Cody integration
Use Cody in Zoft workflows, voice agents, chat agents and AI employees. Use Cody from Zoft voice agents, chat agents, workflows and AI employees.
- API key
- 7 actions
- Starts withA call, a chat message or a schedule
- ZoftAgent or workflow decides what happens next
- Then in Cody
Send Message - AndCreate Conversation
Zoft + Cody
What Zoft can do with Cody.
- 01Voice agentsA phone agent can use Cody actions such as Send Message and Create Conversation during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Cody while it talks to the customer.
- 03WorkflowsUse Cody as a step on the workflow canvas, alongside the other apps in your stack.
- 04AI employeesAn AI employee can find and use Cody actions on its own, and ask for your approval before it sends or changes anything important.
Actions 7
Things Zoft can do in Cody.
- Find BotFinds a bot based on its name.
- Upload File to Knowledge BaseAdd a file directly into a specific folder in the knowledge base.
- Send MessageSend your message and receive the AI-generated response.
- Custom API CallMake a custom API call to a specific endpoint
- Find ConversationFinds a conversation based on its name and/or the bot it belongs to.
- Create ConversationCreates a new conversation with a bot.
- Create Document From TextUpload text content to create a new document within the Cody knowledge base.
Setup
Connect Cody in three steps.
- 01ConnectChoose Cody in Connections and paste an API key from your Cody account.
- 02Put it to workAdd Cody as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ
Cody on Zoft, answered.
What can Zoft do with Cody?
Zoft supports 7 actions for Cody. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect Cody to Zoft?
Choose Cody in Connections and paste an API key from your Cody account.
Can a voice agent or chat agent use Cody?
Yes. Once Cody is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in Cody without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.