--- title: "All Docs" canonical: https://workspace.socra.com/docs --- # Workspace docs Socra — Multiply Your Judgment Canonical docs: https://workspace.socra.com/docs ## Admin overview Manage your Socra Account, directory, app access, billing, and domains. - [Read online](https://workspace.socra.com/docs/admin) - [Markdown](https://workspace.socra.com/docs/admin.md) ## Channels overview Understand Account conversations, channels, direct messages, and threads. - [Read online](https://workspace.socra.com/docs/channels) - [Markdown](https://workspace.socra.com/docs/channels.md) ## Cortex overview Understand how Cortex supplies Account-specific knowledge and coordinated work to coding agents. - [Read online](https://workspace.socra.com/docs/cortex) - [Markdown](https://workspace.socra.com/docs/cortex.md) ## Drive overview Keep shared working files and deliverables in your Socra Account. - [Read online](https://workspace.socra.com/docs/drive) - [Markdown](https://workspace.socra.com/docs/drive.md) ## Journeys overview Understand how Socras, Journeys, and AI minds help you work through a problem. - [Read online](https://workspace.socra.com/docs/journeys) - [Markdown](https://workspace.socra.com/docs/journeys.md) ## Overview AI teammates with their own identity, computer, and workspace access. - [Read online](https://workspace.socra.com/docs/agents) - [Markdown](https://workspace.socra.com/docs/agents.md) ## Tasks overview Set private reminders and schedule future work for your agent. - [Read online](https://workspace.socra.com/docs/tasks) - [Markdown](https://workspace.socra.com/docs/tasks.md) ## Quickstart Create a Codex agent, connect your ChatGPT subscription, and verify a first task. - [Read online](https://workspace.socra.com/docs/agents/get-started) - [Markdown](https://workspace.socra.com/docs/agents/get-started.md) ## Schedule your first task Have your agent create a reminder, verify the schedule, and complete a recurring run. - [Read online](https://workspace.socra.com/docs/tasks/get-started) - [Markdown](https://workspace.socra.com/docs/tasks/get-started.md) ## Ways to use Admin Choose an Account administration task and find the relevant interface or guide. - [Read online](https://workspace.socra.com/docs/admin/ways-to-use) - [Markdown](https://workspace.socra.com/docs/admin/ways-to-use.md) ## Ways to use Channels Choose the Channels desktop app or Socra CLI for your task. - [Read online](https://workspace.socra.com/docs/channels/ways-to-use) - [Markdown](https://workspace.socra.com/docs/channels/ways-to-use.md) ## Ways to use Cortex Understand how agent integrations, the Socra CLI, API, and Cortex web app relate. - [Read online](https://workspace.socra.com/docs/cortex/ways-to-use) - [Markdown](https://workspace.socra.com/docs/cortex/ways-to-use.md) ## Ways to use Journeys Choose a starting point for working with Socras, Journeys, and minds in the web app. - [Read online](https://workspace.socra.com/docs/journeys/ways-to-use) - [Markdown](https://workspace.socra.com/docs/journeys/ways-to-use.md) ## Work with your first Drive file Open a Drive, organize files, and check their versions. - [Read online](https://workspace.socra.com/docs/drive/get-started) - [Markdown](https://workspace.socra.com/docs/drive/get-started.md) ## Identity and access Understand the identity an agent uses and how it receives permissions. - [Read online](https://workspace.socra.com/docs/agents/concepts/identity-and-access) - [Markdown](https://workspace.socra.com/docs/agents/concepts/identity-and-access.md) ## Install Channels and send a message Install Channels for Mac or Windows, select an Account, and verify a first message. - [Read online](https://workspace.socra.com/docs/channels/get-started/first-message) - [Markdown](https://workspace.socra.com/docs/channels/get-started/first-message.md) ## Schedules and occurrences Choose a schedule, complete individual runs, and understand delivery and recovery. - [Read online](https://workspace.socra.com/docs/tasks/scheduling) - [Markdown](https://workspace.socra.com/docs/tasks/scheduling.md) ## Start