Cody
Train an AI chatbot on your business knowledge base and get cited, permission-scoped answers
Cody is one of the more honest implementations of the "AI trained on your docs" category, mainly because the citation on every claim and the permission scoping are real rather than marketing. Model-agnostic routing plus on-prem deployment means it also fits regulated teams that get turned away by lighter-weight chatbot builders. The catch is the credit meter: the free plan is a taste, and Convert's conversation pricing adds up fast if you want proactive website engagement.
Verified 1d ago · liveness 71/100 · cite: rightaichoice.com/tools/cody
- HR, IT, and Operations teams turning policies and playbooks into instant cited answers
- Regulated legal, finance, or healthcare teams needing approved-content gates and exportable audit trails
- Growing SaaS teams that want a proactive website agent to qualify visitors and hand leads to CRM
- Sales and demand-gen teams booking meetings directly from live website visitor signals
- Teams that want unlimited flat-rate usage without tracking per-credit consumption
- Developers who need an open-source codebase they can fork and self-modify
- Buyers who want a zero-setup tool they can use the day they sign up without connecting knowledge
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Skip Cody if you need unlimited usage without per-credit costs, on-premise deployment, or deep code-level customization.
Credits are consumed per query, and advanced models like GPT-5 or Claude 4 Sonnet cost 10+ credits per query, so high-volume usage can exhaust your monthly credits quickly.
Cody's pricing starts at $29/mo for the Basic plan, which is cheaper than many comparable AI assistants that charge per seat. For teams needing advanced models like GPT-5, the $99/mo Premium plan is reasonable, but costs scale with usage credits, making it less predictable for high-volume users.
In short
Cody — Train an AI chatbot on your business knowledge base and get cited, permission-scoped answers. Best for HR, IT, and Operations teams turning policies and playbooks into instant cited answers, Regulated legal, finance, or healthcare teams needing approved-content gates and exportable audit trails, Growing SaaS teams that want a proactive website agent to qualify visitors and hand leads to CRM. Free to start; paid plans from $29/mo.
What people actually say about Cody — is it worth it?
We scanned public community sources for Cody on Jul 31, 2026 and could not establish that the discussion we found is about this tool rather than something else sharing its name. Our own analysis of that scan says the posts were off-subject. Rather than publish a sentiment score built on the wrong subject, we publish nothing here and re-run the scan.
Viability Score
How well maintained and how widely used is Cody? Built from what the vendor actually publishes (docs, changelog, tutorials, integrations, pricing), whether the site is live, and how much real users discuss it. How we calculate this
Last calculated: September 2026
How we score →Key Features
- AI chatbot trained on your own documents, drives, sites, and tools
- Citation attached to every answer for source verification
- Permission-scoped retrieval so users only reach content they are entitled to see
- Document upload including PowerPoint, PDF, Word, and media
- Website crawling with automatic recurring website sync
- Four agents on one shared knowledge base: Assist, Convert, Clear, and Live
- Model-agnostic routing; switch models per workflow without rebuilding
- GPT-5 Mini on Basic; GPT-5 and Claude 4 Sonnet on Premium and Advanced
- Proactive website agent that opens conversations on high visitor intent
- Compliance-grade agent matching questions to approved, traceable content
- Avatar and voice agents for live events and experiential marketing
- Agents can call business systems and complete multi-step work with approvals
- Audit and observability: every query, decision, and output logged and exportable
- Deploy in cloud, private cloud, hybrid, or on-premises
- Customizable website widget, shareable links, and embeddings
About Cody
Cody, built by CodeSM Group, is a family of business AI agents that answer from your own knowledge rather than the public web. You connect documents, drives, sites, tickets, and business tools once, then deploy agents that respond with a source citation on every claim. It now splits into four products across one shared knowledge base: Cody Assist for knowledge and support, Cody Convert for proactive website conversations, Cody Clear for compliance-gated regulated answers, and Cody Live for avatar-and-voice event experiences. The knowledge agent most teams start with is Cody Assist, aimed at Operations, HR, IT, and Support. It ingests PowerPoint, PDF, Word, media, and websites, plus recurring website syncs, and lets staff and customers ask questions in plain language. Permission-scoped retrieval means each person only reaches content they are entitled to see, and answers can be shared via links, embeds, Slack, Discord, Zapier, or the API. Paid plans include a customizable website widget and API access across the board. Under the hood, the platform is deliberately model-agnostic: Basic runs GPT-5 Mini, while Premium and Advanced add GPT-5 and Claude 4 Sonnet, and you can switch models per workflow without rebuilding anything. Every query, decision, and output is logged and exportable, so you get a traceable path from source to answer. Deployment options span cloud, private cloud, hybrid, or on-premises when data has to stay inside your environment. Pricing is credit-based with a genuinely usable entry point: a free plan with 100 credits, 100 documents, and one widget, then Basic at $29/mo, Premium at $99/mo, and Advanced at $249/mo as usage and team seats climb. Cody Convert is priced separately by engaged conversations, and Clear and Live are quoted. Against ChatGPT and open-source chatbots, Cody trades breadth for grounded, permission-aware answers with citations attached.
