Use the assistant on WhatsApp: commands, confirmation, limits
On WhatsApp, the Cortex Unit agent works with your same permissions: ask, update and create tasks. For changes, reply “Yes” or “No”. The context lasts 30 minutes.
This feature may not be turned on for your account yet. Contact support to turn it on.
Steps
1
From your linked number, type your request as text, such as “What are my tasks today?”.
2
For changes, the assistant sends a numbered list of the changes and asks you to confirm.
3
Reply “Yes” or 👍 to go ahead, or “No” or 👎 to cancel.
Confirmation words
To go ahead
To cancel
yes, ok, sure, 👍, ✅, +, and in Arabic نعم، اه، ايوه، تمام، موافق، اكيد
no, cancel, stop, 👎, ❌, -, and in Arabic لا، لأ، الغاء، الغي، خلاص
A short reply it doesn’t understand (4 words or fewer): it asks you again and keeps the confirmation open. Any other message, such as “Yes and add the email”: the confirmation is canceled and your message is treated as a new request.
What’s available and what isn’t
Available
On the web only
Reading records, searching and numbers
Charts
Editing fields and creating records
Views and table layout
Comments
Exporting
Creating, assigning and completing tasks
The workspace builder, documents and automations
Finding teammates
The assistant doesn’t choose for you. If you say “Assign it” without a name, it shows a numbered list and asks you.
Replies are short, with up to 5 items in a list and no internal IDs. It replies in the language of your message.
Context
It remembers the conversation for 30 minutes from the last message. After that a new conversation starts, so name the record.
If something goes wrong
What you see
Why
What to do
“I’m getting a lot of requests right now”
High load, or too many messages in a row.
Wait a little and send again.
The change was canceled
You replied with something other than a confirmation word.
Ask again and reply “Yes”.
The assistant doesn’t know which record I mean
30 minutes have passed since the last message.
Name the record.
No reply at all
A voice message or an image, or the workspace is in read-only mode.
