Customer Engagement
Never Miss a Follow-Up Again
AI agents automate NPS follow-ups, track onboarding milestones, and draft post-meeting messages — so every customer feels attended to.
Featured Agents
Turn every touchpoint into a relationship builder
Each agent handles a different part of customer engagement — from NPS follow-ups and onboarding tracking to feedback analysis and post-meeting outreach.
NPS Follow-Up Automation
Log NPS responses and automatically create follow-up tasks for detractors and promoters. Never let a score go unaddressed.
Post-Meeting Follow-Ups
Draft personalized follow-up messages after every Calendly meeting. Get drafts posted to Slack for quick review and sending.
Feedback Analysis
Aggregate feedback from reviews, support tickets, and social media. Identify themes and generate voice-of-customer reports for your product team.
Onboarding Progress Tracking
Track onboarding milestones, overdue tasks, and accounts falling behind their timeline — all pulled from Vitally automatically.
How it works
Pick your workflow
Choose from NPS follow-ups, onboarding tracking, feedback analysis, or post-meeting outreach.
Connect your tools
Link Vitally, Calendly, Slack, HubSpot, Shopify, or your other CS tools. Takes 2 minutes.
Engage on autopilot
Agents draft follow-ups, track onboarding, analyze feedback, and sync customer data — automatically.
All customer engagement agents
5 AI agents for NPS automation, onboarding tracking, and customer follow-ups
Calendly Follow-Up Automator
Draft personalized follow-up messages after Calendly meetings. Pull invitee data and post follow-up drafts to 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 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.
The AI-powered engagement platform for customer success teams
Cotera automates the engagement workflows that keep customers happy — NPS follow-ups, onboarding milestone tracking, post-meeting outreach, and feedback analysis. Your CSMs stay on top of every account without the manual busywork.
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