Agents that grow your customer revenue.
Agents that grow your customer revenue.
Coworker unifies customer context, prioritizes opportunities, and automates next steps across Salesforce, Slack, Gong and 40+ apps
Customer Accounts
Manage and prioritize accounts
Tables
Prioritize and take action on customers at scale
Tables
Prioritize and take action on customers at scale
Teams that love their Coworker:
Context
How Coworker transforms Customer success.
From scattered data to clear action plans.
Complete Customer Context
Automated Meeting Actions
Automated Opportunity Signals
Unified Data Sources
Complete Customer Context
All customer signals, unified in one intelligent view.
One view. Every customer.
Get comprehensive customer insights from Salesforce, Gong, Slack, Gmail, and usage data in seconds—no more switching between 8+ systems.
Instant AI-powered customer health
Ask "What's the health of my top accounts?" and receive AI-powered analysis with full context, not surface-level summaries. Access customer health scores, contract renewal dates, and support tickets instantly.
1/4
Complete Customer Context
Complete Customer Context
All customer signals, unified in one intelligent view.
One view. Every customer.
Get comprehensive customer insights from Salesforce, Gong, Slack, Gmail, and usage data in seconds—no more switching between 8+ systems.
Instant AI-powered customer health
Ask "What's the health of my top accounts?" and receive AI-powered analysis with full context, not surface-level summaries. Access customer health scores, contract renewal dates, and support tickets instantly.
1/4
Complete Customer Context
Complete Customer Context
All customer signals, unified in one intelligent view.
One view. Every customer.
Get comprehensive customer insights from Salesforce, Gong, Slack, Gmail, and usage data in seconds—no more switching between 8+ systems.
Instant AI-powered customer health
Ask "What's the health of my top accounts?" and receive AI-powered analysis with full context, not surface-level summaries. Access customer health scores, contract renewal dates, and support tickets instantly.
1/4
Complete Customer Context
Complete Customer Context
All customer signals, unified in one intelligent view.
One view. Every customer.
Get comprehensive customer insights from Salesforce, Gong, Slack, Gmail, and usage data in seconds—no more switching between 8+ systems.
Instant AI-powered customer health
Ask "What's the health of my top accounts?" and receive AI-powered analysis with full context, not surface-level summaries. Access customer health scores, contract renewal dates, and support tickets instantly.
1/4
Complete Customer Context
Complete Customer Context
All customer signals, unified in one intelligent view.
One view. Every customer.
Get comprehensive customer insights from Salesforce, Gong, Slack, Gmail, and usage data in seconds—no more switching between 8+ systems.
Instant AI-powered customer health
Ask "What's the health of my top accounts?" and receive AI-powered analysis with full context, not surface-level summaries. Access customer health scores, contract renewal dates, and support tickets instantly.
Context
AI-First Customer Success
Stop searching. Start succeeding.
Traditional CSPs force you to hunt for insights across disconnected dashboards. Coworker unifies every customer touchpoint with AI that thinks ahead, not behind.
Native integration with 40+ sources—setup in minutes, not months
AI-powered memory delivers real-time insights from conversations
Instant meeting prep with complete context auto-assembled
Stop searching. Start succeeding.
Traditional CSPs force you to hunt for insights across disconnected dashboards. Coworker unifies every customer touchpoint with AI that thinks ahead, not behind.
Native integration with 40+ sources—setup in minutes, not months
AI-powered memory delivers real-time insights from conversations
Instant meeting prep with complete context auto-assembled
Stop searching. Start succeeding.
Traditional CSPs force you to hunt for insights across disconnected dashboards. Coworker unifies every customer touchpoint with AI that thinks ahead, not behind.
Native integration with 40+ sources—setup in minutes, not months
AI-powered memory delivers real-time insights from conversations
Instant meeting prep with complete context auto-assembled
Use Cases
How Customer Success Teams use Coworker
Explore use cases by team and function.
Customer Success
Create customer success playbooks
Customer Success
Fix customer onboarding problems
Customer Success
Find upsell opportunities
Customer Success
Hand off customers smoothly
Customer Success
Customer Onboarding Documentation & Automation
Customer Success
Customer Health Scoring & Proactive Intervention
Customer Success
Solve recurring support issues
Customer Success
Meeting Intelligence & Follow-up Automation
Customer Success
Spot at-risk customers early
Customer Success
Create customer success playbooks
Customer Success
Fix customer onboarding problems
Customer Success
Find upsell opportunities
Customer Success
Hand off customers smoothly
Customer Success
Customer Onboarding Documentation & Automation
Customer Success
Customer Health Scoring & Proactive Intervention
Customer Success
Solve recurring support issues
Customer Success
Meeting Intelligence & Follow-up Automation
Customer Success
Spot at-risk customers early
Teams
Why Customer Success
teams choose Coworker.
