Customer Intelligence

AI that retains and expands your customers

CRM, calls, support, usage, billing – unified into one living customer picture. Know who needs attention, why, and what to do next.

All Customers
AccountHealth
Ramp
Rampramp.com
96
Suggested: Expansion proposal
SnowflakeSalesforceAmplitude
Airbnb
Airbnbairbnb.com
91
Uber
Uberuber.com
62
Notion
Notionnotion.so
43
OpenAI
OpenAIopenai.com
88
5 accounts
How It Works

From scattered signals to
automated action

salesforce
gong
slack
hubspot
stripe
snowflake
jira
bigquery
gmail

Unified customer context

Connect CRM, calls, support tickets, usage data, and billing into one living customer picture. Every signal from every tool – synthesized automatically.

slack
gmail
microsoft365
salesforce
hubspot
jira
notion
github
linear
confluence
sheets
calendar
zoom
asana
stripe
90+
Churn riskNotion
ExpansionRamp
RenewalUber

Identify what matters

Coworker surfaces churn risks, expansion signals, and upcoming renewals across your entire book of business – prioritized by urgency and impact.

Call Sentiment
Usage Trends
Support Tickets
Renewal Dates
Revenue Data
Stakeholder Changes
sheets
QBR deck drafted
gmail
Follow-up email sent
slack
Alert posted to #accounts

Take action automatically

Coworker drafts QBR decks, sends follow-up emails, updates your CRM, and posts Slack alerts – ready for your approval before anything goes out.

Draft QBR deck for Ramp · CS
Send renewal follow-up to Notion · Sales
Post churn risk alert to #accounts · Slack
Update health scores in Salesforce · Ops
Coworker in Action

Customer intelligence
that works for you.

From post-call CRM updates to proactive churn outreach – Coworker handles the work that keeps your customers growing.

Integrations

Every customer signal, one platform

CRM, call recordings, support tickets, usage data, billing – Coworker connects to every tool in your CS stack and synthesizes the full picture automatically.

Slack
Salesforce
Jira
Google Drive
Notion
GitHub
HubSpot
Confluence
Gmail
Linear
Zoom
Figma
Stripe
Datadog
Asana
Slack
Salesforce
Jira
Google Drive
Notion
GitHub
HubSpot
Confluence
Gmail
Linear
Zoom
Figma
Stripe
Datadog
Asana
Google Calendar
Google Sheets
Google Meet
Snowflake
PagerDuty
ServiceNow
Workday
SAP
NetSuite
Microsoft 365
BigQuery
Amplitude
ADP
VS Code
Chrome
Google Calendar
Google Sheets
Google Meet
Snowflake
PagerDuty
ServiceNow
Workday
SAP
NetSuite
Microsoft 365
BigQuery
Amplitude
ADP
VS Code
Chrome

100+ OAuth connectors – no engineering required

Why Coworker

Built different from legacy
CS platforms

Traditional platforms organize CRM fields into dashboards. Coworker was built from the ground up with AI that reads, understands, and acts on every customer signal.

CoworkerAI-native
Signal Intelligence

Every signal, synthesized

Reads Slack threads, call transcripts, support tickets, CRM, usage, and billing — then uses natural language understanding to synthesize it all into one living customer picture.

NL understandingCross-source synthesisReal-time
Time to Value

Days to deploy, zero engineering

OAuth-connect your tools, and Coworker starts building customer intelligence immediately. No field mapping, no consultants, no multi-month implementations.

OAuth connectNo-codeValue in days
Agentic Automation

AI agents that work on your behalf

Agents draft QBR decks, send follow-up emails, post Slack alerts, and update your CRM autonomously — ready for your review before anything goes out.

Autonomous agentsDrafts deliverablesHuman-in-the-loop
Interface

Ask anything in plain English

Query your entire customer base conversationally. “Show me accounts with declining usage and an upcoming renewal.” No SQL, no filters, no training required.