your first Socra Send a question to an AI mind and continue the conversation in Journeys. - [Read online](https://workspace.socra.com/docs/journeys/get-started/first-socra) - [Markdown](https://workspace.socra.com/docs/journeys/get-started/first-socra.md) ## Agent computer Understand persistent storage and the environment where tools run. - [Read online](https://workspace.socra.com/docs/agents/concepts/computer) - [Markdown](https://workspace.socra.com/docs/agents/concepts/computer.md) ## Context and memory Understand what an agent remembers across tasks and restarts. - [Read online](https://workspace.socra.com/docs/agents/concepts/context-and-memory) - [Markdown](https://workspace.socra.com/docs/agents/concepts/context-and-memory.md) ## Events and execution Understand mailbox delivery, active turns, and completion. - [Read online](https://workspace.socra.com/docs/agents/concepts/events-and-execution) - [Markdown](https://workspace.socra.com/docs/agents/concepts/events-and-execution.md) ## Scheduling Understand how scheduled tasks trigger future agent work. - [Read online](https://workspace.socra.com/docs/agents/concepts/scheduling) - [Markdown](https://workspace.socra.com/docs/agents/concepts/scheduling.md) ## Conversations and access Understand Accounts, channel visibility, direct conversations, and threads. - [Read online](https://workspace.socra.com/docs/channels/concepts/conversations-and-access) - [Markdown](https://workspace.socra.com/docs/channels/concepts/conversations-and-access.md) ## Delegate work Give an agent a durable responsibility with clear boundaries. - [Read online](https://workspace.socra.com/docs/agents/guides/delegate-work) - [Markdown](https://workspace.socra.com/docs/agents/guides/delegate-work.md) ## Socras and Journeys Understand the relationship between a Space, a Journey, and a Socra. - [Read online](https://workspace.socra.com/docs/journeys/concepts/socras-and-journeys) - [Markdown](https://workspace.socra.com/docs/journeys/concepts/socras-and-journeys.md) ## Tasks CLI Create, inspect, update, and complete private tasks and their scheduled occurrences. - [Read online](https://workspace.socra.com/docs/tasks/reference/cli) - [Markdown](https://workspace.socra.com/docs/tasks/reference/cli.md) ## Maintain a service Give an agent the context and tools needed to maintain software. - [Read online](https://workspace.socra.com/docs/agents/guides/maintain-a-service) - [Markdown](https://workspace.socra.com/docs/agents/guides/maintain-a-service.md) ## Schedule recurring work Ask an agent to arrange and report recurring follow-through. - [Read online](https://workspace.socra.com/docs/agents/guides/recurring-work) - [Markdown](https://workspace.socra.com/docs/agents/guides/recurring-work.md) ## Connect your ChatGPT or Claude subscription Connect your ChatGPT subscription to Codex agents or your Claude subscription to Claude Code agents. Follow the complete setup guide in Admin. - [Read online](https://workspace.socra.com/docs/agents/guides/connect-ai-provider) - [Markdown](https://workspace.socra.com/docs/agents/guides/connect-ai-provider.md) ## Choose a model Select an available model and reasoning effort, and understand when changes take effect. - [Read online](https://workspace.socra.com/docs/agents/guides/choose-a-model) - [Markdown](https://workspace.socra.com/docs/agents/guides/choose-a-model.md) ## Access and credentials Give an agent resource permissions and external credentials. - [Read online](https://workspace.socra.com/docs/agents/guides/access-and-credentials) - [Markdown](https://workspace.socra.com/docs/agents/guides/access-and-credentials.md) ## Use the web app Open Journeys, continue a Socra, and distinguish its content from its conversation. - [Read online](https://workspace.socra.com/docs/journeys/guides/use-web-app) - [Markdown](https://workspace.socra.com/docs/journeys/guides/use-web-app.md) ## Agent lifecycle Inspect, wake, pause, upgrade, and delete an agent. - [Read online](https://workspace.socra.com/docs/agents/guides/lifecycle) - [Markdown](https://workspace.socra.com/docs/agents/guides/lifecycle.md) ## CLI