Account Research In Seconds
Instead of jumping between systems, generate a complete account briefing that includes sales promises, support escalations, meeting notes, and engineering tickets.
Account Research In Seconds
Instead of jumping between systems, generate a complete account briefing that includes sales promises, support escalations, meeting notes, and engineering tickets.
Automate Repetitive CS Processes
Automated status updates, follow-up generation, and scheduled reports reduce manual work. That frees CSMs to own relationship tasks that directly impact retention and expansion.
Automate Repetitive CS Processes
Automated status updates, follow-up generation, and scheduled reports reduce manual work. That frees CSMs to own relationship tasks that directly impact retention and expansion.
Meeting Intelligence That Drives Action
Capture meeting summaries, action items, and issues automatically and push them where work happens. Teams spend less time transcribing and more time resolving customer priorities.
Meeting Intelligence That Drives Action
Capture meeting summaries, action items, and issues automatically and push them where work happens. Teams spend less time transcribing and more time resolving customer priorities.
Testimonials
Customers love Coworker.
"Between Slack, docs, meetings, and project tools, Coworker helps us track what actually matters — and turns scattered updates into real, actionable insight."
Joshua S.
Head of AI, Cut+Dry
"Coworker isn’t just a transcription tool — it’s changed how we work. We used to waste hours piecing together notes. Now everything’s auto-captured, contextualized, and connected, so our team can focus on what drives results instead of admin work."
Mal C.
Cofounder, Ecom Nation
"Coworker saves me hours by surfacing important info I’d otherwise miss. It’s become a key part of my daily workflow — I’m constantly impressed by the insights it provides."
Noah T.
CPO, Curri
"Between Slack, docs, meetings, and project tools, Coworker helps us track what actually matters — and turns scattered updates into real, actionable insight."
Joshua S.
Head of AI, Cut+Dry
"Coworker isn’t just a transcription tool — it’s changed how we work. We used to waste hours piecing together notes. Now everything’s auto-captured, contextualized, and connected, so our team can focus on what drives results instead of admin work."
Mal C.
Cofounder, Ecom Nation
"Coworker saves me hours by surfacing important info I’d otherwise miss. It’s become a key part of my daily workflow — I’m constantly impressed by the insights it provides."
Noah T.
CPO, Curri
"Between Slack, docs, meetings, and project tools, Coworker helps us track what actually matters — and turns scattered updates into real, actionable insight."
Joshua S.
Head of AI, Cut+Dry
"Coworker isn’t just a transcription tool — it’s changed how we work. We used to waste hours piecing together notes. Now everything’s auto-captured, contextualized, and connected, so our team can focus on what drives results instead of admin work."
Mal C.
Cofounder, Ecom Nation
"Coworker saves me hours by surfacing important info I’d otherwise miss. It’s become a key part of my daily workflow — I’m constantly impressed by the insights it provides."
Noah T.
CPO, Curri
"Between Slack, docs, meetings, and project tools, Coworker helps us track what actually matters — and turns scattered updates into real, actionable insight."
Joshua S.
Head of AI, Cut+Dry
"Coworker isn’t just a transcription tool — it’s changed how we work. We used to waste hours piecing together notes. Now everything’s auto-captured, contextualized, and connected, so our team can focus on what drives results instead of admin work."
Mal C.
Cofounder, Ecom Nation
"Coworker saves me hours by surfacing important info I’d otherwise miss. It’s become a key part of my daily workflow — I’m constantly impressed by the insights it provides."
Noah T.
CPO, Curri
"Between Slack, docs, meetings, and project tools, Coworker helps us track what actually matters — and turns scattered updates into real, actionable insight."
Joshua S.
Head of AI, Cut+Dry
"Coworker isn’t just a transcription tool — it’s changed how we work. We used to waste hours piecing together notes. Now everything’s auto-captured, contextualized, and connected, so our team can focus on what drives results instead of admin work."
Mal C.
Cofounder, Ecom Nation
"Coworker saves me hours by surfacing important info I’d otherwise miss. It’s become a key part of my daily workflow — I’m constantly impressed by the insights it provides."
Noah T.
CPO, Curri
"Between Slack, docs, meetings, and project tools, Coworker helps us track what actually matters — and turns scattered updates into real, actionable insight."
Joshua S.
Head of AI, Cut+Dry
"Coworker isn’t just a transcription tool — it’s changed how we work. We used to waste hours piecing together notes. Now everything’s auto-captured, contextualized, and connected, so our team can focus on what drives results instead of admin work."
Mal C.
Cofounder, Ecom Nation
"Coworker saves me hours by surfacing important info I’d otherwise miss. It’s become a key part of my daily workflow — I’m constantly impressed by the insights it provides."
Noah T.
CPO, Curri
"Between Slack, docs, meetings, and project tools, Coworker helps us track what actually matters — and turns scattered updates into real, actionable insight."
