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Beyond-Bot.ai + Cody

The magic of ChatGPT meets the expertise of a custom-made AI assistant trained on your specific business.

What You Can Do with this Integration

Automate Data Entry

Automatically sync new contacts or deals from Beyond-Bot.ai to Cody.

Enrich Customer Profiles

Use Beyond-Bot.ai to find and add new information to your records in Cody.

Trigger Workflows

Start automated workflows in Cody based on conversations with your virtual expert.

Available Actions

Here are the specific actions your virtual expert can perform within Cody.

Create Conversation

Tool 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

Tool 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 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 Document From Webpage

Tool 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.

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.

Delete Conversation

Tool to delete a conversation by its ID. Use when you need to permanently remove a conversation from the system.

Delete Document

Tool to delete a document by id. Use when removing a document that is no longer needed.

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.

List Bots

Tool 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

Tool 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

Tool 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

Tool to retrieve all folders with optional keyword filtering. Use when you need to list or search for folders in the account.

List Messages

Tool 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

Tool 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.

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.