Customer Lookup
Full Customer Context in Seconds
AI agents pull order history, account health, and key details from your tools — so support agents never ask customers to repeat themselves.
Featured Agents
Stop toggling between tabs to find customer info
Each agent gives you a different view of the customer — from Shopify order history and product catalog details to Vitally health scores and account context.
Shopify Customer 360
Get a complete customer profile from Shopify in seconds. See order history, total spend, addresses, and recent activity all in one place.
Vitally Customer 360
Pull a complete profile from Vitally including health scores, conversations, tasks, and projects. Spot risks before they become churn.
Product Catalog Lookup
Answer customer product questions instantly. Search the catalog, pull pricing and availability, and respond without opening Shopify admin.
How it works
Pick your lookup agent
Choose from Shopify customer profiles, Vitally account views, or product catalog search.
Connect your tools
Link Shopify, Vitally, or other customer data sources. Takes under 5 minutes.
Instant customer context
Agents pull the full customer picture in seconds — order history, account health, and product details ready when you need them.
All customer lookup agents
3 AI agents for customer profiles, account context, and product catalog search
Shopify Customer 360 View
Get a complete customer profile from Shopify in seconds. See order history, total spend, addresses, and recent activity all in one place.
Shopify Product Catalog Lookup
Answer customer product questions instantly. Search the catalog, pull pricing and availability, and respond without opening Shopify admin.
Vitally Customer 360 View
Pull a complete customer profile from Vitally including account details, users, notes, conversations, tasks, and projects.
The AI-powered customer lookup platform for support teams
Cotera gives support agents a complete customer view without switching tools. AI agents pull order history, lifetime spend, account health scores, and product details from Shopify and Vitally in seconds. No more toggling between tabs or asking customers to repeat information they already gave you.
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