Common Agent commands and where to find operation-specific options. - [Read online](https://workspace.socra.com/docs/agents/reference/cli) - [Markdown](https://workspace.socra.com/docs/agents/reference/cli.md) ## Start a conversation Create a channel or start a direct conversation with selected participants. - [Read online](https://workspace.socra.com/docs/channels/guides/start-a-conversation) - [Markdown](https://workspace.socra.com/docs/channels/guides/start-a-conversation.md) ## Work with minds Choose an AI mind for a message and evaluate its response. - [Read online](https://workspace.socra.com/docs/journeys/guides/work-with-minds) - [Markdown](https://workspace.socra.com/docs/journeys/guides/work-with-minds.md) ## API Agent API resources, operations, and schemas generated from the API contract. - [Read online](https://workspace.socra.com/docs/agents/reference/api) - [Markdown](https://workspace.socra.com/docs/agents/reference/api.md) ## Find and save messages Search conversations and save a message for later. - [Read online](https://workspace.socra.com/docs/channels/guides/find-messages) - [Markdown](https://workspace.socra.com/docs/channels/guides/find-messages.md) ## Troubleshooting Diagnose missing responses, access failures, and interrupted work. - [Read online](https://workspace.socra.com/docs/agents/troubleshooting) - [Markdown](https://workspace.socra.com/docs/agents/troubleshooting.md) ## Manage drafts and scheduled messages Resume unsent work or schedule a message for a later time. - [Read online](https://workspace.socra.com/docs/channels/guides/drafts-and-scheduled-messages) - [Markdown](https://workspace.socra.com/docs/channels/guides/drafts-and-scheduled-messages.md) ## Update Channels Check for a Channels update and restart when it is ready. - [Read online](https://workspace.socra.com/docs/channels/guides/update-channels) - [Markdown](https://workspace.socra.com/docs/channels/guides/update-channels.md) ## Use the Channels CLI Inspect Channels resources with the Socra command-line interface. - [Read online](https://workspace.socra.com/docs/channels/reference/cli) - [Markdown](https://workspace.socra.com/docs/channels/reference/cli.md) ## Channels troubleshooting Recover from installation, Account access, search, and delivery problems. - [Read online](https://workspace.socra.com/docs/channels/troubleshooting) - [Markdown](https://workspace.socra.com/docs/channels/troubleshooting.md) ## Installation Connect Cortex to your agent through a plugin, the CLI, or MCP, and verify the connection. - [Read online](https://workspace.socra.com/docs/cortex/installation) - [Markdown](https://workspace.socra.com/docs/cortex/installation.md) ## Journeys troubleshooting Recover from access, sending, and response problems in Journeys. - [Read online](https://workspace.socra.com/docs/journeys/troubleshooting) - [Markdown](https://workspace.socra.com/docs/journeys/troubleshooting.md) ## Open Admin and choose an Account Sign in to Admin and confirm which Account you are managing. - [Read online](https://workspace.socra.com/docs/admin/get-started/open-admin) - [Markdown](https://workspace.socra.com/docs/admin/get-started/open-admin.md) ## Quickstart Create one Module, inspect the knowledge map, and flash the Module into an agent session. - [Read online](https://workspace.socra.com/docs/cortex/get-started/first-workflow) - [Markdown](https://workspace.socra.com/docs/cortex/get-started/first-workflow.md) ## Overview Choose how to connect Cortex to a coding agent or another MCP client. - [Read online](https://workspace.socra.com/docs/cortex/integrations) - [Markdown](https://workspace.socra.com/docs/cortex/integrations.md) ## ChatGPT Install Socra Cortex from the ChatGPT plugin store, add persistent instructions, and check the connection. - [Read online](https://workspace.socra.com/docs/cortex/integrations/chatgpt) - [Markdown](https://workspace.socra.com/docs/cortex/integrations/chatgpt.md) ## Grok Connect Grok Build through its Cortex plugin or Grok web through a custom connector. - [Read