What is Cotera?
Cotera is the AI platform designed to transform static business data into intelligent, automated operations. It solves the critical limitation of traditional conversational AI—which only provides answers—by enabling you to build and deploy powerful AI agents that actively monitor, analyze, and execute tasks across your business systems. Built for business leaders and operational teams, Cotera allows you to create sophisticated, scalable automation without requiring complex engineering or custom code.
Key Features
Cotera moves beyond simple insights to deliver tangible outcomes by integrating intelligence directly into your workflow.
🤖 Deploy Action-Oriented Agents
Unlike chatbots that require manual intervention (copy-pasting), Cotera agents handle the full automation loop: pulling data, applying complex business logic, making decisions, and taking concrete actions in external tools. This means your agents don't just analyze customer feedback; they can automatically trigger a campaign, update a CRM record, or route a ticket.
✍️ Agent Creation in Plain English
Build your first intelligent agent in minutes simply by typing out instructions—no flowcharts, complex if-then logic, or coding required. The platform features an intuitive, human-centric editor that allows non-technical users to define sophisticated agent behavior, giving the AI access to tools and context needed to perform complex operational tasks reliably.
☁️ Work Directly with Existing Data Infrastructure
Cotera connects directly to your existing data warehouse, transforming your business data (customer records, logs, transactions) into the foundation for AI-powered automation without requiring data movement. This approach maximizes security, maintains data governance, and ensures agents always operate on the most current, accurate information.
🧩 Flexible Intelligence Architecture
Customize how intelligence is applied to your datasets using specialized column types. You can define Agent columns for AI analysis and categorization, Formula columns for complex calculations, Taxonomy columns for standardized content organization, and Tool columns to connect and trigger actions in external business systems.
Use Cases
Cotera agents are designed to replace repetitive, high-volume manual processes with adaptive, intelligent automation, significantly increasing operational efficiency across key business functions.
1. Enhanced Customer Service Automation (CX)
Instead of relying on human analysts to sift through support tickets, agents automatically extract key themes, sentiment, and intent from support tickets, surveys, and social media. This enables Smart Ticket Routing to ensure requests reach the right expert immediately and powers Response Quality Assurance by reviewing agent responses for tone, accuracy, and completeness before they are sent to the customer.
2. Proactive Customer Health Monitoring
Use Cotera agents to continuously monitor customer behavior and system logs. The agents proactively identify emerging issues or at-risk customers by processing millions of records, automatically triggering outreach campaigns or creating alerts for the sales and success teams. This transforms reactive support into proactive issue resolution, significantly reducing churn.
3. Knowledge Base Optimization
Agents can analyze common support queries and identify gaps in existing documentation. Rather than waiting for manual audits, the agent can automatically update or draft new help articles based on the recurring themes and questions identified in the support data, ensuring your knowledge base remains current and effective.
Conclusion
Cotera provides the missing link between powerful AI analysis and meaningful business action. By turning your existing data into an intelligent workspace, you gain the ability to automate complex processes, scale human decision-making, and achieve measurable operational improvements. Stop being the middle layer between AI and your tools.
Explore how Cotera can transform your data into dynamic, automated operations today.





