Finally, an AI strategy that works.
Build AI Agents That Don't Need Babysitting
Stop copy-pasting between ChatGPT and your tools. Build agents that monitor, analyze, and act—automatically.
Build your first agent in minutes just by typing out instructions (no complex engineering required).
Trusted by leading teams
Use Cases
ChatGPT gives you answers.
Cotera gives you outcomes.
Build agents that don't just analyze your pipeline—they take action on it.
Lead Qualification & Scoring
Automatically score and prioritize leads based on engagement, fit, and buying signals from multiple sources
Meeting Preparation Intelligence
Research prospects and compile personalized meeting briefs with company insights and conversation starters
Pipeline Health Monitoring
Track deal progress and automatically alert reps about at-risk opportunities or next best actions
Smart Follow-up Sequences
Send personalized follow-up messages based on prospect behavior and interaction history
Competitive Intelligence
Monitor competitor pricing, features, and announcements to keep sales teams informed and competitive
Proposal Personalization
Generate customized sales materials and proposals based on prospect pain points and use cases
Smarter Than Workflows.
Easier Than Code.
No flowcharts. No if-then logic. Just tell your agent what to do in plain English.
How to handle an order status request
First, use the Lookup Customer tool to find the Customer. Once you've found them, you can use the Lookup Order tool to see their latest orders.
Give them the tracking link from the order information and explain the status of the order to them.
Refund policy
Follow the Refund Policy carefully.
When in doubt, reach out to John Smith for guidance.
Output
Examples
• Provide tracking links to customers
• Issue refunds according to a refund policy where appropriate
• Escalate issues to customer support when necessary
Stop Being AI's Assistant
You shouldn't be the one copy-pasting outputs and updating spreadsheets.
With Cotera, your agents handle the full loop: pull data, analyze it, take action, and deliver results where your team needs them. You set the direction. They do the work.
Trusted by Fast Growing Startups
"This is very exciting and will be a really big tool for our whole company... The amount of contracts I've had to break in the past few weeks [with competitors] have been sad, sad conversations."
Thatcher Foster
VP, Client Solutions, Bilt
200+
Hours Saved / month
FAQs
Cotera is for people who think busywork is boring
Build your first agent in minutes with no complex engineering, just typing out instructions.