Add Cody to your AI agent
Cody is an AI-powered assistant that uses the magic of ChatGPT meets the expertise of a custom-made AI assistant trained on your specific business.
- Things your agent can do in Cody
- 21
Things your AI can do in Cody
Your FormWise AI can handle any of these in Cody — on its own, without you needing to click a button.
Create Conversation
PopularTool to create a new conversation with a specified bot. Use when starting a new conversation thread with optional focus mode to limit bot's knowledge base to specific documents.
Create Document
PopularTool to create a new document with text or HTML content in Cody AI. Use when you need to add documents to Cody's knowledge base with up to 768 KB of content.
Create Document from Webpage
PopularTool to create a document from a publicly accessible webpage URL. Use when you need to import content from a webpage into Cody AI. The webpage must be accessible without login. If request fails, ensure the URL is publicly accessible and not blocked by a firewall.
Delete Document
PopularTool to delete a document by id. Use when removing a document that is no longer needed.
List Bots
PopularTool to get all bots with optional keyword filtering. Use when you need to retrieve the list of available bots in a Cody account.
List Conversations
PopularTool to get all conversations with optional filtering by bot, keyword, or includes. Use when you need to retrieve conversation history, filter by bot, search by name, or get document associations.
List Documents
PopularTool to retrieve all documents from Cody AI account with optional filtering. Use when you need to list documents by folder, conversation, or search by keyword. Returns document details including learning status and content URL.
List Folders
PopularTool to retrieve all folders with optional keyword filtering. Use when you need to list or search for folders in the account.
List Messages
PopularTool to retrieve a paginated list of messages from Cody, optionally filtered by conversation. Use when you need to list messages, with optional filtering by conversation_id and extra attributes (sources or usage).
Send Message
PopularTool to send a message to Cody AI and receive an AI-generated response. Use when you need to send a user message to a conversation and get the AI's reply.
Create Document From File
Tool to create a document by uploading a file (up to 100 MB). Supports txt, md, rtf, pdf, ppt, pptx, pptm, doc, docx, docm formats. Use when you need to add file-based documents to Cody's knowledge base. The file is processed asynchronously.
Create Folder
Tool to create a new folder in Cody AI for organizing content. Use when you need to create a folder to organize documents or conversations.
Show 9 more things it can do
Delete Conversation
Tool to delete a conversation by its ID. Use when you need to permanently remove a conversation from the system.
Get Conversation
Tool to fetch a conversation by its ID from Cody AI. Use when you need to retrieve details about a specific conversation. Supports optional includes parameter to filter response to list document IDs.
Get Document
Tool to retrieve a specific document by its identifier from Cody AI. Use when you need to get details about a particular document including its status, content URL, and metadata.
Get Folder
Tool to retrieve a specific folder by its identifier. Use when you need to get details about a folder.
Get Message
Tool to fetch a specific message by its ID from Cody AI. Use when you need to retrieve details about a particular message, with optional includes for sources or usage metrics.
Get Upload Signed URL
Tool to get an AWS S3 signed upload URL for file uploads. Use when you need to obtain a signed URL to upload a file to Cody's storage.
Send Message for Stream
Tool to send a message to Cody AI and receive a Server-Sent Events (SSE) stream URL for the AI response. Use when you need streaming responses instead of waiting for the complete message. The response contains a stream_url that can be used to connect to the SSE stream and receive the AI's response in real-time chunks.
Update Conversation
Tool to update a conversation by its ID including name, bot_id, and document_ids. Use when you need to modify an existing conversation's properties.
Update Folder
Tool to update a folder by its ID. Use when you need to modify an existing folder's name.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Cody is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Cody, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Cody for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Cody work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Cody to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Cody in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Cody.
- 3
Hit "Connect"
Click "Connect Cody" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Cody
Build a quick AI Agent (it's like writing instructions, not code), and pick the Cody actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Cody for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Cody workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Cody users had before signing up
Do I need to know how to code?
Not even a little. If you can use Cody today, you can set this up. You'll connect Cody, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Cody login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Cody or delete everything any time.
What happens when Cody updates their app?
We handle it. When Cody adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Cody takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Cody — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Cody on FormWise
Cody is an AI-powered assistant that uses the magic of ChatGPT meets the expertise of a custom-made AI assistant trained on your specific business.
Connect Cody once and your FormWise AI gets 21 things it can do inside it. That means your AI can handle the Cody work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Cody? Take a look at meetcody.ai.
More ai assistants integrations
Bolna
Create conversational voice agents using Bolna AI to enhance interactions, streamline operations and automate support.
Devin MCP
AI-powered access to GitHub repository documentation and codebase analysis, including private repositories, via Devin.
NotebookLM
NotebookLM Enterprise is Google's licensed, source-grounded notebook service for organizing sources in global-location deployments.
Midpage MCP
Midpage MCP gives agents authorized legal-research tools for searching, retrieving, analyzing, and citing cases, statutes, regulations, and related legal materials.
DeepWiki MCP
Free AI-powered access to public GitHub repository documentation and codebase analysis via DeepWiki. No authentication required.
Consensus MCP
Consensus MCP lets agents search peer-reviewed academic research and return papers, citations, study metadata, and plan-dependent analysis fields.
Stop doing the Cody work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.