CODY AI vs Jotform AI Agents

Make an informed decision with our comprehensive comparison. Discover which RAG solution perfectly fits your needs.

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Priyansh Khodiyar's avatar
Priyansh KhodiyarDevRel at CustomGPT.ai

Fact checked and reviewed by Bill Cava

Published: 01.04.2025Updated: 25.04.2025

In this comprehensive guide, we compare CODY AI and Jotform AI Agents across various parameters including features, pricing, performance, and customer support to help you make the best decision for your business needs.

Overview

When choosing between CODY AI and Jotform AI Agents, understanding their unique strengths and architectural differences is crucial for making an informed decision. Both platforms serve the RAG (Retrieval-Augmented Generation) space but cater to different use cases and organizational needs.

Quick Decision Guide

  • Choose CODY AI if: you value true rag architecture with pinecone vector database and configurable retrieval parameters (relevance score, token distribution, focus mode)
  • Choose Jotform AI Agents if: you value omnichannel excellence: 7 native channels (whatsapp, facebook messenger, instagram, sms, voice/phone, website, standalone) vs most competitors requiring third-party integrations

About CODY AI

CODY AI Landing Page Screenshot

CODY AI is business-focused no-code rag platform with source attribution. Business-focused RAG-as-a-Service platform enabling no-code AI assistant creation trained on custom knowledge bases. Acquired by Just Build It (May 2024), claims 100,000+ businesses as customers. TRUE RAG platform with Pinecone vector database, multi-LLM support (GPT-4, Claude 3.5, Gemini 1.5, Llama 3.1 on Enterprise), and comprehensive REST API. Differentiators: source attribution with every response, Focus Mode (inject 1,000 docs into context), 15-minute bot deployment. Critical gaps: NO direct SOC 2 certification (infrastructure partners only), NO official SDKs, NO native cloud storage integrations. $0-$249/month credit-based pricing. Founded in 2022, headquartered in United States, the platform has established itself as a reliable solution in the RAG space.

Overall Rating
85/100
Starting Price
$29/mo

About Jotform AI Agents

Jotform AI Agents Landing Page Screenshot

Jotform AI Agents is online form builder with ai-powered automation. Form-centric RAG platform with omnichannel reach (WhatsApp, Instagram, SMS, Voice) and 7,000+ templates, built atop Jotform's 35-million-user form builder ecosystem. Runs GPT-4o with confirmed RAG architecture achieving 4.5/5 accuracy rating. Critical gap: NO dedicated AI Agents API for programmatic management—existing REST API covers forms only. $39/month entry, HIPAA/SOC 2/GDPR certified. Best for SMBs needing no-code multi-channel deployment, not developers building custom RAG integrations. Founded in 2006, headquartered in San Francisco, CA, USA, the platform has established itself as a reliable solution in the RAG space.

Overall Rating
88/100
Starting Price
$39/mo

Key Differences at a Glance

In terms of user ratings, both platforms score similarly in overall satisfaction. From a cost perspective, pricing is comparable. The platforms also differ in their primary focus: AI Chatbot versus Form Builder. These differences make each platform better suited for specific use cases and organizational requirements.

⚠️ What This Comparison Covers

We'll analyze features, pricing, performance benchmarks, security compliance, integration capabilities, and real-world use cases to help you determine which platform best fits your organization's needs. All data is independently verified from official documentation and third-party review platforms.

