Coherence is an agentic customer operations platform that connects CRM data, email, campaigns, websites, workflows, and AI agents in one shared context. It is operated by Brightyard, Inc.

How is Coherence different from a traditional CRM?

CRM is Coherence's shared data foundation, not the product boundary. Coherence connects flexible XRM-style records to email, campaigns, websites, workflows, and agents so teams can run the customer lifecycle from one context.

Does Coherence have an API and MCP server for agents?

Yes. Coherence publishes an OpenAPI 3.1 spec at https://getcoherence.io/openapi.json and ships an official MCP server (@coherenceos/mcp-server) so AI agents can read and write workspace data and delegate tasks to the Nash agent.

How much does Coherence cost?

Coherence has a free tier (no credit card required), plus Starter at $12, Pro at $29, and Team at $79 per user per month.

Playbooks

Recurring work, run on evidence.

Name: Coherence
Brand: Coherence
Rating: 4.8 (50 reviews)

A playbook wakes on its schedule, checks its rules against real data, and acts only when they pass. Quiet runs are healthy and auditable.

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Playbooks16MC

Playbooks

Monday pipeline reviewWakes: every monday · 8:00 amWorker: NashLast run: acted · 3 follow-ups drafted

Chase overdue invoicesWakes: every weekday · 9:00 amWorker: NashLast run: quiet · nothing overdue

Research new web leadsWakes: every hourWorker: Lead researcherLast run: acted · 12 leads enriched

Turn repeat questions into KnowledgeWakes: every friday · 4:00 pmWorker: NashLast run: acted · 1 article drafted

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PlaybooksSearch records, email, and more…⌘ K16MC

PlaybooksRecurring work that runs on evidence. A playbook wakes on its schedule, checks its rules against real data, and acts only when they pass. Quiet runs are healthy and auditable.

PlaybooksWorkTeamNew playbook

Monday pipeline reviewWakesEvery Monday · 8:00 AMActs ifOpen deals exist with no activity in 7 daysWorkerNashLast run: Acted · 3 follow-ups drafted

Chase overdue invoicesWakesEvery weekday · 9:00 AMActs ifAn invoice is more than 7 days overdueWorkerNashLast run: Quiet · nothing overdue

Research new web leadsWakesEvery hourActs ifSource is Website form and Fit is emptyWorkerLead researcherLast run: Acted · 12 leads enriched

Turn repeat questions into KnowledgeWakesEvery Friday · 4:00 PMActs ifSame question resolved 3+ times this weekWorkerNashLast run: Acted · 1 article drafted

Sound familiar? Not anymore.

Recurring work that depends on someone rememberingPlaybooks that wake on schedule

Automations that fire whether or not they shouldEvidence rules decide if there’s work to do

AI that goes off and does whatever it likesOutcome, instructions, and approvals you set

1START FROM A TEMPLATE

Start from a proven playbook.

Qualify new leads, follow up on quiet ones, sweep the CRM for duplicates, or draft next week’s content.

Playbooks16MC

New playbook

Qualify new leadsArea: sales

Lead follow-upArea: sales

CRM hygiene sweepArea: operations

Weekly content draftArea: marketing

Competitor watchArea: marketing

Weekly product emailArea: marketing

Release marketingArea: marketing

Operations engineArea: operations

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PlaybooksSearch records, email, and more…⌘ K16MC

New playbookStart from a template or a blank playbook

SALESQualify new leadsScore and route new leads with research attached.

SALESLead follow-upDraft follow-ups for leads without a recent update.

OPERATIONSCRM hygiene sweepFind duplicates, gaps, and stale records to fix.

MARKETINGWeekly content draftDraft next week’s posts from your pillars.

MARKETINGCompetitor watchSummarize what competitors shipped and said.

MARKETINGWeekly product emailDraft a product update email from what shipped.

MARKETINGRelease marketingTurn a release into posts and announcements.

OPERATIONSOperations engineKeep tasks, projects, and handoffs moving.

2DEFINE IT

Say what done looks like.

Write the outcome and instructions, pick a schedule, set the evidence rule, and choose which agent does the work.

Meet Nash

Playbooks16MC

Lead follow-up

OutcomeGoal: follow-up drafted for every quiet lead

ScheduleWhen: weekday mornings 9:00

Evidence ruleActs if: leads without a recent update

WorkerAgent: Nash

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PlaybooksSearch records, email, and more…⌘ K16MC

Lead follow-upRun nowSave playbook

Outcome — what should this playbook achieve?Every lead without a reply in 5 days gets a personal follow-up drafted for its assignee.InstructionsUse the lead’s research notes. Keep it under 80 words. One question at the end. Never send; save drafts for approval.

