Connect your Sessions workspace
Connect your Sessions workspace in Cortex Chat: practical steps, setting explanations, result checks and troubleshooting.
Cortex Chat is the conversation surface; Sessions supplies the running Sidekicks. The panel can distinguish Sessions being unavailable from Sessions being reachable but not connected to this account. Those states need different recovery steps.
Before you start
Check three separate layers: the identity signed in through Fmail, the Sessions workspace supplying the Sidekick, and the app connection supplying the requested data. One working layer does not prove the others are ready. Start with a harmless read or a draft before asking for an external change. A message to an assistant can contain instructions and source material, but permissions come from the saved account and tool settings. When an operation is unclear, describe the required outcome and ask the assistant to identify the missing stage instead of changing several settings at once.
Step-by-step
- Open Manage Sidekicks and inspect Sessions connection.
- If offered, select Connect Cortex Chat using the intended Fulcrum account.
- Keep the panel open until its confirmed connection and agent status appear, then open a connected Sidekick.
What the settings mean
| Control or state | Meaning |
|---|---|
| Account | Who is signed in and which personal or company context is being used. |
| Sidekick | The selected assistant and its runtime availability. |
| Application | The connected service and the account it uses. |
| Outcome | The artifact or destination record that establishes completion. |
Check the result
The panel reports Connected to Sessions and shows the relevant agents or the genuine empty state.
If it does not work
If Sessions is unavailable, inspect the displayed issue and retry status after addressing it. Creating another account or repeatedly pressing Connect is not a substitute for resolving the connection error.
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.
- Find your way around Cortex Chat
- Sign in to Cortex Chat with Fmail
- Understand your account and workspace context
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