Detailed Feature Comparison

logo of cody
CODY AI
logo of jotform
Jotform AI Agents
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CustomGPTRECOMMENDED
Data Ingestion & Knowledge Sources
  • Supported formats – PDF, Word, PowerPoint, plain text up to 100MB per file
  • Website crawler – Import up to 25,000 pages with auto re-imports (Premium/Advanced)
  • Document capacity – Free (100), Basic (1K), Premium (10K), Advanced (50K total)
  • Storage – Amazon S3 SSE-S3 encryption, Pinecone vector database (SOC 2 Type II)
  • ⚠️ NO YouTube/cloud integrations – No video transcripts, requires Zapier for Drive/Dropbox/Notion
  • PDF uploads – Document knowledge ingestion via PDF format
  • Website crawling – Auto-recrawl (daily, weekly, monthly schedules)
  • YouTube integration – Video with automatic transcript extraction
  • Help desk sync – Zendesk, Freshdesk, Salesforce Knowledge imports
  • ⚠️ No Word docs – .doc/.docx not supported, PDF only
  • ⚠️ No cloud ingestion – Drive/Dropbox/Notion for storage only, not sources
  • 1,400+ file formats – PDF, DOCX, Excel, PowerPoint, Markdown, HTML + auto-extraction from ZIP/RAR/7Z archives
  • Website crawling – Sitemap indexing with configurable depth for help docs, FAQs, and public content
  • Multimedia transcription – AI Vision, OCR, YouTube/Vimeo/podcast speech-to-text built-in
  • Cloud integrations – Google Drive, SharePoint, OneDrive, Dropbox, Notion with auto-sync
  • Knowledge platforms – Zendesk, Freshdesk, HubSpot, Confluence, Shopify connectors
  • Massive scale – 60M words (Standard) / 300M words (Premium) per bot with no performance degradation
Integrations & Channels
  • Native Slack/Discord – Free for all users with /assign-bot command and @mentions
  • Zapier integration – 5,000+ apps including Telegram, Facebook Messenger, WhatsApp
  • REST API v1.0 – Full API access on all paid plans at developers.meetcody.ai
  • ⚠️ NO Teams/webhooks – Requires Zapier for Microsoft Teams, no event-driven notifications
  • 7 native channels – Website, WhatsApp, Messenger, Instagram, SMS, Voice, Standalone
  • Website embedding – 5 styles (bubble, lightbox, popup, embed, WordPress)
  • Salesforce deep integration – Record creation, Knowledge sync, AppExchange
  • Payment gateways – 30+ integrations (PayPal, Stripe, Square)
  • ⚠️ No Teams/Telegram native – Zapier integration only
  • Website embedding – Lightweight JS widget or iframe with customizable positioning
  • CMS plugins – WordPress, WIX, Webflow, Framer, SquareSpace native support
  • 5,000+ app ecosystem – Zapier connects CRMs, marketing, e-commerce tools
  • MCP Server – Integrate with Claude Desktop, Cursor, ChatGPT, Windsurf
  • OpenAI SDK compatible – Drop-in replacement for OpenAI API endpoints
  • LiveChat + Slack – Native chat widgets with human handoff capabilities
Native Slack & Discord Integration ( Differentiator)
  • ✅ Free on all plans – Native Slack/Discord integrations even on Free tier
  • /assign-bot command – Dedicate bots to channels for departmental organization
  • Context preservation – History maintained in threads for multi-turn interactions
  • Competitive advantage – Zero-friction vs API integrations (7.5/10 differentiator)
N/A
N/A
Source Attribution & Transparency ( Core Differentiator)
  • ✅ Automatic citation – Every response includes links to exact documents used for verification
  • Source verification interface – Centralized logs show which documents informed each response for audits
  • Trust building – Users validate AI answers against sources reducing hallucination concerns
  • Compliance advantage – Source traceability supports explainable AI requirements in regulated industries (9/10 differentiator)
N/A
N/A
Focus Mode ( Core Differentiator)
  • ✅ Targeted context injection – Inject up to 1,000 specific documents into conversation context
  • Use cases – Department-specific queries, project-scoped assistance, client-specific information isolation
  • Noise reduction – Constrains retrieval to relevant subset preventing irrelevant information interference
  • Performance advantage – Smaller search space improves retrieval speed and relevance (8.5/10 differentiator)
N/A
N/A
Core Chatbot Features
