Customer Journey & Onboarding Agent
Stop missing onboarding risks and expansion opportunities. Get a unified view of where customers are in their journey from signup to expansion, with actionable interventions for every stage.
Track journey with update records in and alert via
Unified Journey Visibility
Maps customers across signup, activation, onboarding, adoption, and expansion stages with real data
Risk & Opportunity Detection
Identifies stalled onboarding, churn risks, and upsell opportunities before they impact revenue
Actionable Interventions
Provides specific recommendations for proactive outreach and account management strategies
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
WHAT ARE YOU WAITING FOR?
Ready to build?
Stop duct-taping tools.
Stop writing playbooks no one follows.
Start building agents that actually do the work—and do it well.
Cotera: For people who think busywork is boring.
"This is the best product ever when it comes to shipping. Ten on ten recommended. I just can't wait to see what happens with this product."
Rebecca Blount
Director, Customer Success