# Workspace docs

Socra — Multiply Your Judgment

Canonical docs: https://workspace.socra.com/docs

## Admin overview
Manage your Socra Account, directory, product access, billing, and domains.
- [Read online](https://workspace.socra.com/docs/admin)
- [Markdown](https://workspace.socra.com/docs/admin/index.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/index.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/index.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/index.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)

## Install Channels and send a message
Install Channels for Apple Silicon Mac, 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)

## 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)

## 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)

## 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)

## 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)

## 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)

## 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)

## 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 Cortex in Grok, enable its tools, save persistent instructions, and verify a real tool call.
- [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)

## 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)

## 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 product access
Review available Socra apps and assign seats for seat-limited product 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)