  • Multilingual support – Build and interact in any language
  • Conversation memory – Configurable token distribution (70% context, 10% history, 20% response)
  • History retention – 14 days (Basic), 30 days (Premium), 90 days (Advanced)
  • ⚠️ NO lead capture/handoff – Requires API/Zapier, prompt-based escalation
  • Autonomous agents – Perform tasks without constant human input
  • Form completion – Conversational prompts for structured data
  • 7 native channels – Consistent interactions across platforms
  • 24/7 availability – Continuous autonomous operation
  • Human handoff – Context-preserving escalation
  • ✅ #1 accuracy – Median 5/5 in independent benchmarks, 10% lower hallucination than OpenAI
  • ✅ Source citations – Every response includes clickable links to original documents
  • ✅ 93% resolution rate – Handles queries autonomously, reducing human workload
  • ✅ 92 languages – Native multilingual support without per-language config
  • ✅ Lead capture – Built-in email collection, custom forms, real-time notifications
  • ✅ Human handoff – Escalation with full conversation context preserved
Widget Customization & White- Labeling
  • Header & chat styling – Layout, logo, colors, message bubbles, avatars customization
  • Launcher config – Size, position (left/right/bottom), color, custom icons
  • White-labeling – Complete branding removal requires Premium ($99) or Advanced ($249)
  • ⚠️ NO domain restrictions – Cannot limit widget usage to specific domains
N/A
N/A
L L M Model Options
  • Basic plan – GPT-3.5 Turbo only (1 credit per query)
  • Premium/Advanced – GPT-3.5 Turbo, GPT-3.5 16K (5 credits), GPT-4 (10 credits), Claude Sonnet
  • Enterprise – 6 providers: Llama 3.1, Claude 3.5 Sonnet, GPT-4o, Gemini 1.5, Mixtral-8x7B
  • ⚠️ NO automatic routing – Manual selection only, credit-based transparent pricing
  • GPT-4o – Primary model for all standard accounts
  • Google Gemini – HIPAA-compliant via Vertex AI (Gold/Enterprise)
  • Confirmed RAG – Responses grounded in knowledge base
  • ⚠️ No model selection – Users cannot choose or bring own keys
  • ⚠️ No benchmarks – No published accuracy metrics
  • GPT-5.1 models – Latest thinking models (Optimal & Smart variants)
  • GPT-4 series – GPT-4, GPT-4 Turbo, GPT-4o available
  • Claude 4.5 – Anthropic's Opus available for Enterprise
  • Auto model routing – Balances cost/performance automatically
  • Zero API key management – All models managed behind the scenes
Developer Experience ( A P I & S D Ks)
  • REST API v1.0 – Bearer token auth, comprehensive endpoints (updated May 2024)
  • Messages/Documents endpoints – SSE streaming, file upload (100MB), webpage import
  • Rate limiting – Standard headers (x-ratelimit-limit, -remaining, -reset)
  • ⚠️ NO SDKs/limited docs – Direct REST calls required, lacks tutorials/samples
  • ⚠️ NO AI Agents API – Cannot create, manage, or query agents programmatically
  • Forms API only – api.jotform.com covers forms, NOT AI agents
  • 11 SDKs – Python, JS, PHP, etc. for forms API only
  • Outbound webhooks – Agents can send to external systems
  • No-code positioning – Platform designed as consumer tool, not dev toolkit
  • REST API – Full-featured for agents, projects, data ingestion, chat queries
  • Python SDK – Open-source customgpt-client with full API coverage
  • Postman collections – Pre-built requests for rapid prototyping
  • Webhooks – Real-time event notifications for conversations and leads
  • OpenAI compatible – Use existing OpenAI SDK code with minimal changes
R A G Implementation & Accuracy
  • ✅ TRUE RAG architecture – Pinecone vector database (SOC 2 Type II) with Amazon S3 storage
  • Dynamic chunking – Algorithm adjusts chunk size based on token distribution for optimal retrieval
  • Relevance Score configuration – Adjustable trade-off between accuracy and completeness
  • Reverse Vector Search – Proprietary technique merging AI and user responses for improved relevance
  • ⚠️ NO published benchmarks – No quantitative accuracy metrics or validation vs competitors
N/A
N/A
Performance & Accuracy
  • Response time – Sub-500ms target for queries on Premium/Advanced with GPT-3.5 Turbo
  • User reviews – G2 4.7/5 (150+ reviews), Capterra 4.8/5 (50+ reviews)
