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
Knowledge Base (KB) – RAG-powered retrieval: PDF, Word, CSV, plain text uploadsWebsite crawling – Sitemap ingestion, auto-sync Google Drive, Notion, Confluence, Zendesk (Pro+)✅ No explicit document limits, scales by storage tier
⚠️ Accuracy concerns – Reviews cite KB "often inaccurate" and "too general"
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
15+ native integrations – Zendesk, Salesforce, HubSpot, Intercom, Slack, Teams, FreshdeskMessaging & voice – WhatsApp, SMS, Alexa, Google Assistant, custom telephonyE-commerce – Shopify, Stripe, Zapier, Make.com (5000+ apps), Calendly✅ Custom integrations via unlimited HTTP API blocks, webhooks, iOS/Android SDKs
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.
Visual workflow canvas – 50+ drag-and-drop blocks (text, cards, buttons, forms, APIs)Multi-turn conversations – Context preservation across sessions with full transcript loggingAgent handoff – Multi-agent routing, human handoff with context transfer100+ languages – Intent recognition, entity extraction, slot filling via NLU✅ Analytics dashboard: sessions, users, completion rates, drop-offs, A/B testing
✅ #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.
Visual widget editor – Custom colors, logos, fonts, button styles, bubble positioningWhite-labeling – Remove branding (Team+), custom domains (Pro+), CSS injection✅ Dynamic personalization via user attributes, multi-channel customization, configurable tone/prompts
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
Multi-model support – GPT-4, GPT-3.5, Claude, Gemini per agent/step configurationFunction calling – GPT-4/Claude support with custom model API integrationPrompt controls – System prompts, few-shot examples, temperature/token controls per request✅ Cost optimization via model routing, RAG auto-augments LLM prompts
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 & SDKs – JavaScript/TypeScript, Python, GraphQL API for queriesAPI capabilities – Send messages, manage state, retrieve transcripts, update KBCustom code blocks – JavaScript execution within workflows, rate limits 10K/hour (Pro)✅ Comprehensive docs, 15K+ community (Discord/Slack), Postman/OpenAPI specs
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.
Response times – 200-500ms simple, 1-2s complex; 99.9% SLA (Enterprise)Accuracy claims – GoStudent case: 98% accuracy on 100K conversationsHallucination prevention – RAG grounding, confidence thresholds, source citations⚠️ KB accuracy concerns – Reviews cite "often inaccurate", manual preprocessing required
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.
Real-time updates – Workflow changes deploy instantly, no rebuild requiredVersion control – Git-style versioning, rollback, Dev/Staging/Prod environments (Team+)Component reusability – Save sections, 100+ templates, dynamic KB syncing✅ Task-specific flows, multi-language routing, user segmentation by custom attributes
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
Sandbox (Free) – 2 agents, unlimited interactions, 3 collaboratorsPro: $50/month – 10 agents, unlimited interactions, 10 collaboratorsTeam: $625/month – 50 agents, 25 collaborators, API, version control, RBACEnterprise: Custom – Unlimited agents, SSO, SOC 2, SLA, dedicated support⚠️ Pricing complexity – Per-seat ($15-25) + per-agent ($20-50) charges escalate quickly
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
SOC 2 Type II certified – GDPR compliant, HIPAA ready (Enterprise)Encryption – AES-256 at rest, TLS 1.3 in transit, zero-retention policySSO/SAML – Okta/Azure AD, RBAC (Team+), audit logs (Enterprise)✅ On-premise deployment, EU data residency, DPA, IP whitelisting, key rotation
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
Analytics dashboard – Sessions, users, messages, completion rates, drop-off visualizationConversation funnels – Journey mapping with full transcript viewerError tracking – Monitor API failures, timeouts, unhandled intents real-time✅ User feedback (thumbs/CSAT/NPS), CSV/JSON export, Datadog/New Relic webhooks
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
Founded 2017 – $28M funding (Felicis, OpenAI Startup Fund, Tiger Global)200K+ teams – Mercedes-Benz, JP Morgan, Shopify; 15K+ developer communitySupport tiers – Community (Free), priority email (Pro), chat (Team), 24/7 CSM (Enterprise)✅ 100+ templates, Academy certifications, comprehensive docs, partner program
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.
