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

A front door for every audience.

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

Give customers, vendors, partners, or employees a place to find answers and ask for help. Create separate portals, choose their Knowledge, and decide who can sign in.

Start Pro Compare plans

Included with Pro and Team. Also available on Enterprise.

Partner portal

How can we help?

Knowledge: Browse getting started articles
Cases: Submit and follow a request
Access: Invited partners
Branding: Your logo and accent color

Offer public articles, or require visitors to sign in first.

Illustrative workspace preview

01Choose an audience
02Publish useful answers
03Invite people to their portal

Built into your workspace

The tools to keep work moving.

Create more than one portal

Give different audiences their own portal name, welcome message, Knowledge bases, and access settings.

Connect invitations to People

Invite existing People whose Type matches the portal’s allowed audience: Customer, Vendor, Partner, or Employee.

Keep portal credentials separate

Invitees receive an email link to set a password. Portal logins are separate from staff workspace accounts and remain linked to the Person record.

Choose public or signed-in access

Let visitors browse published public articles, or require login. Article audience rules still control which content each visitor can read.

Make it recognizable

Upload a logo and choose an accent color. Add a welcome message that helps the audience understand where to start.

Let people follow their cases

Signed-in people can submit requests, read replies, and respond. Staff manages the same work in Cases.

Read the Portals guide

Better together

Connect the request, the answer, and the relationship.

Shared Inbox

Team conversations with clear ownership

Case management

Track requests from intake to resolution

Knowledge

Publish answers your team can trust

Questions about Portals

Where do administrators manage portals?

Open Portal Settings under Administration. The list supports multiple portals, each with its own settings and audience.

Do visitors need a paid Coherence workspace account?

The organization hosting the portal needs an eligible plan. Invited people use a separate portal login; they do not need to become staff workspace members.

Can we connect a custom domain?

Portals currently use a unique address hosted by Coherence. Custom domain and subdomain connection is not available yet.

Bring Portals into your workspace.

Available on Pro, Team, and Enterprise.

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