Data Ingestion & Knowledge Sources
100+ Native Connectors – SharePoint, Salesforce, ServiceNow, Confluence, databases, file shares, Slack, websites merged into one indexOCR & Structured Data – Indexes scanned docs, intranet pages, knowledge articles, multimedia contentReal-Time Sync – Incremental crawls, push APIs, scheduled syncs keep content fresh
✅ Enterprise Integrations – APIs connect to Snowflake, Databricks, Salesforce, data lakes✅ High Volume Processing – Async APIs handle millions/billions of records efficientlyPII/PHI Scanning – Detects sensitive data across structured and unstructured sources⚠️ No File Uploads – Designed for data pipelines, not document upload workflows
1,400+ file formats – PDF, DOCX, Excel, PowerPoint, Markdown, HTML + auto-extraction from ZIP/RAR/7Z archivesWebsite crawling – Sitemap indexing with configurable depth for help docs, FAQs, and public contentMultimedia transcription – AI Vision, OCR, YouTube/Vimeo/podcast speech-to-text built-inCloud integrations – Google Drive, SharePoint, OneDrive, Dropbox, Notion with auto-syncKnowledge platforms – Zendesk, Freshdesk, HubSpot, Confluence, Shopify connectorsMassive scale – 60M words (Standard) / 300M words (Premium) per bot with no performance degradation
Atomic UI Components – Drop-in components for search pages, support hubs, commerce sites with generative answersNative Platform Integrations – Salesforce, Sitecore with AI answers inside existing toolsREST APIs – Build custom chatbots, virtual assistants on Coveo's retrieval engine
Security Middleware – API layer sanitizes data before reaching any LLM✅ Data Pipeline Integration – Works with Snowflake, Kafka, Databricks for AI workflows⚠️ No Chat Widgets – Backend security layer, not end-user interface platform
Website embedding – Lightweight JS widget or iframe with customizable positioningCMS plugins – WordPress, WIX, Webflow, Framer, SquareSpace native support5,000+ app ecosystem – Zapier connects CRMs, marketing, e-commerce toolsMCP Server – Integrate with Claude Desktop, Cursor, ChatGPT, WindsurfOpenAI SDK compatible – Drop-in replacement for OpenAI API endpointsLiveChat + Slack – Native chat widgets with human handoff capabilities
Uses Relevance Generative Answering (RGA)—a two-step retrieval plus LLM flow that produces concise, source-cited answers.
Respects permissions, showing each user only the content they’re allowed to see.
Blends the direct answer with classic search results so people can dig deeper if they want.
⚠️ Not a Chatbot – Detects and masks sensitive data, doesn't generate responses✅ Advanced NER + Regex – Spots PII/PHI while preserving context and accuracyContent Moderation – Safety checks ensure compliance and prevent data exposure
✅ #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
Atomic components are fully styleable with CSS, making it easy to match your brand’s look and feel.
You can tweak answer formatting and citation display through configs; deeper personality tweaks mean editing the prompt.
⚠️ No Visual Branding – Backend middleware, no UI to customize or brand✅ Policy Customization – Tailor masking rules via dashboard or config filesCompliance-Focused – Configure policies to match GDPR, HIPAA, PCI DSS requirements
Full white-labeling included – Colors, logos, CSS, custom domains at no extra cost2-minute setup – No-code wizard with drag-and-drop interfacePersona customization – Control AI personality, tone, response style via pre-promptsVisual theme editor – Real-time preview of branding changesDomain allowlisting – Restrict embedding to approved sites only
Azure OpenAI GPT – Primary models via Azure OpenAI for high-quality generationBring Your Own LLM – Relevance-Augmented Passage Retrieval API supports custom modelsAuto-Tuning – Handles model tuning, prompt optimization; API override available
✅ Model-Agnostic – Works with any LLM: GPT, Claude, LLaMA, Gemini, custom models✅ LangChain Integration – Orchestrates multi-model workflows and complex AI pipelines✅ Context-Preserving – Maintains 99% accuracy (RARI) despite masking sensitive data
GPT-5.1 models – Latest thinking models (Optimal & Smart variants)GPT-4 series – GPT-4, GPT-4 Turbo, GPT-4o availableClaude 4.5 – Anthropic's Opus available for EnterpriseAuto model routing – Balances cost/performance automaticallyZero API key management – All models managed behind the scenes
Developer Experience ( A P I & S D Ks)
REST APIs & SDKs – Java, .NET, JavaScript for indexing, connectors, queryingUI Components – Atomic and Quantic components for fast front-end integrationEnterprise Documentation – Step-by-step guides for pipelines, index management
✅ REST APIs + Python SDK – Straightforward scanning, masking, and tokenizing implementationDetailed Documentation – Step-by-step guides for data pipelines and AI appsReal-Time + Batch – Supports ETL, CI/CD pipelines with comprehensive examples
REST API – Full-featured for agents, projects, data ingestion, chat queriesPython SDK – Open-source customgpt-client with full API coveragePostman collections – Pre-built requests for rapid prototypingWebhooks – Real-time event notifications for conversations and leadsOpenAI compatible – Use existing OpenAI SDK code with minimal changes
Pairs keyword search with semantic vector search so the LLM gets the best possible context.
