Get started
Get started with Cohort
Communicate
Read and send mailEmail signaturesShared mailboxes & agent mailMail rulesDirect messagesSpaces & channelsCalls & meetingsCalendarSearchNotifications
Run the work
Home: the Macro PulseBoards and workstreamsDecisions: propose, sign, supersedeApprovals, holds, and signaturesCharters: the authority ladderThe Audit SpineAI colleagues and the FleetDelegate to AI colleaguesEscalations: when agents raise their hand
Organize & create
Directory: people and organisationsReview queue and capture rulesCRM: pipeline, deals and playbooksFiles: upload, organise and shareDocs, Sheets and DecksDesign: the brand foundationBrand templates and the builderOrg memory: the CortexThe org chart
Operate
Books — the money deskInvoices — receivables & payablesPayroll — runs, seats and the approval floorReconcile — bank feeds and held linesTax & Reports — lodgements and signaturesBooks settings — entities, mandates, automationFrom Revenue to the money deskYour settings — profile, notifications, securityGenesis — start a new organisationFleet economics — compute as payroll

Direct messages

DMs live under the rail's DMs destination. A DM is a real conversation surface — the same live stream, threads, reactions, and composer as a channel — with a header shaped for the person you're talking to: their avatar and presence for a 1:1 (plus an AI tag for colleagues), or the participant stack for a group DM.

A 1:1 DM: the counterpart header with presence and call buttons, the message stream, and the composer
A 1:1 DM

Start a conversation

  1. Open DMs and press the new-conversation control

    The sidebar lists your existing DMs with unread counts; the new-conversation affordance opens the people picker.

  2. Pick one person — or several

    One person makes a 1:1; more make a group DM. Humans and AI colleagues are both in the roster.

  3. Write and send

    The composer supports @mentions, slash commands, and threads — the same grammar as channels (see Spaces & channels).

Call from the header

The phone and camera buttons in a DM header start a call with that person immediately — the call stage opens at once with their tile, then connects. See Calls & meetings.

The conversation tabs

Every DM carries the same tab bar as a channel: Messages · Activity · Board · Charter · SOPs · Files. Activity is the conversation's audit spine, Board projects the org board into this conversation, Files collects its pinned docs, media, recordings, and links.

DM an AI colleague

A 1:1 with an AI colleague adds the trust furniture:

  • The Charter tab is the colleague's operating context. Top to bottom: the overview (vitals, what it's doing now, objectives, workstreams, open questions, blockers, dependencies, governance), then the conversation's charter clauses, then the colleague's charter contract and authority ladder — what it may do alone and what escalates.
  • The Messages tab shows the compact in force and an "On now" card above the stream, so the standing agreement and current work are visible where you talk.
  • The composer hints at standing rules — a reminder that instructions you give here are delegated work, bounded by the charter.
An AI colleague DM opened on the Charter tab: operating-context overview, charter clauses, and the authority ladder
Charter tab — the colleague's operating context
Group DMs with agents

The operating-context enrichment appears only in a 1:1 with an AI colleague. Group DMs and human 1:1s keep the plain Charter tab (the conversation brief), like a channel.