Fulcrum Docs Guides

Switch between signed-in email accounts

Switch between signed-in email accounts in Cortex Chat: practical steps, setting explanations, result checks and troubleshooting.

The Email account tabs identify the active mailbox. Switching waits for confirmation from the embedded email app; it is not just a cosmetic change of the tab label. Drafts and pending account changes need attention during the transition.

Cortex Chat tool permissions
Cortex Chat tool permissions.

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

  1. Open Email and read the active account tab.
  2. Select the intended alternate tab and wait for Switching to finish.
  3. Confirm the active mailbox address before composing or asking the Sidekick to act on a thread.

What the settings mean

Control or stateMeaning
App surfaceThe interface you can open and use.
ConnectionThe service/account link and its current state.
Account accessThe read/draft/write/send allowance supported by that app.
Tool selectionThe particular operations saved for the assistant.

Check the result

The selected mailbox is confirmed active and the visible content matches it.

If it does not work

If switching takes too long, reopen Email through the displayed recovery path. Do not send from an assumed account while the switch is still pending.

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.

Last updated