Reranking plus smart prompts keep hallucinations low and citations precise.
Built on a scalable architecture that handles heavy query loads and massive content sets.
✅ 99% RARI Accuracy – Context-preserving masking vs 70% vanilla masking accuracy✅ Low Latency – Async APIs and auto-scaling maintain performance at high volumeSemantic Preservation – Masked data retains context for accurate LLM responses
Sub-second responses – Optimized RAG with vector search and multi-layer cachingBenchmark-proven – 13% higher accuracy, 34% faster than OpenAI Assistants APIAnti-hallucination tech – Responses grounded only in your provided contentOpenGraph citations – Rich visual cards with titles, descriptions, images99.9% uptime – Auto-scaling infrastructure handles traffic spikes
Customization & Flexibility ( Behavior & Knowledge)
Fine-tune which sources and metadata the engine uses via query pipelines and filters.
Integrates with SSO/LDAP so results are tailored to each user’s permissions.
Developers can tweak prompt templates or inject business rules to shape the output.
✅ Custom Regex Rules – Fine-tune masking with granular entity types and patterns✅ Role-Based Access – Privileged users see unmasked data, others see tokensDynamic Policies – Update masking rules without model retraining for new regulations
Live content updates – Add/remove content with automatic re-indexingSystem prompts – Shape agent behavior and voice through instructionsMulti-agent support – Different bots for different teamsSmart defaults – No ML expertise required for custom behavior
Enterprise Licensing – Pricing based on sources, query volume, features99.999% Uptime – Scales to millions of queries, regional data centersAnnual Contracts – Volume tiers with optional premium support
Enterprise Pricing – Custom quotes based on data volume and throughput✅ Massive Scale – Handles millions/billions of records, cloud or on-prem deploymentVolume Discounts – Free trial available, pricing optimized for large organizations
Standard: $99/mo – 60M words, 10 botsPremium: $449/mo – 300M words, 100 botsAuto-scaling – Managed cloud scales with demandFlat rates – No per-query charges
ISO 27001/27018, SOC 2 – Plus HIPAA-compatible deployments availablePermission-Aware – Granular access controls, users see only authorized contentPrivate Cloud/On-Prem – Deployment options for strict data-residency requirements
✅ Privacy-First – Masks PII/PHI before LLM access, meets GDPR/HIPAA/PCI DSS✅ End-to-End Encryption – TLS in transit, encryption at rest with audit logs✅ Deployment Flexibility – Public cloud, private cloud, or on-prem for data residency
SOC 2 Type II + GDPR – Third-party audited complianceEncryption – 256-bit AES at rest, SSL/TLS in transitAccess controls – RBAC, 2FA, SSO, domain allowlistingData isolation – Never trains on your data
Observability & Monitoring
Analytics Dashboard – Tracks query volume, engagement, generative-answer performancePipeline Logs – Exportable for deeper analysis and troubleshootingA/B Testing – Query pipeline experiments to measure impact, fine-tune relevance
Comprehensive Audit Logs – Tracks every masking action and sensitive data detection✅ SIEM Integration – Real-time compliance and performance monitoring with alertingRARI Metrics – Reports accuracy preservation and data protection effectiveness
Real-time dashboard – Query volumes, token usage, response timesCustomer Intelligence – User behavior patterns, popular queries, knowledge gapsConversation analytics – Full transcripts, resolution rates, common questionsExport capabilities – API export to BI tools and data warehouses
Enterprise Support – Account managers, 24/7 help, extensive training programsPartner Network – Coveo Connect community with docs, forums, certified integrationsRegular Updates – Product releases and industry events for latest trends
✅ Enterprise Support – Dedicated account managers and SLA-backed assistanceRich Documentation – API guides, whitepapers, and secure AI pipeline best practicesIndustry Partnerships – Active thought leadership and compliance standards collaboration
Comprehensive docs – Tutorials, cookbooks, API referencesEmail + in-app support – Under 24hr response timePremium support – Dedicated account managers for Premium/EnterpriseOpen-source SDK – Python SDK, Postman, GitHub examples5,000+ Zapier apps – CRMs, e-commerce, marketing integrations
Additional Considerations
Coveo goes beyond Q&A to power search, recommendations, and discovery for large digital experiences.
