Cody Assist
A training bot for new hires and their teams.
A training bot helps employees learn your processes and policies. It answers new hires’ questions from your onboarding guides, quizzes them on policies and turns long training into short notes, with the source for every answer. People teams use Cody Assist to onboard faster without adding sessions.
Plan
It gives new hires a plan.
Ask what to do in the first week and get the steps from your checklist and onboarding guide.
Sources
Every answer shows its source.
One click opens the guide at the right page, with the passages it used highlighted.
Quiz
It quizzes them.
New hires can ask to be quizzed on any policy. Assist asks one question at a time, with answers to choose from.
Feedback
It explains the answer.
Right or wrong, Assist explains the rule behind the answer and cites the policy.
Summaries
It turns long training into short notes.
A long security training becomes five points to remember, each one traceable to the source.
In practice
What a training bot handles
Requests people really make, and what Assist does with each one.
What should I do in my first week?
Answers with a sourceLists the steps from your checklist
Quiz me on the expense policy
Asks a question firstAsks one question at a time and explains each answer
Summarize the security training
Answers with a sourceTurns it into short points, with the source
How do I submit expenses?
Answers with a sourceWalks them through the steps from the expense guide
Explain our pricing like I’m new
Answers with a sourceExplains it from the sales training, with the source
What does “QBR” mean here?
Answers with a sourceAnswers from your glossary
Who do I ask about payroll?
Answers with a sourceAnswers from the team directory in your guide
Can I skip the compliance course?
Hands off to a personSays what the policy requires and points to their manager
Behind the answers
You choose what it teaches and how.
Assist answers only from your training material, in the style you set.
Knowledge5 sources- Onboarding Guide 2026.pdf24 pagesSynced
- New Hire Checklist.pdf2 pagesSynced
- Travel and Expense Policy.pdf11 pagesSynced
- Security Awareness Training.pdf40 slidesSynced
- learn.meridian.example58 pagesSynced
AssistantSettingsOnboarding
Instructions
Help new employees through their first months using only the onboarding and training material. For a quiz, ask one question at a time with three options, then explain the answer with its source. Keep answers short.
- Knowledge
- 5 sources
- Available in
- Web app and Slack
- Shared with
- New hires and their managers
Setup
How to set up a training bot
Most teams start with the new-hire checklist, the onboarding guide and the policies people ask about in their first month.
- 1
Add your material
Upload guides, policies and decks, or add your learning site.
- 2
Create the assistant
Write how it should teach and quiz.
- 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
Training bot metrics to track
The numbers that show whether it’s working for this team.
- Questions answered
- What new hires ask, and how often, in their first 90 days.
- Top topics
- Where new hires need help, so you can improve the material.
- Time to finish onboarding
- Days to complete the checklist, measured by your team.
FAQ
Training bot FAQs
Is this about training an AI chatbot?
No. This assistant helps people learn: onboarding, policies and product training. It answers from your training material.
Does it replace our learning platform?
No. It works alongside it: people ask questions about the material and practice with quizzes, and your courses stay where they are.
How does it make quizzes?
From the documents you add. Ask it to quiz you on a policy and it asks questions from that policy, then explains each answer with the source.
Can it do role-play practice?
For spoken role-play, such as sales calls, see Cody Live. Assist covers questions, quizzes and summaries in chat.
Where can people use it?
In the Cody web app, through a shareable link, embedded in your intranet or site, or in Slack.
Cody Assist
Start with your onboarding guide.
Start free, add your documents and share the assistant with your team. Every answer shows its sources.