Natural languageZero learning curveSelf-serve
Incumbent PlatformsLegacy
Signal Intelligence

Fragmented data silos

Imports structured CRM fields but can’t parse Slack conversations, understand call sentiment, or connect signals across tools. Critical context slips through the cracks.

Structured data onlyManual entrySiloed views
Time to Value

Months of implementation

Requires technical setup, field mapping, custom integrations, and often dedicated implementation consultants. 3–6 months before your team sees value.

3–6 month rolloutConsultants requiredEngineering lift
Agentic Automation

Dashboards that display data

Shows charts, scores, and lists — but every follow-up email, CRM update, and status report is still manual work on your plate.

View-only dashboardsManual follow-upNo automation
Interface

Heavy maintenance, rigid workflows

Requires technical teams to configure health score rules, build reports, and set up workflows. Every change means another request to ops.

SQL / config requiredAdmin dependencySteep learning curve
Trust & Security

Built to be enterprise-ready

Security, privacy, and compliance are not add-ons – they're foundational to every layer of the platform.

SOC 2 Type IIVia Secureframe
GDPREU data protection
CASA Tier 2Cloud app security

Permissions & Access Control

  • Role-based access controls (RBAC) with granular permission sets
  • Enterprise SSO via SAML 2.0 and OIDC
  • Multi-factor authentication enforced at every level
  • Scoped API keys with configurable rate limits

Security & Encryption

  • AES-256 encryption at rest, TLS 1.3 in transit
  • Zero-trust network architecture
  • Regular penetration testing by independent firms
  • Vulnerability disclosure and responsible patching

Privacy & Data Governance

  • Your data is never used to train models
  • Regional data residency – choose where data lives
  • Data retention policies and automated purge controls
  • Full data processing agreements (DPA) available

Scale & Reliability

  • 99.9% uptime SLA backed by enterprise agreements
  • Multi-region, multi-cloud infrastructure
  • Horizontal auto-scaling for peak workloads
  • Disaster recovery with <1hr RPO, <4hr RTO

Controls & Oversight

  • Human-in-the-loop approval gates for sensitive actions
  • Complete audit trails – every agent action logged
  • Real-time monitoring dashboards and alerting
  • Configurable guardrails, rate limits, and kill switches

Deployment Flexibility

  • Cloud, private cloud, or on-premise deployment
  • VPC peering and private endpoints supported
  • Air-gapped environments for regulated industries
  • Bring your own model (BYOM) support

FAQ

Frequently asked questions

Coworker includes a customer intelligence AI layer that monitors health scores, flags churn risk, and surfaces upsell signals automatically. It aggregates signals from Salesforce, Gong, Slack, Stripe, and other tools to give customer success teams a 360-degree view of every account in real time.

Coworker monitors engagement patterns, product usage, support ticket trends, communication sentiment, and CRM data across all connected tools. When signals indicate churn risk, it proactively alerts your CS team with context and suggested actions – before the customer has decided to leave.

Coworker integrates with Salesforce, HubSpot, Gong, Slack, Stripe, BigQuery, Snowflake, Jira, Gmail, and 100+ other tools. It unifies signals across your CRM, product analytics, communication, and support systems into a single health view.

Gainsight and ChurnZero are dedicated CS platforms that require significant setup and customization. Coworker connects in hours, not months, and goes beyond dashboards -- it automatically drafts QBR decks, sends renewal follow-ups, and posts churn alerts to Slack, taking action rather than just reporting. See our detailed comparisons: Coworker vs Gainsight (https://coworker.ai/coworker-gainsight) and Coworker vs ChurnZero (https://coworker.ai/coworker-churnzero).

Yes. Coworker can automatically draft QBR presentations, send renewal follow-ups, update health scores in Salesforce, post alerts to Slack, and create escalation tickets – all pending your CS team's approval before execution.

See what happens when AI knows your customers

Connect your tools. Get your first health scores in minutes.