CoFoldersFind the context
Keep customer discussions beside useful documentation.
Customer service
Answer with the right company knowledge.
Bring knowledge, conversations and follow-up work together for customer support.
CFiles & knowledgeOperations folder
Operations▤ Weekly review▥ Business data☑ Delivery checklist◷ Follow-up
Draft · Revision 3
Weekly operating review
Context, supporting evidence and the next steps for the team.
Next steps
1. Review outstanding tasks
2. Confirm the operating plan
A clear path from context to outcome.
Prepare a response
Work with an agent using the resources available to your account.
Close the loop
Capture unresolved tasks and useful new knowledge.
One outcome. Connected capabilities.
Files & knowledge
Every file has a history.Give company knowledge a place to work.
Keep documents, files and knowledge together in the folders where your team works.
Communication
Conversations meet work.Keep the conversation close to the work.
Bring team conversations and agent collaboration into the context of each folder.
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.
Built around business context
Shared work. Clear boundaries.
Folder permissions, human review and activity history keep work within its intended scope.
Explore securityBefore you get started
Does this replace specialized business software?
CoFolders connects context and operating work. Specialized CRM, accounting and industry tools are integrated through configured providers rather than assumed to be native modules.
Which resources will agents use?
Agents use authorized folder resources and available tools. Source links and shared context do not widen access.