In this comprehensive guide, we compare CODY AI and Protecto 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 Protecto, 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 Protecto if: you value industry-leading 99% accuracy retention
About CODY AI
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 Protecto
Protecto is ai data guardrails & privacy protection for llms. Protecto is an AI-driven data privacy platform that secures sensitive data in LLM and RAG applications without compromising accuracy. It offers intelligent tokenization, PII/PHI masking, and compliance automation, achieving 99% accuracy retention while protecting privacy. Founded in 2021, headquartered in United States, the platform has established itself as a reliable solution in the RAG space.
Overall Rating
87/100
Starting Price
Custom
Key Differences at a Glance
In terms of user ratings, both platforms score similarly in overall satisfaction. From a cost perspective, Protecto offers more competitive entry pricing. The platforms also differ in their primary focus: AI Chatbot versus Data Privacy. 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
CODY AI
Protecto
CustomGPTRECOMMENDED
Data Ingestion & Knowledge Sources
Supported formats: PDF, Word (.doc/.docx), PowerPoint (.ppt/.pptx), plain text files with 100MB maximum file size per document
Built-in text editor: Direct text input for creating knowledge base entries without file uploads
Website crawler (Premium/Advanced): Import up to 25,000 pages on Advanced tier with automatic recurring re-imports for up to 9 websites
Document capacity by tier: Free (100 documents), Basic (1,000), Premium (10,000), Advanced (25,000 documents + 25,000 crawled web pages)
Storage architecture: Amazon S3 with SSE-S3 encryption protocol for documents, Pinecone vector database (SOC 2 Type II certified) for embeddings
Dynamic chunking algorithm: Adjusts chunk size based on token distribution for optimal retrieval performance (specific parameters not publicly documented)
Manual retraining: Always available for immediate knowledge base updates across all plans
Automatic syncing: Limited to website sources only with recurring re-imports (not available for uploaded documents)
CRITICAL LIMITATION: No NO YouTube transcript support - cannot ingest video content from YouTube for training
CRITICAL LIMITATION: No NO native cloud integrations - Google Drive, Dropbox, Notion connections only via Zapier (adds friction vs direct OAuth)
LIMITATION: No NO audio file support (MP3, M4A), No NO video file support (MP4), No NO code file ingestion, No NO Excel/CSV direct import
Plugs straight into enterprise data stacks—think databases, data lakes, and SaaS platforms like Snowflake, Databricks, or Salesforce—using APIs.
Built for huge volumes: asynchronous APIs and queuing handle millions (even billions) of records with ease.
Focuses on scanning and flagging sensitive info (PII/PHI) across structured and unstructured data, not classic file uploads.
Lets you ingest more than 1,400 file formats—PDF, DOCX, TXT, Markdown, HTML, and many more—via simple drag-and-drop or API.
Crawls entire sites through sitemaps and URLs, automatically indexing public help-desk articles, FAQs, and docs.
Turns multimedia into text on the fly: YouTube videos, podcasts, and other media are auto-transcribed with built-in OCR and speech-to-text.
View Transcription Guide
Connects to Google Drive, SharePoint, Notion, Confluence, HubSpot, and more through API connectors or Zapier.
See Zapier Connectors
Supports both manual uploads and auto-sync retraining, so your knowledge base always stays up to date.
Integrations & Channels
Native Slack integration: Free for all users with /assign-bot command for channel-specific bot assignment and @mentions for queries
Native Discord integration: Users mention @Cody for queries within Discord servers (free for all users)
Zapier integration: Connects to 5,000+ apps including Telegram, Facebook Messenger, Google Sheets, Google Docs, WhatsApp (via ecosystem)
Website embedding (3 methods): Shareable links (direct URLs without site modification), inline embeds (widgets within page sections), popup embeds (floating chat bubbles)
REST API v1.0: Full API access on all paid plans with documentation at developers.meetcody.ai
CRITICAL GAPS: No NO Microsoft Teams native integration (Zapier workaround required), No NO WhatsApp Business native integration (Zapier only), No NO Google Drive/Dropbox/Notion native connections
LIMITATION: No NO webhook functionality explicitly documented in API - potential constraint for event-driven architectures and real-time notifications
No end-user chat widgets here—Protecto slots in as a security layer inside your AI app.
Acts as middleware: its APIs sanitize data before it ever hits an LLM, whether you’re running a web chatbot, mobile app, or enterprise search tool.
Integrates with data-flow heavyweights like Snowflake, Kafka, and Databricks to keep every AI data path clean and compliant.
Embeds easily—a lightweight script or iframe drops the chat widget into any website or mobile app.
Offers ready-made hooks for Slack, Zendesk, Confluence, YouTube, Sharepoint, 100+ more.
Explore API Integrations
Connects with 5,000+ apps via Zapier and webhooks to automate your workflows.
Supports secure deployments with domain allowlisting and a ChatGPT Plugin for private use cases.
Hosted CustomGPT.ai offers hosted MCP Server with support for Claude Web, Claude Desktop, Cursor, ChatGPT, Windsurf, Trae, etc.
Read more here.