  • Scalability – AWS infrastructure with isolated Kubernetes containers (Enterprise)
  • ⚠️ NO public SLA – No uptime guarantees except Enterprise (requires sales)
  • 4.5/5 accuracy – Futurepedia third-party rating
  • 4.6/5 performance – Speed rating from Futurepedia
  • RAG grounding – Responses from verified knowledge base
  • Feedback system – Thumbs up/down for improvement
  • ⚠️ No published benchmarks – No quantitative metrics
  • Sub-second responses – Optimized RAG with vector search and multi-layer caching
  • Benchmark-proven – 13% higher accuracy, 34% faster than OpenAI Assistants API
  • Anti-hallucination tech – Responses grounded only in your provided content
  • OpenGraph citations – Rich visual cards with titles, descriptions, images
  • 99.9% uptime – Auto-scaling infrastructure handles traffic spikes
No- Code Interface & Usability
  • ✅ 15-minute deployment – Three-step: add data, define purpose, test and share
  • 11+ templates – Marketing, HR, IT Support, Sales, Training, Translator
  • Visual prompt builder – Variables, template sharing, intuitive UI
  • User ratings – G2 4.7/5, Capterra 4.8/5; easy setup, learning curve for customization
  • ⚠️ NO flow builder – Prompt-based only, no drag-and-drop designer
  • Visual agent builder – Zero coding for complete deployment
  • Form-to-agent – One-click conversion of existing forms
  • 7,000+ templates – Healthcare, customer service, HR, education
  • 5-minute setup – Rapid deployment with templates
  • Mobile-first – Create/manage agents from iOS/Android
  • 2-minute deployment – Fastest time-to-value in the industry
  • Wizard interface – Step-by-step with visual previews
  • Drag-and-drop – Upload files, paste URLs, connect cloud storage
  • In-browser testing – Test before deploying to production
  • Zero learning curve – Productive on day one
Security & Privacy
  • ⚠️ CODY NOT SOC 2 certified – Early stage startup, infrastructure partners certified
  • Infrastructure compliance – Pinecone (SOC 2 Type II), AWS S3 (PCI-DSS, HIPAA, FedRAMP)
  • GDPR & encryption – AWS EU regions, SSE-S3 at rest, TLS in transit
  • AI training policy – Customer data NOT used for training, OpenAI retains max 30 days
N/A
  • SOC 2 Type II + GDPR – Third-party audited compliance
  • Encryption – 256-bit AES at rest, SSL/TLS in transit
  • Access controls – RBAC, 2FA, SSO, domain allowlisting
  • Data isolation – Never trains on your data
Observability & Monitoring
  • Conversation logs – Centralized view with search, filtering by bot/date
  • Source verification – Click-through to examine documents used for auditing
  • Retention – 14 days (Basic), 30 days (Premium), 90 days (Advanced)
  • ⚠️ NO alerting/analytics – No real-time alerts, error rates, or funnel tracking
  • Jotform Insights – Sessions, success rates, device/geo data (Enterprise)
  • Conversation history – PDF transcripts, MP3 audio recordings
  • Thumbs up/down – Response rating with analytics
  • Real-time monitoring – Live visibility with green dot indicators
  • Real-time dashboard – Query volumes, token usage, response times
  • Customer Intelligence – User behavior patterns, popular queries, knowledge gaps
  • Conversation analytics – Full transcripts, resolution rates, common questions
  • Export capabilities – API export to BI tools and data warehouses
Proprietary R A G Optimizations ( Differentiator)
  • Scratchpad – Save, refine, use derivatives of AI responses for micro-management and iterative enhancement
  • Template Mode – Pre-defined prompts with variables for consistent behavior across conversations
  • Reverse Vector Search – Proprietary technique merging AI and user responses for improved relevance
  • Persist Prompt – Continuous re-emphasis of system prompt preventing instruction drift in long conversations
N/A
N/A
Pricing & Scalability
  • Free – $0/month: 100 credits, 100 docs, 1 member, NO API/crawler
  • Basic – $29/month: 2,500 credits, 1K docs, 3 members, API, GPT-3.5 only
  • Premium – $99/month: 10K credits, 10K docs, 10 members, crawler, white-labeling
  • Advanced – $249/month: 25K credits, 50K docs total, 30 members, 90-day logs
  • Enterprise – Custom: Unlimited credits, SLA, dedicated infrastructure, 6 LLM providers
