For customers, Cora acts as an AI concierge—designed to support them throughout their journey deploying software solutions. Whether you’re just getting started or deep into driving engagement, Cora keeps everything on track by coordinating launch tasks, providing timely reminders, answering questions, and connecting you to the right team members at the right time.
What Cora Does
Here's how Cora supports the customer onboarding experience:
Launch Coordination: Tracks deliverables and deadlines, nudges your team when action is needed, and helps ensure a smooth start.
Support Triage: Answers common questions and flags anything that needs a human touch to your account team.
How You’ll Interact with Cora
Cora meets you in the tools you already use—email, Slack (if enabled), and the shared workspace. Here’s how each works:
Email: Cora will send you timely updates, reminders, and nudges from [email protected]. If you're not seeing these emails, please check your spam or promotions folder and mark them as safe.
Slack (optional): If your experience includes a shared Slack channel, Cora will support you there. Your Cora team can help get that set up if desired.
Shared Workspace: If you have an active launch, your team has access to a shared web-based workspace where you can track tasks, complete steps, and view upcoming milestones. You can access it from your emails or Slack messages with Cora.
Navigating the Workspace
If you've received a task reminder from Cora by email or Slack, you will have access to the shared workspace with action items to review or complete. Only designated admins from your organization will have access. If multiple admins are supporting the same project, they will all see the same shared task list.
How to Access the Cora Workspace:
Click the link in your email or Slack message to open the workspace.
On first login, choose your login method (e.g., Google, Slack, or email), which will become your primary way to access the workspace.
How to Complete Tasks with Cora
Via Email
Look for task reminders from [email protected].
Click on the "Open Workspace" button to access your Cora workspace.
Review the listed action items with due dates and linked instructions or forms
Click the arrow next to the task to expand it to review details and provide responses and requested information.
Click the "Complete Task" button once you've taken the required action.
If you have a question, reply directly to the email and Cora will either respond or loop in your account team.
Via Slack
Open the shared Slack channel with your account team.
Cora will send you task reminders in the thread (e.g., upload user list, confirm SSO method).
Click any buttons or links provided to complete the task (e.g., fill out a form, upload a file).
Respond in the thread with updates (e.g., “done,” “in progress”)—Cora will track your progress.
If you need help, type your question directly—Cora will either respond or loop in the right person.
Need Help with Cora?
Not receiving email messages? Check your Spam or Promotions folders.
Can't access your workspace? Make sure you're using the correct email address.
Still having trouble? Contact our Support Team at [email protected].
Still have questions? Check out our Cora FAQ for more answers.