Slack /assign-bot command: Assign specific bots to dedicated channels for departmental organization (e.g., IT bot in #it-support, HR bot in #hr-questions)
Free for all users: Native integrations available even on Free plan ($0/month) vs competitors requiring paid tiers or Zapier workarounds
Discord @Cody mentions: Direct mention-based querying within Discord servers for community support or team collaboration
Context preservation: Conversation history maintained within Slack/Discord threads for multi-turn interactions
Competitive advantage: Zero-friction deployment for Slack/Discord workspaces vs API-based integrations requiring developer involvement (7.5/10 rated differentiator)
Use case fit: Internal documentation assistants, IT support bots, HR policy Q&A within existing communication channels
Automatic citation: Every AI response includes links to exact documents used for generation enabling click-through verification
Source verification interface: Centralized conversation logs allow examination of which documents informed each response for audit trails
Trust building: Users can validate AI answers against source material reducing hallucination concerns and increasing adoption confidence
Knowledge gap identification: Responses lacking sufficient sources highlight areas needing additional training data
Compliance advantage: Source traceability supports regulatory requirements for explainable AI in regulated industries (healthcare, finance, legal)
Competitive positioning: Explicit citation vs black-box responses in competitors positions CODY for accuracy-critical use cases (9/10 rated differentiator)
User feedback: Reviews highlight source attribution as primary trust-building feature reducing manual fact-checking burden
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Focus Mode ( Core Differentiator)
Targeted context injection: Inject up to 1,000 specific documents into single conversation context vs retrieving from full knowledge base
Use cases: Department-specific queries (HR policies for HR team, engineering docs for dev team), project-scoped assistance, client-specific information isolation
Noise reduction: Constrains retrieval to relevant subset preventing irrelevant information from interfering with responses
API support: Focus Mode available via REST API conversations endpoint with document ID array parameter for programmatic control
Performance advantage: Smaller search space improves retrieval speed and relevance vs full-corpus semantic search
Unique capability: Few RAG platforms offer explicit context scoping at this granularity - most retrieve from entire knowledge base (8.5/10 rated differentiator)
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Core Chatbot Features
Multilingual support: Build and interact with chatbots in any language with no language restrictions or translation layers
Conversation memory: Context retention with configurable token distribution (e.g., 70% context, 10% history, 20% response) for multi-turn interactions
Conversation history logging: Centralized interface with filtering by bot or date range, tiered retention (14 days Basic, 30 days Premium, 90 days Advanced)
Conversational Interface: Securely upload documents (PowerPoints, PDFs) or crawl entire websites to build company-specific knowledge base and quickly retrieve precise information
Traceable Source Attribution: Every answer comes with traceable sources letting users verify accuracy and track where specific information originated
Prompt templates: Shareable custom prompts with variables across team members for consistent bot behavior
Conversation sharing: Share conversations with team via dedicated sharing option for collaboration and quality review
Scratchpad feature: Save, refine, and use derivatives of AI-generated responses to improve specificity over time with micro-management capabilities
Bot Personality Customization: Complete control over bot personality and description to define how bot presents itself and engages with users when creating new bot
LIMITATION: No NO native lead capture - requires custom implementation via API or Zapier workflows (vs built-in form capture in competitors)
LIMITATION: No NO automated human handoff - escalation achieved only through prompt engineering with manual contact info (no automated queue routing or agent assignment)
LIMITATION: Note: Basic analytics only - conversation logs and usage monitoring without advanced dashboards for funnel analysis or trend identification
Doesn’t generate responses—it detects and masks sensitive data going into and out of your AI agents.
Combines advanced NER with custom regex / pattern matching to spot PII/PHI, anonymizing without killing context.
Adds content-moderation and safety checks to keep everything compliant and exposure-free.
Reduces hallucinations by grounding replies in your data and adding source citations for transparency.
Benchmark Details
Handles multi-turn, context-aware chats with persistent history and solid conversation management.
Speaks 90+ languages, making global rollouts straightforward.
Includes extras like lead capture (email collection) and smooth handoff to a human when needed.
Widget Customization & White- Labeling
Header customization: Layout alignment, business logo upload, color schemes, title and subtitle text configuration
Chat interface styling: Message bubble size, background colors, bot and human avatar customization
Composer controls: Placeholder text customization, send button icon selection
Full translation support: Widget UI fully translatable to any language for global deployment consistency
White-labeling (Premium/Advanced): Complete CODY branding removal requires Premium ($99/month) or Advanced ($249/month) - not available on Free/Basic tiers
LIMITATION: No NO domain restriction capabilities documented - cannot limit widget usage to specific domains (security consideration for production deployments)
LIMITATION: Role-based access includes team member limits by tier (3/10/30 members on Basic/Premium/Advanced) with per-chatbot permission enforcement
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L L M Model Options
Basic plan: GPT-3.5 Turbo only (1 credit per query)
Enterprise plan: Six LLM providers - Llama 3.1, Claude 3.5 Sonnet, GPT-4o, Gemini 1.5, Mixtral-8x7B, GPT-3.5 Turbo
Credit-based consumption: GPT-3.5 Turbo (1 credit), GPT-3.5 16K (5 credits), GPT-4 (10 credits) per query with transparent per-model costs
API model field: REST API returns 'model' field indicating which LLM generated each response for tracking and analysis
Proprietary optimizations: Scratchpad (micro-managing responses), Template Mode (pre-defined prompts), Reverse Vector Search (merging AI and user responses for relevance)
LIMITATION: No NO automatic model routing - users must manually select models, no dynamic routing based on query complexity or cost optimization (vs intelligent routing in competitors)
LIMITATION: Enterprise-only access to advanced models (Claude 3.5, Gemini 1.5, Llama 3.1) locks out SMBs on lower tiers from latest LLM capabilities
Model-agnostic: works with any LLM—GPT, Claude, LLaMA, you name it—by masking data first.
Plays nicely with orchestration frameworks like LangChain for multi-model workflows.
Uses context-preserving techniques so accuracy stays high even after sensitive bits are masked.
Taps into top models—OpenAI’s GPT-5.1 series, GPT-4 series, and even Anthropic’s Claude for enterprise needs (4.5 opus and sonnet, etc ).
Automatically balances cost and performance by picking the right model for each request.
Model Selection Details
Uses proprietary prompt engineering and retrieval tweaks to return high-quality, citation-backed answers.
Handles all model management behind the scenes—no extra API keys or fine-tuning steps for you.
Developer Experience ( A P I & S D Ks)
REST API v1.0: Comprehensive with Bearer token authentication, last updated May 2024
Bots endpoint: List bots with keyword filtering for discovery and management
Conversations endpoint: Full CRUD operations with Focus Mode parameter (inject specific document IDs into context)
Messages endpoint: Send/receive with optional SSE streaming for real-time responses and progressive answer display
Documents endpoint: Upload files (up to 100MB max), create from text/HTML, import webpages programmatically
Folders endpoint: Organizational structure management for knowledge base hierarchy
Uploads endpoint: AWS S3 signed URLs for direct file uploads bypassing API size limits
Rate limiting: Standard headers (x-ratelimit-limit, x-ratelimit-remaining, x-ratelimit-reset, retry-after) with limits viewable in account settings
API changelog: Tracks breaking changes with explicit "Breaking" labels for version management
CRITICAL LIMITATION: No NO official SDKs for Python, JavaScript, Node.js, or any language - all integrations require direct REST API calls (development friction)
LIMITATION: No NO webhook functionality explicitly documented - limits event-driven architectures and real-time notification patterns
LIMITATION: Documentation quality functional but limited - clear endpoint docs with curl examples and response schemas but lacking tutorials, cookbooks, comprehensive code samples
REST APIs and a Python SDK make scanning, masking, and tokenizing straightforward.
Docs are detailed, with step-by-step guides for slipping Protecto into data pipelines or AI apps.
Supports real-time and batch modes, complete with examples for ETL and CI/CD pipelines.
Ships a well-documented REST API for creating agents, managing projects, ingesting data, and querying chat.
API Documentation
Backs you up with cookbooks, code samples, and step-by-step guides for every skill level.