Deep integration with enterprise systems and strong permissioning make it ideal for internal knowledge management.
Feature-rich but best suited for organizations with an established IT team to tune and maintain it.
✅ Secure RAG Focus – Protects sensitive data in third-party LLMs while preserving context✅ On-Prem Deployment – Total isolation for highly regulated sectorsProprietary RARI Metric – Proves aggressive masking maintains 99% model accuracy
Time-to-value – 2-minute deployment vs weeks with DIYAlways current – Auto-updates to latest GPT modelsProven scale – 6,000+ organizations, millions of queriesMulti-LLM – OpenAI + Claude reduces vendor lock-in
No- Code Interface & Usability
Admin Console – Atomic components enable minimal-code starts⚠️ Developer Involvement – Full generative setup requires technical resources
Best For – Teams with existing IT resources, more complex than pure no-code
⚠️ No Chatbot Builder – Technical dashboard for policy setup, not end-user interfaceIT/Security Focus – Config panels for technical teams, not wizard-style tools✅ Guided Presets – HIPAA Mode, GDPR Mode for rapid compliance onboarding
2-minute deployment – Fastest time-to-value in the industryWizard interface – Step-by-step with visual previewsDrag-and-drop – Upload files, paste URLs, connect cloud storageIn-browser testing – Test before deploying to productionZero learning curve – Productive on day one
Market Position – Enterprise AI-powered search/discovery with RGA for large-scale knowledge managementTarget Customers – Large enterprises with complex content (SharePoint, Salesforce, ServiceNow, Confluence) needing permission-aware searchKey Competitors – Azure AI Search, Vectara.ai, Glean, Elastic Enterprise SearchCompetitive Advantages – 100+ connectors, hybrid search, permission-aware results, 99.999% uptime SLAPricing – Enterprise licensing higher than SaaS chatbots; best value for unified search across massive contentUse Case Fit – Knowledge hubs, support portals, commerce sites with generative answers
Market position: Enterprise data security middleware for AI, not RAG platformTarget customers: Healthcare, finance, government needing GDPR/HIPAA/PCI compliance and on-prem deploymentKey competitors: Presidio (Microsoft), Private AI, Nightfall AI, traditional DLP tools✅ Competitive advantages: 99% RARI vs 70% vanilla, handles billions of recordsPricing advantage: Higher cost but prevents regulatory fines (GDPR €20M, HIPAA $1.5M)Use case fit: Critical for healthcare PII/PHI, financial records, government data compliance
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 pricingvs OpenAI – 10% lower hallucination, 13% higher accuracy, 34% fastervs Botsonic/Chatbase – More file formats, source citations, no hidden costsvs LangChain – Production-ready in 2 min vs weeks of development
Azure OpenAI GPT – Primary models via Azure OpenAI for high-quality generationModel Flexibility – Relevance-Augmented Passage Retrieval API supports custom LLMsAuto-Tuning – Handles model tuning, prompt optimization automatically; API override availableSearch Integration – LLM tightly integrated with keyword + semantic search pipeline
✅ Model-Agnostic: Works with GPT-4, Claude, LLaMA, Gemini, custom modelsPre-Processing Layer: Masks data before LLM access, not tied to providers✅ LangChain Integration: Orchestrates multi-model workflows and complex AI pipelines✅ Context-Preserving: 99% RARI vs 70% vanilla masking accuracyNo Lock-In: Switch LLM providers without changing Protecto configuration
OpenAI – GPT-5.1 (Optimal/Smart), GPT-4 seriesAnthropic – Claude 4.5 Opus/Sonnet (Enterprise)Auto-routing – Intelligent model selection for cost/performanceManaged – No API keys or fine-tuning required
RGA (Relevance Generative Answering) – Two-step retrieval + LLM producing source-cited answersHybrid Search – Keyword + semantic vector search for optimal LLM contextReranking & Smart Prompts – Keeps hallucinations low, citations precisePermission-Aware – SSO/LDAP integration shows only authorized content per userQuery Pipelines – Fine-tune sources, metadata, filters for retrieval control99.999% Uptime – Scalable architecture for heavy query loads, massive content sets
⚠️ NOT A RAG PLATFORM: Security middleware only, not retrieval-augmented generation platformRAG Protection Layer: Masks PII/PHI before RAG indexing and vector database storage✅ Real-Time Sanitization: Intercepts data to/from RAG systems preventing sensitive data leakage✅ Context Preservation: Maintains semantic meaning for accurate RAG retrieval despite maskingQuery + Response Security: Masks sensitive data in queries and post-processes responsesIntegration Point: Security middleware between data sources and RAG platforms
