indyrct Pty Ltd  ·  Cotillion Platform  ·  The Agent Exchange

The telephone exchange for AI

Vendors are deploying AI agents into their partner systems right now, and those agents are structurally blind. Cotillion is the permissioned layer they route through to reach verified partner data, with the partner in control of every query.

01The Blind Spot

Every vendor's AI can see its own CRM. None can see the partner.

Salesforce Agentforce, Microsoft Copilot for Sales, and their successors are already embedded inside vendor partner-management systems, automating deal prioritisation, partner outreach, and tier decisions. They are capable, and they are operating on half the picture. A vendor's agent can query its own Salesforce CRM. It cannot reach into the MSP's Autotask PSA or ConnectWise service board to see what the partner is actually doing.

Without a permissioned routing layer, these agents make expensive decisions on a partial, unverified record of the relationship. The channel has no mechanism to change that, and no vendor will hand raw partner data to a competitor's AI. That is the gap Cotillion occupies.

02How It Works

Nobody connects directly. Everything routes through the exchange.

In the era of the telephone network, two parties never connected directly. A call was routed through the exchange, which authenticated both endpoints, brokered the connection on the permissions in place, and only completed the circuit when both were authorised. Cotillion's Agent Exchange is the same architectural position, applied to AI-agent connectivity in the channel.

① request ② scoped query ④ verified response ③ consent Vendor AI Agent Agentforce · Copilot THE AGENT EXCHANGE authenticate · broker proxy · log MSP Systems Autotask · ConnectWise MSP grants & scopes deal status ✓ · contacts ✗
① Request

The vendor's AI agent submits a query. It never touches the PSA directly.

② Scoped query

Only the approved fields are proxied through to the MSP's live systems.

④ Verified response

A structured, verified answer returns to the vendor, and the whole exchange is logged.

The vendor's AI gets the intelligence it needs. The MSP keeps complete control of what is shared, and with whom.
03The Virtual Partner Managers

The agents that ride the exchange work the programme for the partner

The exchange is the plumbing. What partners and vendors actually interact with is a team of specialised agents, each one a virtual partner manager that automates the work an MSP would otherwise do by hand across dozens of vendor portals.

Operations

Vendor & Distributor Operations

Focus on selling, not forms and portals.
  • Deal & co-sell registration, automated
  • Opportunity score enrichment
  • MDF eligibility monitored seamlessly
  • Certification & tier status tracked
Alliances

Vendor & Alliances Strategy

Unleash the potential of partner programmes.
  • Vendor & distributor strategy
  • Partner-programme expertise on tap
  • Capability-profile enrichment
  • Gap analysis: vendor & partner finder
Revenue Operations

Revenue Operations

Accurate forecasting. Optimised MDF. Faster revenue.
  • Forecast-accuracy improvement
  • Rebate-programme optimisation
  • Maximised MDF utilisation
  • Vendor reporting & QBRs
How they specialise

Alliance Agents

Each vendor's Master Vendor Alliance Agent specialises into the named, per-vendor agent that MSPs and distributors interact with directly. Alliance Agents are what users perceive as "Cotillion's AI"; the Agent Exchange is the permissioned routing layer beneath them, invisible to the end user by design.

Master Vendor Alliance Agentone core, per vendor
AWS Alliance Agent Microsoft Alliance Agent …per vendor
04Why It's Defensible

The exchange is a position, not a feature

Once a vendor's AI agent routes through Cotillion, with permissions established, integration mappings embedded, and consent workflows built into partner onboarding, the switching cost is not a contract. It is the accumulated graph intelligence: which partners have granted what, the full interaction history, years of verified performance data. None of that transfers to an alternative exchange.

The Plaid dynamic

The entity that controls permissioned data connectivity captures disproportionate value relative to either side of the connection, the same position Plaid holds in fintech.

Usage-based pricing

Charged at the connection layer: per permissioned integration, per query routed, per insight surfaced: infrastructure pricing, alongside the core SaaS subscription.

Compounding lock-in

Every routed query enriches the knowledge graph, which makes the next query more valuable and the exchange harder to replace. The moat is time, not features.

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Cotillion · The Agent Exchange · Confidential