Quick Start

This guide will help you set up your Coherence workspace and start managing your data in under 5 minutes.

Step 1: Join the Waitlist

1. Visit getcoherence.io/waitlist
2. Enter your email to join the waitlist
3. Optional: Get priority access by skipping the queue

Step 2: Connect Your Email

Connecting your email unlocks the full power of Coherence:

1. Click Connect Email in the welcome flow
2. Choose Gmail or Outlook
3. Authorize the connection
4. Wait for initial sync (usually 1-2 minutes)

Your recent emails will now appear in Coherence, automatically linked to contacts.

Step 3: Create Your First Contact

1. Click Contacts in the sidebar
2. Click + New Contact
3. Fill in the details:
   • Name
   • Email
   • Company (optional)
4. Click Save

Check the activity timeline-you'll see any emails you've exchanged with this person!

Step 4: Explore the Interface

Take a moment to familiarize yourself with the layout:

• Sidebar - Navigate between modules
• Main view - See records in table, kanban, or calendar format
• Record detail - Click any record to see full details and activity
• Command bar - Press ⌘K (Mac) or Ctrl+K (Windows) for quick actions

Step 5: Invite Your Team

1. Click Settings in the sidebar
2. Go to Team Members
3. Click Invite
4. Enter their email addresses

They'll receive an invitation to join your workspace.

What's Next?

Need Help?

• Documentation - You're already here! Browse the sidebar for guides.
• Email Support - Reach us at [email protected]
• Community - Join our community for tips and discussions