Behind the Verdict
The question I ask about every "train AI on your docs" tool is whether it stays honest when the docs don't cover the answer. Citation-on-every-claim is the clearest signal Cody does, because it forces the model back to retrieved source material rather than letting it freestyle. That single design choice is why I'd point an HR or IT team here before I'd point them at a generic assistant. Where Cody has quietly changed is its shape. It is no longer one chatbot with integrations bolted on; it is four agents sharing one knowledge base. Train it once, and Cody Assist, Convert, Clear, and Live all inherit the same documents, permissions, and controls. That matters operationally: adding a second agent becomes a configuration decision, not a second implementation, which is the opposite of how most teams experience multi-product AI stacks. Pick this when you need answers grounded in company material and auditable. The exportable query and decision logs, role-scoped retrieval, and cloud/private-cloud/hybrid/on-prem deployment paths are what let a legal, finance, or healthcare team say yes. Model-agnostic routing is a quieter win, because you are not locked to today's best model if a better one ships next quarter. Expect friction in two places. First, credits. They are consumed by model and query weight, so a chatty support team can burn through a Basic plan faster than the headline number suggests; watch the usage tab before you commit seats. Second, scope. Cody Convert is billed by engaged conversations, and Cody Clear and Cody Live are quoted, so the total cost of a full deployment is not something you can estimate from the pricing page alone. Compared with something like a general-purpose ChatGPT deployment, Cody's advantage is business context and access control; its
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Real-world workflow fit
Concrete scenarios for the personas Cody actually fits — and what changes day-one when you adopt it.
An HR manager uploads employee handbooks and policy documents into Cody, creates a bot for HR FAQs, and shares it with the team via Slack.
Outcome: Employees get instant answers to common questions about leave, benefits, and policies, reducing HR's repetitive question load.
A support lead embeds a Cody widget on their help center and trains it on product documentation and troubleshooting guides.
Outcome: Customers receive instant, accurate answers 24/7, cutting down on ticket volume and improving resolution time.
A marketer uses Cody's pre-built Marketing Assistant Bot to draft campaign copy and translate landing pages.
Outcome: The team produces multilingual content faster with consistent brand voice, using citations to verify the information.
Use Cases
- Answer employee questions about company policies and handbooks
- Provide customer support 24/7 via website widget
- Onboard new hires by giving them a bot trained on onboarding docs
- Generate marketing copy and translate documents
- Troubleshoot IT issues using support documentation
- Create a sales bot to handle prospect inquiries
Models Under the Hood
as of 2026-08-31
Limitations
- Usage is credit-based, with different models consuming varying credits (e.g., GPT 3.5 uses 1 credit, GPT 4 uses 10).
- Document and website page limits vary by plan.
- Cloud-only service.
as of 2026-08-29
Verification history
We have re-verified Cody 19 times since . Each pass re-reads the vendor's own pages and re-checks every listed field against that evidence; passes where nothing had changed are marked as such.
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-checked, vendor evidence unchanged
- — re-checked, vendor evidence unchanged
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
Showing the 6 most recent of 19 verification passes.
Free to cite with attribution — this page re-verifies continuously.
12-month cost
Project the real annual outlay, including the implied monthly cost when only an annual tier is published.
Vendor list price only. Add-on usage, seat overages, and contract minimums are surfaced under Hidden costs & gotchas.
Plans compared
For each published Cody tier: who it actually fits, and what it adds vs. the previous tier. Cross-reference the cost calculator above for projected annual outlay.
Free
$0/mo
Ideal for
Individuals or small teams wanting to test Cody's basic capabilities without a credit card.
What this tier adds
Starting tier with 100 credits and 100 documents per month, plus a free website widget.
Basic
$29/mo
Ideal for
Small teams needing a bit more capacity and access to GPT-5 Mini, with up to 3 team members.
What this tier adds
Adds 2,500 credits, 1,000 documents, 3 team members, and a 14-day conversation log.
Premium
$99/mo
Ideal for
Growing teams that need advanced models like GPT-5 and Claude 4 Sonnet, more credits, and website crawling.
What this tier adds
Increases credits to 10,000, adds GPT-5 and Claude 4 Sonnet, supports 10 team members, and includes website crawling and recurring imports (3 websites).
Advanced
$249/mo
Ideal for
Larger organizations with high query volume, needing 25,000 credits, 30 team members, and advanced website crawling.
What this tier adds
Offers 25,000 credits, 25,000 website pages, 30 team members, 90-day conversation logs, and more extensive recurring imports and widget embeds.
Cody Convert Growth
$299/mo
Cody Convert Scale
$749/mo
Cody Convert Enterprise
Custom
Where the pricing makes sense
The company stage and team size where Cody's pricing actually pencils out — and where peers do it cheaper.
Cody's pricing starts at $29/mo for the Basic plan, which is cheaper than many comparable AI assistants that charge per seat. For teams needing advanced models like GPT-5, the $99/mo Premium plan is reasonable, but costs scale with usage credits, making it less predictable for high-volume users.
Setup time & first value
How long it actually takes to get something useful out of Cody — broken out by persona, not the marketing-page minute.
For a non-technical user, setting up Cody takes about 15 minutes: sign up, upload documents, and and create a bot. Sharing via Slack or web embed adds another 5-10 minutes. Training the bot on your data may take a few hours to refine responses.
Switching to or from Cody
How to bring data in from common predecessors and how to get it back out — written for the switcher, not the buyer.
- →From Zendesk Answer Bot: Export your help center articles and FAQs, upload them to Cody, and then embed the widget on your site.
- →From a custom chatbot: Pull your knowledge base docs into Cody and recreate your bot's logic using the customization options.
- ↗To OpenAI Assistants API: Export your conversation logs and knowledge base, then rebuild the workflow with OpenAI's API.
- ↗To a custom in-house bot: Use the API to export your data and train your own model.
Integrations
Resources & Guides
Tutorials & Learning
YouTube returned 6 videos for “Cody”, and we withheld 6: 6 could not be judged, because “Cody” is a single word that other videos use for other things. We are showing none, because we could not prove any of them are about Cody.
Official links
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