Cortex Documentation
Everything you need to set up, manage, and get the most out of your Cortex agents.
New to Cortex?
The Quick Start Guide walks you through everything — from account creation to a live agent in about 10 minutes.
Getting Started
Go from zero to a live AI agent in 10 minutes.
- Quick Start Guide — account creation, onboarding interview, channel connection, API key setup
- Onboarding Interview Guide — tips for the five sections of the knowledge interview
Core Concepts
Understand how the Cortex platform works under the hood.
- Active Memory — auto-capture, QMD cycle, usefulness scoring, tier promotion thresholds
- Memory Scopes — agent, team, and company scope; convergence detection; scope promotions
- Knowledge Hub — structure, how the agent references it, updating after onboarding
Channels & Integrations
Connect your agent to your team's communication tools.
- Slack Integration — bot setup, channel permissions, threading behavior, best practices
- Telegram Integration — connecting via BotFather, group vs. direct message behavior
- LLM Provider Setup — BYOK configuration for Anthropic, OpenAI, or Moonshot
Security
Technical details on key encryption and server isolation.
- BYOK Architecture — key encryption, vault storage, provisioning pipeline
- Server Isolation — what's included per agent, security boundaries
- Audit Logging — what's logged, where, and how to access audit trails
Account Management
Manage your subscription, team, and agents.
- Billing & Plans — managing your subscription, upgrading, and adding agents
- Team Management — adding members, assigning agents, organizational structure
- Agent Management — starting, stopping, reconfiguring agents; updating knowledge hubs
Building something with Cortex?
The Cortex API gives you programmatic access to agents, memory, and knowledge. Manage deployments, query memory facts, and update knowledge hubs from your own applications.
Need help?
Community support
Available for all plans. Ask questions and get help from the community.
All plansPriority support
Email support with 24-hour response time.
Team plan and aboveDedicated support
Dedicated Slack channel with 4-hour response time.
Enterprise plan