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.

Portals & Knowledge

Useful answers. An open conversation.

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

Give customers, partners, vendors, and your own team a branded place to find answers, open requests, and follow their progress.

Start free Talk to sales

FFieldwork StudioHelp centerDRDana Reyes

How can we help, Dana?Search answers

Popular answersResending invoice linksChanging an appointment slotResetting your portal passwordAdding a team member

Your requestsNew requestInvoice link expiredResolvedAdd online booking to our siteIn progressUpdate staff photosWaiting on you

Sound familiar? Not anymore.

The same questions, every dayPublished answers people can find

“Any update?” emailsRequest status in the portal

A help center that’s always out of dateKnowledge maintained next to the work

1PORTALS

A portal for everyone you work with.

Customer help centers, partner and vendor portals, and an internal handbook, each with its own address and the people types who can sign in.

FFieldwork StudioHelp centerCustomers

How can we help, Dana?Search answers

Popular answersResending invoice linksChanging an appointment slotResetting your portal password

Your requestsAdd online booking to our siteIn progressUpdate staff photosWaiting on youInvoice link expiredResolved

FFieldwork StudioPartner portalPartners

Welcome back, Jordan.Search answers

Partner answersHow referrals workCo-marketing guidelinesBrand assets and logos

Shared with youJoint webinar: booking for clinicsProject · ActiveQ4 co-marketing planDocumentPartner request: logo filesResolved

FFieldwork StudioTeam handbookEmployees

Team handbookSearch answers

Start hereClient onboarding checklistBrand voice guidelinesRefund and credit policy

Your requestsNew laptop for SamIn progressHoliday on Nov 28ApprovedFont license renewalReceived

2KNOWLEDGE

Answers worth publishing.

Organize articles into knowledge bases for customers or your team. Nash drafts new ones from the questions that keep coming in.

Meet Nash

Knowledge16MC

Resending invoice linksKnowledge base: help centerStatus: publishedAudience: customers

Changing an appointment slotKnowledge base: help centerStatus: publishedAudience: customers

Resetting your portal passwordKnowledge base: help centerStatus: publishedAudience: customers

Adding a team memberKnowledge base: help centerStatus: publishedAudience: customers

Refund and credit policyKnowledge base: team handbookStatus: publishedAudience: internal

Setting up a second locationKnowledge base: help centerStatus: draftAudience: customers

HomeTasksDashboardCollabCommsPlaybooksWebCRMProjectsMore

KnowledgeSearch records, email, and more…⌘ K16MC

List24 articles

AArticleAKnowledge base≡StatusAAudienceUpdated

Resending invoice linksHelp centerPublishedCustomersOct 9

Changing an appointment slotHelp centerPublishedCustomersOct 6

Resetting your portal passwordHelp centerPublishedCustomersOct 2

Adding a team memberHelp centerPublishedCustomersSep 28

Refund and credit policyTeam handbookPublishedInternalSep 21

Setting up a second locationHelp centerDraftCustomersJust now

New Article24 rowsSelect cellsFind…

Nash suggestion

3 customers asked about adding a second location this month. I drafted an article from Ravi’s best reply.

Review draftDismiss

3REQUESTS

Requests with a visible status.

Customers open requests in the portal and follow them to resolution. Your team works them as cases.

Customer service

FFieldwork StudioHelp centerOPOwen Park

← Your requestsWrong Sunday hours on the booking page

OPYouOur booking page shows the wrong hours for Sundays. Can you fix it before the weekend?

SKSam from FieldworkThanks Owen. We’ve found it and we’re fixing it today. I’ll confirm here.

Add a reply…

StatusReceivedOct 12, 9:02In progressOct 12, 10:15ResolvedRelated answerChanging your opening hours

4INVITE AUTOMATICALLY

Invite clients the moment they sign.

Add an “Invite to client portal” step to any workflow, so new clients get access as soon as the deal is won.

Workflows

Module trigger · DealsWhen Stage changes to Won

Create project from templateClient website project

Invite to client portalPrimary contact · Fieldwork client portal

Enroll in SequenceNew client welcome

Portals and Knowledge. Kept together.

Branded portalsYour name, colors, and address. People typesCustomers, partners, vendors, and employees. Knowledge basesArticles grouped by audience. SearchCustomers find answers before they ask. RequestsOpened in the portal, worked as cases. Sign-inOnly the right people see their requests. AI-drafted articlesNash turns repeat answers into articles. Portal invitesSent automatically from workflows.

Keep going Across the platform.

PLATFORMCustomer serviceThe cases behind every request.Explore PLATFORMShared InboxesConversations with a clear owner.Explore SOLUTIONSCoherence for Customer SupportThe whole support story.Explore

A better place to ask. A maintained place to answer.

Start free

Free plan · No credit card