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Knowledge BaseAgents that know your product as well as your team does.

Give Codexa your product docs, positioning, pricing guidance and approved answers. Every agent draws from the same grounded knowledge, cites its sources and hands off what it does not know.

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The problem

An agent that guesses can say the wrong thing.

Without your material, AI fills gaps with confident guesses about features, timelines and prices. One wrong answer costs more trust than ten good ones earn.

Reply to Priya ShahGuessing
Does this work with HubSpot, and how long does setup take?
Yes! We integrate with all major CRMs and most teams are fully live within a day.
Not in your materialUnverified claim

Illustrative example and sample data.

How it works

From your documents to grounded answers.

Upload product docs, playbooks and pricing guidance, or point Codexa at pages on your site.

Your material is organized into topics agents can use, and you can mark the answers you want them to give.

When a lead asks something, the agent finds the right source and answers from it, with the citation attached.

If the answer is not in your material, the agent does not guess. It hands the question to a person on your team.

Inside an answer

Every answer shows its sources.

Select a point on the answer to see what each part does.

Grounded answerSample data
The question
"Does this work with HubSpot, and how long does setup take?"Priya Shah · emailToday
The answer
Yes, Codexa connects to HubSpot so leads, calls and meetings land on your records. Setup timing depends on your fields and rules, so Sara can walk you through it.
Sources
HubSpot Integration pageOnboarding guide, p. 4
Guardrails
No setup time promisedNot stated in your materialHeld back
Offered a call with SaraFor the part that needs a personNext
What to add

Everything your best rep knows.

Add the material your team already uses to sell. Agents work from all of it.

Product docs

Feature guides and overviews, so agents explain the product accurately.

Objection playbook

The answers your team gives to common pushback, approved word for word.

Pricing guidance

What agents can say about pricing, and what always goes to a rep.

Voice and positioning

How you describe yourselves, the words you use and the ones you never do.

Website pages

Point at pages on your site and keep agents in step when they change.

Updates and removals

Change a document once and every agent uses the new version.

Why it matters

Answers your team would stand behind.

When every agent works from approved company knowledge, buyers get the same accurate answers every time.

01

Accurate by design

Agents answer from your material, not from guesses, so prospects get the same answers a rep would give.

02

One source of truth

Product, pricing and positioning live in one place that every agent works from.

03

People for the hard questions

When something is not covered, the question goes to your team instead of getting a made-up answer.

FAQ

Knowledge base questions, answered.

It is the approved material your agents draw on when they write to or speak with buyers: product details, help articles, pricing rules, case studies and the claims you are comfortable making. Codexa keeps it in one place and uses it in every conversation.

  • Approved material only
  • Product, pricing and proof
  • Used in every conversation

Most teams start with product documentation, help center articles, security and compliance answers, pricing guidelines and customer stories. If your reps reach for it today, it belongs here.

  • Product docs and help articles
  • Security and compliance answers
  • Pricing guidelines and stories

Agents answer from the facts in your knowledge base and show the source for each answer. You can also mark topics, such as custom pricing or contract terms, that should always be handed to a person.

  • Answers from your facts
  • Source shown for each answer
  • Sensitive topics go to a person

The question is flagged for your team instead of being guessed at. Once someone adds the answer, agents can use it from the next conversation on.

  • Flagged, not guessed
  • Your team adds the answer
  • Used from the next conversation
Where it fits

The knowledge behind every conversation.

The Knowledge Base grounds AI Personalization, objection handling and every agent conversation in what your team would say.

1You are here

Discover & Prioritize

Agents find and rank the accounts worth your time.

2Pillar

Engage & Qualify

Agents start conversations and qualify interest.

3Pillar

Report & Secure

Managers see performance, data stays in your systems.

What it powers:Your materialMessagesObjectionsConversations
Ready when you are

Put the Autonomous GTM Platform to work.

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