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
✅ Ready-Made Connectors – Google Drive, Gmail, Notion, Confluence auto-sync data automatically✅ Multi-Format Upload – PDF, DOCX, TXT, Markdown, URL/sitemap crawling supported✅ Automatic Retraining – Manual or automatic knowledge base updates keep RAG current✅ Real-Time Indexing – Launch RAG pipelines with immediate content updates and synchronization
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
✅ Multi-Channel – Slack, Telegram, WhatsApp, Facebook Messenger, Microsoft Teams, chat widget✅ Webhooks & Zapier – External actions: tickets, CRM updates, workflow automation✅ Support Workflows – Real-time chat, easy escalation, customer-support focused design⚠️ No Native UI – RAG API platform requires custom chat interface development
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.
✅ RAG Architecture – Context-aware answers from your data only, reduces hallucinations significantly✅ Multi-Turn Context – Full session history, 95+ languages out of box✅ Lead Capture – Automatic lead capture with human escalation on demand✅ Fallback Handling – Human handoff and messages when bot confidence low
✅ #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.
✅ Widget Customization – Logos, colors, welcome text, icons match brand perfectly✅ White-Label – Remove Ragie branding entirely for clean deployment✅ Domain Allowlisting – Lock bot to approved sites for security⚠️ Moderate Customization – Not as extensive as fully white-labeled custom solutions
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
✅ OpenAI GPT-4o – Primary "accurate" mode for depth, advanced reasoning, quality✅ GPT-4o-mini – "Fast" mode balances quality with speed for volume✅ Claude 3.5 Sonnet – Confirmed support through RAG-as-a-Service architecture integration✅ Mode Toggle – Switch fast/accurate modes per chatbot without code changes⚠️ No Model Agnosticism – OpenAI/Claude only; no Llama, Mistral, custom deployment
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 API – Complete coverage: bot management, data ingestion, answers, clear docs✅ TypeScript/Python SDKs – Official SDKs for production-grade RAG development workflows✅ No-Code Builder – Drag-and-drop dashboard for non-devs, API for heavy lifting✅ SourceSync API – Headless RAG layer for fully customizable retrieval backends
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.
✅ Hybrid Search – Re-ranking, smart partitioning, semantic + keyword retrieval✅ Fast/Accurate Modes – Speed-optimized or depth-focused responses per configuration✅ Citation Support – Answers grounded in sources with traceable references✅ Entity Extraction – Structured data from unstructured documents for advanced querying
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.
✅ KB Updates – Hit "retrain," recrawl, upload files anytime in dashboard✅ Personas & Prompts – Set tone, style, quick prompts for behavior✅ Multiple Bots – Spin up bots per team/domain under one account✅ Functions Feature – Perform actions (tickets, CRM) directly in chat
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
✅ Growth Plan – ~$79/month for small teams, basic multi-channel support✅ Pro/Scale Plan – ~$259/month with expanded capacity, messages, bots, crawls✅ Enterprise Plan – Custom pricing for large deployments, dedicated support, SLAs✅ Smooth Scaling – Message credits scale costs with usage, no linear explosions✅ 7-Day Free Trial – Full feature access to test everything risk-free
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
✅ HTTPS/TLS & Encryption – Industry standard in-transit, data-at-rest encryption protection✅ Workspace Isolation – Customer data stays isolated, no cross-tenant leakage✅ SOC 2/GDPR/HIPAA – Type II certified, GDPR/HIPAA/CASA/CCPA compliant infrastructure✅ Access Controls – Dashboard permissions, API key management, audit logging⚠️ Cloud-Only SaaS – No on-premise/air-gapped deployment options for regulated industries
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
✅ Dashboard Metrics – Chat histories, sentiment, key performance indicators displayed✅ Daily Digests – Email summaries keep team informed without logins⚠️ Basic Analytics – Not as comprehensive as dedicated conversation analytics platforms
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
✅ Email Support – 24-48hr response; faster for Enterprise customers✅ Submit Request Form – Feature requests, integration suggestions, custom needs✅ Partner Program – Agency partnerships for consultants, resellers, ecosystem growth✅ Live Demo – Interactive environment for evaluating platform before trial⚠️ No Phone Support – Email-based on standard plans; phone likely Enterprise-only
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.