R A G Implementation & Accuracy
TRUE RAG architecture: Pinecone vector database (SOC 2 Type II certified) with Amazon S3 document storage and SSE-S3 encryption
Dynamic chunking: Algorithm adjusts chunk size based on token distribution for optimal retrieval (specific parameters not publicly documented)
Relevance Score configuration: Adjustable trade-off between accuracy and completeness for retrieval tuning
Token Distribution control: Split configuration between context, history, and response (e.g., 70% context, 10% history, 20% response) for resource allocation
Persist Prompt feature: Continuous re-emphasis of system prompt for instruction compliance and behavior consistency
Reverse Vector Search: Proprietary technique merging AI and user responses for improved relevance matching
Creativity Settings: Options for "creative," "balanced," or "factual" outputs controlling temperature and generation style
Hallucination mitigation: Source citation with every response enables verification, Focus Mode constrains responses to specific documents reducing irrelevant injection
LIMITATION: No NO published benchmark results or quantitative accuracy metrics - no public validation of RAG performance claims vs competitors
LIMITATION: User reviews note "accuracy relies heavily on the quality of uploaded documents" with occasional struggles reported about document facts
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Performance & Accuracy
Response time: Sub-500ms end-to-end latency target for typical queries on Premium/Advanced plans using GPT-3.5 Turbo (verified from user reports and platform specifications)
Accuracy metrics: No publicly published accuracy benchmarks or F1 scores; user reviews on G2 (4.7/5 stars, 150+ reviews) and Capterra (4.8/5, 50+ reviews) report generally high satisfaction with answer quality when knowledge base is well-curated
Scalability: AWS infrastructure with isolated Kubernetes containers on Enterprise plan supports high-volume deployments; Free plan supports 250 queries/month, scales to "unlimited" on Enterprise with custom infrastructure
Reliability: No public SLA or uptime guarantees on Free/Basic/Premium/Advanced plans; Enterprise plan offers SLA guarantees with dedicated infrastructure (specific uptime % requires sales engagement)
Benchmarks: No published performance benchmarks comparing retrieval speed, accuracy, or latency against competitors (ChatBase, Vectara, CustomGPT); users report "accuracy relies heavily on quality of uploaded documents" with occasional struggles on complex queries
Quality indicators: Source attribution feature enables verification of AI responses; G2 reviews highlight accuracy as strength when knowledge base is comprehensive, with some users noting need for careful prompt engineering
Context-preserving masking keeps LLM accuracy almost intact—about 99 % RARI versus 70 % with vanilla masking.
Async APIs and auto-scaling keep latency low, even at high volume.
Masked data still carries enough context so model answers stay on point.
Delivers sub-second replies with an optimized pipeline—efficient vector search, smart chunking, and caching.
Independent tests rate median answer accuracy at 5/5—outpacing many alternatives.
Benchmark Results
Always cites sources so users can verify facts on the spot.
Maintains speed and accuracy even for massive knowledge bases with tens of millions of words.
Customization & Branding
UI customization: Full widget customization including header layout alignment, message bubble size/colors, background colors, bot and human avatars, composer placeholder text, send button icons
Branding control: Business logo upload, color schemes (header, chat interface, launcher button), title and subtitle text configuration, full translation support for widget UI in any language
White-labeling: Complete removal of Cody branding available on Premium ($99/month) and Advanced ($249/month) plans; Free and Basic plans display Cody branding on widgets
Custom domain: Not explicitly documented in public materials; likely requires Enterprise plan with custom deployment infrastructure (specifics require sales engagement)
Design flexibility: Launcher configuration with size adjustment, screen position (left/right/bottom), custom launcher icons; three embedding methods (shareable links, inline embeds, popup embeds) for flexible deployment
Mobile customization: Responsive widget design adapts to mobile devices; mobile-specific branding controls not separately documented (inherits desktop configuration)
LIMITATION: No documented domain restriction capabilities to limit widget usage to specific domains (security consideration for production deployments)
Role-based access: Team member limits by tier (3/10/30 members on Basic/Premium/Advanced) with per-chatbot permission enforcement and real-time updates
No visual branding needed—Protecto works behind the curtain, guarding data rather than showing UI.
You can tailor masking rules and policies via a web dashboard or config files to match your exact regulations.
It’s all about policy customization over look-and-feel, ensuring every output passes compliance checks.
Fully white-labels the widget—colors, logos, icons, CSS, everything can match your brand.
White-label Options
Provides a no-code dashboard to set welcome messages, bot names, and visual themes.
Lets you shape the AI’s persona and tone using pre-prompts and system instructions.
Uses domain allowlisting to ensure the chatbot appears only on approved sites.
No- Code Interface & Usability
Visual builder: Three-step bot creation process - (1) add data to knowledge base, (2) define bot purpose/personality, (3) test and share; no drag-and-drop interface, but prompt engineering UI with visual prompt builder including variables and template sharing
Setup complexity: 15-minute bot deployment from account creation to live widget (verified from marketing materials and user reviews); no technical expertise required for basic deployment
Learning curve: User reviews on G2 note "easy to set up" with "intuitive interface," but some users report learning curve for customizing bots to specific business needs despite no-code design; Capterra reviews highlight quick adoption for non-technical teams
Pre-built templates: 11+ templates including Marketing Assistant, HR Chatbot, IT Support, Customer Support, Sales Assistant, Training Bot, Translator AI, Hiring Assistant; each template includes sample prompts, recommended knowledge base content, and example queries
No-code workflows: Model switching (GPT-3.5/GPT-4/Claude/Gemini) without technical reconfiguration; conversation sharing and scratchpad feature for response refinement; testing simulator for pre-launch validation
User experience: G2 rating 4.7/5 (150+ reviews), Capterra 4.8/5 (50+ reviews); users praise ease of deployment and source attribution, note occasional need for prompt engineering expertise to optimize bot behavior
LIMITATION: No drag-and-drop conversation flow builder or visual automation designer like Botpress/Voiceflow; focuses on prompt-based configuration rather than graphical flow design
No drag-and-drop chatbot builder—Protecto provides a tech dashboard for privacy policy setup and monitoring.
UI targets IT and security teams, with forms and config panels rather than wizard-style chatbot tools.
Guided presets (e.g., HIPAA Mode) speed up onboarding for enterprises that need quick compliance.
Offers a wizard-style web dashboard so non-devs can upload content, brand the widget, and monitor performance.
Supports drag-and-drop uploads, visual theme editing, and in-browser chatbot testing.
User Experience Review
Uses role-based access so business users and devs can collaborate smoothly.
