Prepare
Organize customer files and relevant business data.
Sales
Connect customer information, team conversations and next steps for your sales process.
Help me prepare the operating review.
I will use the permitted files and data in this folder, prepare a draft and leave the next decision for your review.
Organize customer files and relevant business data.
Use agents to prepare drafts and your team to review them.
Keep tasks and next steps visible in the customer context.
Bring team conversations and agent collaboration into the context of each folder.
Ask questions, inspect business records and compare scenarios with agents in the right permission scope.
Connect goals, plans and tasks so your team can see progress and decide what needs attention.
Built around business context
Folder permissions, human review and activity history keep work within its intended scope.
Explore securityCoFolders connects context and operating work. Specialized CRM, accounting and industry tools are integrated through configured providers rather than assumed to be native modules.
Agents use authorized folder resources and available tools. Source links and shared context do not widen access.