Agents that grow your customer revenue.
Coworker unifies customer context, prioritizes opportunities, and automates next steps across Salesforce, Slack, Gong and 40+ apps
Teams that love their Coworker:
Context
How Coworker transforms sustomer 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.
Traditional CSPs vs Coworker
Beyond search - what actually gets work done
Traditional CSPs (Gainsight, ChurnZero, Vitally)
Traditional CSPs (Gainsight, ChurnZero, Vitally)
Coworker
Coworker
Data Silos & Manual Integration
❌ Requires manual data imports and custom integrations across 5-10+ tools
✅ Native integration with 40+ sources including Salesforce, Slack, Gmail, call transcripts
Data Silos & Manual Integration
❌ Requires manual data imports and custom integrations across 5-10+ tools
✅ Native integration with 40+ sources including Salesforce, Slack, Gmail, call transcripts
Data Silos & Manual Integration
❌ Requires manual data imports and custom integrations across 5-10+ tools
✅ Native integration with 40+ sources including Salesforce, Slack, Gmail, call transcripts
Internal Signals Only
❌ Limited to structured CRM data and product usage metrics
✅ Combines internal + external signals from conversations, emails, calls, and unstructured data
Internal Signals Only
❌ Limited to structured CRM data and product usage metrics
✅ Combines internal + external signals from conversations, emails, calls, and unstructured data
Internal Signals Only
❌ Limited to structured CRM data and product usage metrics
✅ Combines internal + external signals from conversations, emails, calls, and unstructured data
Search-First, Context-Last
❌ "Find it yourself" approach requiring manual dashboard building and report creation
✅ AI-first with organizational memory (OM1) that proactively surfaces insights
Search-First, Context-Last
❌ "Find it yourself" approach requiring manual dashboard building and report creation
✅ AI-first with organizational memory (OM1) that proactively surfaces insights
Search-First, Context-Last
❌ "Find it yourself" approach requiring manual dashboard building and report creation
✅ AI-first with organizational memory (OM1) that proactively surfaces insights
No Cross-Functional Intelligence
❌ CS teams work in isolation without visibility into sales, support, or product conversations
✅ Unified view across all customer touchpoints and departments
No Cross-Functional Intelligence
❌ CS teams work in isolation without visibility into sales, support, or product conversations
✅ Unified view across all customer touchpoints and departments
No Cross-Functional Intelligence
❌ CS teams work in isolation without visibility into sales, support, or product conversations
✅ Unified view across all customer touchpoints and departments
Reactive Health Scoring
❌ Health scores based on lagging indicators and structured data only
✅ Real-time insights from ongoing conversations, sentiment analysis, and behavioral patterns
Reactive Health Scoring
❌ Health scores based on lagging indicators and structured data only
✅ Real-time insights from ongoing conversations, sentiment analysis, and behavioral patterns
Reactive Health Scoring
❌ Health scores based on lagging indicators and structured data only
✅ Real-time insights from ongoing conversations, sentiment analysis, and behavioral patterns
Manual Meeting Prep
❌ Hours spent gathering context from multiple systems before customer calls
✅ AI-powered meeting preparation with complete customer context automatically assembled
Manual Meeting Prep
❌ Hours spent gathering context from multiple systems before customer calls
✅ AI-powered meeting preparation with complete customer context automatically assembled
Manual Meeting Prep
❌ Hours spent gathering context from multiple systems before customer calls
✅ AI-powered meeting preparation with complete customer context automatically assembled
Limited Conversation Intelligence
❌ Basic call recording and transcription without deep analysis
✅ Advanced conversation intelligence with sentiment analysis, action item extraction, and relationship mapping
Limited Conversation Intelligence
❌ Basic call recording and transcription without deep analysis
✅ Advanced conversation intelligence with sentiment analysis, action item extraction, and relationship mapping
Limited Conversation Intelligence
❌ Basic call recording and transcription without deep analysis
✅ Advanced conversation intelligence with sentiment analysis, action item extraction, and relationship mapping
Complex Setup & Maintenance
❌ Months of implementation, custom workflows, and ongoing admin overhead
✅ Rapid deployment with AI handling complexity automatically
Complex Setup & Maintenance
❌ Months of implementation, custom workflows, and ongoing admin overhead
✅ Rapid deployment with AI handling complexity automatically
Complex Setup & Maintenance
❌ Months of implementation, custom workflows, and ongoing admin overhead
✅ Rapid deployment with AI handling complexity automatically
Generic Insights