Security & Privacy
CRITICAL LIMITATION: No CODY itself NOT SOC 2 certified - Help Center explicitly states "As an early stage startup, we are diligently working towards earning SOC 2 compliance"
Infrastructure compliance: Pinecone vector database (SOC 2 Type II certified), AWS S3 (PCI-DSS, HIPAA/HITECH, FedRAMP, FISMA compliant via AWS certification)
GDPR Compliant: Via AWS infrastructure in EU regions for European data residency and privacy requirements
Document storage: Amazon S3 with SSE-S3 encryption protocol for data at rest, TLS for transit
AI training policy: Customer data explicitly NOT used for training - "Your data will not be used to train any existing or new language model"
OpenAI data retention: API policy ensures data retained maximum 30 days for abuse monitoring only (not for model training)
Access controls: Per-chatbot permissions with real-time updates, API key management, role-based team member access
Enterprise security: Isolated Kubernetes containers on AWS with role-based security and custom infrastructure options
Procurement concern: Lack of direct SOC 2 certification may block enterprise adoption in regulated industries requiring vendor compliance attestations
Privacy-first: spots and masks sensitive data before any LLM sees it, meeting GDPR, HIPAA, and more.
End-to-end encryption, tight access controls, and audit logs lock down the pipeline.
Deploy wherever you need—public cloud, private cloud, or entirely on-prem—for full residency control.
Protects data in transit with SSL/TLS and at rest with 256-bit AES encryption.
Holds SOC 2 Type II certification and complies with GDPR, so your data stays isolated and private.
Security Certifications
Offers fine-grained access controls—RBAC, two-factor auth, and SSO integration—so only the right people get in.
Observability & Monitoring
Conversation logs: Centralized view of all interactions across interface, API, and website widgets with searchability
Filtering capabilities: By bot or date range for quick access to specific conversation subsets
Source verification: Click-through to examine exact documents used for each response enabling audit trails
Usage tracking: Real-time credit consumption monitoring in dedicated usage tab for cost management
Tiered log retention: 14 days (Basic), 30 days (Premium), 90 days (Advanced) - historical analysis constrained on lower plans
Third-party mentions: Usage pattern monitoring, performance metrics, common question tracking, knowledge gap identification (features lack detailed public documentation)
LIMITATION: Note: Advanced analytics dashboard features mentioned in sources lack public screenshots or comprehensive documentation (transparency gap)
LIMITATION: No NO real-time alerting for conversation volume spikes, error rates, or performance degradation
LIMITATION: No NO funnel analytics or conversion tracking for lead generation use cases
Audit logs and dashboards track every masking action and how many sensitive items were caught.
Hooks into SIEM and monitoring tools for real-time compliance and performance stats.
Reports RARI and other metrics, alerting you if something looks off.
Comes with a real-time analytics dashboard tracking query volumes, token usage, and indexing status.
Lets you export logs and metrics via API to plug into third-party monitoring or BI tools.
Analytics API
Provides detailed insights for troubleshooting and ongoing optimization.
15-minute bot deployment: Three-step process - (1) add data to knowledge base, (2) define bot purpose/personality, (3) test and share
11+ pre-built templates: Marketing Assistant, HR Chatbot, IT Support, Customer Support, Sales Assistant, Training Bot, Translator AI, Hiring Assistant
Template components: Sample prompts, recommended knowledge base content, example queries for rapid deployment
Model-agnostic interface: Switch between GPT-3.5, GPT-4, Claude, Gemini without technical reconfiguration
Prompt engineering UI: Visual prompt builder with variables, template sharing across team members, version control
Testing simulator: Test bot responses before publishing with conversation preview and refinement loops
Role-based access: Team member limits (3/10/30 by tier), per-chatbot permission enforcement, real-time permission updates
Target audience advantage: Business teams deploy knowledge assistants without developer resources vs API-centric platforms requiring technical expertise (9/10 rated differentiator for non-technical users)
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Proprietary R A G Optimizations ( Differentiator)
Scratchpad: Save, refine, and use derivatives of AI-generated responses to improve specificity through micro-management and iterative enhancement
Template Mode: Pre-defined prompts with variables for consistent behavior patterns across conversations and use cases
Reverse Vector Search: Proprietary technique merging AI responses and user inputs for improved relevance matching and context awareness
Dynamic chunking: Algorithm adjusts chunk size based on token distribution rather than fixed-size chunks (adaptive optimization)
Persist Prompt: Continuous re-emphasis of system prompt throughout conversation preventing instruction drift in long conversations
Creativity Settings: Granular control over "creative," "balanced," or "factual" outputs for use-case-specific tone adjustment
Competitive positioning: Proprietary optimizations differentiate from standard RAG implementations but lack published performance benchmarks (7/10 rated differentiator)
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Pricing & Scalability
Free plan: $0/month - 100 credits, 100 documents, 1 team member, 1 widget, NO API access, NO crawler, monthly query limit 250
Basic plan: $29/month - 2,500 credits, 1,000 documents, 3 team members, 14-day conversation logs, API access, GPT-3.5 only
Enterprise considerations: Lack of direct SOC 2 certification (infrastructure-partner-only compliance) may block regulated industry adoption requiring vendor attestations
Developer experience: Comprehensive REST API with SSE streaming but NO official SDKs requiring direct HTTP calls vs SDK-equipped platforms
Competitive positioning: Business-focused RAG platform emphasizing no-code deployment and source transparency vs developer-centric platforms with enterprise compliance (rated 7.5/10 as RAG platform)
Platform Type: NOT RAG-AS-A-SERVICE - Protecto is data security middleware, not retrieval-augmented generation platform
Core Focus: Enterprise data protection layer for RAG systems - detects and masks PII/PHI before data reaches LLMs or vector databases
Security Middleware: Sits between data sources and RAG platforms as security layer - not alternative to RAG platforms (CustomGPT, Vectara, Nuclia)
RAG Protection Layer: Protects RAG pipelines by sanitizing documents before indexing, queries before retrieval, and responses before delivery
Context-Preserving RAG: Maintains semantic meaning for accurate RAG retrieval despite masking - 99% RARI vs 70% vanilla masking accuracy
Integration Point: Integrates with existing RAG platforms (LangChain, CrewAI, model gateways) - complementary not competitive to RaaS platforms
Comparison Category Mismatch: Invalid comparison to RAG-as-a-Service platforms - fundamentally different product category (security vs knowledge retrieval)
Best Comparison Category: Data security platforms (Presidio, Private AI, Nightfall AI) or DLP tools, NOT RAG platforms
Use Case Fit: Organizations using third-party RaaS platforms (CustomGPT, Nuclia) who need additional security layer for regulated data
SecRAG Offering: While Protecto markets "RAG-as-a-Service", this refers to secure RAG infrastructure services - not turnkey RAG platform like CustomGPT
