An agent for
every account.
The agent-powered workspace built for account management and customer success.
- $1 per account
- ISO 42001
- SOC 2 Type 2
One workspace to manage, retain,
and grow every customer.
Coordinate people and agents across dedicated account management and scaled customer programs.
Trig agents handle account work so each rep can manage more customers without taking on more tasks.
Automate account monitoring and proactive intervention across your entire customer base.
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As your customer base grows, so does the work behind every relationship.
Trig puts agents to work on what each customer needs, so your team has more time for the conversations that help them succeed.
The work Trig does for you.
Review and edit ready-made templates, then deploy them in one click to put agents to work on your accounts.
Unblock stalled onboarding
When a new account misses an onboarding milestone, its admin receives a follow-up.
Use this templateFind at-risk accounts
See which accounts are using your product less each week, ranked by renewal value.
Use this templateBuild the case for expansion
When an account outgrows its plan, Trig builds an expansion case and drafts the opening message.
Use this templateDraft the follow-up with next steps
After each customer call, a follow-up email with the agreed next steps is ready in your drafts.
Use this templateUpdate the CRM with call notes
Next steps, risks, and new contacts from each call are written to the account record.
Use this templatePrep my customer meetings
Start each week with a brief for every customer call on the calendar.
Use this templateAssemble the renewal report
Two weeks before each renewal, get contract details, usage, support history, and call summaries in one report.
Use this templateSummarize the value delivered
Each month, every account gets a summary of its goals and the results it has achieved.
Use this templateConfirm executive sponsors before renewal
Find the renewals where no senior contact has replied in the last 60 days.
Use this templateAlert the owner when a champion leaves
The owner gets a Slack alert the day a champion leaves, along with the next person to contact.
Use this templateMeet the people you haven’t met
Find the key people your team has never met, with a meeting request drafted for each.
Use this templateDraft the renewal proposal
When a renewal reaches negotiation, a proposal based on your list pricing is ready to review.
Use this template
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.”
One platform.
End-to-end success.
- Trig Agents
Reach every customer.
Agents proactively monitor customers and act when needed, preparing your team for renewals and capturing expansion opportunities across every account.
- Control Panel
Organize and direct the work.
Organize agent work around reps, teams, and customer groups—with the visibility to decide when and where people step in.
- Context Engine
Learn what drives results.
Trig tracks customer value over time, and learns from every outcome. So the more your team uses Trig, the better it gets at driving results.
- Integrations
Connect Trig to your existing tools.
Completed work arrives in the tools your team already uses, where it’s needed.
Monitoring from $1 per account.
Keep a pulse on every account, with weekly or daily monitoring that helps agents spot changes and act when needed.
- Weekly$1per account/month
Keep your whole customer base in view with a weekly check on each account.
- Daily$10per account/month
Follow high-value accounts more closely with a daily check, so changes surface sooner.
Account monitoring fees only. AI capabilities are charged separately.
Works where you work.
New tools and data sources connect on demand through MCP, so there’s no integration lift or waiting for a missing connection.
Enterprise-grade security, built in.
Every action Trig Agents take is controlled at the code level, so they can only ever access data you’ve authorized.
Fully accredited.
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.
Infrastructure isolation.
All operations run within Trig’s AWS infrastructure. Customer data is never sent to external AI providers, and prompts and responses are never used to train foundation models.
Controlled AI execution.
Trig cannot access data, invoke tools, or take action without explicit approval. It requests specific information about specific accounts, and the system can only provide exactly what has been requested.
- ISO 42001
- SOC 2 Type 2
- GDPR Ready
- SSO & SAML
We do the setup for you.
Our team will help you connect your data and build your first assignment.
- 01
Map your systems.
Tell us where your team keeps customer information.
- 02
Connect your data.
Authorize access to the systems you need for customer work.
- 03
Build your first assignment.
Set up a real task with us and learn how to create the next one.
Frequently asked questions.
What is Trig?
Trig is an agent-powered workspace for account management and customer success. AI agents monitor every account, find risks and opportunities, do the account work in the tools you already use, and measure the results. Your team decides what the agents work on and reviews the work.
Who is Trig for?
Trig is for B2B revenue leaders, account management teams, and customer success teams that look after hundreds or thousands of accounts. It also suits revenue operations teams that want to improve how post-sales work gets done.
How is Trig different from a customer success platform?
A customer success platform gives your team dashboards, health scores, and workflows, and your team does the work. In Trig, AI agents do the work: they find the risks and opportunities, act on them in your existing tools within the limits your team sets, and measure whether each assignment worked.
Can we manage more accounts without hiring more people?
Yes. That is what Trig is built for. Agents prepare briefs, draft follow-ups, update the CRM, and flag the accounts that need a person, so each rep can look after more customers. Monitoring covers every account, including those without an assigned owner.
Should we build our own AI for customer success, or buy?
Building means connecting your data, matching customer records across tools, giving agents safe access to your systems, and measuring what works—and keeping it all running. Trig does those parts for you, and our team sets it up with you in a few weeks. Most teams start with one task to see the results before going further.
Does Trig replace my existing tools?
No. Trig works through the systems you already use. When it sends an email, it uses your email provider. When it updates a record, it updates your CRM.
How much does Trig cost?
Standard starts at $250 per month for up to 500 accounts monitored weekly, unlimited seats, and 10,000 AI credits ($100) included once when you start. Additional accounts cost $1 each per month, and daily monitoring adds $9 per selected account per month. Buy more AI credits as needed. The first three months are paid upfront ($750 for the base plan), then billing is monthly.
How does Trig keep our customer data safe?
Trig uses your data only for your own workspace. Everything runs in Trig’s AWS infrastructure, customer data is never sent to outside AI providers, and prompts and responses are never used to train AI models. Trig is ISO 42001 certified, SOC 2 Type 2 compliant, GDPR ready, and supports SSO and SAML.