Getting Started
How to Set Up Your Cortex Workspace in 3 Minutes
Download, sign in, and open your first project folder in Cortex Workspace. A step-by-step onboarding guide with screenshots for macOS and Windows.
Getting Started
Download, sign in, and open your first project folder in Cortex Workspace. A step-by-step onboarding guide with screenshots for macOS and Windows.
Go to https://withcortex.ai/download and download the correct version for your device (e.g. MacOS, Windows).
Sign in with your registered email to access the AI and get started. Choose either option below:
Open a project folder to begin working.
Think of a Project as a completely self-contained workspace. When you select a local folder, that folder becomes the "ingredients" and immediate context for the AI.
Just like using two different Google Chrome profiles (e.g., Personal vs. Work), your projects are completely separated. The tabs you open, your file history, and your AI chat sessions stay locked inside that specific project and cannot be migrated to another.
When you open a workspace, the interface is split left to right into three panels:
Manage your project folder on your computer.
View and edit what the AI is working on.
Send prompts and switch models.
💡 Privacy: Cortex reads your local folder directly. Files never leave your device, and changes save instantly on your machine.
What sets Cortex apart is how it handles the kind of work that actually piles up. It can process dozens of documents in a single command, works inside the tools you already use every day rather than asking you to learn something new, and keeps you in control at every step.
Your files never leave your device, and Cortex is SOC 2 Type II certified, so your work stays yours.
Try Your First Prompt:
"Rename all the invoices in this folder using the format: Vendor Name_Date."
"Go to my Outlook and draft a professional email based on this contract, highlighting the main obligations and deadlines."
"Go through these 30 expense files and create an Excel table with the totals by category."
"Every Monday morning, compile a summary of last week's case notes into a single report."
Want to learn more industry-specific workflow automation: read our blogs
If you have any questions setting up, feel free to ask the AI directly in the chat panel, or reach out to our support team.
WhatsApp: +1 (650) 542 6397 Email: support@withcortex.ai
Click File → Add Folder to Workspace in the top-left corner.
Click the bug icon in the top-right corner.
Click the Cortex logo in the top-left corner.
Click the back arrow button at the top of your current chat session to view your history or start a new conversation.
Keep in mind that because workspaces are isolated, your chat sessions are not shared across different projects; you will only see the history belonging to your current workspace.
Click the chat button in the top-right corner to toggle the AI panel back open.
Still have questions? Please reach out to our support team for help: