What an item goes through
An inbox item is always in one of four states:
An item held by your agent stays that way until the agent archives it. If the agent starts and does not finish within 30 minutes (the conversation ended, say), the item moves to Needs review with a note saying so, for a person to decide. Cortex never takes over an item an agent was filing.
In a partitioned brain an item also carries which client (or site, or matter) it belongs to, decided when it arrives. One that could not be decided shows as needs a client alongside its state, and nothing files from it until someone says which.
Who does the filing
Three hands can file an item, and they all follow the same skills. Which one does it depends on how the item arrived:- Your connected agent files whatever it uploads: a document you handed it, a transcript, a note. It does that in the same conversation, with its own tokens, and the item shows as held by your agent while it works. It can also file a waiting item when you ask it to.
- Cortex itself files what arrives with nobody present: web uploads, webhook deliveries, session hooks, files sent from the command line. It files straightforward items automatically, parks anything it is not confident about in the review queue, and works under the workspace’s monthly ingestion limit.
- You can file, adjust or reject anything by hand from the inbox. An item waiting for Cortex can also be handed to your agent: open it and copy the prompt the drawer offers (“Check my Cortex inbox and deal with what is waiting”); the agent takes it from the queue, files it and asks you anything Cortex would have parked on. The drawer also says why an item is waiting: Cortex filing is switched off for the brain, the workspace has reached its monthly limit, or it is simply next in line.
Duplicates take care of themselves
Sending the same thing twice does not create two copies. Cortex recognises repeats, both by content and by the sending tool’s own reference, and points you back to the existing item instead. Connected tools can safely resend without cluttering your brain.A newer version of a document
Documents get edited. When an item arrives that Cortex can tell is the same document as one it already holds, because it came with the same link or the same provider id, it is kept as a revision: a new item, linked to the earlier one, with the earlier one marked as superseded. Both stay in Sources, so a citation made from the earlier version still points at exactly what was read. Whoever files the new version is told which pages the earlier one fed and shown what changed between the two, so an update rewrites those pages rather than starting again. Nothing is filed automatically just because a document changed: the brain’s filing mode applies as for any new item, so in a shared brain on Suggest the update waits in the review queue for a person. Sending the same version twice is still a duplicate, and points you back to the item you already have.Archiving and deleting
A filed item is archived: it stays in the brain’s Sources as the permanent record of what was read, and every page filed from it cites it. That is the normal end of an item’s life. Mail is the one exception: the record stays in Sources, but the message itself is destroyed as the item is archived, so there is nothing to read back beyond the link to your mailbox. A brain admin can also delete an item, from the Delete link beside Archive on the item. Deleting removes the item, its original file and its extracted text for good. Use it for something that should never have arrived, or when clearing a brain out for a fresh start. Pages that were filed from a deleted item keep their source note, but the note now points at nothing, so archive is the right choice for anything a page still relies on.Practical limits
Uploads can be Markdown, plain text, PDF, Word or PowerPoint files, up to 50 MB each. Text is extracted on arrival, so even a slide deck becomes searchable words.Try it
- Drag the same file into an inbox twice and watch the second upload point back to the first.
- Open an item in the review queue and read the suggested filing and its reasoning before approving it.
- After approving, open the created page and follow its source citation back.