ScheduleWeekday mornings (9:00)

Evidence ruleLeads without a recent updateat least 1No matching leads? The run stays quiet.

WorkerNashFind work emailsDraft emailUpdate record

3RUNS ON EVIDENCE

Quiet runs are healthy runs.

Every run checks its rules first. When there’s nothing to do, it says so and stops.

Playbooks16MC

Runs

Today 9:00Result: actedDetail: 3 leads matched · 3 drafts waiting for approval

Yesterday 9:00Result: quietDetail: No leads without a recent update

Mon 9:00Result: actedDetail: 5 leads matched · 5 drafts approved, 1 edited

Fri 9:00Result: quietDetail: No leads without a recent update

Thu 9:00Result: actedDetail: 2 leads matched · 2 drafts approved

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PlaybooksSearch records, email, and more…⌘ K16MC

Lead follow-up · RunsWeekday mornings (9:00)

Today 9:00Acted3 leads matched · 3 drafts waiting for approval

Yesterday 9:00QuietNo leads without a recent update

Mon 9:00Acted5 leads matched · 5 drafts approved, 1 edited

Fri 9:00QuietNo leads without a recent update

Thu 9:00Acted2 leads matched · 2 drafts approved

4APPROVALS

Anything external waits for you.

Drafts, posts, and record changes that need a person land in the Approvals inbox with the record attached.

Workflows

Approvals16MC

Inbox · 3 waiting

Nash requests · External emailWaitingSend follow-up to Dana ReyesAlder & Pine Dental · DealFrom Maya’s mailbox · “Hi Dana, I’ve moved online booking into phase one…”RejectEditApprove

Nash requests · Social postWaitingPublish LinkedIn postFieldwork Studio brand“Three things we learned building booking for two-office practices…”RejectEditApprove

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ApprovalsSearch records, email, and more…⌘ K16MC

InboxAll ApprovalsRules

Nash requests · External emailWaitingSend follow-up to Dana ReyesAlder & Pine Dental · DealFrom Maya’s mailbox · “Hi Dana, I’ve moved online booking into phase one…”RejectEditApprove

Nash requests · Social postWaitingPublish LinkedIn postFieldwork Studio brand“Three things we learned building booking for two-office practices…”RejectEditApprove

Nash requests · Record updateWaitingUpdate 4 deal stagesPipelineProposal → Negotiation for Tidewater, Harbor Vets, and 2 moreRejectEditApprove

Rules

Research and enrichAutomaticCreate tasks and draftsAutomaticUpdate recordsAsk firstSend external emailAsk firstPublish social postsAsk first

5IT LEARNS

Better every week.

Your edits become lessons, and an overseer agent grades the work and folds what it learns back in.

Agents16MC

Nash · Learned

Maya prefers follow-ups under 80 words, with one question at the end.Source: from 6 edits to draftsArea: writing

Healthcare leads from the website form close about twice as often as cold research leads.Source: from 41 won and lost dealsArea: pipeline

Ironwood Capital pays through accounts payable on the 15th. Remind on the 10th, not the due date.Source: from 4 invoice threadsArea: billing

Support questions about booking slots peak on Mondays.Source: from 3 weeks of casesArea: support

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WorkspaceSearch records, email, and more…⌘ K16MC

New agent

DashboardAll AgentsTask QueueSkillsCapabilitiesHistoryCategoriesOperations2NashCoherence OverseerSales1Lead researcherCustom1Brand Guardian

Nash

TasksBriefingDocumentsWhat I’ve Learned

Maya prefers follow-ups under 80 words, with one question at the end.From 6 edits to drafts · Writing

Healthcare leads from the website form close about twice as often as cold research leads.From 41 won and lost deals · Pipeline

Ironwood Capital pays through accounts payable on the 15th. Remind on the 10th, not the due date.From 4 invoice threads · Billing

Support questions about booking slots peak on Mondays.From 3 weeks of cases · Support

Coherence Overseer graded 18 of Nash’s tasks this week and added 2 lessons to its standing instructions.

Playbooks you can trust.

TemplatesLead qualification, follow-up, CRM hygiene, and more. SchedulesHourly, daily, weekdays, weekly, monthly, or custom. Evidence rulesAct only when the data says there’s work. WorkersNash or a specialist agent does the work. ToolsResearch, drafts, and record updates. ApprovalsExternal actions wait for a person. Run historyEvery run, quiet or not, is logged. Team playbooksShared work for the whole team.

Keep going Across the platform.

PLATFORMMeet NashThe teammate that runs your playbooks.Explore PLATFORMWorkflowsStep-by-step automation for every handoff.Explore SOLUTIONSCoherence for OperationsRun the business, not the busywork.Explore

Put the routine on a schedule.

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