Overview
CORA docs
CORA is your company’s shared memory and AI workforce. These guides explain how she works and how to set her up, the same ones your team finds under Help inside CORA.
Get started
- Getting started with CORALearn the workspace basics, complete onboarding, and reach the first useful CORA action.
- What CORA isCORA is your company's shared memory and AI workforce: she learns how the business works and does real work with your approval.
- Your first task with CORAAsk CORA for a real piece of work in chat, review her plan, approve it, and find the finished result.
- A tour of CORAFind your way around the sidebar, More apps, your chats, the account menu, the Inbox and Settings.
- Install CORA on your computer and phoneInstall the CORA web app from your browser on a computer, an Android phone or an iPhone. A Windows desktop app and a native iPhone app are in testing and not available for download yet.
Working with CORA
- Chatting with CORAAsk questions, attach workspace context, choose work depth, and understand when CORA delegates to an agent.
- Projects and Project chatKeep files, conversations, instructions, and results together for one bounded outcome, and manage Project setup through CORA chat.
- Auto, Fast, Smart, Thinking and UltraChoose how deeply CORA thinks before she answers, or let Auto pick the depth for each message.
- Quick startsBegin a deep research, a document comparison or a meeting brief from the new-chat page in one click.
- SkillsA skill is know-how CORA follows when a request fits: built in, from your connections, or your own. /name at the start of a message runs one.
- Talking to CORASpeak a message instead of typing it: push to talk turns your speech into text in the composer.
- CORA's browser extension for Chrome and EdgeThe extension puts CORA's chat in your browser's side panel and lets her open, read and work on web pages in your own signed-in browser, in a tab group named CORA.
Knowledge
- Knowledge and sourcesWhat Knowledge holds, how to add documents and write guidance, and how CORA answers from your sources with citations.
- Company memoryThe short, durable facts CORA uses about your company, how they are saved, and how to see and correct them.
- Owners and review datesFreshness states for company documents, how to assign an owner and mark a document reviewed, and how CORA warns about stale sources.
- What CORA learns from your websiteHow the onboarding research reads your website, drafts a company profile for you to review, and stores confident facts in memory.
Agents and approvals
- Agents, tasks, and approvalsSee how CORA delegates work, what task statuses mean, and how human approval controls execution.
- How agents workCORA as the gateway, specialist agents behind her, tasks, live progress cards and how delegation works.
- Approvals and trust levelsThe three trust levels for agent actions, the stricter-never-looser rule, who can change the rules, and exact action previews.
- Shadow modeEvery hired agent starts free in shadow mode so you can review its work before you employ it.
- The InboxWhere tasks wait for approval and where you follow work to the end: tabs, statuses, approving, rejecting, cancelling and retrying.
- Customer ServiceDrafts sourced support answers, summarises escalations and drafts replies to incoming email for a person to send.
- Sales DevelopmentResearches prospects, drafts personal first emails you approve before sending, and prepares weekly pipeline notes.
- Finance AssistantChecks invoices and quotes against agreed terms and prepares a weekly payables summary for a person to act on.
- IT Help DeskAnswers first-line IT questions from your technical notes and drafts ticket replies for a person to send.
- Executive AssistantPrepares meeting briefs, turns notes into dated action items and writes a morning agenda.
- RecruiterScreens CVs against a role and drafts personal candidate outreach that you approve before it is sent.
- ResearcherWrites sourced briefs on companies, compares competitors and summarises competitor news every week.
- Content & BrandDrafts posts in your company voice, runs sourced marketing audits and suggests weekly content ideas.
- Lead GenerationFinds target accounts, qualifies inbound leads and drafts personal outreach that you approve before it is sent.
- Custom AgentA configurable role you shape around one company workflow, working from company memory and stopping before any external effect.
Studio
Integrations
- Integrations and MCP accessConnect CORA to company tools and expose governed read-only context to approved external assistants.
- ConnectionsFind the Connections library, see who can connect what, and understand how actions in connected tools are approved.
- Microsoft 365Connect your own Outlook, calendar, OneDrive, and SharePoint privately, and see what CORA can use and send.
- Google WorkspaceConnect your own Gmail and Calendar: CORA reads them when you ask and writes email drafts in your Gmail.
- SlackConnect your company Slack so people can ask CORA there and CORA can post approved messages.
- DiscordPair a Discord server with your workspace so people can mention CORA there and get answers in the channel.
- HubSpotConnect your company HubSpot portal so CORA can create contacts, deals, and notes after approval.
- PipedriveConnect your company Pipedrive so CORA can create people, deals, and notes after approval.
MCP
- MCP accessLet approved external AI assistants read CORA's governed company context through a read-only MCP server.
- Connect an AI assistant over MCPConnect Claude, ChatGPT, Microsoft Copilot, or another MCP client to CORA with an endpoint and an access token.
- MCP tokens and revokingCreate scoped MCP access tokens, check how they are used, and revoke them when access should end.
Administration
- Personal settings and Workspace settingsKnow which settings follow you personally, which are shared with the workspace, and what CORA can change for you.
- Members and rolesInvite people, understand what owners, admins, and members can do, and let colleagues join with a verified company email domain.
- Usage and plansSee your AI usage in euros, what uses it, what happens when it runs out, automatic top-up, Agents, and how plans are packaged.
- Signing inSign in to CORA with an emailed code, a password, or a connected provider such as Microsoft, and accept invitations with the right address.
Security and privacy
- Usage, privacy, and securityUnderstand AI usage in euros, workspace isolation, sensitive knowledge, auditability, and data residency controls.
- Data residency: EU only and FlexibleSee what EU-only processing, the default, covers, how Flexible processing is turned on, and what EU Strict adds.
- Audit trailSee what CORA records about agent tasks, approvals, data use, and access changes, and where to review it.
- Data sharing and privacyUnderstand the two data sharing settings, who can change them, how chats stay private, and where to find the privacy notice.
- How your company's data is kept separateLearn how CORA keeps each company's workspace isolated, and how permissions narrow access inside a workspace.
Help
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