N/A
  • Standard: $99/mo – 60M words, 10 bots
  • Premium: $449/mo – 300M words, 100 bots
  • Auto-scaling – Managed cloud scales with demand
  • Flat rates – No per-query charges
Support & Ecosystem
  • API docs – developers.meetcody.ai with endpoint reference, curl examples
  • Help Center – intercom.help/cody/en/ with guides, compliance, security bulletins
  • Active Discord – Peer support for troubleshooting and best practices
  • ⚠️ NO phone/live chat – Email and community only; Advanced gets account manager
  • 24/7 live chat/email – 1-2 hour average response times
  • Help center – Step-by-step tutorials and guides
  • 7,000+ templates – Healthcare, customer service, HR, education
  • Mobile app – iOS/Android for agent management
  • ⚠️ No phone support – Chat/email only (Enterprise for phone)
  • Comprehensive docs – Tutorials, cookbooks, API references
  • Email + in-app support – Under 24hr response time
  • Premium support – Dedicated account managers for Premium/Enterprise
  • Open-source SDK – Python SDK, Postman, GitHub examples
  • 5,000+ Zapier apps – CRMs, e-commerce, marketing integrations
R A G-as-a- Service Assessment
  • ✅ TRUE RAG platform – Pinecone vector database, dynamic chunking, configurable retrieval parameters
  • Target audience – Business teams needing no-code deployment vs developer-centric platforms
  • Differentiators – Source attribution, Focus Mode, native Slack/Discord integrations
  • Enterprise considerations – Lack of direct SOC 2 may block regulated industry adoption
  • Platform type – FORM-CENTRIC NO-CODE with RAG, not pure RaaS
  • RAG confirmed – Explicitly documented RAG technique usage
  • ⚠️ No AI Agents API – Cannot query agents programmatically
  • Use case fit – Jotform users, SMBs, form-to-conversation workflows
  • ⚠️ Not for developers – No programmatic RAG access
  • Platform type – TRUE RAG-AS-A-SERVICE with managed infrastructure
  • API-first – REST API, Python SDK, OpenAI compatibility, MCP Server
  • No-code option – 2-minute wizard deployment for non-developers
  • Hybrid positioning – Serves both dev teams (APIs) and business users (no-code)
  • Enterprise ready – SOC 2 Type II, GDPR, WCAG 2.0, flat-rate pricing
Competitive Positioning
  • vs CustomGPT – Cody excels in no-code and source attribution; CustomGPT excels in SOC 2 and SDKs
  • vs Vectara – Cody offers simpler pricing and no-code; Vectara provides enterprise-grade benchmarks
  • vs ChatBase/SiteGPT – Cody provides TRUE RAG architecture vs simpler chatbot platforms
  • Market niche – Business-focused RAG for no-code deployment with source transparency
  • Form-to-agent – 9.5/10 unique differentiator, 35M+ user ecosystem
  • 7 native channels – Broadest native coverage at $39/month
  • Voice maturity – More developed than most RAG competitors
  • vs CustomGPT – No-code multi-channel vs developer-first API
  • ⚠️ No AI API – Disqualifies for programmatic use cases
  • Market position – Leading RAG platform balancing enterprise accuracy with no-code usability. Trusted by 6,000+ orgs including Adobe, MIT, Dropbox.
  • Key differentiators – #1 benchmarked accuracy • 1,400+ formats • Full white-labeling included • Flat-rate pricing
  • vs OpenAI – 10% lower hallucination, 13% higher accuracy, 34% faster
  • vs Botsonic/Chatbase – More file formats, source citations, no hidden costs
  • vs LangChain – Production-ready in 2 min vs weeks of development
Use Cases
  • Primary departments – Marketing, HR, IT support, Sales with AI-powered assistance
  • Internal operations – FAQs, training, report generation, document search (1000s files)
  • Code assistance – Engineers save 5-6 hours/week, write code 2x faster
  • Industries – Financial (4/6 top US banks), tech (7/10 top), healthcare, government (15+ agencies)
  • Form-to-conversation – Transform static forms to conversational AI
  • Omnichannel support – WhatsApp, Messenger, Instagram, SMS, Voice
  • Lead capture – Payment collection with 30+ gateways
  • Healthcare/HIPAA – Gold/Enterprise with BAA and Gemini
  • ⚠️ Not for developers – No programmatic access
  • Customer support – 24/7 AI handling common queries with citations
  • Internal knowledge – HR policies, onboarding, technical docs