❌ One-size-fits-all dashboards and generic health metrics
✅ Personalized insights tailored to each customer relationship and business context
Generic Insights
❌ One-size-fits-all dashboards and generic health metrics
✅ Personalized insights tailored to each customer relationship and business context
Generic Insights
❌ One-size-fits-all dashboards and generic health metrics
✅ Personalized insights tailored to each customer relationship and business context
Poor User Adoption
❌ Complex interfaces requiring training and forcing users to change workflows
✅ Natural language queries and conversational interface that adapts to how teams already work
Poor User Adoption
❌ Complex interfaces requiring training and forcing users to change workflows
✅ Natural language queries and conversational interface that adapts to how teams already work
Poor User Adoption
❌ Complex interfaces requiring training and forcing users to change workflows
✅ Natural language queries and conversational interface that adapts to how teams already work
GDPR compliant
SOC 2
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
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. Teams get a single briefing that saves hours and clarifies next steps so reps enter calls ready to act.
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. Teams get a single briefing that saves hours and clarifies next steps so reps enter calls ready to act.
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. Teams get a single briefing that saves hours and clarifies next steps so reps enter calls ready to act.
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.
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.
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.
Feedback Aggregation For Product And Support
Aggregate feedback from calls, tickets, and surveys to identify patterns and prioritize fixes. Product and engineering gain decision-ready evidence that speeds up meaningful fixes and roadmap clarity.
Proactive Interventions And Playbooks
Generate contextual playbooks tied to account signals so reps act proactively. Playbooks recommend steps informed by organizational memory and past outcomes, which reduces guesswork in escalation moments.
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).
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. Those efficiency gains translate into faster renewals and more bandwidth for expansion activities.
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. Those efficiency gains translate into faster renewals and more bandwidth for expansion activities.
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. Those efficiency gains translate into faster renewals and more bandwidth for expansion activities.
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.
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.
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.
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
Still have a question?
We'll be happy to help you.
How does organizational memory work?
How do you handle data security?
We follow strict enterprise-grade security standards, including SOC 2 compliance, end-to-end encryption, and role-based access controls. Data never leaves your cloud unless explicitly permitted, and audit logs ensure transparency and control.
How easy is it to setup?
Why is this better than other enterprise AI?
How does privacy work?
How does organizational memory work?
How do you handle data security?
We follow strict enterprise-grade security standards, including SOC 2 compliance, end-to-end encryption, and role-based access controls. Data never leaves your cloud unless explicitly permitted, and audit logs ensure transparency and control.
How easy is it to setup?
Why is this better than other enterprise AI?
How does privacy work?
How does organizational memory work?
How do you handle data security?
We follow strict enterprise-grade security standards, including SOC 2 compliance, end-to-end encryption, and role-based access controls. Data never leaves your cloud unless explicitly permitted, and audit logs ensure transparency and control.
How easy is it to setup?
Why is this better than other enterprise AI?
How does privacy work?
How does organizational memory work?
How do you handle data security?
We follow strict enterprise-grade security standards, including SOC 2 compliance, end-to-end encryption, and role-based access controls. Data never leaves your cloud unless explicitly permitted, and audit logs ensure transparency and control.
How easy is it to setup?
Why is this better than other enterprise AI?
How does privacy work?
AI-native revenue engine
Coworker unifies customer context, prioritizes opportunities, and automates next steps across Salesforce, Slack, Gong and 40+ apps
Agents that grow your customer revenue.
Coworker unifies customer context, prioritizes opportunities, and automates next steps across Salesforce, Slack, Gong and 40+ apps
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