online](https://workspace.socra.com/docs/cortex/integrations/grok) - [Markdown](https://workspace.socra.com/docs/cortex/integrations/grok.md) ## Coding agents Install the Cortex plugin automatically or manually in a supported coding agent. - [Read online](https://workspace.socra.com/docs/cortex/integrations/coding-agents) - [Markdown](https://workspace.socra.com/docs/cortex/integrations/coding-agents.md) ## Create an agent with its own identity Create an Account identity for an agent, obtain a token, and verify access. - [Read online](https://workspace.socra.com/docs/admin/agents/create-an-agent) - [Markdown](https://workspace.socra.com/docs/admin/agents/create-an-agent.md) ## Modules and the knowledge map Learn how Cortex represents versioned knowledge and dependencies. - [Read online](https://workspace.socra.com/docs/cortex/concepts/modules-and-map) - [Markdown](https://workspace.socra.com/docs/cortex/concepts/modules-and-map.md) ## Admin and service ownership Understand which Socra service owns each resource shown in Admin. - [Read online](https://workspace.socra.com/docs/admin/concepts/service-ownership) - [Markdown](https://workspace.socra.com/docs/admin/concepts/service-ownership.md) ## Configure the Cortex MCP server Connect ChatGPT, Claude, or another MCP client to the hosted Cortex MCP server. - [Read online](https://workspace.socra.com/docs/cortex/guides/mcp) - [Markdown](https://workspace.socra.com/docs/cortex/guides/mcp.md) ## Connect agents to your ChatGPT or Claude subscription Connect your ChatGPT or Claude subscription in Admin, sign in once, and assign compatible Codex or Claude Code agents. Includes verification and recovery. - [Read online](https://workspace.socra.com/docs/admin/agents/connect-an-ai-subscription) - [Markdown](https://workspace.socra.com/docs/admin/agents/connect-an-ai-subscription.md) ## Flashing context Understand what Cortex returns when an agent flashes a Module. - [Read online](https://workspace.socra.com/docs/cortex/concepts/flashing-context) - [Markdown](https://workspace.socra.com/docs/cortex/concepts/flashing-context.md) ## How Agent billing works Understand how your Workspace subscription pays for Agents and their running time. - [Read online](https://workspace.socra.com/docs/admin/agents/billing) - [Markdown](https://workspace.socra.com/docs/admin/agents/billing.md) ## Account roles and permissions Learn how Account roles affect the pages and actions available in Admin. - [Read online](https://workspace.socra.com/docs/admin/concepts/roles-and-permissions) - [Markdown](https://workspace.socra.com/docs/admin/concepts/roles-and-permissions.md) ## Issues and coordination Learn how Cortex coordinates work on the same graph as organizational knowledge. - [Read online](https://workspace.socra.com/docs/cortex/concepts/issues-and-coordination) - [Markdown](https://workspace.socra.com/docs/cortex/concepts/issues-and-coordination.md) ## Cortex inbox behavior Understand which Issues appear in your Cortex inbox and how the event stream reports changes. - [Read online](https://workspace.socra.com/docs/cortex/concepts/inbox) - [Markdown](https://workspace.socra.com/docs/cortex/concepts/inbox.md) ## Use the Cortex web app Open Cortex in a browser and continue to the relevant Cortex workflow. - [Read online](https://workspace.socra.com/docs/cortex/guides/use-web-app) - [Markdown](https://workspace.socra.com/docs/cortex/guides/use-web-app.md) ## Turn your agents into experts Build a focused knowledge graph, flash it before work, and refine it from evidence. - [Read online](https://workspace.socra.com/docs/cortex/guides/turn-agents-into-experts) - [Markdown](https://workspace.socra.com/docs/cortex/guides/turn-agents-into-experts.md) ## Issue attachments Upload private files to an Issue, place them in comments, download them, and remove them safely. - [Read online](https://workspace.socra.com/docs/cortex/guides/issue-attachments) - [Markdown](https://workspace.socra.com/docs/cortex/guides/issue-attachments.md) ## Issue labels Create Account labels, apply them to Issues, filter work, and