Frequently Asked Questions
Everything you need to know about Cortex Workspace.
Cortex AI is an AI-powered desktop app that bridges your documents and web apps. It reads contracts, spreadsheets, and PDFs, then logs into QuickBooks, Salesforce, Encompass, or any browser app to enter the data for you — all from one interface. You stay in control of every step.
Yes. Your project is a local folder on your machine — edits save there, and Cortex does not package your whole project to the cloud. Only information needed for an AI request is sent for processing; related cloud-side data is deleted within 30 days. Calls go through a neutral inference layer, and we never use your data for model training. We are SOC2 Type II certified.
Unlike chat-based AI tools, Cortex AI is a full workspace. It can access your local files, browse the web, and run multi-step tasks autonomously — all while showing you exactly what it's doing and citing its sources. You stay in control.
Cortex AI supports PDF, Word (.docx), Excel (.xlsx), PowerPoint (.pptx), CSV, plain text, and most common document formats. It can also process images and scanned documents with OCR.
Yes. We offer an Enterprise plan with team management, shared workflows, centralized billing, and admin controls. Contact us to learn more.
Cortex AI works with any web app you can open in a browser. It logs in and navigates the app the same way you do — no API keys, no IT setup, no vendor integration. QuickBooks, Salesforce, Encompass, Clio, county assessor sites, and anything else that runs in a browser.
Yes — if you searched for Coretex, Cotex, or similar spellings, you're in the right place. Cortex AI is the AI workspace that bridges your documents and web apps. The correct spelling is Cortex AI.
Guides & troubleshooting
Getting Started
How to Set Up Cortex Workspace for Personal Users in 3 Minutes
Download, sign in, and open your first project folder in Cortex Workspace. A step-by-step onboarding guide for personal accounts.
Getting Started
How to Set Up Cortex Workspace for Enterprise Users in 3 Minutes
Download, sign in, switch to your organization, and open your first project folder. A streamlined onboarding guide built for enterprise accounts.
Concepts
How To Upgrade Or Manage Billing
Where to upgrade Cortex on the web and in Desktop, plus the in-app banners that appear when credits or Premium model usage run low.
Concepts
Is My Data Local? Privacy, Retention, And Model Training
How Cortex Workspace keeps project files on your device, what limited content may be sent for AI processing, the 30-day deletion commitment, and that your data is not used to train models.
Concepts
Project And Context Basics
What a Cortex Project is, how it differs from the Welcome screen, and how local folders become AI context.
Concepts
Supported Systems And System Requirements
Which operating systems Cortex Workspace supports, minimum and recommended hardware, and which Mac or Windows installer to download.
Concepts
Web Vs Desktop: What Each Can Do
Clear boundaries between Cortex on the web (onboarding and support) and Cortex Workspace Desktop for local files, Office, and browser automation.
Troubleshooting
Agent Ignores My Files
Troubleshoot when files are in the project folder or attached, but Cortex chat does not read or use them in its reply.
Troubleshooting
AI Message Sent But No Response
Troubleshoot when a Cortex chat message is accepted but the AI never replies, including stuck spinners, empty responses, and credits still loading.
Troubleshooting
Credits Missing Or Still Loading
Troubleshoot when Cortex credits show zero, stay on a loading state, or disappear after sign-in or switching organization.
Troubleshooting
Desktop Download Or Launch Failed
Troubleshoot Cortex Workspace desktop download, install, and launch failures on macOS and Windows.
Troubleshooting
Login Or Organization Switch Failed
Troubleshoot Cortex sign-in failures, missing organization options, and stuck personal vs enterprise account switching.
Troubleshooting
Tool Or Browser Task Failed
Troubleshoot when a Cortex tool, Office edit, or in-app browser automation stops, errors, or finishes without completing the task.