Account Health
Catch Churn Before It Happens
AI agents monitor customer health scores, detect risk signals, and surface at-risk accounts — so your CS team acts before it is too late.
Featured Agents
Stop reacting to churn — start preventing it
Each agent handles a different part of account health monitoring — from health snapshots and churn detection to customer 360 profiles and internal signal tracking.
Customer Health Snapshots
Pull account data, conversations, tasks, and notes from Vitally to build a health snapshot for any customer in seconds.
Churn Risk Detection
Scan accounts for churn signals like stale conversations, overdue tasks, and missing engagement. Get follow-up tasks created automatically.
Health Dashboard in Notion
Build and maintain a customer health dashboard in Notion that flags at-risk accounts before renewal conversations.
Customer 360 Profiles
Build a complete customer profile from Attio with records, notes, call transcripts, and interactions for QBR prep.
How it works
Pick your monitoring style
Choose from health snapshots, churn risk scans, Notion dashboards, or customer 360 profiles.
Connect your tools
Link Vitally, Attio, Notion, Slack, or your other CS tools. Takes 2 minutes.
Stay ahead of churn
Agents scan accounts for risk signals, build health dashboards, and create follow-up tasks — automatically.
All account health agents
6 AI agents for customer health monitoring, churn detection, and account intelligence
Attio Customer 360 Builder
Build a complete customer profile from Attio. Pull records, notes, calls, transcripts, and schema to create a comprehensive account brief.
Customer Success Monitor
Monitor customer accounts for news, funding, layoffs, and leadership changes. Alert your CS team via Slack.
Vitally Customer Health Monitor
Pull account data, recent conversations, open tasks, and notes from Vitally to build a health snapshot for any customer.
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.
The AI-powered account health platform for customer success teams
Cotera replaces reactive firefighting with AI agents that continuously monitor customer health scores, detect churn risk signals, and surface at-risk accounts before renewal. Your CSMs spend less time pulling data and more time saving accounts.
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