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Coherence Docs.

Learn how to use Coherence to manage your relationships, data, and workflows. Get started with guides, explore features, and find answers.

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35 sections. 141 pages.

Every part of the platform, from your first workspace to the API.

Getting Started · 3Start Guide, Core Concepts, Quick Start
Copilot · 7Asking Questions, Taking Actions, Interactive UI, AI Skills, and 2 more
Autopilot · 7Playbooks, Configuration, Personal Autopilot, Agent Tasks, and 2 more
AI Agents · 3Skills Marketplace, Agent Email
Your Workspace · 5Navigation & Sidebar, Account Switcher, Themes & Appearance, Search
Modules · 19What are Modules?, Module Builder Guide, Creating Modules, Configuring Fields, and 15 more
People · 4Managing People, Importing People, Data Enrichment, Duplicate Management
Accounts · 1Organize companies, households, and other organizations in Coherence
Invoicing · 4Invoicing Overview, Invoice Setup, Creating and Sending, Payments and Balances
Leads · 1Capture, qualify, and convert sales leads in Coherence
Tasks · 1Track to-dos, follow-ups, and action items across your workspace
Documents · 1Write, organize, and share documents in Collab
Sites · 4Building Pages, Importing from URL, Publishing & Domains
Collab · 3Templates, Template Marketplace
File Manager · 1A unified file system for organizing documents, agent outputs, and uploaded files
Campaigns · 8Creating & Managing Campaigns, Emails & Templates, Audiences, Timed Journeys, and 3 more
Email · 4Connecting Mailboxes, Sending Email, Linking to Records, Email Templates
Calendar · 4Connecting Calendars, Creating Events, Scheduling Links, Linking to Records
Reminders · 4Creating Reminders, Snoozing & Dismissing, Notifications
Automation · 5Getting Started, Building Automations, Triggers, Actions, and 1 more
Approvals · 1Human-in-the-loop approval workflows for AI agent actions and sensitive operations
Collaboration · 3Sharing & Permissions, Activity Feeds, Comments & @Mentions
Team Chat · 4Channels & DMs, Threads & Search, AI Agents in Chat
Outreach · 3Templates, Content Queue
Social Listening · 6Sources, Competitors, Intent Signals, Engagement, and 1 more
Audit Log · 1Track every action in your workspace with a tamper-proof audit trail
Settings · 1Configure your workspace and personal preferences
Data Privacy & GDPR · 2Handle data export and deletion requests for workspace members, and record consent
Shared Inbox · 4Setting Up an Inbox, Managing Conversations, Knowledge-backed Replies
Knowledge · 1Create, review, and publish articles for staff replies and portal readers.
Cases · 1Manage portal requests and staff-created cases with standard record tools.
Portals · 1Set up portals for customers, vendors, partners, or employees.
Integrations · 4Available Integrations, Google Workspace, Microsoft 365, Zoom
MCP Server · 2Connect Claude, Cursor, and other MCP clients to your Coherence workspace.
API Reference · 18API Overview, Authentication, TypeScript SDK, Modules API, and 14 more

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