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Cody answers caller questions from your own documents and updates your knowledge base during the call.

Cody is an AI assistant trained on your business. With AgentCalls, your agent can start a Cody conversation during a call to answer questions from your own documents, and it can add new material to Cody's knowledge base when a caller shares it. Connect your Cody account once from the AgentCalls dashboard and your agent can use it on every call. Your agent stays on the line while it checks, so callers get answers without waiting for a callback.

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What your agent can do with Cody

  • Answer caller questions using your own documents, policies and product details
  • Start a focused Cody conversation that limits answers to specific documents
  • Look up an existing conversation and summarize what was discussed
  • Add a webpage or file to Cody's knowledge base after a call so new information is available next time
  • Create folders to keep documents and conversations organized

Cody exposes 21 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Caller asks a policy question

  1. Caller

    Hi, I bought a sofa last week. Can I still return it if I've already had it delivered?

  2. Agent

    Let me check that for you. Our returns policy covers delivered items for 30 days, as long as the fabric hasn't been used outdoors. Do you want me to send the full policy to your email?

  3. Caller

    Yes, please. Send it to dana.reyes@example.com.

  4. Agent

    Done. It's on its way to dana.reyes@example.com now.

Adding a new price list during a call

  1. Caller

    You mentioned a spring discount earlier. Is it already in your system?

  2. Agent

    Not yet. Can you send me the PDF from your email, or tell me the terms?

  3. Caller

    The spring offer is 15 percent off all lawn care packages booked before April 30.

  4. Agent

    Got it. I've added that offer to our knowledge base, so I can answer questions about it from now on. Anything else you'd like to know?

Outbound follow-up with a summary

  1. Agent

    Hello, this is the team at Riverside Dental calling for Marcus. You asked last week about whitening options. Is now a good time?

  2. Caller

    Yes, go ahead.

  3. Agent

    Our in-office whitening session takes about 60 minutes and costs 350 dollars. The take-home kit is 180 dollars. Which would you like more details on?

  4. Caller

    The in-office one. Can I come in on Thursday afternoon?

  5. Agent

    Thursday at 2:30 p.m. is open. I'll note that for you.

How to connect Cody

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Cody

    From Integrations in the dashboard, choose Cody and enter the connection details from your Cody account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the Cody actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does Cody work during the call or after it?

Both. Your agent can ask Cody a question while the caller is on the line, and it can add documents or webpages to Cody's knowledge base during or after a call.

What do I need to connect Cody?

You need an active Cody account with your own credentials. Enter them in the AgentCalls dashboard under Integrations, and your agent can use Cody on every call after that.

Which plan includes this integration?

Integrations, including Cody, are included from the Growth plan.

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Put your agent to work with Cody.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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