Cortex
One interface. All your knowledge. Any action.
Ask anything about your business. Cortex searches your content, understands your context, and uses the right tools — all in one conversation. No switching between apps. No picking the right agent. Just ask.
What is Cortex?
Cortex is your business command layer — a single chat interface connected to everything you know and everything you do. Unlike simple chatbots that just answer questions, Cortex can:
- Search your knowledge — find information across your website, documents, and connected tools
- Take action — draft emails, post to social, query databases, create records, and more
- Remember context — maintain conversation history and build on previous interactions
- Cite sources — every answer shows where information came from for trust and verification
When to use Cortex vs Task Tools
Cortex
When you need a conversation. Ask questions, explore ideas, get explanations with back-and-forth.
- "What do we know about X?"
- "Help me understand this document"
- "Draft a social post about…"
Task Tools
When you have a structured task. Fill a form, get a result, every time.
- Generate a compliance document
- Build a client proposal
- Summarise a contract
The test: If you can say it in a sentence, it's a Task Tool. If you need a conversation, it's Cortex.
What Cortex can do
Cortex draws on every skill in the platform to handle the task at hand. You don't choose the right agent — you just ask.
Research & Explore
Search your indexed knowledge base, then supplement with live web research when needed. Get answers grounded in your own content first.
- “What do we know about [product/service]?”
- “What pages do we have about [topic]?”
- “What’s our positioning on [industry topic]?”
Document Intelligence
Analyse uploaded documents and extract insights, summaries, and answers. Works with PDFs, Word docs, spreadsheets, and text files.
- “Summarise this 20-page report”
- “What are the key takeaways from this whitepaper?”
- “Compare the budgets in these two spreadsheets”
Support & Escalation
Answer how-to questions from your support documentation. Escalates to your team with full context when the answer isn't in the docs.
- “How do I create an integrated assistant?”
- “What does each pricing plan include?”
- “Escalate this to the support team on Slack”
Social & Comms
Draft social media posts, check recent activity, and format content correctly for each channel. Share drafts with your team before publishing.
- “Draft a LinkedIn post about our new service”
- “What did we post on Twitter last week?”
- “Create a draft Facebook post for this blog article”
How Cortex works
- You ask a question or give a task
- Cortex searches your knowledge base (website, docs, tools)
- It uses the right skills to complete the task (draft, search, create)
- You get a transparent answer with source citations
Capabilities by subscription tier
All tiers get the full Cortex experience. Higher tiers unlock more integrations, more assistants, and higher usage limits.
Starter
- Knowledge search across your indexed content
- Web search for live research
- File upload & document analysis
- Support answers from your docs
- 500 interactions/mo
Growth
- Everything in Starter
- Social posting via Buffer
- Team messaging via Slack
- Document upload to knowledge base
- 2000 interactions/mo
Pro
- Everything in Growth
- Marketing tools & email integrations
- Advanced social & comms workflows
- 3 AI Assistants
- 5000 interactions/mo
Scale
- Everything in Pro
- CRM connections: HubSpot, Salesforce
- Custom skills & workflows
- Priority support and SLA
- 10000 interactions/mo
What's next for Cortex
- Competitor Watch — monitor competitor news and flag trends automatically
- Sales Workflows — qualify leads, update CRM, and hand off to your team
- Analytics Reports — generate reports, spot trends, and answer data questions
- Custom Skills — build skills tailored to your specific workflows (Scale tier)
Ready to see what Cortex can do?
Start today and turn your knowledge into action. Tell us about your use case and we’ll show you what's possible.