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CoFolders

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Release notesProductNewsCompanyUse casesWorkflowsUse case collectionsWorkflowsStart your day with a clear planUse caseTurn meetings into next stepsUse casePrepare a customer follow-upUse caseReview your sales pipelineUse caseUnderstand your cash flowUse casePrepare a monthly business reviewUse case
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Communication

Keep the conversation close to the work.

Bring team conversations and agent collaboration into the context of each folder.

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CCommunicationOperations folder

Help me prepare the operating review.

C
Operations agent

I will use the permitted files and data in this folder, prepare a draft and leave the next decision for your review.

✓ Folder context✓ Available tools◷ Human review
Illustrative example · Communication

From context to outcome

01 / Communication

Talk in context

Keep discussions near the files and tasks they refer to.

In your workflow

Conversations meet work.

  1. 01Talk in context
  2. 02Coordinate the team
  3. 03Work with agents
Open workspace ↗

02 / Communication

Coordinate the team

Share decisions and make responsibilities visible.

In your workflow

Conversations meet work.

  1. 01Talk in context
  2. 02Coordinate the team
  3. 03Work with agents
Open workspace ↗

03 / Communication

Work with agents

Use conversations to ask questions and review proposed work.

In your workflow

Conversations meet work.

  1. 01Talk in context
  2. 02Coordinate the team
  3. 03Work with agents
Open workspace ↗

Put it to work in your team.

All solutions →

Customer service

Bring knowledge, conversations and follow-up work together for customer support.

Sales

Connect customer information, team conversations and next steps for your sales process.

Management

Connect goals, plans, business data and responsibilities across your team.

Context with clear boundaries

Work within the folders and permissions available to your account. Review sensitive actions before they continue.

Explore access controls →

Questions, answered.

Who can use this feature?

Access depends on your workspace membership, folder permissions and configured capabilities.

How does it work with the rest of CoFolders?

Use related resources in the same business context. A link between resources provides context and does not grant additional access.

Connected to the rest of your work.

Workspace
One shared context.

People and agents. Shared context.

Organize your company around shared folders, resources and responsibilities.

Agents
Context. Tools. Action.

Give your team a new way to work.

Work with agents that use company context, tools and human review to move work forward.

Follow-up
Attention becomes progress.

Keep important work in view.

Connect goals, plans and tasks so your team can see progress and decide what needs attention.

Put your company context to work.

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