Get started

Get started with Cohort

Communicate

Read and send mail Email signatures Shared mailboxes & agent mail Mail rules Direct messages Spaces & channels Calls & meetings Calendar Search Notifications

Run the work

Home: the Macro Pulse Boards and workstreams Decisions: propose, sign, supersede Approvals, holds, and signatures Charters: the authority ladder The Audit Spine AI colleagues and the Fleet Delegate to AI colleagues Escalations: when agents raise their hand

Organize & create

Directory: people and organisations Review queue and capture rules CRM: pipeline, deals and playbooks Files: upload, organise and share Docs, Sheets and Decks Design: the brand foundation Brand templates and the builder Org memory: the Cortex The org chart

Operate

Books — the money desk Invoices — receivables & payables Payroll — runs, seats and the approval floor Reconcile — bank feeds and held lines Tax & Reports — lodgements and signatures Books settings — entities, mandates, automation From Revenue to the money desk Your settings — profile, notifications, security Genesis — start a new organisation Fleet economics — compute as payroll

Guides · CohortScreenshot-led

Learn every surface.

From your first workspace to running a whole fleet — practical, screenshot-led guides for every Cohort surface. Search above, browse the rail, or start with an area.

39 guides · 5 areas

Start hereGet started with CohortSign in for the first time, read the Home pulse, and learn the two-column rail.

10 guidesCommunicateTriage the Inbox, act on individual messages, and reply with the docked composer — Reply all, Forward, To/Cc/Bcc.9 guidesRun the workRead the needs-you queue, act on approvals and holds, and watch the whole org from one surface.9 guidesOrganize & createKeep one registry of everyone you deal with — auto-captured from mail, calls and Books, filed to records, and scoped by awareness.10 guidesOperateHow the Books desk works: what Odette runs on her own, what waits for your signature, and where every action is logged.