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Trial Activation Agent

Sends tailored activation steps based on signup source and persona — continuously, in your systems, in your tone.

Trial Activation Agent

Sends tailored activation steps based on signup source and persona — and triggers again on inactivity so trials don't just expire unused.

Email & RetentionTrialActivation

Email & Retention

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Ideal forB2B SaaS companies with recurring revenue

The problem

What this agent takes off your plate

In SaaS, sends tailored activation steps based on signup source and persona — and triggers again on inactivity so trials don't just expire unused — but doing it manually does not scale. Trial Activation is the kind of work that piles up when nobody has dedicated time for it. Context is scattered, SLAs slip, and your team ends up on repeat work instead of the decisions that matter.

  • Sends tailored activation steps based on signup source and persona
  • and triggers again on inactivity so trials don't just expire unused.
  • Trial handled automatically against your rules
  • Activation handled automatically against your rules

How it works

End-to-end workflow

Trial Activation connects to Trial, Activation, Klaviyo and your email & retention stack. It reads your rules, brand voice and live data — then sends tailored activation steps based on signup source and persona — and triggers again on inactivity so trials don't just expire unused. Exceptions land with your team; everything else runs without another dashboard to check.

Running agent
Work arrivesTrial · trigger fired
Trial Activation processesActivation · rules applied
Validate outputQuality · policy check
Write backSystems updated · team notified
ExceptionHuman review when needed
Runs continuously in the background

Why this agent

Sends tailored activation steps based on signup source and persona — and triggers again on inactivity so trials don't just expire unused.

Outcomes

  • Trial Activation runs without manual handoffs
  • B2B SaaS companies spends less time on repeat work
  • Consistent output every time — not when someone gets to it
  • Full trace in your existing systems

Connects to

  • Trial
  • Activation
  • Klaviyo
  • Shopify
  • Recharge
  • Postscript

Writes back

  • Trial
  • Activation
  • Automated actions
  • Drafts & summaries
  • Trial
  • Activation
Owned outputs from your own data

Turn tangled operations into clean, owned automation.

187N reads your tickets, orders and brand rules — then runs the work across every department and writes back to the tools you already use. Your team keeps the exceptions; the agents take the rest.

Speak to an operator in your industry — within 24 hours.

See how 187N turns your operation's manual work into owned, running automation.

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