Get started

Getting started with CORA

Learn the workspace basics, complete onboarding, and reach the first useful CORA action.

CORA is your company's shared memory and AI workforce. A workspace keeps one company's knowledge, people, agents, processes, integrations, and work together.

The first useful loop

  1. Create or open a workspace.
  2. Add the company website during onboarding so CORA can learn the public basics.
  3. Review the company profile CORA drafts from the website before relying on it.
  4. Start a chat and ask a real question about the company.
  5. When CORA proposes work, review the plan or exact action preview before approving it.

The sidebar contains the destinations you use most. New chat opens CORA, Search opens the quick switcher, and Knowledge contains documents and sources. Less frequent destinations such as Projects, Inbox, Processes, Memory, Meetings, Calendar, Schedules, and Stats live under More apps.

Add useful context

CORA becomes more useful when the workspace contains current, owned information. Add meeting recordings, documents, company instructions, and notes that should become shared knowledge. Private notes remain private until deliberately promoted.

Keep control

CORA can answer questions immediately, but meaningful work and state-changing actions use visible tasks. Depending on workspace trust settings, you may see a plan, an action preview, or a first-use approval before anything runs.

If CORA does not know something, tell her the durable fact in chat. She shows what she saved under her answer, and you can undo or edit it there. If a source is stale or unowned, update or review the source rather than telling an agent to silently work around it.

Last updated 10 July 2026