GPT-4 + RAG – Outperforms OpenAI in independent benchmarksAnti-hallucination – Responses grounded in your content onlyAutomatic citations – Clickable source links in every responseSub-second latency – Optimized vector search and cachingScale to 300M words – No performance degradation at scale
Industries – Financial Services, Telecommunications, High-Tech, Retail, Healthcare, ManufacturingInternal Knowledge – Enterprise systems integration, permissioning for documentation, knowledge hubsCustomer Support – Support hubs with generative answers from knowledge bases, ticket historyCommerce Sites – Product search, recommendations, AI-powered discovery featuresContent Scale – Large distributed content across SharePoint, databases, file shares, Confluence, ServiceNowTeam Sizes – Large enterprises with IT teams, millions of queries
Healthcare AI: HIPAA-compliant patient analysis, clinical support, PHI masking in medical recordsFinancial Services: PCI DSS payment data compliance, financial records, customer service chatbotsGovernment & Defense: Classified data protection, citizen privacy, strict data residency requirementsCustomer Support: Secure analysis of tickets, emails, transcripts with PII for AI insightsMulti-Agent Workflows: Role-based data access across AI agents for global enterprisesClaims Processing: Insurance PHI protection for accurate, privacy-preserving RAG workflows
Customer support – 24/7 AI handling common queries with citationsInternal knowledge – HR policies, onboarding, technical docsSales enablement – Product info, lead qualification, educationDocumentation – Help centers, FAQs with auto-crawlingE-commerce – Product recommendations, order assistance
ISO 27001/27018, SOC 2 – International security, privacy standards for enterprisesHIPAA-Compatible – Deployments available for healthcare compliance requirementsGranular Access Controls – Permission-aware search, SSO/LDAP integrationPrivate Cloud/On-Prem – Options for strict data-residency requirements99.999% Uptime SLA – Regional data centers for mission-critical infrastructure
✅ GDPR/HIPAA/PCI DSS: Pre-configured policies, BAA support, Safe Harbor PHI maskingPDPL/DPDP Compliance: Saudi Arabia PDPL, India DPDP with regional policies✅ End-to-End Encryption: TLS in transit, encryption at rest with audit logs✅ Role-Based Access: Privileged users see unmasked data, others see tokens✅ Deployment Flexibility: SaaS, VPC, on-prem for strict data residencyZero Data Egress: On-prem ensures data never leaves organizational boundaries
SOC 2 Type II + GDPR – Regular third-party audits, full EU compliance256-bit AES encryption – Data at rest; SSL/TLS in transitSSO + 2FA + RBAC – Enterprise access controls with role-based permissionsData isolation – Never trains on customer dataDomain allowlisting – Restrict chatbot to approved domains
Enterprise Licensing – $600 to $1,320 depending on sources, query volume, featuresPro Plan – Entry-level with core search, RGA for smaller enterprisesEnterprise Plan – Full-featured with advanced capabilities, higher volumes, premium supportAnnual Contracts – Volume tiers with optional premium support packages⚠️ Consumption-Based – Pricing model can make costs hard to predict
Best Value For – Unified search across massive content, millions of queries
Enterprise Pricing: Custom quotes based on volume, throughput, deployment model✅ Free Trial: Test platform capabilities before commitment with hands-on evaluationVolume Discounts: Pricing scales with usage, better rates for higher volumesCost Justification: Prevents regulatory fines (GDPR €20M, HIPAA $1.5M penalties)⚠️ No Public Pricing: Contact sales for custom quotes tailored to needs
Standard: $99/mo – 10 chatbots, 60M words, 5K items/botPremium: $449/mo – 100 chatbots, 300M words, 20K items/botEnterprise: Custom – SSO, dedicated support, custom SLAs7-day free trial – Full Standard access, no chargesFlat-rate pricing – No per-query charges, no hidden costs
Enterprise Support – Account managers, 24/7 help, guaranteed response timesPartner Network – Certified integrations via Coveo Connect communityDocumentation – Step-by-step guides for pipelines, index management, connectorsTraining Programs – Admin console, Atomic components, developer integrationRegular Updates – Product releases, industry events for latest trends
