Skip to content
CoFolders

Sales

Keep every opportunity in context.

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

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

A clear path from context to outcome.

01

Prepare

Organize customer files and relevant business data.

02

Collaborate

Use agents to prepare drafts and your team to review them.

03

Follow through

Keep tasks and next steps visible in the customer context.

One outcome. Connected capabilities.

Built around business context

Shared work. Clear boundaries.

Folder permissions, human review and activity history keep work within its intended scope.

Explore security

Before 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.

Put your company context to work.

Start with CoFolders