Add or refresh an email account
Add or refresh an email account in Cortex Chat: practical steps, setting explanations, result checks and troubleshooting.
Email can show up to five signed-in accounts. Add account and refresh use the supported Mail connection flow and first coordinate saving drafts; they are not a way to bypass authentication for another mailbox.
Before you start
An app name opens the product surface, while its settings control shows connection and Sidekick access. The product may be visible to you even when the assistant has no permitted tool for the action you want. Read the account identity, phase and explicit guidance before reconnecting. Some setup flows need tools saved first and account access saved afterwards. For embedded apps, verify the account and open record rather than assuming the context from another tab. If an action changes an external record, inspect that record afterwards; a completed app load or a confident assistant reply is only part of the evidence.
Step-by-step
- Open Email and select Add account when fewer than five accounts are signed in.
- Wait for Saving drafts, then complete the supported sign-in flow.
- Return and inspect the account tabs, using Refresh signed-in email accounts when the list needs updating.
What the settings mean
| Control or state | Meaning |
|---|---|
| App surface | The interface you can open and use. |
| Connection | The service/account link and its current state. |
| Account access | The read/draft/write/send allowance supported by that app. |
| Tool selection | The particular operations saved for the assistant. |
Check the result
The intended account appears in the confirmed list without losing the current draft.
If it does not work
If the account handoff cannot be verified, reopen Email and retry the connection flow. A full five-account list explains a disabled add control.
Continue with the right context
Return to the Cortex Chat guide index to choose another task. Keep the current account, assistant and conversation in view when following the next guide. To use the product, open Cortex Chat.
- Open a connected app beside your assistant
- Understand app connection and access states
- Open and work with Docs in Cortex Chat
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