# Self-serve guide — where to send an operator

> The human-facing wiki, page by page, so you can point an operator at the right one. It is
> not indexed for search and you should never load it as reference: everything it teaches has
> a home in `knowledge/`. Use it when the operator has to do something in the panel themselves.

Rendered site with an English/Español toggle: https://cortex-ops-wiki.pages.dev/site/wiki/index.html.
Every link below is a deep link into it; paste it as is.

| The operator wants to | English page | Página en español |
|---|---|---|
| Connect the MCP from Claude, ChatGPT or Claude Code and take the first steps | [getting-started](https://cortex-ops-wiki.pages.dev/site/wiki/index.html#en/getting-started.md) | [primeros-pasos](https://cortex-ops-wiki.pages.dev/site/wiki/index.html#es/primeros-pasos.md) |
| Link an Instagram, WhatsApp, TikTok or web channel | [connecting](https://cortex-ops-wiki.pages.dev/site/wiki/index.html#en/connecting.md) | [conexion](https://cortex-ops-wiki.pages.dev/site/wiki/index.html#es/conexion.md) |
| Build a first agent from a sample, or rebuild one | [creating-agents](https://cortex-ops-wiki.pages.dev/site/wiki/index.html#en/creating-agents.md) | [crear-agentes](https://cortex-ops-wiki.pages.dev/site/wiki/index.html#es/crear-agentes.md) |
| Set up keywords, comment triggers, story replies, canned replies | [keywords-and-triggers](https://cortex-ops-wiki.pages.dev/site/wiki/index.html#en/keywords-and-triggers.md) | [palabras-clave-y-disparadores](https://cortex-ops-wiki.pages.dev/site/wiki/index.html#es/palabras-clave-y-disparadores.md) |
| Follow-ups, reminders, notifications to the team | [automation-and-follow-ups](https://cortex-ops-wiki.pages.dev/site/wiki/index.html#en/automation-and-follow-ups.md) | [automatizacion-y-seguimientos](https://cortex-ops-wiki.pages.dev/site/wiki/index.html#es/automatizacion-y-seguimientos.md) |
| Pause, resume or take over a live conversation | [conversations](https://cortex-ops-wiki.pages.dev/site/wiki/index.html#en/conversations.md) | [conversaciones](https://cortex-ops-wiki.pages.dev/site/wiki/index.html#es/conversaciones.md) |
| Track custom data per lead, read insights | [custom-data-and-insights](https://cortex-ops-wiki.pages.dev/site/wiki/index.html#en/custom-data-and-insights.md) | [datos-personalizados-y-hallazgos](https://cortex-ops-wiki.pages.dev/site/wiki/index.html#es/datos-personalizados-y-hallazgos.md) |
| Upload images, audios, PDFs and links the agent sends | [content-and-media](https://cortex-ops-wiki.pages.dev/site/wiki/index.html#en/content-and-media.md) | [contenido-y-medios](https://cortex-ops-wiki.pages.dev/site/wiki/index.html#es/contenido-y-medios.md) |
| Read the numbers and improve an agent | [analyzing-and-improving](https://cortex-ops-wiki.pages.dev/site/wiki/index.html#en/analyzing-and-improving.md) | [analizar-y-mejorar](https://cortex-ops-wiki.pages.dev/site/wiki/index.html#es/analizar-y-mejorar.md) |
| Onboard a new client as an agency | [agencies](https://cortex-ops-wiki.pages.dev/site/wiki/index.html#en/agencies.md) | [agencias](https://cortex-ops-wiki.pages.dev/site/wiki/index.html#es/agencias.md) |
| Copy a proven production setup end to end | [recipes](https://cortex-ops-wiki.pages.dev/site/wiki/index.html#en/recipes.md) | [recetas](https://cortex-ops-wiki.pages.dev/site/wiki/index.html#es/recetas.md) |
| The full training journey, start to scale | [training](https://cortex-ops-wiki.pages.dev/site/wiki/index.html#en/training.md) | [training](https://cortex-ops-wiki.pages.dev/site/wiki/index.html#es/training.md) |
| Overview of everything above | [index](https://cortex-ops-wiki.pages.dev/site/wiki/index.html#en/index.md) | [index](https://cortex-ops-wiki.pages.dev/site/wiki/index.html#es/index.md) |

Reply with the link in the operator's language. Do not paste the page's contents back; the
page already carries a copy-paste request per task.