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Ask Cortex AI about your numbers, and have it build units, automations and documents for you, on the web or from WhatsApp.
Start here· 3 guides, about 17 minutes
Set up5 guides
Design a document template with the AI document builder5 minBuild an automation with the AI automation builder6 minLink a WhatsApp number to message the assistant3 minMake the assistant remember your preferences2 minEveryday4 guides
Start, reopen or delete an assistant conversation4 minUse the assistant on WhatsApp: commands, confirmation, limits5 minExport filtered records through the assistant3 minExplains5 guides
The confirmation card: when the assistant asks for approval5 minSecurity and permissions: what the assistant sees and refuses4 minHow a request runs: waiting, stopping and background work4 minThe assistant when the workspace is read-only or suspended2 minFix a problem1 guide
Fix AI assistant problems6 minLook it up3 guides
The Cortex Unit agent: read and edit your data by talking7 minAI credits: what counts and how to buy more4 minEvery AI assistant limit in one place4 minCan’t find what you need?
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