Platform Recommendation: Should be compared to security tools, not listed alongside RAG platforms - prevents buyer confusion about product category
Core Architecture: Serverless RAG infrastructure with automatic embedding generation, vector search optimization, and LLM orchestration fully managed behind API endpoints
API-First Design: Comprehensive REST API with well-documented endpoints for creating agents, managing projects, ingesting data (1,400+ formats), and querying chat
API Documentation
Developer Experience: Open-source Python SDK (customgpt-client), Postman collections, OpenAI API endpoint compatibility, and extensive cookbooks for rapid integration
No-Code Alternative: Wizard-style web dashboard enables non-developers to upload content, brand widgets, and deploy chatbots without touching code
Hybrid Target Market: Serves both developer teams wanting robust APIs AND business users seeking no-code RAG deployment - unique positioning vs pure API platforms (Cohere) or pure no-code tools (Jotform)
RAG Technology Leadership: Industry-leading answer accuracy (median 5/5 benchmarked), 1,400+ file format support with auto-transcription, proprietary anti-hallucination mechanisms, and citation-backed responses
Benchmark Details
Deployment Flexibility: Cloud-hosted SaaS with auto-scaling, API integrations, embedded chat widgets, ChatGPT Plugin support, and hosted MCP Server for Claude/Cursor/ChatGPT
Enterprise Readiness: SOC 2 Type II + GDPR compliance, full white-labeling, domain allowlisting, RBAC with 2FA/SSO, and flat-rate pricing without per-query charges
Use Case Fit: Ideal for organizations needing both rapid no-code deployment AND robust API capabilities, teams handling diverse content types (1,400+ formats, multimedia transcription), and businesses requiring production-ready RAG without building ML infrastructure from scratch
Competitive Positioning: Bridges the gap between developer-first platforms (Cohere, Deepset) requiring heavy coding and no-code chatbot builders (Jotform, Kommunicate) lacking API depth - offers best of both worlds
Competitive Positioning
vs CustomGPT: CODY excels in no-code deployment and source attribution; CustomGPT excels in enterprise compliance (direct SOC 2) and official SDKs
vs Vectara: CODY offers simpler pricing and no-code interface; Vectara provides enterprise-grade accuracy benchmarks and HHEM hallucination detection
vs Pinecone Assistant: Both use Pinecone vector database; CODY differentiates with Focus Mode and business templates; Pinecone Assistant offers deeper infrastructure control
vs ChatBase/SiteGPT: CODY provides TRUE RAG architecture vs simpler chatbot platforms; Focus Mode and multi-LLM support vs single-model implementations
Market niche: Business-focused RAG platform for teams needing no-code deployment with source transparency, NOT developer tool requiring technical implementation
Market position: Enterprise data security middleware specializing in PII/PHI masking for AI applications, not a chatbot platform but a security layer protecting RAG systems
Target customers: Regulated industries (healthcare, finance, government) needing GDPR/HIPAA/PCI compliance, enterprises using third-party LLMs with sensitive data, and organizations requiring on-premises deployment with complete data isolation
Key competitors: Presidio (Microsoft), Private AI, Nightfall AI, and custom data masking implementations using traditional DLP tools
Competitive advantages: Context-preserving masking maintaining 99% RARI (vs. 70% vanilla masking), asynchronous APIs handling millions/billions of records at scale, model-agnostic middleware working with any LLM (GPT, Claude, LLaMA), on-prem/private cloud deployment for strict data residency, proprietary RARI metric proving accuracy preservation, and integration with enterprise data stacks (Snowflake, Databricks, Kafka)
Pricing advantage: Enterprise pricing based on data volume and throughput with volume discounts; higher cost than general RAG platforms but essential for compliance; best value comes from preventing regulatory fines and enabling safe LLM adoption in regulated industries
Use case fit: Critical for regulated industries processing sensitive data (healthcare PII/PHI, financial records, government data), organizations using third-party LLMs that can't guarantee data isolation, and enterprises requiring context-preserving masking to maintain LLM accuracy while ensuring compliance (GDPR, HIPAA, PCI DSS)
Market position: Leading all-in-one RAG platform balancing enterprise-grade accuracy with developer-friendly APIs and no-code usability for rapid deployment
Target customers: Mid-market to enterprise organizations needing production-ready AI assistants, development teams wanting robust APIs without building RAG infrastructure, and businesses requiring 1,400+ file format support with auto-transcription (YouTube, podcasts)
Key competitors: OpenAI Assistants API, Botsonic, Chatbase.co, Azure AI, and custom RAG implementations using LangChain
Competitive advantages: Industry-leading answer accuracy (median 5/5 benchmarked), 1,400+ file format support with auto-transcription, SOC 2 Type II + GDPR compliance, full white-labeling included, OpenAI API endpoint compatibility, hosted MCP Server support (Claude, Cursor, ChatGPT), generous data limits (60M words Standard, 300M Premium), and flat monthly pricing without per-query charges
Pricing advantage: Transparent flat-rate pricing at $99/month (Standard) and $449/month (Premium) with generous included limits; no hidden costs for API access, branding removal, or basic features; best value for teams needing both no-code dashboard and developer APIs in one platform
Use case fit: Ideal for businesses needing both rapid no-code deployment and robust API capabilities, organizations handling diverse content types (1,400+ formats, multimedia transcription), teams requiring white-label chatbots with source citations for customer-facing or internal knowledge projects, and companies wanting all-in-one RAG without managing ML infrastructure
Customer Base & Case Studies
Scale claim: 100,000+ businesses served (unverified, company-provided claim)
Acquisition: Acquired by Just Build It in May 2024 demonstrating market validation and growth trajectory
Use case examples: Customer support automation, HR policy Q&A, IT support documentation, sales enablement, internal knowledge management, training assistants
Target market: SMBs and mid-market companies seeking knowledge base automation without dedicated AI/ML engineering resources
User feedback themes: Ease of deployment praised, source attribution valued for trust, accuracy concerns noted for complex document sets
Common use cases: "AI virtual employee" positioning for customer support, HR, IT support, sales assistance, marketing, training, and hiring workflows
N/A
N/A
Company Background
Acquisition: Acquired by Just Build It in May 2024 (acquisition terms undisclosed)
Credit-Based Consumption: GPT-3.5 Turbo (1 credit), GPT-3.5 16K (5 credits), GPT-4 (10 credits) per query with transparent per-model costs
Model-Agnostic Architecture: Users stay current with latest LLM updates without retraining bots; bring your own API key for supported LLMs (Claude, Mistral, GPT, Gemini)
Claude 3 Default: Defaults to Claude 3 from Anthropic for code generation, autocomplete, and chat features vs competitors relying solely on GPT models
LIMITATION: No automatic model routing based on query complexity or cost optimization - users must manually select models
Model-Agnostic Middleware: Works with any LLM - GPT-4, Claude, LLaMA, Gemini, or custom models without requiring changes
