Inputs · pulling data in from everywhere your customers are
01
Connect to your tools
The systems we plug into
CRMs
HubSpot Salesforce
Data warehouses
Snowflake BigQuery Databricks
Product analytics
Segment Amplitude Mixpanel
Messaging & other
Slack Shopify Third-party connectors Custom data feeds
02
Bring the data in
Pulling, listening, capturing in real time
Live capture
Live event capture Real-time event stream Event buffer
Scheduled syncs
CRM sync Data warehouse sync Bulk product-data imports
Smart processing
Per-customer enrichment Field mapping Deduplication Identity matching
03
Your knowledge, ready for AI
Docs, playbooks & product info the agent can use
Bring it in
Document upload Live knowledge sources Auto-refresh
Make it searchable
Smart indexing Meaning-based search Context retrieval Relevance ranking
Use it
Grounded AI answers Cited sources
The core · one unified picture of every customer
04
One unified customer picture
Every person, every account, every action — stitched together and kept private to your workspace
People & contacts
Accounts & organizations
Who works where
Custom fields per person
Custom fields per account
Custom record types
Every action they take
Daily / weekly activity rollups
Cross-system identity matching
Change history
Email events (open, click)
Notes & manual updates
Lifecycle stage per account
Private to your workspace
Always queryable
Intelligence · turning data into things you can act on
05
Customer journey tracking
Where every account is & how healthy they are
The journey
Lifecycle stages Key milestones Customer goals Stage progression
Health views
Stage dashboards Red / amber / green status Revenue at risk Upsell opportunity
06
Signals — spot what matters
Automated alerts when an account behaves unusually
What we watch
Activity dropped Activity spiking Activity declining Activity gone entirely
Account health alerts
Champion emerged Champion stalled Stage stalled Goal slow Goal never started Goal flying through Campaign engagement drop
How we know
Compared to typical accounts Historical trends Daily snapshots
07
Audiences & segmentation
Slice and dice your customers any way you want
Build audiences
Audience builder Custom filters Combine any field Save & reuse
Targeting
Use in campaigns Use in signals Audience analytics Population comparisons
Act · the agent, the workflows, the channels
08
The Trig AI agent
An AI teammate that knows your customers and can take action
Where you talk to it
Slack concierge In-app chat AI canvas workspace
Specialist sub-agents
Campaign expert Insights expert Account expert Audience expert Setup guide General-purpose
What it can do
Create & edit campaigns Build audiences Investigate accounts Surface signals Answer with your docs Run custom analysis Schedule recurring work Connect new tools
How it works
Action toolkit Third-party tool bridge Conversation memory Cited sources Multiple AI models
09
Campaigns & workflows
Multi-step programs that move customers along the journey
Types of programs
Marketing campaigns Behavior funnels Onboarding flows Re-engagement Referral programs Renewal plays
How they run
Step-by-step logic Conditional branching Time delays & waits Auto-entry & exit High-volume processing
What you see
Live status per member Performance stats Plain-English summaries A/B variants
10
Reach customers anywhere
The channels we actually do things through
Send
Email Scheduled email Slack message Team notification
Update systems
Update CRM record Update customer profile Trigger external system Webhook out
Reward & engage
Send incentive Shopify rewards Track redemption
AI-powered
AI health summary AI-personalized content AI follow-ups
11
Where your team works
Every screen your team uses, day to day
Daily views
Home dashboard Signals inbox Account & people pages Customer lifecycle view
Build & manage
Campaigns & workflows Audience builder Rewards / incentives Settings & integrations
AI surfaces
In-app AI assistant AI canvas workspace Slack assistant AI-rendered charts & tables
Admin
Teammates & permissions Support impersonation Activity logs
Platform foundation · the plumbing that makes it all work
12
Platform foundation
How we process work
Background job queues Scheduled tasks Real-time messaging High-volume event storage Event streaming Per-customer queues AI model hosting
Security & data isolation
Strict per-customer isolation Two-factor authentication Google single sign-on Secure third-party connections Controlled feature rollout Activity logs Admin support tools
Monitoring & reliability
Live performance metrics Per-area dashboards Automatic alerting Error tracking Request tracing Health checks
How we build & ship
Consistent local environments Cloud deployment Type-safe APIs Automated testing Per-change preview environments Continuous delivery
