Cody - Business AI Employee Trained on Your Knowledge Base
Cody · Productivity · Leaning
Cody is a business AI assistant trained on your own documents, websites, and tools. It answers team and customer questions with cited sources, and can take multi-step actions with approvals.

About Cody - Business AI Employee Trained on Your Knowledge Base
What Is Cody
Cody is a business AI assistant built around company knowledge instead of public web content. It works as an AI employee for the parts of the job that repeat. You point it at the places your answers already live: uploaded files, shared drives, your website, help desk tickets, and business tools. After that, the assistant answers questions by pulling from that material and showing where each answer came from.
The product ships as three agents that share one knowledge base. Cody Assist handles support for employees and customers, with a citation attached to every claim. Cody Convert watches website visitors, reads intent, and opens a conversation when someone looks close to leaving or buying. Cody Live puts a face and a voice on the assistant for events, booths, and live demos.
Two limits shape the fit. The value depends on the quality of what you connect, so scattered files and outdated docs produce scattered answers. And a well-trained assistant still needs someone to review its output in the first weeks, especially on anything customer-facing.
Cody is built by Cody, the company behind meetcody.ai. Teams can start on the free plan, then move to a paid plan when credit use or team size grows.
Getting Started
- Sign up at meetcody.ai with your work email and pick the free personal plan to test the setup.
- Create a workspace and upload documents, connect a drive, or let Cody crawl your website pages so the knowledge base has something to retrieve from.
- Set permissions. Assign roles and scopes so each person only retrieves what they are allowed to see.
- Open Cody Assist in the chat window or install the widget on your site, then ask real questions your team asks every week.
- Review the answers and citations, fix weak source documents, and add a second agent or a paid plan once the first one is answering well.
Product Information
A quick look at Cody - Business AI Employee Trained on Your Knowledge Base's pricing, supported platforms, and performance.
Best for
The users, tasks, and scenarios where this tool fits best.
Users
- Support and success teams
- Operations and HR staff
- Small business owners without a tech team
Tasks
- Answering repeated internal questions
- Deflecting website support tickets
- Onboarding new staff
- Drafting customer replies
- Turning website visits into conversations
Scenarios
- A first AI rollout inside a cautious company
- Regulated or data-sensitive work
- Running a busy event or trade show booth
Key features
Knowledge Base Trained on Your Own Content
Cody retrieves from the documents, drives, websites, and tools you connect rather than from the open web. You upload files once, and every agent you switch on draws on the same material. Because the source sits next to each answer, a reader can check a claim in seconds instead of trusting the output. A knowledge base chatbot that cites its sources is the feature that separates Cody from a general chatbot, and it is also the one that depends most on the state of your internal documentation.
Source Citations on Every Answer
Each reply points back to the document, page, or ticket it came from. Support staff use this to confirm a policy before forwarding it to a customer, and managers use it during onboarding training to show new hires where the rule is written. When the citation looks wrong, that is usually a signal a source document needs updating.
Permission-Scoped Retrieval
Access rules follow the user who asks. An HR policy that a manager can see does not surface for an intern, and both talk to the same assistant. Teams that previously blocked AI tools over data exposure concerns can open Cody to a wider group with this control in place.
Multi-Step Actions with Approvals
Agents can call connected systems, look up live values, and complete work that spans a few steps. Anything high-impact can be routed through an approval step you define, so a request can be checked before it changes a record. This moves Cody past question answering into routine task handling.
Model Choice per Workflow
Cody is model-agnostic, and as a business chatbot it does not lock you to one vendor. The paid plans list GPT-5 Mini, GPT-5, and Claude 4 Sonnet, and you can pick a model for a given workflow. If a cheaper model handles internal FAQs well, you use that one there and a stronger model for customer-facing replies, then switch later without rebuilding the pipeline.
Automatic Website Sync
On the Premium and Advanced plans, Cody crawls your website on a schedule so new pages and changed content reach the knowledge base without a manual upload. Businesses that publish often, such as ecommerce stores or SaaS teams with frequent release notes, get the most from this. Basic plans skip the crawler, and their knowledge base stays roughly static until you add documents by hand.
Audit Trails and Deployment Control
Every query, decision, and output is logged, exportable, and traceable from source to answer. Deployment can run in the cloud, a private cloud, a hybrid setup, or on premises. Teams in finance, healthcare, and legal work often need that trail before they can put an assistant in front of staff.
Website Conversion Agent
Cody Convert works as a proactive AI support agent for website visitors showing buying intent and opens a conversation with them. It ranks the questions your site fails to answer, applies audience rules and page-level targeting, and hands qualified leads to a CRM through Zapier or the API. Pricing runs by engaged conversations, from 300 a month on Growth up to custom volume on Enterprise.
Pros and cons
Pros
- Answers arrive with a source attached, which makes them usable in customer support where an unverifiable reply is a liability.
- One knowledge base feeds all three agents, so adding Cody Convert or Cody Live is a configuration change rather than a separate rollout.
- Model-agnostic design lets teams pair cost and quality per workflow, and switch models without rebuilding integrations.
- Audit logging and private or on-premises deployment make the tool viable in regulated industries that reject consumer chatbots.
- The free plan covers 100 credits a month and one website widget, enough to test retrieval quality on real documents.
Cons
- The free personal plan tops out at 100 documents, so any team with a real help center needs a paid plan from the start.
- Credit-based billing makes costs hard to predict. The number of credits a query uses depends on the model and the question, and a chatty team can burn through a monthly allowance quickly.
- The website crawler is missing on Basic, which leaves smaller accounts updating documents by hand.
- Retrieval quality tracks the quality of your source documents. Old PDFs and half-finished wiki pages produce confident answers that are wrong, and cleaning them up takes real time before launch.
Frequently asked questions
ChatGPT draws on public web content. Cody draws on the documents, sites, and tools you connect, and it puts a citation on each answer. That difference is what makes it useful for internal policy questions and customer support, where the user needs the company line rather than a general answer.
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