Use Email inside Cortex Chat
Use Email inside Cortex Chat in Cortex Chat: practical steps, setting explanations, result checks and troubleshooting.
The Email app surface can show signed-in mailbox accounts separately from the Sidekick’s Email permissions. Reading the inbox yourself and allowing an agent to draft or send are different access decisions.
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 Email under Connected Apps and finish any connection prompt.
- Check the active email account tab and the intended thread.
- Ask the assistant for a clearly scoped read, draft or already-authorised send, then verify the corresponding 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 mailbox and recipient context are correct, with a draft or send state that matches your request.
If it does not work
A message visible in the app does not prove the Sidekick can access it. Check Email settings and Tools permissions rather than pasting account credentials into the conversation.
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
Last updated