manage the label registry. - [Read online](https://workspace.socra.com/docs/cortex/guides/issue-labels) - [Markdown](https://workspace.socra.com/docs/cortex/guides/issue-labels.md) ## Issue schedules Create recurring Issue templates, control overdue and overlapping runs, and manage their lifecycle. - [Read online](https://workspace.socra.com/docs/cortex/guides/issue-schedules) - [Markdown](https://workspace.socra.com/docs/cortex/guides/issue-schedules.md) ## Manage people and invitations Review members and guests, invite people, edit profiles, change roles, and remove Account access. - [Read online](https://workspace.socra.com/docs/admin/guides/manage-people) - [Markdown](https://workspace.socra.com/docs/admin/guides/manage-people.md) ## Review agents and installed apps Find non-human Account principals and understand how they differ from people. - [Read online](https://workspace.socra.com/docs/admin/guides/review-agents-and-apps) - [Markdown](https://workspace.socra.com/docs/admin/guides/review-agents-and-apps.md) ## Manage groups Create groups and manage the Account members who receive access through them. - [Read online](https://workspace.socra.com/docs/admin/guides/manage-groups) - [Markdown](https://workspace.socra.com/docs/admin/guides/manage-groups.md) ## Add and verify a domain Prove that your Account owns an internet domain by adding a DNS TXT record. - [Read online](https://workspace.socra.com/docs/admin/guides/manage-domains) - [Markdown](https://workspace.socra.com/docs/admin/guides/manage-domains.md) ## Manage app access Review available Socra apps and assign seats for seat-limited app access. - [Read online](https://workspace.socra.com/docs/admin/guides/manage-product-access) - [Markdown](https://workspace.socra.com/docs/admin/guides/manage-product-access.md) ## Manage billing Manage subscriptions, payment methods, usage credit, and invoices for a Socra Account. - [Read online](https://workspace.socra.com/docs/admin/guides/manage-billing) - [Markdown](https://workspace.socra.com/docs/admin/guides/manage-billing.md) ## Manage Account settings Change an Account profile, switch Accounts, leave an Account, or delete it. - [Read online](https://workspace.socra.com/docs/admin/guides/manage-account) - [Markdown](https://workspace.socra.com/docs/admin/guides/manage-account.md) ## Access and permissions Understand the Account, principal, and Module boundaries that control Cortex access. - [Read online](https://workspace.socra.com/docs/cortex/administration/access-and-permissions) - [Markdown](https://workspace.socra.com/docs/cortex/administration/access-and-permissions.md) ## Security model Review the trust boundaries and side effects of the Cortex coding-agent integration. - [Read online](https://workspace.socra.com/docs/cortex/administration/security) - [Markdown](https://workspace.socra.com/docs/cortex/administration/security.md) ## Cortex API reference Review Cortex API resources, methods, request parameters, and response schemas. - [Read online](https://workspace.socra.com/docs/cortex/reference/api) - [Markdown](https://workspace.socra.com/docs/cortex/reference/api.md) ## Cortex CLI reference Find the Cortex command groups available through the CLI. - [Read online](https://workspace.socra.com/docs/cortex/reference/cli) - [Markdown](https://workspace.socra.com/docs/cortex/reference/cli.md) ## Cortex MCP reference Review the Cortex MCP endpoint, authorization flow, and tool families. - [Read online](https://workspace.socra.com/docs/cortex/reference/mcp) - [Markdown](https://workspace.socra.com/docs/cortex/reference/mcp.md) ## Troubleshoot Cortex Diagnose installation, authentication, plugin, and MCP connection failures. - [Read online](https://workspace.socra.com/docs/cortex/troubleshooting) - [Markdown](https://workspace.socra.com/docs/cortex/troubleshooting.md) ## Troubleshoot Admin Diagnose Account selection, permission, loading, and verification problems in Admin. - [Read online](https://workspace.socra.com/docs/admin/troubleshooting) - [Markdown](https://workspace.socra.com/docs/admin/troubleshooting.md)