Joshua S.
Head of AI, Cut+Dry
"Coworker isn’t just a transcription tool — it’s changed how we work. We used to waste hours piecing together notes. Now everything’s auto-captured, contextualized, and connected, so our team can focus on what drives results instead of admin work."
Mal C.
Cofounder, Ecom Nation
"Coworker saves me hours by surfacing important info I’d otherwise miss. It’s become a key part of my daily workflow — I’m constantly impressed by the insights it provides."
Noah T.
CPO, Curri
"Between Slack, docs, meetings, and project tools, Coworker helps us track what actually matters — and turns scattered updates into real, actionable insight."
Joshua S.
Head of AI, Cut+Dry
"Coworker isn’t just a transcription tool — it’s changed how we work. We used to waste hours piecing together notes. Now everything’s auto-captured, contextualized, and connected, so our team can focus on what drives results instead of admin work."
Mal C.
Cofounder, Ecom Nation
"Coworker saves me hours by surfacing important info I’d otherwise miss. It’s become a key part of my daily workflow — I’m constantly impressed by the insights it provides."
Noah T.
CPO, Curri
"Between Slack, docs, meetings, and project tools, Coworker helps us track what actually matters — and turns scattered updates into real, actionable insight."
Joshua S.
Head of AI, Cut+Dry
"Coworker isn’t just a transcription tool — it’s changed how we work. We used to waste hours piecing together notes. Now everything’s auto-captured, contextualized, and connected, so our team can focus on what drives results instead of admin work."
Mal C.
Cofounder, Ecom Nation
"Coworker saves me hours by surfacing important info I’d otherwise miss. It’s become a key part of my daily workflow — I’m constantly impressed by the insights it provides."
Noah T.
CPO, Curri
"Between Slack, docs, meetings, and project tools, Coworker helps us track what actually matters — and turns scattered updates into real, actionable insight."
Joshua S.
Head of AI, Cut+Dry
"Coworker isn’t just a transcription tool — it’s changed how we work. We used to waste hours piecing together notes. Now everything’s auto-captured, contextualized, and connected, so our team can focus on what drives results instead of admin work."
Mal C.
Cofounder, Ecom Nation
"Coworker saves me hours by surfacing important info I’d otherwise miss. It’s become a key part of my daily workflow — I’m constantly impressed by the insights it provides."
Noah T.
CPO, Curri
"Between Slack, docs, meetings, and project tools, Coworker helps us track what actually matters — and turns scattered updates into real, actionable insight."
Joshua S.
Head of AI, Cut+Dry
"Coworker isn’t just a transcription tool — it’s changed how we work. We used to waste hours piecing together notes. Now everything’s auto-captured, contextualized, and connected, so our team can focus on what drives results instead of admin work."
Mal C.
Cofounder, Ecom Nation
"Coworker saves me hours by surfacing important info I’d otherwise miss. It’s become a key part of my daily workflow — I’m constantly impressed by the insights it provides."
Noah T.
CPO, Curri
"Between Slack, docs, meetings, and project tools, Coworker helps us track what actually matters — and turns scattered updates into real, actionable insight."
Joshua S.
Head of AI, Cut+Dry
"Coworker isn’t just a transcription tool — it’s changed how we work. We used to waste hours piecing together notes. Now everything’s auto-captured, contextualized, and connected, so our team can focus on what drives results instead of admin work."
Mal C.
Cofounder, Ecom Nation
"Coworker saves me hours by surfacing important info I’d otherwise miss. It’s become a key part of my daily workflow — I’m constantly impressed by the insights it provides."
Noah T.
CPO, Curri
Why Coworker works
Proof And Results For Customer Success Teams
Most enterprise AI only delivers simple answers and basic automations. Coworker is able to do ambiguous and valuable work because of the deep context generated by Organizational Memory (OM1).
1
Key Metrics
Customers report saving up to 8 hours per week per rep and a 60 percent reduction in time spent searching for customer information.
2
Enterprise Customers And Scale
Trusted by 25 plus enterprise customers in B2B SaaS and tech. The platform scales across departments and preserves existing CS workflows while adding cross-functional intelligence.
3
Privacy And Access Controls
Data stays within your access boundaries and follows your permissions. That makes it practical to pull sensitive signals into account intelligence without risking wider exposure
1
Key Metrics
Customers report saving up to 8 hours per week per rep and a 60 percent reduction in time spent searching for customer information.
2
Enterprise Customers And Scale
Trusted by 25 plus enterprise customers in B2B SaaS and tech. The platform scales across departments and preserves existing CS workflows while adding cross-functional intelligence.
3
Privacy And Access Controls
Data stays within your access boundaries and follows your permissions. That makes it practical to pull sensitive signals into account intelligence without risking wider exposure
1
Key Metrics
Customers report saving up to 8 hours per week per rep and a 60 percent reduction in time spent searching for customer information.
