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The Cortex Unit agent: read and edit your data by talking
The default agent for every question and single change. It reads, searches, calculates and draws charts, and edits records, fields, views and tasks after you approve.
How it works
It works on your workspace as it is. If you’re on a unit’s page, it understands that your request is about that unit, unless you name another unit.
It understands unit names in Arabic and ignores diacritics and differences in hamza spelling. If two names are alike, it asks which one you mean.
Reading (no confirmation)
Ability
Details
Showing units and describing them
Fields and their options, relations and views
Searching and filtering
15 records by default, up to 50 per page
Searching by name across all units
Up to 20 results, and at least 2 characters
Count, sum, average, maximum and minimum
With grouping and comparison to the previous period. See Ask the assistant about your numbers and request charts
A record’s history and comments
Who changed what
Explaining a calculation field or a serial number
How it’s calculated
Browsing the catalog
What can be chosen
Channel chats
Read only: it doesn’t send or mark as read
Email
Read only: it doesn’t send, move or delete
Tasks and teammates
Your tasks or the whole workspace’s: today, this week, this month, overdue
Previewing a record move
Before the move
Product questions
From the built-in help articles
Writing (with confirmation)
Ability
Limit
Creating records
Up to 50 per step
Editing records
Up to 50
Assigning records to a teammate by name or email
Up to 50
Linking or unlinking records
Up to 50
Creating a unit, field, relation, view or folder
One at a time
Editing a field, unit, view or table layout, and renaming a relation
It doesn’t change a field’s type
Activating or deactivating a unit, field or relation
Deleting a view
The setup only
A comment or reply
Creating, assigning and completing a task
Generating a PDF document from a template
Saved in the record’s files field
Exporting
Deleting (always confirmed, no undo)
Deleting records (up to 5 per batch), deleting a unit with all its records, deleting a field with all its values, deleting a comment, and moving a record to another unit.
What it doesn’t do
Request
Instead
Deleting more than 5 records
Split the request, or use bulk delete
An extra “person” field, such as “Prepared by”
The assignee is the only person reference; create an employees unit and link it
Editing a serial number or a calculation field
The system calculates them
Sending a message or email
From the chat inbox
A download link
The file downloads inside Corteksa
Reading a file you upload
Use import, or paste the list as text
Building a complete system
It hands you over to Build a complete system with the workspace builder
If something goes wrong
What you see
Why
What to do
“I can’t delete more than 5 records at a time”
A safety limit.
Split the request.
“I can’t create more than 50 records in one step”
The batch limit.
Split the list.
“This field is calculated automatically and can’t be edited”
A serial number or a calculation.
Edit the fields it depends on.
It can’t find a unit or record
Your permissions don’t cover it.
A real example
Namaa Academy
The situation
The supervisor wants a quick follow-up without opening reports.
What they did
- She asked: “How many clients came from Instagram this month, by consultant?”.
- Then: “Assign the clients with no assignee to Sara”.
- She approved the assignment card.
The result
She got the number and the assignment in one conversation.
A made-up company, to show the idea. The numbers are rounded.
Good to know
Up to 40 tool steps in one request.
After each write, it checks the first 20 records, and the rest are reported as “unconfirmed”.
Deactivated fields are edited or deleted only by their exact name.
Did this guide solve it?
If not, we’ll ask what was missing.