Cody

Business chat agents trained on your own documents

Beginner
Screenshot of Cody, Business chat agents trained on your own documents

What is Cody?

Cody builds support, website conversion and live avatar agents on one shared knowledge base of your documents, sites, tickets and databases, with per-user permissions, audit logs and model choice per workflow.

Cody is a family of AI agents that answer questions from a private knowledge base rather than the open web. Three products sit under the brand: Cody Assist handles knowledge and support, pulling from policies, playbooks, help-centre articles and internal documents so employees and customers get an answer with the source attached. Cody Convert watches visitor signals (referral source, pages viewed, time on page, return visits) and opens a conversation once intent crosses a threshold you define. Cody Live puts a face and a voice on the same underlying knowledge for events, brand activations and experiential marketing. The core idea is that you connect documents, drives, sites, tickets and databases once, and every agent you switch on inherits that same knowledge, integrations, permissions and controls. Adding a second agent is treated as a configuration change rather than a second implementation. Role-specific scope follows each user, so retrieval is limited to what that person is entitled to see, and every query, decision and output is logged and exportable. Operationally Cody is model-agnostic: choose a model per workflow and swap it later without rebuilding the pipeline. Agents can call connected systems, resolve live values and complete multi step work under approvals you set. Deployment can run in cloud, private cloud, hybrid or on premises. The tool suits operations, HR and IT teams fielding repetitive internal questions, support teams deflecting tickets, marketing and sales teams qualifying website visitors, and events teams running interactive stands. It competes with general assistants on grounding and governance rather than raw model access, and with DIY retrieval stacks on setup speed. The homepage states most teams have an assistant answering real questions within the same week; complex or regulated rollouts are pointed toward a Solution Design Study first.

How do you use Cody?

  1. 1Pick the agent that matches your problem
    Review the three products and choose one starting point: Assist for knowledge and support, Convert for website intent, or Live for event experiences.
  2. 2Connect the knowledge the agent needs
    Link the documents, drives, sites, tickets or databases that hold the answers. This knowledge base is shared by every agent you enable later.
  3. 3Set permissions and model choice
    Scope retrieval to each role so people only see what they are entitled to, then choose which model handles each workflow.
  4. 4Put the agent in front of real users
    Deploy the assistant on your site or internal channel and let it answer live questions with sources attached.
  5. 5Review logs and expand
    Check the audit trail and the questions your site failed to answer, then widen scope or add another agent from the same base.
  6. 6Map risk before a complex rollout
    For regulated or high risk deployments, run a Solution Design Study to map data, controls and integration surface before implementation.

Pros and cons

Pros

  • Answers are grounded in your own documents, drives, sites, tickets and databases, with the source attached to each responseAI
  • One trained knowledge base feeds every agent, so adding a second agent is a configuration task rather than a new buildAI
  • Role-specific permissions follow the user, and every query and output is logged and exportableAI
  • Model-agnostic design lets teams pick a model per workflow and switch later without a rebuildAI
  • Flexible deployment across cloud, private cloud, hybrid and on premisesAI

Cons

  • Cody Convert, the proactive website agent, is listed as early access, so its behaviour may still shiftAI
  • Pricing is not published on the homepage, which makes budget comparison against rivals difficult before contacting salesAI
  • Capability depends heavily on the quality and coverage of the documents and systems you connect firstAI
  • Live avatar experiences for events appear to be a sales-led engagement rather than a self-serve setupAI
  • No mobile apps are mentioned, so the product is assumed to be browser basedAI

How much does Cody cost?

Free trial

Starting free with Cody Assist requires no credit card, per the homepage. No trial length or usage cap is stated.

Learn more

Integrations

Agents can call your existing systems, resolve live values and complete multi-step work with approvals you define. Specific named connectors are not listed on the homepage.

Features

Shared knowledge base across agents, retrieval grounded in documents, drives, sites, tickets and databases, tool calling with approvals, role-based permissions, per-workflow model choice, exportable audit logs, and cloud, private cloud, hybrid or on-premises deployment.

Learn more

Frequently asked questions about Cody

  • Does Cody offer a free trial?
    Starting free with Cody Assist requires no credit card, per the homepage. No trial length or usage cap is stated.
  • How do you use Cody?
    The walkthrough on this page covers 6 steps: 1. Pick the agent that matches your problem 2. Connect the knowledge the agent needs 3. Set permissions and model choice 4. Put the agent in front of real users 5. Review logs and expand 6. Map risk before a complex rollout.
  • What platforms does Cody support?
    Cody is available on Web App.
  • What does Cody integrate with?
    Agents can call your existing systems, resolve live values and complete multi-step work with approvals you define. Specific named connectors are not listed on the homepage.
  • What are the limitations of Cody?
    Cody Convert, the proactive website agent, is listed as early access, so its behaviour may still shift. Pricing is not published on the homepage, which makes budget comparison against rivals difficult before contacting sales. Capability depends heavily on the quality and coverage of the documents and systems you connect first.

Status

StatusActive
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Added10/21/2026

Platforms

Web App

Pricing

Freemium