Build business agents with connected tools data and evaluation workflows
Cotera is a platform for creating business AI agents that use connected applications and datasets. Its assistant, Coco, helps translate a workflow request into an agent configuration. Teams can then inspect instructions, tools, evaluations and history rather than relying only on a conversational demonstration.
The official site lists integrations across customer support, sales, operations and marketing. Examples include Salesforce, HubSpot, Zendesk, Intercom, Slack, Notion and Shopify. Read and write capabilities make permissions important: an agent that can change a record needs a different review process from one that only summarizes information. Cotera also supports custom HTTP API integrations. The company explicitly states that it does not ship MCP, so MCP support should not be inferred from the broader agent-tooling description.
The editor brings together instructions, selected tools and datasets, with evaluations and execution history to help refine behavior. Scheduling and publishing support repeatable workflows once the agent has been tested. A useful evaluation includes incomplete records, ambiguous requests and failed tool calls as well as the ideal path. Those tests help identify when an agent should stop, request clarification or leave a task for a person.
The pricing page advertises an introductory credit allocation, followed by usage-based and team-oriented options. Higher tiers include capabilities such as warehouse connections, additional seats and enterprise controls. Current paid amounts should be confirmed because the retrieved pricing presentation did not provide a reliable readable amount for every tier. Start with a narrow workflow, track credit use and review any actions taken in connected systems. Cotera can reduce repeated operational steps, but effective automation still depends on accurate source records, carefully scoped permissions and maintained instructions.
