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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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Start Guide

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Core Concepts

Understand how Coherence works

Creating Modules

Build custom data structures

Connect Email

Link Gmail or Outlook

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Getting Started

  • Start Guide
  • Core Concepts
  • Quick Start

Coherence Copilot

  • Overview
  • Asking Questions
  • Taking Actions
  • Interactive UI
  • View all 5 →

Your Workspace

  • Overview
  • Navigation & Sidebar
  • Themes & Appearance
  • Search

Modules

  • What are Modules?
  • Module Builder Guide
  • Creating Modules
  • Configuring Fields
  • View all 16 →

People

  • Managing People
  • Importing People
  • Data Enrichment
  • Duplicate Management

Accounts

  • Managing Accounts

Leads

  • Managing Leads

Tasks

  • Managing Tasks

Documents

  • Managing Documents

Email

  • Connecting Mailboxes
  • Sending Email
  • Linking to Records
  • Email Templates

Calendar

  • Connecting Calendars
  • Creating Events
  • Scheduling Links
  • Linking to Records

Reminders

  • Overview
  • Creating Reminders
  • Snoozing & Dismissing
  • Notifications

Automation

  • Getting Started
  • Building Automations
  • Triggers
  • Actions
  • View all 5 →

Collaboration

  • Sharing & Permissions
  • Activity Feeds
  • Comments & @Mentions

Integrations

  • Available Integrations
  • Google Workspace
  • Microsoft 365

API Reference

  • API Overview
  • Authentication

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