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Documentation Index

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Cora is an AI-powered Customer Success platform that handles the operational work across the entire post-sales lifecycle. Instead of chasing handoffs, building QBRs manually, and reacting to churn signals after the fact, your team reviews what matters and focuses on the strategic, relationship-driven work that drives growth.

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What Cora automates

Cora runs AI agents that take action across every stage of the customer journey — not just flagging issues, but actually resolving them.

Handoff

Coordinate seamless handoffs between teams without losing context.

Launch

Automate customer implementations and onboarding workflows end-to-end.

Adoption

Proactively drive product usage and prevent adoption gaps before they become risks.

Value

Generate business reviews and value stories that demonstrate ROI automatically.

Health

Monitor account health signals and execute interventions before risks escalate.

Renewal

Detect renewal risks early and orchestrate internal and external renewal workflows.

Expansion

Surface expansion opportunities and orchestrate upsell conversations at the right moment.

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Key capabilities

Unified customer signals Cora connects your CRM, data warehouse, communication tools, and product analytics into a single view. When something changes in an account, Cora sees it — and acts on it. AI agents that execute end-to-end Agents don’t just surface insights; they do the work. Follow-ups, CRM updates, onboarding checklists, renewal outreach — agents handle the repetitive steps so your team doesn’t have to. Proactive health monitoring Cora continuously monitors account health and identifies risks before they escalate. When an intervention is needed, agents act — or escalate with full context when a human touch is required. Human-in-the-loop controls You decide when agents act autonomously and when they draft for your approval. Every action is logged and auditable, so your team stays in control without being buried in busywork. MCP server for natural-language access Query your customer data in plain language using the Cora MCP server — no SQL, no dashboards, no waiting for a report. Enterprise-grade security Cora is SOC 2 Type II, GDPR, and CASA Tier 2 compliant. All data is encrypted in transit and at rest. Cora never uses your data to train or retrain any models.

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Where to go next

How Cora works

Learn the build-execute-learn loop and how agents are configured and controlled.

Set up an email alias

Give Cora its own Gmail identity to send and receive messages with customers.

Build your knowledge base

Teach Cora about your product so agents have the context they need to act accurately.

Integrations overview

Connect your CRM, data warehouse, and communication tools to Cora.