Cody Assist
A knowledge base chatbot for your own documents.
A knowledge base chatbot answers questions from your own documents: contracts, policies and product docs. It quotes the passage it used, answers across many files at once and says when the answer isn’t there. Teams use Cody Assist to find answers without searching folders or asking colleagues.
Answers
It answers from your documents.
Ask in plain words and get the answer from your contracts, policies and docs, not from the open web.
Sources
Every answer shows where it comes from.
One click opens the document at the right page, with the clause it used highlighted.
Search
It answers across documents.
Ask a question that spans many files and get one answer that names each source.
Drafts
It turns documents into answers for others.
Draft a help center answer from your own policy, with the source attached.
Limits
It says when it isn’t there.
If the answer isn’t in your documents, Assist says so and points to the person who can check.
In practice
What it handles
Requests people really make, and what Assist does with each one.
What’s the notice period in this contract?
Answers with a sourceQuotes the clause, with the page
Which agreements renew automatically?
Answers with a sourceLists them across contracts, each with its source
What does our IP clause say?
Answers with a sourceQuotes the section and explains it plainly
Summarize this 40-page policy
Answers with a sourceSummarizes it with the sections it used
How did we answer this security question last time?
Answers with a sourceFinds the past answer and its source
Write a help center answer about data retention
Takes the next stepDrafts it from the policy
Which contract covers this customer?
Asks a question firstAsks for the customer name, then finds the agreement
Does this agreement include a non-compete?
Hands off to a personSays it isn’t there and points to legal
Behind the answers
You choose what it knows and who can ask.
Assist answers only from the documents you add, for the people you share it with.
Knowledge4 sources- Contracts312 PDFsSynced
- Policies86 documentsSynced
- docs.meridian.example640 pagesSynced
- Security questionnaire answers.xlsxUpdated monthlySynced
AssistantSettingsCompany Knowledge
Instructions
Answer questions using only the documents provided. Quote the exact clause or section for contracts. If the answer isn’t in the documents, say so and suggest who to ask.
- Knowledge
- 1,240 documents
- Available in
- Web app, Slack and the intranet
- Shared with
- Sales, operations and legal
Setup
How to set it up
Most teams start with contracts, policies or product docs: the files colleagues ask each other about every week.
- 1
Add your documents
Upload files or add the sites where they live.
- 2
Create the assistant
Write its instructions and choose who can use it.
- 3
Share it with your team
People ask in the web app, in Slack or through a link, and every answer shows its sources.
Results
What to measure
The numbers that show whether it’s working for this team.
- Questions answered
- What people find without asking a colleague.
- Sources used most
- Which documents carry the answers, and which are never used.
- Unanswered questions
- Gaps to fill in your documentation.
FAQ
Common questions
How is this different from search?
Search finds documents. Assist reads them and answers the question, with the passage it used, so nobody opens ten files to find one clause.
Can we build a chatbot on our own data?
Yes, that’s what this is. Add your documents, write the instructions, then share the assistant with your team or embed it on your site.
Which files can it use?
PDF, Word, PowerPoint, websites and media, plus business tools you connect.
Who can see what?
Permissions can be set per assistant, so it only answers from the knowledge you assign to it.
Does it make things up?
It answers only from your documents and shows the source for each answer. When the documents don’t cover a question, it says so.
Cody Assist
Start with the documents people ask about most.
Start free, add your documents and share the assistant with your team. Every answer shows its sources.