2
Enterprise Customers And Scale
Trusted by 25 plus enterprise customers in B2B SaaS and tech. The platform scales across departments and preserves existing CS workflows while adding cross-functional intelligence.
3
Privacy And Access Controls
Data stays within your access boundaries and follows your permissions. That makes it practical to pull sensitive signals into account intelligence without risking wider exposure
Security
Integrations, Security, and Compliance
Most enterprise AI only delivers simple answers and basic automations. Coworker is able to do ambiguous and valuable work because of the deep context generated by Organizational Memory (OM1).
Connects To 50 Plus Apps
Coworker links to Slack, Github, CRM, meetings, docs, and ticketing systems so account context is comprehensive. That integration breadth prevents blind spots that come from single-platform views
Connects To 50 Plus Apps
Coworker links to Slack, Github, CRM, meetings, docs, and ticketing systems so account context is comprehensive. That integration breadth prevents blind spots that come from single-platform views
Connects To 50 Plus Apps
Coworker links to Slack, Github, CRM, meetings, docs, and ticketing systems so account context is comprehensive. That integration breadth prevents blind spots that come from single-platform views
Enterprise Compliance And Certifications
Coworker maintains SOC 2 Type 2, GDPR alignment, and CASA Tier 2 verification. Security teams keep control through existing access models and no permission elevation.
Enterprise Compliance And Certifications
Coworker maintains SOC 2 Type 2, GDPR alignment, and CASA Tier 2 verification. Security teams keep control through existing access models and no permission elevation.
Enterprise Compliance And Certifications
Coworker maintains SOC 2 Type 2, GDPR alignment, and CASA Tier 2 verification. Security teams keep control through existing access models and no permission elevation.
Single Source Of Truth For Cross-Functional Teams
Aggregate product, engineering, sales, and CS inputs into a single account record for clearer handoffs and fewer surprises. That single view reduces friction across onboarding and renewal processes.
Single Source Of Truth For Cross-Functional Teams
Aggregate product, engineering, sales, and CS inputs into a single account record for clearer handoffs and fewer surprises. That single view reduces friction across onboarding and renewal processes.
Single Source Of Truth For Cross-Functional Teams
Aggregate product, engineering, sales, and CS inputs into a single account record for clearer handoffs and fewer surprises. That single view reduces friction across onboarding and renewal processes.
FAQ
Frequently Asked Questions
How does Coworker surface at-risk accounts earlier than my CS tool?
What measurable outcomes can CS leaders expect?
Customers report up to 8 hours reclaimed per rep per week and a 60 percent reduction in time spent searching for account context. Organizations also cite faster onboarding velocity and clearer expansion signals tied to better context.
Which integrations are supported out of the box?
How does Coworker protect sensitive customer data?
What security and compliance measures are in place?
How does Coworker surface at-risk accounts earlier than my CS tool?
What measurable outcomes can CS leaders expect?
Customers report up to 8 hours reclaimed per rep per week and a 60 percent reduction in time spent searching for account context. Organizations also cite faster onboarding velocity and clearer expansion signals tied to better context.
Which integrations are supported out of the box?
How does Coworker protect sensitive customer data?
What security and compliance measures are in place?
How does Coworker surface at-risk accounts earlier than my CS tool?
What measurable outcomes can CS leaders expect?
Customers report up to 8 hours reclaimed per rep per week and a 60 percent reduction in time spent searching for account context. Organizations also cite faster onboarding velocity and clearer expansion signals tied to better context.
Which integrations are supported out of the box?
How does Coworker protect sensitive customer data?
What security and compliance measures are in place?
Do more with Coworker.
Coworker
Make work matter.
Coworker is a trademark of Village Platforms, Inc
SOC 2 Type 2
GDPR Compliant
CASA Tier 2 Verified
Links
Company
2261 Market St, 4903 San Francisco, CA 94114
Alternatives
Do more with Coworker.
Coworker
Make work matter.
Coworker is a trademark of Village Platforms, Inc
SOC 2 Type 2
GDPR Compliant
CASA Tier 2 Verified
Links
Company
2261 Market St, 4903 San Francisco, CA 94114
Alternatives
Do more with Coworker.
Coworker
Make work matter.
Coworker is a trademark of Village Platforms, Inc
SOC 2 Type 2
GDPR Compliant
CASA Tier 2 Verified
Links
Company
2261 Market St, 4903 San Francisco, CA 94114
Alternatives
Do more with Coworker.
Coworker
Make work matter.
Coworker is a trademark of Village Platforms, Inc
SOC 2 Type 2
GDPR Compliant
CASA Tier 2 Verified
Links
Company
2261 Market St, 4903 San Francisco, CA 94114
Alternatives