Kodey.ai: Step-by-Step User Setup Guide

This guide walks you through the process of setting up your Kodey.ai account, adding team members, configuring your AI agent, and preparing your workspace for maximum productivity.

Step 1: Sign Up and Activate Your Account

  1. Go to https://dashboard.kodey.ai/signup.
  2. Create your account and enter payment information to activate your subscription.

Step 2: Set Up Your Team

  1. In the Kodey dashboard, navigate to the Team section.
  2. Use the Add/Invite Member button to add team members.
  3. Enter their email addresses to send invitations.

Step 3: Rename Your Team (Optional)

  1. Go to Settings.
  2. In the top-right corner, click Change next to the team name.
  3. Choose a name that reflects your organization (e.g., "Acme Legal", "Customer Success Team").

Step 4: Generate an OpenAI API Key

  1. Visit https://platform.openai.com and log in with your ChatGPT Plus credentials.
  2. Activate your developer account by clicking Start Building.
  3. Create a new organization and generate your API key.
  4. Copy the key for use in Kodey.ai.

Step 5: Add Your API Key to Kodey.ai

  1. Return to Kodey.ai and go to Settings > Supervisor Settings.
  2. Select GPT-4.0 as the model.
  3. Paste your OpenAI API key into the field.
  4. Click Save Settings.

Step 6: Create Your First Agent

  1. In the navigation menu, go to Agents.
  2. Click Create Agent.
  3. Give your agent a descriptive name (e.g., “Customer Support Bot”, “Document Generator”).
  4. Select the same model (GPT-4.0) and ensure your API key is active.

Step 7: Configure the Agent

  1. After creation, open the agent and click Agent Settings.
  2. Upload any relevant files (e.g., templates, documents) under the Files tab.
  3. Create a prompt that describes the agent’s role and responsibilities.
    • Tip: Use ChatGPT or Claude to generate a detailed AI prompt (like a job description).
  4. Paste the prompt into the Prompt field and click Update Agent.

Step 8: Test the Agent

  1. Go to the agent’s chat window.
  2. Ask the agent to perform a task relevant to its role (e.g., "Draft a client onboarding email").
  3. If it doesn't respond:
    • Double-check the API key.
    • Make sure your OpenAI account is fully activated.
    • Try refreshing the page.

Step 9: Prepare Your Knowledge Base

  1. Create a folder of reference materials (e.g., past documents, templates, FAQs).
  2. Upload these files to the agent via the Files tab.
  3. The more relevant knowledge you provide, the more accurate and helpful the agent becomes.

Step 10: Optional: Integrate Google Drive (In Beta)

  1. Once enabled, visit the Integrations tab in Kodey.ai.
  2. Authenticate your Google Drive account.
  3. The agent will then be able to search and use files from specified folders.

Step 11: Optional: Plan for CRM Integration

  1. If your business uses a CRM (like MyCase, HubSpot, Salesforce, etc.), check for upcoming integrations.
  2. When available, use these integrations to:
    • Route qualified leads into your CRM.
    • Auto-generate client records based on AI screening.
    • Eliminate manual data entry.

Step 12: Best Practices for Using Kodey.ai

  • Use Clear Prompts: The more specific your agent prompt, the better it performs.
  • Specialize Your Agents: Create one agent per job function for better results.
  • Use Templates and Files: Give the agent real examples to reference.
  • Refine Regularly: Improve prompts and upload new data over time to increase accuracy.
  • Control Scope: Use parameters like temperature, top K, and top P to fine-tune the agent’s behavior.