Find the right person in People & groups

Find the right person in People & groups in Cortex Chat: practical steps, setting explanations, result checks and troubleshooting.

The workspace distinguishes direct human conversations from Sidekick chats and groups. Similar display names make the email or membership context useful when selecting a recipient.

Before you start

A direct conversation, a group and the private Ask a Sidekick panel are different audiences. Joining a group does not make someone a workspace administrator, and sharing an external file in a group does not override that file’s own access rules. Use names, membership and account context to confirm the intended conversation before sending. When inviting someone, distinguish an invitation that was created from one that was accepted. A public-looking display name is not enough to resolve an ambiguous recipient. Where a Sidekick helps draft a group response, decide separately whether the proposed text should actually be posted to the shared conversation.

Step-by-step

1. Open People & groups from the workspace navigation.
2. Search the person or inspect the available conversation list.
3. Open the intended entry and confirm its heading before writing.

What the settings mean

Check the result

You have the correct direct conversation rather than a group with a similar name.

If it does not work

If the person is missing, check the workspace and invitations. A search result does not automatically create membership or permission to see another 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.

• Invite a person to a conversation
• Create a group conversation
• Join a group through an invitation

Last updated 2026-11-05