Customer Success
AI Agents That Keep Customers Happy
Monitor account health, catch churn risks early, and find expansion opportunities—all automatically.
Customer Success Prompts
Ready-to-use prompt templates for customer-success workflows
Attio Customer 360 Builder
Build a complete customer profile from Attio. Pull records, notes, calls, transcripts, and schema to create a comprehensive account brief.
Calendly Follow-Up Automator
Draft personalized follow-up messages after Calendly meetings. Pull invitee data and post follow-up drafts to Slack.
Customer Success Monitor
Monitor customer accounts for news, funding, layoffs, and leadership changes. Alert your CS team via Slack.
Shopify + HubSpot Customer Sync
Sync Shopify customer data into HubSpot automatically. Match customers, update contacts with order history and lifetime value, and flag mismatches.
Customer Feedback Analyzer
Aggregate and analyze customer feedback from reviews, support tickets, and social media. Identify themes and generate voice-of-customer reports.
Vitally Customer Health Monitor
Pull account data, recent conversations, open tasks, and notes from Vitally to build a health snapshot for any customer.
Vitally Account Onboarding Tracker
Track onboarding progress for new accounts by pulling projects, tasks, and milestones from Vitally.
Vitally NPS Follow-Up Automator
Log NPS responses and automatically create follow-up tasks and notes for detractors and promoters.
Vitally Churn Risk Detector
Scan Vitally accounts for churn signals like stale conversations, overdue tasks, and missing engagement, then create follow-up tasks.
Slack Customer Mention Tracker
Find every mention of a customer account across your Slack channels. Get a consolidated view of what your team has said about any account.
Notion Customer Health Dashboard
Build and update a customer health dashboard in Notion that pulls from your workspace context and flags at-risk accounts before renewal.
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