✅ Functions Feature – Bot performs real actions (tickets, CRM) in chat✅ Headless API – SourceSync gives devs fully customizable retrieval layer✅ Free Developer Tier – Test production-grade RAG infrastructure without commitment⚠️ Functions Complexity – Advanced workflows require technical setup, not fully no-code
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
✅ Guided Dashboard – Paste URL or upload files, up running fast✅ Pre-Built Templates – Live demo, simple embed snippet for painless deployment✅ In-Platform Guidance – Visual walkthrough of configuration, deployment for no-code users✅ Knowledge Base – Self-service docs covering setup, integrations, troubleshooting guides
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 – Developer-friendly RAG balancing no-code dashboard with API flexibility✅ Target Customers – SMBs needing quick chatbot, multi-channel teams, devs wanting flexibility✅ Key Competitors – Chatbase.co, Botsonic, SiteGPT, CustomGPT, SMB no-code chatbot platforms✅ Competitive Advantages – Hybrid search, SourceSync API, Functions, 95+ languages, ready connectors✅ Pricing Advantage – Mid-range $79-$259/month, straightforward tiers, smooth scaling, best value✅ Use Case Fit – Multi-channel support, simple REST API, webhook/Zapier CRM/ticket integration
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
✅ OpenAI GPT-4o – "Accurate" mode for depth, comprehensive analysis, highest quality✅ GPT-4o-mini – "Fast" mode balances quality with rapid response times✅ Claude 3.5 Sonnet – Anthropic integration enables Claude model deployment in production✅ 2024 Models – Updated for latest including gpt-4o-mini long-context improvements⚠️ Limited Selection – Only GPT-4o/mini toggle; no multi-model routing by complexity
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
✅ Hybrid Search – Semantic vector + keyword retrieval for comprehensive document matching✅ Re-Ranking Engine – Surfaces most relevant content from retrieved docs✅ Smart Partitioning – Intelligent chunking for optimized retrieval across large KBs✅ Citation Support – Answers grounded in sources with traceable transparency✅ 95+ Languages – Multilingual RAG without separate configurations for global bases⚠️ Retraining Workflow – Manual retraining unless automatic mode enabled, not real-time
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
✅ Customer Support – Self-service bots from help articles, reduce tickets up to 70%✅ Internal Assistants – Employee-facing AI with Google Drive, Notion, Confluence knowledge✅ Multi-Channel Support – Unified deployment: Slack, Telegram, WhatsApp, Messenger, Teams✅ Website Widgets – Real-time engagement, lead capture, instant question answering✅ CRM Integration – Functions create tickets, update CRM, trigger workflows from chat
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
✅ AES-256 & TLS – Encryption at rest and in transit, zero training use✅ SOC 2 Type II – Certified for GDPR, HIPAA, CASA, CCPA compliance✅ Domain Allowlisting – Lock chatbots to approved domains for security✅ Audit Logging – Activity tracking for compliance monitoring, incident investigation⚠️ Cloud-Only – No on-premise for air-gapped/highly regulated requirements
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
✅ Free Trial – 7 days full access, test everything risk-free✅ Growth – ~$79/month for small teams starting chatbot deployment✅ Pro/Scale – ~$259/month expanded capacity: messages, bots, crawls, uploads✅ Enterprise – Custom pricing for large deployments, dedicated support, SLAs✅ Transparent Pricing – Straightforward tiers without hidden fees or confusing per-feature charges
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
✅ Email Support – 24-48hr standard response; faster for Enterprise tier✅ REST API Docs – Clear documentation with live examples covering all endpoints✅ Daily Digests – Automated performance summaries, conversation metrics without logins✅ Partner Program – Agency partnerships for consultants, implementers, resellers ecosystem⚠️ No Phone Support – Email-based only on standard plans; phone Enterprise-reserved
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
⚠️ OpenAI/Claude Only – Cannot deploy Llama, Mistral, custom open-source models⚠️ Cloud-Only – No self-hosting, on-premise, air-gapped for regulated industries⚠️ Message Credit Caps – High-volume requires plan upgrades or Enterprise pricing⚠️ Crawler Limits – URL/sitemap scope limited by plan tier, large sites need higher⚠️ Emerging Platform – Newer vs established competitors, smaller integration ecosystem
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
✅ Agentic Retrieval – Multi-step engine: decomposes queries, self-checks, compiles cited answers✅ MCP Server – Context-Aware descriptions enable accurate agent tool routing decisions✅ Multi-Step Reasoning – Sequential retrieval operations with self-validation for complex queries✅ Summary Index – Avoid document affinity problems through intelligent summarization⚠️ No Built-In UI – API platform requires custom chat interfaces, not turnkey
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
✅ Platform Type – TRUE RAG-AS-A-SERVICE API platform, August 2024, $5.5M seed✅ Core Mission – Developers build AI apps connected to data, outstanding RAG results✅ API-First Architecture – TypeScript/Python SDKs, reliable ingest, latest RAG techniques chunking/re-ranking✅ RAG Leadership – Summary Index, Entity Extraction, Agentic Retrieval, MCP Server✅ Managed Service – Free dev tier, pro for production, enterprise scale, no infrastructure⚠️ vs No-Code – No native widgets/Slack/WhatsApp/builders/analytics/lead capture, requires custom UI
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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