✅ Enterprise Support: Dedicated account managers, SLA-backed assistance for large deploymentsComprehensive Docs: REST API, Python SDK, integration guides for data pipelinesWhitepapers & Best Practices: Security frameworks, compliance guides, AI pipeline architecturesIntegration Guides: Snowflake, Databricks, Kafka, LangChain, CrewAI, model gatewaysProfessional Services: Implementation help, custom policy setup, security workflow design✅ Training Resources: HIPAA Mode, GDPR Mode presets for rapid deployment
Documentation hub – Docs, tutorials, API referencesSupport channels – Email, in-app chat, dedicated managers (Premium+)Open-source – Python SDK, Postman, GitHub examplesCommunity – User community + 5,000 Zapier integrations
Limitations & Considerations
⚠️ Developer Involvement – Full generative setup requires technical resources
⚠️ Cost Predictability – Consumption-based pricing hard to predict for enterprise scale
⚠️ IT Team Needed – Best for organizations with established technical teams
⚠️ Enterprise Focus – Optimized for enterprises vs. SMBs or startups
NOT Ideal For – Small businesses, plug-and-play chatbot needs, immediate no-code deployment
⚠️ NOT A RAG PLATFORM: Requires separate RAG/LLM infrastructure for complete solution⚠️ NO Chat UI: Technical dashboard only, not end-user chatbot interface⚠️ Developer Integration Required: APIs/SDKs need coding expertise for pipeline integrationHigher Cost: Enterprise pricing but prevents GDPR €20M, HIPAA $1.5M finesPerformance Overhead: Real-time masking adds sub-second latency in high-throughput systemsBest For: Regulated industries (healthcare, finance, government) requiring compliance, not general-purpose
Managed service – Less control over RAG pipeline vs build-your-ownModel selection – OpenAI + Anthropic only; no Cohere, AI21, open-sourceReal-time data – Requires re-indexing; not ideal for live inventory/pricesEnterprise features – Custom SSO only on Enterprise plan
Agentic AI Integration – Coveo for Agentforce, expanded API suite, Design Partner Program (2024-2025)Agent API Suite – Search API, Passage Retrieval API, Answer API for grounding agentsSalesforce Agentforce – Native integration for customer service, sales, marketing agentsAWS RAG-as-a-Service – MCP Server for Amazon Bedrock AgentCore, Agents, Quick Suite (Dec 2024)Four Tools – Passage Retrieval, Answer gen (Amazon Nova), Search, FetchSecurity-First – Inherits document/item-level permissions automatically for trusted answers
✅ Multi-Agent Access Control: Fine-grained identity-based access enforcement across agentic workflows✅ Role-Based Security: Controls who sees what at inference time with role-specific permissionsLangChain/CrewAI Integration: Comprehensive agentic workflow protection with major orchestration frameworksAgent Context Sanitization: Masks PII/PHI in prompts, context, and responses during multi-step reasoningSecRAG for Agents: RBAC integrated into retrieval, checks authorization before agent access⚠️ NOT Agent Orchestration: Secures workflows but requires LangChain/CrewAI for coordination
Custom AI Agents – Autonomous GPT-4/Claude agents for business tasksMulti-Agent Systems – Specialized agents for support, sales, knowledgeMemory & Context – Persistent conversation history across sessionsTool Integration – Webhooks + 5,000 Zapier apps for automationContinuous Learning – Auto re-indexing without manual retraining
R A G-as-a- Service Assessment
Platform Type – Enterprise search with RAG-as-a-Service, Relevance Generative Answering (RGA)RAG Launch – AWS RAG-as-a-Service announced December 1, 2024 as cloud-native offering40% Accuracy Improvement – RAG increases base model accuracy according to industry studiesHybrid Search – Keyword, vector, hybrid search with relevance tuning100+ Connectors – SharePoint, Salesforce, ServiceNow, Confluence, databases, SlackBest For – Enterprises with distributed content needing permission-aware search, knowledge hubs, generative answers
⚠️ NOT RAG-AS-A-SERVICE: Data security middleware, not retrieval-augmented generation platformSecurity Middleware: Sits between data sources and RAG platforms as protection layerRAG Protection: Sanitizes documents before indexing, queries before retrieval, responses before delivery✅ Context-Preserving RAG: 99% RARI vs 70% vanilla masking for accurate retrievalStack Position: Protecto (security) + CustomGPT/Vectara (RAG) + OpenAI (LLM) = complete solutionBest Comparison: Compare to Presidio, Private AI, Nightfall AI, not RAG platforms
Platform type – TRUE RAG-AS-A-SERVICE with managed infrastructureAPI-first – REST API, Python SDK, OpenAI compatibility, MCP ServerNo-code option – 2-minute wizard deployment for non-developersHybrid positioning – Serves both dev teams (APIs) and business users (no-code)Enterprise ready – SOC 2 Type II, GDPR, WCAG 2.0, flat-rate pricing
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