Knowledgeable. Executing. In 10 minutes.
A short guided interview is all it takes. Cortex extracts and compiles your company knowledge, wires your channels and tools, and queues your scheduled workflows. Your agent arrives ready to work — not ready to be configured.
Most AI agents arrive ignorant.
The hard part of AI agents isn't starting — it's getting them informed enough to be useful. Who you serve. What you've decided. How your team works. Your tools, your voice, your goals.
Without that context, every conversation is a re-introduction. The agent that “helps” today doesn't remember what it learned yesterday.
- Document everything for the system prompt
- Maintain context as the company changes
- Wire up integrations one by one
- Set up scheduled jobs for recurring work
- Build memory + retrieval from scratch
- Add channel adapters
- Glue secrets management together
- Keep everything in sync forever
What happens when you sign up.
- 01Create your account and name your first agent
- 02Walk through the AI-guided knowledge interview (5 sections, ~10 min)
- 03Connect your communication channels (Slack, Gmail, Telegram)
- 04Provide your LLM API key — encrypted immediately
All 8 components compile and wire while you answer the interview. By the time you hit submit, your agent already knows your company and is ready to execute.
- [01]Company context
- [02]Team & roles
- [03]Tools & access
- [04]Goals & priorities
- [05]Persona
- [06]Channel integrations
- [07]Scheduled workflows
- [08]Agent liveLive
Eight things compiled and wired while you onboard.
| Step | Component | Detail | Status |
|---|---|---|---|
| [01] | Company context | Products, ICP, positioning, voice — extracted from your interview. | Auto |
| [02] | Team & roles | Who does what, ownership areas, escalation paths. | Auto |
| [03] | Tools & access | Your stack, integration credentials, what each tool is for. | Auto |
| [04] | Goals & priorities | Current OKRs, north stars, what matters this quarter. | Auto |
| [05] | Persona | Voice, tone, boundaries, escalation rules. | Auto |
| [06] | Channel integrations | Slack, Gmail, Telegram — wherever your team works. | Auto |
| [07] | Scheduled workflows | Daily digests, triage, reports — queued and ready to run. | Auto |
| [08] | Agent live | Knowledgeable, wired in, and executing. | Live |
Org knowledge shared. Role knowledge layered.
- Company overview — what you do, who you serve
- Products and services — features, pricing, positioning
- Ideal customer profile and common objections
- Brand voice, tone, and communication style
- Goals and priorities for the current quarter
- Role-specific context (sales, CS, recruiting, marketing)
- Tools and systems relevant to that role
- Escalation rules and decision-making authority
- Contact ownership and relationship context
- Previous decisions and playbooks for the role
Your agent gets smarter automatically.
- Every conversation deepens shared org knowledge
- Role-specific memory layers grow with every interaction
- Cortex improvements ship continuously — no action required
- New integrations and workflows added without migrations
What you'd need without Cortex.
| Task | DIY time | Cortex |
|---|---|---|
| Document company context for the system prompt | 4–8 hrs | Guided interview |
| Build memory + retrieval layer | 1–2 weeks | Built-in |
| Wire channel adapters (Slack, Gmail, etc.) | 1–2 weeks | One-click |
| Build scheduled workflow runner | 1–2 weeks | Built-in |
| Implement BYOK secrets pipeline | 1–2 days | Vault |
| Build observability + auto-recovery | 1–2 weeks | Built-in |
| Keep knowledge in sync as the company changes | Ongoing | Automatic |
| Maintain everything forever | Ongoing | Continuous updates |
| Total | ~6–10 weeks | ~10 minutes |
Marketing, sales, and support — ready in 10 minutes.
No re-explaining yourself.
Your agent knows your company from the first conversation.
No system prompt engineering.
The interview translates business context into structured knowledge.
No maintenance.
Updates, new knowledge, and improvements run on the platform.
No DevOps ticket.
Everything happens through a guided web interface.
Your first AI teammate is 10 minutes away.
No blank-slate chatbot. No re-explaining yourself. Just a teammate that already knows your company.