Check whether a task really finished
Check whether a task really finished in Cortex Chat: practical steps, setting explanations, result checks and troubleshooting.
An assistant can describe an action before the destination confirms it. Drafting, saving, sending, delivery and live deployment are different results. Check the record appropriate to the request rather than relying on a confident final sentence.
Before you start
Check three separate layers: the identity signed in through Fmail, the Sessions workspace supplying the Sidekick, and the app connection supplying the requested data. One working layer does not prove the others are ready. Start with a harmless read or a draft before asking for an external change. A message to an assistant can contain instructions and source material, but permissions come from the saved account and tool settings. When an operation is unclear, describe the required outcome and ask the assistant to identify the missing stage instead of changing several settings at once.
Step-by-step
- Read the assistant reply and note each claimed completed action.
- Open the linked document, contact, sent item or other destination if the task requires it.
- Compare the observed result with your original completion condition and ask about any unperformed stage.
What the settings mean
| Control or state | Meaning |
|---|---|
| Account | Who is signed in and which personal or company context is being used. |
| Sidekick | The selected assistant and its runtime availability. |
| Application | The connected service and the account it uses. |
| Outcome | The artifact or destination record that establishes completion. |
Check the result
You have an artifact or destination record that supports the completion claim.
If it does not work
A successful chat message only proves the conversation request progressed. If an external action timed out, reconcile its destination before asking for a retry.
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 your way around Cortex Chat
- Sign in to Cortex Chat with Fmail
- Understand your account and workspace context
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