Cotera
Cotera is a New York-based AI agent platform that lets sales, marketing, customer success, support, and operations teams build autonomous workflow automations in plain English via its Coco copilot, with 200+ hand-built integrations across major SaaS tools.
- Company typePrivate
- Founded2021
- HeadquartersNew York, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What Cotera does
Cotera, Inc. is a New York-based AI agent platform founded in 2021 that enables business teams to build and deploy autonomous workflow agents using a natural language interface. The platform centers on a visual agent editor paired with a copilot named Coco, which converts plain English task descriptions into executable, scheduled agents that read from connected datasets and write structured outputs back into operational tools. Cotera differentiates architecturally by maintaining 200+ hand-built, battle-tested first-party integrations across CRMs (Salesforce, HubSpot, Attio, Pipedrive), customer support (Zendesk, Intercom, Kustomer, Dixa), data warehouses (Snowflake, BigQuery, PostgreSQL), marketing automation (Klaviyo, Iterable, Apollo, HeyReach), e-commerce (Shopify), and project management (Linear, Jira, Notion, Airtable) rather than relying on MCP. The platform also ingests conversation intelligence (Gong, Fireflies) and supports any HTTP API, positioning it as a horizontal automation layer for sales, marketing, customer success, support, and operations teams.
The product suite is organized into team-specific modules (Sales Agents, Marketing Agents, Customer Success Agents, Support Agents, Operations Agents) plus shared infrastructure for datasets and tool access. Cotera operates a product-led growth go-to-market motion with a freemium self-serve sign-up at app.cotera.co/signup and a dedicated Enterprise tier for larger deployments. Public customer logos include Bilt, Peloton, OpenSea, SKIMS, Coterie, Olipop, Relias, Newforma, Kiva, Microblink, Directo, Omni, and Kilo Code, and the company reports 512 million tasks automated across its customer base. Revenue mechanics are anchored on recurring subscription access, though specific pricing tiers are not publicly disclosed; the company is privately held with $500K in disclosed seed funding from Y Combinator (March 2022) and a team reported at 1–10 employees.
Cotera firmographics
Firmographics- Name
- Cotera
- Legal name
- Cotera, Inc.
- Website
- https://cotera.co
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Cotera is a New York-based AI agent platform that lets sales, marketing, customer success, support, and operations teams build autonomous workflow automations in plain English via its Coco copilot, with 200+ hand-built integrations across major SaaS tools.
- Ownership category
- akta.pro rank
Cotera industry classification
Industry- Product category
- AI Agent Platform
- NAICS
- Software Publishers (513210)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Work Management & Collaboration Suites (BPAMAMAG)
Keywords
Where Cotera is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Markets served
Cotera business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations
Revenue model
- Subscription/Platform Access: Cotera offers a platform subscription model with free sign-up and trial options. The platform provides access to AI agents, integrations, and agent-building tools. Pricing appears to follow a subscription model based on usage tiers, with billing options including monthly and annual plans.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Monthly | Free tier with basic access |
| Subscription | Annual | Enterprise pricing |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Cotera product offering
Product offeringCore offering
Cotera is an AI agent platform that allows business teams to build and deploy autonomous agents by describing tasks in plain English to its Coco copilot. The platform converts natural language descriptions into agents that run on schedule, integrate with 200+ hand-built tools across CRMs, support, marketing, ad, and data warehouse systems, and report results back. It targets Sales, Marketing, Customer Success, Support, and Operations use cases with a freemium self-serve entry and an enterprise tier.
Product overview
Cotera is a unified AI agent platform built around autonomous agents that know your business. The platform comprises the core Cotera AI Agents Platform, featuring an integrated copilot named Coco, paired with team-specific agent modules (Sales, Marketing, Support, Customer Success, and Operations), a Datasets layer for connecting data warehouses, and a curated Tools library of 200+ hand-built native integrations. Users build agents by describing tasks in plain English to Coco, who converts these into executable agents that read from connected data and write results back to existing tools like Salesforce, HubSpot, Zendesk, and Slack.
