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Cotera OS Reviews & Product Details

Cotera is the fastest way to build an AI agent. With Cotera, top teams (like Bilt Rewards, Coterie, Peloton, and Skims) are building AI agents and workflows, automating their complex, high-frequency tasks & processes, saving time and driving major gains on the balance sheet and with customer experiences. Create an agent by typing instructions like you would to a co-worker. Then give it access to hundreds of tools, and watch it work. With first-of-its-kind controls, you not only get an extremely EASY TO USE platform, but: - consistent results - can see what your agent did and why - can set cost controls on agents and processes

Seller

Cotera

Product Description

Cotera helps customer experience teams transform unstructured feedback into actionable insights through AI-powered analysis. Our platform automatically processes 100% of customer interactions to deliver comprehensive quality assurance, voice of customer analytics, competitive intelligence, and customer segmentation. Key capabilities: - Automated note-taking and QA evaluation for customer service teams - Real-time brand risk and safety issue detection - Customer lifecycle stage tracking and segmentation - Feature request extraction and prioritization - Implied CSAT analysis without surveys - Competitive intelligence from public customer feedback - Unified voice of customer analytics across all channels Teams using Cotera report up to 90% reduction in QA workload, 40% less time on administrative tasks, and complete coverage of customer interactions versus traditional 7-10% survey response rates.

Overview by

Ibby Syed

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Cotera OS Integrations

(3)

Integration information sourced from real user reviews.

Cotera OS Media

Make an AI agent just by writing to it (like a Notion doc or Slack message)

Toggle between different AI models. If you like the way Claude does X and ChatGPT does Y, then build your agents to use the right model.

Cotera OS Demo - Add agents to a dataset

Have your agent work across a data set (CSV, data warehouse table, etc) to handle tasks consistently, controllably, and at scale

Cotera OS Reviews (3)

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Taryn O.

CX Manager

Mid-Market (51-1000 emp.)

1/27/2025

"Game Changing Tool"

5/5

What do you like best about Cotera OS?

Cotera has been a game-changer for our organization, saving significant time and resources across multiple departments, not just CX. Its AI-driven data analysis is faster and more accurate than human efforts, enabling smarter, faster decisions. They are also able to support custom needs unique to our org. Using Cotera, we built a QA model from scratch (which integrated seamlessly into our CRM), eliminating the need for a costly third-party platform and streamlining our workflows.

Additionally, its sentiment analysis capabilities are exceptional. Cotera scans customer sentiment across various touchpoints, including external sites, providing invaluable insights to keep us proactive and customer-focused. Cotera is an essential tool for any business aiming to improve efficiency, accuracy, and customer understanding. Highly recommended. Review collected by and hosted on G2.com.

What do you dislike about Cotera OS?

Cotera’s performance is outstanding, and while the initial user interface for new features can feel a bit clinical, it quickly improves after a couple of refinement cycles. The adjustment phase is minor and doesn’t impact the tool’s functionality or results, which are always top-notch.

What stands out is Cotera’s responsiveness to feedback—any initial challenges are addressed quickly, ensuring the platform continues to deliver both powerful performance and a great user experience. Review collected by and hosted on G2.com.

What problems is Cotera OS solving and how is that benefiting you?

Cotera OS addresses two significant challenges for our team (amongst other things):

Understanding customer sentiment: Previously, we had to manually scour the internet, customer feedback, reviews, and NPS data to gauge customer sentiment—a time-consuming and fragmented process. Cotera solves this by generating comprehensive sentiment analysis across timelines and multiple sources, providing us with actionable insights in one place.

Efficient quality assurance: Manually reviewing CX tickets for QA was resource-intensive and limited the time we could spend on other priorities. Cotera’s AI automates this process by grading interactions against our criteria, saving leadership time and enabling us to provide more robust feedback. The seamless integration into our CRM further streamlines this process. Review collected by and hosted on G2.com.

SC

Sean C.

Co-founder

Mid-Market (51-1000 emp.)

2/25/2025

"Such a powerful tool"

4.5/5

What do you like best about Cotera OS?

I loved working with the Cotera team. The platform is great, but the team & customer support itself was phenomenal. Setup was easy and quick, they were able to unblock major initiatives for us, and we eventually grew to a bunch of different teams using it (me on the marketing side, plus our CX team and finance team). Review collected by and hosted on G2.com.

What do you dislike about Cotera OS?

It's not fully self-service...or at least, it wasn't when I was using it (maybe that's changed, I couldn't say...I was one of their early customers so they may have changed this as they grew). You get paired with a data scientist to help as you add in new features. Review collected by and hosted on G2.com.

What problems is Cotera OS solving and how is that benefiting you?

Cotera is primarily for CX teams, but we used it on the marketing side. They helped us with segmentation & personalization, they built us a recommendation engine, and then they were able to write in additional data into Braze (our marketing automation platform). This allowed us to use contextual data, like recent issues with the product / interactions with our CX team, to segment users + trigger and/or personalize messages. Review collected by and hosted on G2.com.

TF

Thatcher F.

Mid-Market (51-1000 emp.)

1/27/2025

"Awesome app!"

5/5

What do you like best about Cotera OS?

Cotera helped us solve a critical business problem for our operations team:

"How do we get customer insights from all our support volume."

By aggregating our data from several different sources, our whole company now has real time insights into inbounds, pain points, feature requests and more! Review collected by and hosted on G2.com.

What do you dislike about Cotera OS?

There were no downsides from our experience. Review collected by and hosted on G2.com.