Codeer.ai User Guide
Put expert intelligence at every touchpoint
Your customers arrive with vague questions, high-stakes decisions, follow-up work, and moments that need real judgment.
Codeer helps expert teams bring approved expertise into every touchpoint: clarify what matters, guide the next decision, complete the right handoff or action, and keep improving from real traffic.
Start with the recommended workflow
If this is your first time evaluating or operating Codeer, begin with Start Here.
That path shows the full beginner loop:
- draft the first version with
Copilot - test risky conversations in
Live Test - launch to a controlled audience
- improve from real feedback and save one reusable case
Start Here
The hero example, not the whole product
Our docs start with Consultation Desk because intake is easy to understand and test.
If you want to see how the same operating model works in other expert touchpoints, go next to Examples.
- Consultation Desk: intake / triage with bounded recommendations and safe handoff
- Education Review Desk: expert review against an approved rubric with feedback plus a revision plan
- Service Choice Desk: guided decision support when the user is choosing among approved options
Explore by job to be done
Build the Agent
Teach the agent how to clarify, judge, guide, and hand off inside approved boundaries
Launch Safely
Publish carefully, control access, and expand only when the behavior is ready
Operate and Improve
Review conversations, watch usage, and protect good fixes with reusable cases
Knowledge and Integrations
Ground the agent in real business knowledge and connect it to your systems
Team and Access
Set roles clearly for operators, reviewers, admins, and launch owners
Upcoming
- Booking [Upcoming]: turn an approved next step into a structured booking flow
- Payments [Upcoming]: define how an approved agent flow can hand off into payment collection