Differentiator
Problem solved
Functional benefit
Brands
- Coco: AI assistant that converts natural language descriptions into functional agents
Products and services
- Cotera AI Agents Platform A no-code AI agent platform that enables Sales, Marketing, Customer Success, Support, and Operations teams to build and deploy autonomous agents by describing tasks in plain English. The platform combines a visual agent editor, the Coco natural language copilot, 200+ hand-built integration tools, dataset connectivity, and collaborative Teamspaces to automate repetitive research, follow-ups, monitoring, and cross-tool data synchronization.
Companies that use Cotera
Customer profileNamed customers13 records
Segments4 records
Ideal customer profiles2 records
Cotera technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration29 records
AI capability5 records
Feature4 records
Cotera partnerships and signals
Strategic signalScale indicators3 records
Recent moves5 records
Expansion highlights5 records
Cotera competitors and assessment
Company assessmentDirect peers
- Relevance AI: Relevance AI is an AI agent platform for sales and marketing teams, offering no-code agent builders with integrations into CRMs and data sources — directly comparable to Cotera's positioning and target buyer.
- Make: Make (formerly Integromat) is a visual workflow automation platform. Cotera explicitly compares against Make as part of the workflow-builder replacement category.
- Bardeen: Bardeen is a no-code AI automation platform focused on data extraction, prospecting, and workflow automation across browser-based SaaS apps — overlapping with Cotera's sales and operations automation use cases.
- Zapier: Zapier is the incumbent no-code workflow automation platform connecting thousands of SaaS apps. Cotera explicitly positions against Zapier in its comparison content and targets the same automation buyer across sales, marketing, and operations teams.
- n8n: n8n is a source-available workflow automation platform competing in the same agent/automation category as Cotera. Both serve technical and business users building multi-step automations across SaaS tools.
- Apollo: Apollo is a sales intelligence and engagement platform that Cotera both integrates with and competes against on lead research and enrichment. Cotera lists Apollo as a comparison competitor.
- Clay: Clay is an AI-powered data enrichment and outbound platform used heavily by sales teams. Cotera lists Clay as a direct competitor and overlaps heavily on lead research, enrichment, and AI-driven sales workflows.
- Lindy AI: Lindy lets users build AI assistants/agents in plain English for sales, support, and operations workflows. Closely mirrors Cotera's plain-English agent-building approach and horizontal team focus.
- LangChain: LangChain is a developer framework for building LLM-powered agents and applications. Cotera explicitly references LangChain as a comparison point, positioning its no-code editor against code-based agent frameworks.
Broad incumbents
- ZoomInfo: ZoomInfo is a broad incumbent in sales intelligence, data, and go-to-market automation. Cotera references ZoomInfo as a comparison competitor for sales-research and prospecting agent use cases.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
Cotera social profiles
Digital presenceCotera financial estimates
Financial estimateRevenue estimate
Valuation estimate
Cotera leadership team
Management profileNumber of profiles
Cotera funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Cotera M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Cotera
What does Cotera do?
Cotera is an AI agent platform that allows business teams to build and deploy autonomous agents by describing tasks in plain English to its Coco copilot. The platform converts natural language descriptions into agents that run on schedule, integrate with 200+ hand-built tools across CRMs, support, marketing, ad, and data warehouse systems, and report results back. It targets Sales, Marketing, Customer Success, Support, and Operations use cases with a freemium self-serve entry and an enterprise tier.
Is Cotera a public or private company?
Cotera is a private company. It is classified as venture growth investor backed and is currently operating.
When was Cotera founded?
Cotera was founded in 2021. It employs 1 to 10 people.
Where is Cotera based?
Cotera is headquartered in New York, United States, in the North America region.
How does Cotera make money?
One revenue line is on record: subscription/Platform Access.
Who are Cotera's main competitors?
Direct peers on record are Relevance AI, Make, Bardeen, Zapier, n8n, Apollo, Clay, Lindy AI and LangChain. ZoomInfo is listed as a broad incumbent.
Does Cotera have an API?
No public API is recorded for Cotera.
What industry is Cotera in?
Cotera's product category is AI Agent Platform. Its primary akta.pro industry code is BPAMAMAG, Work Management & Collaboration Suites. Its NAICS code is 513210 and its SIC code is 7372.