Pre-Processing Layer: Masks sensitive data before it reaches LLM - not tied to specific model provider or architecture
LangChain Integration: Works with orchestration frameworks for multi-model workflows and complex AI pipelines
Context-Preserving Masking: Advanced algorithms maintain data utility for LLMs while protecting sensitive information (99% RARI vs 70% vanilla masking)
No Model Lock-In: Security layer independent of LLM choice - switch providers without changing Protecto configuration
Universal Compatibility: Designed for heterogeneous AI environments using multiple LLM providers simultaneously
Primary models: GPT-5.1 and 4 series from OpenAI, and Anthropic's Claude 4.5 (opus and sonnet) for enterprise needs
Automatic model selection: Balances cost and performance by automatically selecting the appropriate model for each request
Model Selection Details
Proprietary optimizations: Custom prompt engineering and retrieval enhancements for high-quality, citation-backed answers
Managed infrastructure: All model management handled behind the scenes - no API keys or fine-tuning required from users
Anti-hallucination technology: Advanced mechanisms ensure chatbot only answers based on provided content, improving trust and factual accuracy
R A G Capabilities
TRUE RAG Architecture: Pinecone vector database (SOC 2 Type II certified) with Amazon S3 document storage using SSE-S3 encryption protocol
Dynamic Chunking Algorithm: Adjusts chunk size based on token distribution for optimal retrieval performance (specific parameters not publicly documented)
Relevance Score Configuration: Adjustable trade-off between accuracy and completeness for retrieval tuning
Token Distribution Control: Split configuration between context, history, and response (e.g., 70% context, 10% history, 20% response)
Reverse Vector Search: Proprietary technique merging AI and user responses for improved relevance matching
Context Window: Claude 2 integration provides up to 100K context windows for comprehensive codebase analysis
Advanced Chunking: Comprehensive data segmentation including metadata for superior data management across various file formats
LIMITATION: No published benchmark results or quantitative accuracy metrics for RAG performance validation
NOT A RAG PLATFORM: Protecto is data security middleware, not a retrieval-augmented generation platform
RAG Protection Layer: Detects and masks PII/PHI in documents before they enter RAG indexing pipelines
Real-Time Sanitization: Intercepts data flowing to/from RAG systems ensuring sensitive information never reaches vector databases or LLMs
Context Preservation: Maintains semantic meaning and relationships for accurate RAG retrieval despite masking sensitive data
Query-Time Security: Also masks sensitive data in user queries before RAG retrieval to prevent data leakage
Response Filtering: Post-processes RAG responses to ensure no masked PII/PHI appears in final outputs
Integration Point: Sits between data sources and RAG platforms as security middleware layer
Core architecture: GPT-4 combined with Retrieval-Augmented Generation (RAG) technology, outperforming OpenAI in RAG benchmarks
RAG Performance
Anti-hallucination technology: Advanced mechanisms reduce hallucinations and ensure responses are grounded in provided content
Benchmark Details
Automatic citations: Each response includes clickable citations pointing to original source documents for transparency and verification
Optimized pipeline: Efficient vector search, smart chunking, and caching for sub-second reply times
Scalability: Maintains speed and accuracy for massive knowledge bases with tens of millions of words
Context-aware conversations: Multi-turn conversations with persistent history and comprehensive conversation management
Source verification: Always cites sources so users can verify facts on the spot
Use Cases
Primary Departments: Marketing teams (creative strategies, campaign insights), HR departments (employee communication, query management), IT support (technical troubleshooting), Sales departments (AI-driven assistance)
Internal Operations: Answering internal or customer FAQs automatically, training new team members with AI support, generating reports/email replies/summaries using company data, searching thousands of documents instantly
Code Assistance: Engineers saving 5-6 hours per week, writing code 2x faster with AI-powered context-aware code generation and autocomplete
Industries: Financial services (trusted by 4/6 top US banks), technology companies (7/10 top public tech companies), healthcare, professional service firms, government agencies (15+ US agencies)
Team Sizes: Startups managing internal documentation to enterprises coordinating teams across regions; 100,000+ businesses served globally
Educational Use Cases: Educational institutions training students in AI applications, legal firms organizing and retrieving case documents
Healthcare AI: HIPAA-compliant patient data analysis, clinical decision support, medical records processing with PHI masking
Financial Services: PCI DSS compliance for payment data, financial records analysis, customer service chatbots with sensitive data
Government & Defense: Classified information protection, citizen data privacy, secure AI deployment with strict data residency
Enterprise CPG: Safe LLM adoption for consumer packaged goods companies processing customer data at scale
Customer Support: Secure analysis of support tickets, emails, and transcripts containing PII for AI-powered insights
Data Analytics: Reviews ingestion with consumer PII, financial identifiers, and brand names masked for LLM analysis
Multi-Agent Workflows: Global enterprises managing data access across multiple AI agents with role-based visibility
Claims Processing: Insurance provider PHI protection for accurate, efficient claims processing with privacy-preserving RAG
Customer support automation: AI assistants handling common queries, reducing support ticket volume, providing 24/7 instant responses with source citations
Internal knowledge management: Employee self-service for HR policies, technical documentation, onboarding materials, company procedures across 1,400+ file formats
Sales enablement: Product information chatbots, lead qualification, customer education with white-labeled widgets on websites and apps
Documentation assistance: Technical docs, help centers, FAQs with automatic website crawling and sitemap indexing
Educational platforms: Course materials, research assistance, student support with multimedia content (YouTube transcriptions, podcasts)
Healthcare information: Patient education, medical knowledge bases (SOC 2 Type II compliant for sensitive data)
Credit System: GPT-3.5 Turbo (1 credit), GPT-3.5 16K (5 credits), GPT-4 (10 credits) per query - enables budget forecasting (2,500 GPT-3.5 queries or 250 GPT-4 queries on Basic)
14-Day Free Trials: Available for all paid plans to evaluate features before commitment
Enterprise Pricing: Custom quotes based on data volume and throughput requirements
Free Trial Available: Test platform capabilities before commitment with hands-on evaluation
Volume-Based Discounts: Pricing scales with usage - better rates for higher data volumes
Pricing Factors: Number of records processed, API call volume, deployment model (cloud/on-prem), support level
Cost Justification: Prevents regulatory fines (GDPR €20M, HIPAA $1.5M) and enables safe LLM adoption in regulated industries
ROI Focus: Investment in compliance infrastructure vs cost of data breaches and regulatory penalties
Transparent Billing: Usage-based with predictable costs for budget planning at enterprise scale
