Open and work with Docs in Cortex Chat
Open and work with Docs in Cortex Chat in Cortex Chat: practical steps, setting explanations, result checks and troubleshooting.
Docs can open inside the workspace while the assistant remains available. The current open document can provide useful task context, but you should still identify what to change and verify that the result is saved.
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
- Select Docs under Connected Apps and finish any connection step.
- Open the intended document and check its title and save state.
- Ask the selected Sidekick for a specific review or authorised edit, then inspect the actual document result.
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 task refers to the intended document rather than another tab or an assumed file.
If it does not work
If Docs asks for connection again, follow its verified connection link. A visible editor and a connected assistant are separate checks.
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
- Explain what the open document means for a request
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