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This section covers the core setup steps to get your Cora workspace ready for your team. You will learn how to import accounts, invite users, connect your knowledge sources, and understand how Cora measures usage. If you are setting up Cora for the first time, start with Managing Your Accounts, then add your team and knowledge base.

Actions and Usage

Learn what counts as an Action and how usage is measured.

Managing Accounts

Import accounts from your CRM and configure ownership.

Managing Team

Add users, assign roles, and manage workspace access.

Knowledge Base

Connect docs, PDFs, Google Drive, and Zendesk articles.

Email Alias

Set up a dedicated Google Workspace email for your Cora agent.