  • Sales enablement – Product info, lead qualification, education
  • Documentation – Help centers, FAQs with auto-crawling
  • E-commerce – Product recommendations, order assistance
A I Models
  • Multi-LLM support – GPT-3.5 Turbo, GPT-3.5 16K, GPT-4, Claude Sonnet (paid tiers)
  • Enterprise (6 providers) – Llama 3.1, Claude 3.5 Sonnet, GPT-4o, Gemini 1.5, Mixtral-8x7B
  • Model-agnostic – Stay current with latest LLM updates without retraining
  • ⚠️ NO automatic routing – Manual model selection, no cost/complexity optimization
  • GPT-4o – Primary model for all standard accounts
  • Gemini via Vertex AI – HIPAA accounts with BAA
  • RAG implementation – Confirmed grounding in knowledge base
  • ⚠️ No model selection – Jotform manages routing internally
  • ⚠️ No flexibility – Cannot bring own API keys
  • OpenAI – GPT-5.1 (Optimal/Smart), GPT-4 series
  • Anthropic – Claude 4.5 Opus/Sonnet (Enterprise)
  • Auto-routing – Intelligent model selection for cost/performance
  • Managed – No API keys or fine-tuning required
R A G Capabilities
  • ✅ Pinecone vector database – SOC 2 Type II certified, Amazon S3 storage (SSE-S3)
  • Dynamic chunking – Adjusts chunk size based on token distribution for optimal retrieval
  • Token distribution – Split between context, history, response (70%/10%/20%)
  • Context window – Claude 2 integration provides up to 100K tokens
  • Confirmed RAG – Responses grounded in knowledge base
  • Knowledge sources – PDFs, URLs, YouTube, Zendesk, Freshdesk, Salesforce
  • Auto-recrawl – Daily, weekly, monthly schedules
  • Feedback system – Thumbs up/down for improvement
  • ⚠️ No vector control – Black-box implementation
  • GPT-4 + RAG – Outperforms OpenAI in independent benchmarks
  • Anti-hallucination – Responses grounded in your content only
  • Automatic citations – Clickable source links in every response
  • Sub-second latency – Optimized vector search and caching
  • Scale to 300M words – No performance degradation at scale
Customization & Flexibility ( Behavior & Knowledge)
  • Real-time knowledge updates – Manual retraining available for immediate updates
  • Focus Mode – Inject up to 1,000 specific documents for targeted context
  • Bot personality – Adjust behavior, tone, focus with custom starters
  • ⚠️ NO programmatic personality – Dashboard-only, cannot modify per-user or via API
  • Chat guidelines – Define communication style and personality
  • Chattiness levels – Adjustable verbosity for chat and voice
  • AI Clone – Replicate individual communication styles
  • Smart triggers – Conditional logic with multi-action responses
  • Auto-recrawl – Configurable knowledge base refresh
  • Live content updates – Add/remove content with automatic re-indexing
  • System prompts – Shape agent behavior and voice through instructions
  • Multi-agent support – Different bots for different teams
  • Smart defaults – No ML expertise required for custom behavior
Limitations & Considerations
  • Learning curve – Easy setup but customization requires expertise for specific needs
  • Accuracy data-dependent – Response quality relies heavily on knowledge base quality
  • Complex coding challenges – Struggles with deeper logic, scalability, multi-step coding
  • ⚠️ NO YouTube/cloud integrations – No video transcripts, Google Drive/Dropbox/Notion need Zapier
  • Performance with large data – Speed may slow with large datasets on lower-end systems
  • ⚠️ No AI Agents API – Cannot create, manage, or query agents via API
  • ⚠️ Forms API only – Existing REST API covers forms, not agents
  • ⚠️ No cloud ingestion – Drive/Dropbox/Notion for storage only
  • ⚠️ No Word documents – Must convert to PDF
  • ⚠️ No model selection – Locked to GPT-4o or Gemini
  • Best for – Jotform users, SMBs; not for API-first developers
  • Managed service – Less control over RAG pipeline vs build-your-own
  • Model selection – OpenAI + Anthropic only; no Cohere, AI21, open-source
  • Real-time data – Requires re-indexing; not ideal for live inventory/prices
  • Enterprise features – Custom SSO only on Enterprise plan
Form-to- Agent Conversion ( Core Differentiator)
N/A
  • ✅ 9.5/10 rated – One-click form-to-conversational AI transformation
