Invite a person to a conversation
Invite a person to a conversation in Cortex Chat: practical steps, setting explanations, result checks and troubleshooting.
Invite people can select existing workspace members or an external email. An external invitation is different from adding the person to the entire workspace; inspect the destination conversation and intended role.
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
- Open Add to workspace and select Invite people, or use the current group’s add-members action.
- Choose the intended existing member or enter the external email, then review Selected people.
- Submit the invitation and inspect its resulting status rather than assuming the person joined immediately.
What the settings mean
| Control or state | Meaning |
|---|---|
| Direct conversation | A conversation with the selected person. |
| Group | A shared thread governed by its membership and settings. |
| Private assistance | The separate Ask a Sidekick surface. |
| External link | A destination that retains its own access and expiry rules. |
Check the result
The intended person receives access or an invitation for the intended context.
If it does not work
Correct a mistaken selected address before submitting. Do not use a lookalike name when an email address is available to disambiguate the recipient.
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 the right person in People & groups
- Create a group conversation
- Join a group through an invitation
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