Trig - 2026 Pricing, Features, Reviews & Alternatives

Trig is a cloud-based AI agent platform built for B2B SaaS and technology companies managing post-sales customer success and account management functions. The platform connects CRM, product, support, and billing data through a Context Engine that assembles a unified, living account profile for every customer. From this foundation, Trig tracks customer lifecycle stage progression against defined health objectives, surfaces early warning signals for accounts requiring attention, and executes automated interventions through AI agents and campaign workflows, all without requiring proportional headcount increases.

The platform operates on an orchestrator-worker agent architecture. A central AI agent breaks down goals, delegates tasks to specialist sub-agents covering campaigns, insights, accounts, and audiences, and synthesizes results. Customer success managers interact with this agent system through a Slack bot or an AI canvas workspace. The agent can create and edit campaigns, build audience segments, investigate individual accounts, surface signals, run custom analyses, schedule recurring work, and connect new tools via third-party integrations and MCP (Model Context Protocol) support. Workflow automation includes onboarding flows, re-engagement plays, renewal campaigns, referral programs, and behavior funnels, all configurable with conditional branching, time delays, and auto-entry and exit logic. Journey builder tooling supports the design and management of multi-step customer journeys, while audience targeting and segmentation enable population-level comparisons.

Trig targets revenue leaders and customer success managers who oversee large books of accounts. By automating lower-value, repetitive tasks and enabling a single customer success manager to direct multiple AI agents working across an entire account book simultaneously, the platform shifts customer success operations from reactive to proactive. Intervention impact tracking and completion rate measurement provide data to support continuous improvement of outreach strategies over time.