No Public Pricing: Contact sales for custom quotes tailored to organizational needs and scale
Standard Plan: $99/month or $89/month annual - 10 custom chatbots, 5,000 items per chatbot, 60 million words per bot, basic helpdesk support, standard security
View Pricing
Premium Plan: $499/month or $449/month annual - 100 custom chatbots, 20,000 items per chatbot, 300 million words per bot, advanced support, enhanced security, additional customization
Enterprise Plan: Custom pricing - Comprehensive AI solutions, highest security and compliance, dedicated account managers, custom SSO, token authentication, priority support with faster SLAs
Enterprise Solutions
7-Day Free Trial: Full access to Standard features without charges - available to all users
Annual billing discount: Save 10% by paying upfront annually ($89/mo Standard, $449/mo Premium)
Flat monthly rates: No per-query charges, no hidden costs for API access or white-labeling (included in all plans)
Managed infrastructure: Auto-scaling cloud infrastructure included - no additional hosting or scaling fees
Support & Documentation
API Documentation: developers.meetcody.ai with endpoint reference, curl examples, response schemas, API changelog with breaking change labels
Help Center: intercom.help/cody/en/ with getting started guides, compliance information, security bulletins
Community Support: Active Discord community for peer support, troubleshooting, and best practices; GitHub discussions for developer engagement
Email Support: support@meetcody.ai available for all users across all plans
Response Times: Generally praised for responsiveness; Advanced plan includes dedicated account manager for onboarding and optimization guidance
Learning Resources: Blog with tutorials and guides for use case implementation and platform features
Enterprise SLA: Guaranteed response times and uptime commitments (specifics require sales engagement, not publicly documented)
LIMITATION: NO phone support or live chat on any tier (email and community only)
Documentation Quality: Functional but limited - clear endpoint docs with response schemas but lacking tutorials, cookbooks, comprehensive code samples for advanced implementations
Enterprise-Grade Support: Dedicated account managers and SLA-backed assistance for large deployments
Comprehensive Documentation: REST API guides, Python SDK docs, step-by-step integration guides for data pipelines
Whitepapers & Best Practices: Security frameworks, compliance guides, and secure AI pipeline architectures
Integration Guides: Detailed documentation for Snowflake, Databricks, Kafka, LangChain, CrewAI, and model gateways
SIEM Integration: Hooks into security information and event management tools for real-time compliance monitoring
Professional Services: Implementation assistance, custom policy configuration, and security workflow design
Industry Partnerships: Active thought leadership and collaboration with compliance standards organizations
Training Resources: Guided presets (HIPAA Mode, GDPR Mode) for rapid onboarding and deployment
Documentation hub: Rich docs, tutorials, cookbooks, FAQs, API references for rapid onboarding
Developer Docs
Email and in-app support: Quick support via email and in-app chat for all users
Premium support: Premium and Enterprise plans include dedicated account managers and faster SLAs
Code samples: Cookbooks, step-by-step guides, and examples for every skill level
API Documentation
Real-Time Knowledge Updates: Always available manual retraining for immediate knowledge base updates across all plans
Automatic Syncing: Limited to website sources only with recurring re-imports - not available for uploaded documents
Bot Personality Customization: Create custom conversation starters tailored to specific tasks, adjust behavior, tone, and focus to suit each use case
Focus Mode: Generate highly specialized responses based on selected documents for targeted tasks with up to 1,000 specific documents injected into conversation context
Scratchpad for Fine-Tuning: Fine-tune bot responses and knowledge base interactions improving accuracy and relevance of future responses
Custom Prompts: Define bot purpose and personality during creation with shareable prompt templates across team members
Configurable Token Distribution: Adjust split between context, history, and response (e.g., 70% context, 10% history, 20% response)
LIMITATION: No NO programmatic personality management - tone/behavior settings dashboard-only, cannot modify per-user or via API (global configuration only)
LIMITATION: Knowledge base updates require manual intervention - no real-time sync from cloud sources (Google Drive, Dropbox, Notion) except website crawling
Fine-tune masking with custom regex rules and entity types as granular as you need.
Role-based access lets privileged users view unmasked data while others see safe tokens.
Update masking policies on the fly—no model retraining required—to keep up with new regs.
Lets you add, remove, or tweak content on the fly—automatic re-indexing keeps everything current.
Shapes agent behavior through system prompts and sample Q&A, ensuring a consistent voice and focus.
Learn How to Update Sources
Supports multiple agents per account, so different teams can have their own bots.
Balances hands-on control with smart defaults—no deep ML expertise required to get tailored behavior.
Additional Considerations
Accuracy Heavily Data-Dependent: Response quality relies on quality and comprehensiveness of uploaded knowledge base - "accuracy relies heavily on quality of uploaded documents"
Learning Curve Exists: Initial setup and customization can be complex for new users despite "easy to set up" reputation - learning curve for customizing bots to specific business needs
Limited Complex Coding: Performs well for simple tasks but struggles with deeper logic, scalability issues, or nuanced multi-step coding challenges
Data Quality Critical: Occasional struggles with document facts - difficulty counting references, performing word counts, handling complex document sets
Cost for Small Businesses: Advanced features and Enterprise-only access (Claude 3.5, Gemini 1.5, Llama 3.1) expensive for smaller businesses
White-Label Minimum: Complete Cody branding removal requires Premium ($99/month) or Advanced ($249/month) - not available on Free/Basic tiers
Performance with Large Data: Speed may slow with large datasets or complex codebases on less powerful systems; requires stable internet (cloud-based)
Compliance Gap: Cody itself NOT SOC 2 certified as early-stage startup "diligently working towards earning SOC 2 compliance" - may block enterprise procurement
Infrastructure Compliance Only: Pinecone (SOC 2 Type II), AWS S3 (PCI-DSS, HIPAA/HITECH, FedRAMP) certified but Cody platform not directly certified
Best For: Business teams needing no-code deployment with 15-minute bot creation and source transparency for internal knowledge management
NOT Ideal For: Enterprises requiring direct SOC 2 vendor certification, native cloud storage sync, YouTube content ingestion, or deep technical problem-solving
Laser-focused on secure RAG—keeps sensitive data out of third-party LLMs while preserving context.
On-prem option is a big win for highly regulated sectors needing total isolation.
The proprietary RARI metric proves you can mask aggressively without wrecking model accuracy.
Slashes engineering overhead with an all-in-one RAG platform—no in-house ML team required.
Gets you to value quickly: launch a functional AI assistant in minutes.
Stays current with ongoing GPT and retrieval improvements, so you’re always on the latest tech.
Balances top-tier accuracy with ease of use, perfect for customer-facing or internal knowledge projects.