  • 35M+ user ecosystem – Natural migration for existing Jotform customers
  • Structured data capture – Maintains validation in natural dialogue
  • Multi-form linking – Complex data collection workflows
  • Payment integration – 30+ gateways work in conversational flows
N/A
Core Agent Features
N/A
  • 20+ languages – Auto mid-conversation detection and switching
  • Human handoff – "Take Over Chat" with green dot indicators
  • Mobile push notifications – iOS/Android alerts for takeover requests
  • Lead capture – Deep form integration with real-time validation
  • Smart triggers – Sentiment, keywords, date/time, page URL conditions
  • Custom AI Agents – Autonomous GPT-4/Claude agents for business tasks
  • Multi-Agent Systems – Specialized agents for support, sales, knowledge
  • Memory & Context – Persistent conversation history across sessions
  • Tool Integration – Webhooks + 5,000 Zapier apps for automation
  • Continuous Learning – Auto re-indexing without manual retraining
Voice & Phone Capabilities ( Differentiator)
N/A
  • Dedicated phone numbers – $10/month per number
  • Inbound call handling – Full conversational AI responses
  • Voice customization – Accents, gender, tone settings
  • Twilio integration – Custom number routing options
  • MP3 recordings – Downloadable voice interaction logs
N/A
Security & Compliance
N/A
  • SOC 2 Type II – Enterprise tier only (Sept 2022 audit)
  • HIPAA compliant – Gold/Enterprise with BAA
  • GDPR/PCI DSS – All plans for privacy and payments
  • FERPA – Enterprise for educational institutions
  • ⚠️ No ISO 27001 – Certification absent
  • ⚠️ No on-premise – Cloud-only SaaS
  • SOC 2 Type II + GDPR – Regular third-party audits, full EU compliance
  • 256-bit AES encryption – Data at rest; SSL/TLS in transit
  • SSO + 2FA + RBAC – Enterprise access controls with role-based permissions
  • Data isolation – Never trains on customer data
  • Domain allowlisting – Restrict chatbot to approved domains
Pricing & Plans
N/A
  • Free: $0 – 5 agents, 100 conversations/month
  • Bronze: $39/mo – 25 agents, 1,000 conversations
  • Silver: $49/mo – 50 agents, 2,500 conversations
  • Gold: $129/mo – 100 agents, 10,000 conversations, HIPAA
  • 50% nonprofit/edu discount – 30% off Enterprise
  • Standard: $99/mo – 10 chatbots, 60M words, 5K items/bot
  • Premium: $449/mo – 100 chatbots, 300M words, 20K items/bot
  • Enterprise: Custom – SSO, dedicated support, custom SLAs
  • 7-day free trial – Full Standard access, no charges
  • Flat-rate pricing – No per-query charges, no hidden costs
Customization & Branding
N/A
  • Visual customization – Colors, gradients, fonts, positioning
  • AI Clone – Replicate individual's communication style
  • Tone presets – Professional, casual, friendly, formal
  • White-labeling – Remove branding Bronze+, custom domain Enterprise
  • ⚠️ No raw CSS – Visual designer only, no custom injection
  • Full white-labeling included – Colors, logos, CSS, custom domains at no extra cost
  • 2-minute setup – No-code wizard with drag-and-drop interface
  • Persona customization – Control AI personality, tone, response style via pre-prompts
  • Visual theme editor – Real-time preview of branding changes
  • Domain allowlisting – Restrict embedding to approved sites only
Additional Considerations
N/A
  • ✅ Form-centric innovation – One-click form-to-agent (9.5/10 rated)
  • ✅ SMB accessible – $39/month vs $700+ enterprise platforms
  • ✅ 7 native channels – WhatsApp, Messenger, Instagram, SMS, Voice
  • ✅ Voice maturity – Dedicated numbers, customizable accents/tone
  • ⚠️ No AI Agents API – Cannot query programmatically
  • ⚠️ No cloud ingestion – Manual download-before-upload required
  • Time-to-value – 2-minute deployment vs weeks with DIY
  • Always current – Auto-updates to latest GPT models
  • Proven scale – 6,000+ organizations, millions of queries
  • Multi-LLM – OpenAI + Claude reduces vendor lock-in
Support & Documentation
N/A
N/A
  • Documentation hub – Docs, tutorials, API references
  • Support channels – Email, in-app chat, dedicated managers (Premium+)
  • Open-source – Python SDK, Postman, GitHub examples
  • Community – User community + 5,000 Zapier integrations

