and renewals, or respond when an account needs attention.
Prepare the week’s customer meeting briefs every Monday morning.
Assemble a renewal report two weeks before the contract renews.
Prepare a progress review when an onboarding account shows declining seat usage, or alert the owner when a champion leaves.
Agents do recurring account work. They prepare meeting briefs and renewal reports, draft follow-ups after calls, write call notes to the CRM, follow up with customers whose onboarding has stalled, and alert the account owner when a champion leaves. You choose the tasks and the accounts.
They follow the goal and limits you set for each assignment: what to produce, which accounts it covers, when it runs, and which tools it can use. Agents then work out the timing and content for each account. You review the assignment’s plan before it runs.
They take action. Agents create and update CRM records, log activity, draft and send outreach through your email provider, and alert the account owner when a person needs to step in. Each assignment can only do what your team has approved, and nothing runs until you’ve reviewed it.
Both. An assignment can run on a schedule, such as every Monday or two weeks before each renewal. It can also start when a condition is met, such as an account missing an onboarding milestone or usage dropping. Every run follows the assignment your team reviewed, and you can pause it at any time.
No. Agents only work within an assignment your team has reviewed and approved. For each one, you decide whether messages are left as drafts for your team to send or sent once you’ve approved the wording. Every message is logged, and you can pause the assignment at any time.
Many teams see their first signals within a few weeks, such as accounts at risk or customers whose onboarding has stalled. The effect of agent work usually becomes clear within 30 to 60 days, as assignments complete their first cycles.
Organize agent work around reps, teams, and customer groups—with the visibility to decide when and where people step in.