Limitations & Considerations
Learning Curve: Initial setup and customization complex for new users; G2 users note "easy to set up" but learning curve exists for customizing bots to specific business needs despite no-code design
Accuracy Dependencies: Response quality heavily relies on quality and comprehensiveness of uploaded knowledge base; user reviews note "accuracy relies heavily on quality of uploaded documents" with occasional struggles on complex queries
Complex Coding Challenges: Limited ability to handle complex, multi-step coding challenges; performs well for simple tasks but struggles with deeper logic, scalability issues, or nuanced coding questions
Data Quality Critical: Occasional struggles with facts about documents - difficulty counting references, performing word counts, handling complex document sets
NO YouTube Transcripts: Cannot ingest video content from YouTube for training
NO Native Cloud Integrations: Google Drive, Dropbox, Notion connections only via Zapier (adds friction vs direct OAuth)
Performance Issues: Performance speed may slow with large datasets or complex codebases on less powerful systems; requires stable internet connection (cloud-based)
Cost Considerations: Advanced features and Enterprise-only access (Claude 3.5, Gemini 1.5, Llama 3.1) can be expensive for smaller businesses; white-labeling requires Premium ($99/month) minimum
NOT Ideal For: Enterprises requiring direct SOC 2 certification (infrastructure-only compliance may block procurement), teams needing deep technical problem-solving for critical systems without traditional development practices, organizations needing native cloud storage sync or YouTube content ingestion
NOT A RAG PLATFORM: Security middleware only - requires separate RAG/LLM infrastructure for complete AI solution
NO Chat UI: Technical dashboard for IT/security teams, not end-user chatbot interface
NO No-Code Builder: Configuration requires technical understanding - not wizard-style setup for non-technical users
Enterprise-Only Pricing: Higher cost than general RAG platforms but essential for compliance - best for regulated industries
Developer Integration Required: APIs and SDKs need coding expertise to integrate into existing data pipelines
Deployment Complexity: On-prem setup requires infrastructure planning and ongoing management vs simple SaaS
Additional Infrastructure: Organizations still need separate LLM, vector DB, and RAG platform beyond Protecto security layer
Use Case Specificity: Designed for sensitive data protection - unnecessary overhead for non-regulated use cases
Performance Overhead: Real-time masking adds latency - sub-second but requires consideration in high-throughput systems
Best For: Regulated industries (healthcare, finance, government) where compliance is non-negotiable, not general-purpose RAG applications
Managed service approach: Less control over underlying RAG pipeline configuration compared to build-your-own solutions like LangChain
Vendor lock-in: Proprietary platform - migration to alternative RAG solutions requires rebuilding knowledge bases
Model selection: Limited to OpenAI (GPT-5.1 and 4 series) and Anthropic (Claude, opus and sonnet 4.5) - no support for other LLM providers (Cohere, AI21, open-source models)
Pricing at scale: Flat-rate pricing may become expensive for very high-volume use cases (millions of queries/month) compared to pay-per-use models
Customization limits: While highly configurable, some advanced RAG techniques (custom reranking, hybrid search strategies) may not be exposed
Language support: Supports 90+ languages but performance may vary for less common languages or specialized domains
Real-time data: Knowledge bases require re-indexing for updates - not ideal for real-time data requirements (stock prices, live inventory)
Enterprise features: Some advanced features (custom SSO, token authentication) only available on Enterprise plan with custom pricing
Core Agent Features
N/A
Multi-Agent Data Access Control: Manages data access across multi-agent workflows - global enterprises use Protecto for fine-grained identity-based access enforcement
Role-Based Agent Security: Control who sees what at inference time - sales agents can't access support data, analysts see anonymized aggregates, supervisors unmask when authorized
LangChain Agent Integration: Works with LangChain agents, CrewAI frameworks, and model gateways for comprehensive agentic workflow protection
Agent Context Sanitization: Detects and masks PII/PHI in agent prompts, retrieved context, and responses - prevents sensitive data exposure in multi-step agent reasoning
SecRAG for Agents: Integrates role-based access control (RBAC) directly into retrieval process - every context chunk checked for user authorization before agent access
Real-Time Agent Security: Pre-processing layer sanitizes data before reaching agents, post-processing filters agent outputs - dual protection at inference time
Agentic Workflow Compliance: High-throughput workloads like RAG and ETLs protected with context-preserving masking - agents maintain accuracy despite security layer
Agent Tool Protection: Secures data flowing through agent tools (function calls, external APIs, database queries) - comprehensive pipeline security
Identity-Based Unmasking: Privileged agents/users can view unmasked data when authorized - granular control over sensitive information access
Agent Audit Trails: Comprehensive logging of what data each agent accessed, when, and why - regulatory compliance for agentic systems
Context-Preserving for Agents: 99% RARI (vs 70% vanilla masking) ensures agent reasoning accuracy despite security - semantic meaning maintained
NOT Agent Orchestration: Protecto secures agent workflows but doesn't orchestrate agents - requires separate framework (LangChain, CrewAI) for agent coordination
Custom AI Agents: Build autonomous agents powered by GPT-4 and Claude that can perform tasks independently and make real-time decisions based on business knowledge
Decision-Support Capabilities: AI agents analyze proprietary data to provide insights, recommendations, and actionable responses specific to your business domain
Multi-Agent Systems: Deploy multiple specialized AI agents that can collaborate and optimize workflows in areas like customer support, sales, and internal knowledge management
Memory & Context Management: Agents maintain conversation history and persistent context for coherent multi-turn interactions
View Agent Documentation
Tool Integration: Agents can trigger actions, integrate with external APIs via webhooks, and connect to 5,000+ apps through Zapier for automated workflows
Hyper-Accurate Responses: Leverages advanced RAG technology and retrieval mechanisms to deliver context-aware, citation-backed responses grounded in your knowledge base
Continuous Learning: Agents improve over time through automatic re-indexing of knowledge sources and integration of new data without manual retraining
After analyzing features, pricing, performance, and user feedback, both CODY AI and Protecto 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 Protecto
You value industry-leading 99% accuracy retention
Only solution preserving context while masking
3000+ enterprise customers already secured
Best For: Industry-leading 99% accuracy retention
Migration & Switching Considerations
Switching between CODY AI and Protecto 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 Protecto begins at custom pricing. 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
Start with a free trial - Both platforms offer trial periods to test with your actual data
Define success metrics - Response accuracy, latency, user satisfaction, cost per query
Test with real use cases - Don't rely on generic demos; use your production data
Evaluate total cost - Factor in implementation time, training, and ongoing maintenance
Check vendor stability - Review roadmap transparency, update frequency, and support quality
For most organizations, the decision between CODY AI and Protecto 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: December 11, 2025 | This comparison is regularly reviewed and updated to reflect the latest platform capabilities, pricing, and user feedback.
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