Start Guide

Everything you need to know to get started with Coherence

Welcome to Coherence - the agentic customer operations platform that connects your customer data, communication, work, and AI agents.

What is Coherence?

Coherence is an agentic customer operations platform that adapts to how your business actually works. CRM and XRM-style custom modules provide the shared data foundation; email, campaigns, Sites, workflows, and governed agents use that context to move customer work forward.

Key Features

  • Custom Modules - Create any type of record: contacts, deals, projects, properties, orders, or anything else your business tracks
  • Unified Email - Two-way sync with Gmail and Outlook, with automatic linking to your records
  • Flexible Views - Tables, kanban boards, calendars, and lists - view your data any way you need
  • Smart Automation - Trigger workflows based on record changes, send automated emails, and eliminate repetitive work
  • Campaigns and Sites - Launch customer-facing email and web experiences that connect back to your records
  • AI Agents - Research, draft, route work, update records, and execute supported tasks under your workspace approval rules

Getting Started

1. Create Your Workspace

When you sign up, you'll create a workspace for your team. Choose a name that represents your organization.

You can invite team members later from the workspace settings.

2. Connect Your Email

Coherence works best when connected to your email. Link your Gmail or Outlook account to:

  • See all email conversations in one place
  • Automatically link emails to contacts and deals
  • Send emails directly from any record

3. Set Up Your First Module

Coherence comes with starter modules like Contacts and Companies. You can customize these or create entirely new ones:

  1. Navigate to Settings → Modules
  2. Click Create Module
  3. Choose a name and icon
  4. Add the fields you need
  5. Set up your views

4. Import Your Data

Bring in your existing data via CSV import or connect integrations to sync data automatically.

Next Steps

1

Explore Core Concepts

Learn the fundamental ideas behind Coherence's flexible architecture.

2

Set Up Modules

Create custom modules tailored to your business needs.

3

Configure Automations

Save time by automating repetitive tasks and workflows.


Ready to dive deeper? Check out Core Concepts to understand how Coherence's architecture works.