Explain what the open document means for a request
Explain what the open document means for a request in Cortex Chat: practical steps, setting explanations, result checks and troubleshooting.
The workspace can include open-document context in an assistant request. This helps ground a request such as reviewing the current proposal, but it is important to confirm which document is open and whether the request is read-only or an edit.
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
- Open the intended document in Docs and verify its title.
- State what the assistant should do with that document and what must remain unchanged.
- Check the answer or saved edit against the actual document rather than an assumed context.
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 assistant response is grounded in the intended document and matches the requested action.
If it does not work
If the wrong document was active, correct the context before another edit. Do not rely solely on the phrase this document when several surfaces are open.
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
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