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Final Thoughts

Final Verdict: CODY AI vs Jotform AI Agents

After analyzing features, pricing, performance, and user feedback, both CODY AI and Jotform AI Agents are capable platforms that serve different market segments and use cases effectively.

When to Choose CODY AI

  • You value true rag architecture with pinecone vector database and configurable retrieval parameters (relevance score, token distribution, focus mode)
  • Source attribution with every response - click-through to exact documents used for generation (transparency and trust differentiator)
  • Focus Mode unique capability: inject up to 1,000 specific documents into conversation context for targeted responses vs full knowledge base

Best For: TRUE RAG architecture with Pinecone vector database and configurable retrieval parameters (relevance score, token distribution, Focus Mode)

When to Choose Jotform AI Agents

  • You value omnichannel excellence: 7 native channels (whatsapp, facebook messenger, instagram, sms, voice/phone, website, standalone) vs most competitors requiring third-party integrations
  • Genuinely usable free tier: 5 agents, 100 conversations, 50 voice minutes, 10M character KB - meaningful testing capacity without credit card
  • Form-to-agent conversion rated 9.5/10 differentiator - transforms static data collection into interactive conversation with one click

Best For: Omnichannel excellence: 7 native channels (WhatsApp, Facebook Messenger, Instagram, SMS, Voice/Phone, website, standalone) vs most competitors requiring third-party integrations

Migration & Switching Considerations

Switching between CODY AI and Jotform AI Agents requires careful planning. Consider data export capabilities, API compatibility, and integration complexity. Both platforms offer migration support, but expect 2-4 weeks for complete transition including testing and team training.

Pricing Comparison Summary

CODY AI starts at $29/month, while Jotform AI Agents begins at $39/month. Total cost of ownership should factor in implementation time, training requirements, API usage fees, and ongoing support. Enterprise deployments typically see annual costs ranging from $10,000 to $500,000+ depending on scale and requirements.

Our Recommendation Process

  1. Start with a free trial - Both platforms offer trial periods to test with your actual data
  2. Define success metrics - Response accuracy, latency, user satisfaction, cost per query
  3. Test with real use cases - Don't rely on generic demos; use your production data
  4. Evaluate total cost - Factor in implementation time, training, and ongoing maintenance
  5. Check vendor stability - Review roadmap transparency, update frequency, and support quality

For most organizations, the decision between CODY AI and Jotform AI Agents comes down to specific requirements rather than overall superiority. Evaluate both platforms with your actual data during trial periods, focusing on accuracy, latency, ease of integration, and total cost of ownership.

📚 Next Steps

Ready to make your decision? We recommend starting with a hands-on evaluation of both platforms using your specific use case and data.

  • • Review: Check the detailed feature comparison table above
  • • Test: Sign up for free trials and test with real queries
  • • Calculate: Estimate your monthly costs based on expected usage
  • • Decide: Choose the platform that best aligns with your requirements

Last updated: February 20, 2026 | This comparison is regularly reviewed and updated to reflect the latest platform capabilities, pricing, and user feedback.

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Priyansh Khodiyar's avatar

Priyansh Khodiyar

DevRel at CustomGPT.ai. Passionate about AI and its applications. Here to help you navigate the world of AI tools and make informed decisions for your business.

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