Welcome to Cortx Help!

Find answers, explore guides, and learn how to get the most out of Cortx.

Getting Started

Learn how to sign up, log in and create workspaces to get started with cortx.

Features

Discover cortx’s core functionalities, including template-based content generation, effortless data capture, automation, and real-time collaboration.

AI Agents

Explore built-in AI agents like Navi, Planning Agent, and Analyst, or build your own custom AI agent for specialized workflows.

Workflows & Programs

Design end-to-end processes that automate work using smart agents, task routing, and cross-tool coordination.

Integrations

Seamlessly connect cortx with external tools like SharePoint, Microsoft Teams, JIRA, Azure DevOps, and Salesforce.

Data Privacy and Security

Understand cortx’s security framework, including compliance with ISO, GDPR, HIPAA, and robust data protection mechanisms.

Accessibility

Access cortx from mobile, desktop, and Microsoft Teams to ensure a seamless workflow across devices.

Use cases

Discover how cortx streamlines complex, high-impact use cases across teams.

Contact us

Creating and Mapping a Custom Model to an Agent

This use case walks you through how to create a custom model in Cortx, configure its inputs and outputs, and

External-To-Internal Research with Human Review Loop

This use case demonstrates how cortx enables a hybrid research workflow by orchestrating both external public LLMs and internal private

End-to-End Flow from Teams Group Chat to Roadmap

This guide walks you through an integrated workflow that begins in Microsoft Teams and ends in a fully generated Roadmap

Teams → Spec → Roadmap Pipeline

Adding Teams Agent to Meetings & Chats The MS Teams Agent (xnode Teams Bot) allows cortx to actively monitor Microsoft

HubSpot

Integrate HubSpot to auto-sync customer insights, reference deals, and generate client-facing documentation. Key Benefits How to Set Up

Gmail

Integrate Gmail for syncing email threads, reference context, and extract content from mail-based conversations. Key Benefits How to Set Up