Workflow-first platform – Excels complex workflows, KB accuracy lags RAG specialistsBest use case – Multi-step API orchestration, team collaboration; NOT document Q&A⚠️ Steep learning curve – Weeks onboarding despite visual interface
⚠️ Visual canvas overwhelm – Complex agents (100+ blocks) difficult to manage
⚠️ Pricing escalation – Per-seat/agent fees escalate beyond base costs quickly
⚠️ SOC 2 Enterprise-only – No SLA guarantees on lower tiers
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
Visual canvas builder – Drag-and-drop 50+ blocks, 80% no-code coverageCollaboration – 10+ simultaneous editors, real-time cursor tracking, commentsTesting tools – Built-in chat simulator, one-click channel deployment✅ Ease of use 8.7/10 (G2), 100+ templates, Academy certifications
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 – Workflow-first platform (founded 2017, $28M funding) for orchestrationTarget customers – Enterprise teams (200K+ users: Mercedes-Benz, JP Morgan) needing multi-agent workflowsKey competitors – Botpress, Rasa, Microsoft Power Virtual Agents, NOT RAG toolsCompetitive advantages – 50+ blocks, 10+ real-time collab, 15+ integrations, SOC 2/GDPR/HIPAA✅ Free Sandbox, Pro $50/month reasonable for startups, best for workflows
⚠️ Use case fit – Ideal complex workflows, NOT simple document Q&A
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
Multi-model support – GPT-4, GPT-3.5, Claude, Gemini per agent/step selectionFunction calling – GPT-4/Claude real-time action triggering during conversationsCustom model integration – Proprietary LLM API support, temperature/token controls (0.0-2.0)✅ Cost optimization routing: GPT-3.5 simple, GPT-4 complex queries
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
Knowledge Base – RAG vector search, semantic matching (PDF, Word, CSV, text)Website crawling – Sitemap ingestion, auto-sync Google Drive, Notion, Confluence, ZendeskMulti-turn context – Conversation preservation across sessions for coherent dialogues⚠️ Accuracy concerns – Reviews cite KB "often inaccurate", "too general"
⚠️ No RAG controls – Cannot configure chunking, embeddings, similarity thresholds
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
Complex workflows – API orchestration, multi-agent coordination, sophisticated logicTeam collaboration – 10+ simultaneous editors with real-time tracking/commentsVoice assistants – Alexa, Google Assistant, custom telephony conversational AICustomer service – 15+ integrations (Zendesk, Salesforce, HubSpot, Intercom) automationE-commerce – Shopify orders, product recommendations, lead gen with Calendly/CRM⚠️ NOT ideal for – Simple document Q&A (KB accuracy issues)
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
SOC 2 Type II – GDPR compliant, HIPAA ready (Enterprise), EU data residencyEncryption – AES-256 at rest, TLS 1.3 in transit, zero-retentionSSO/SAML – Okta, Azure AD, OneLogin; RBAC (Team+), audit logs (Enterprise)✅ On-premise deployment for data sovereignty, DPA available
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
Sandbox (Free) – 2 agents, unlimited interactions, 3 collaboratorsPro: $50/month – 10 agents, unlimited interactions, 10 collaborators, GPT-4/ClaudeTeam: $625/month – 50 agents, 25 collaborators, API, version control, RBACEnterprise: Custom – Unlimited agents, SSO, SOC 2, HIPAA, SLA, on-premise⚠️ Per-seat charges – Additional editors $50/month (Pro), $15-25/month (Team)
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
Founded 2017 – $28M funding (Felicis, OpenAI Startup Fund, Tiger Global)200K+ teams – Mercedes-Benz, JP Morgan, Shopify; 15K+ developer communitySupport tiers – Community (Free), priority email (Pro), chat (Team), 24/7 CSM (Enterprise)✅ 100+ templates, comprehensive docs, Academy certifications, partner program
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
⚠️ KB accuracy issues – Reviews cite "often inaccurate", not ideal document Q&A
⚠️ Workflow-first platform – Excels orchestration, lags specialized RAG platforms
⚠️ Steep learning curve – Weeks onboarding despite visual interface
⚠️ Pricing complexity – Per-seat/agent fees escalate beyond base costs
⚠️ Visual canvas overwhelm – Complex agents (100+ blocks) difficult to manage
⚠️ SOC 2 Enterprise-only – No SLA guarantees on Pro/Team tiers
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
Agent step (2024) – Autonomous AI with tool use, decision-making, KB accessMulti-agent orchestration – Supervisor pattern connecting specialized agents for conversation aspectsHybrid architecture – Hard business logic + Agent networks for flexibilityHuman handoff – Smooth transitions with full history transfer to support/salesLead capture & CRM – Auto-create in HubSpot/Salesforce/Pipedrive, update deal stages
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 – WORKFLOW-FIRST with RAG capabilities, NOT pure RAG-as-a-ServiceCore Architecture – Visual canvas (50+ blocks) combining intent-based + RAG hybridRAG Integration – KB with vector search (Qdrant) + GPT-4, secondary to workflowsDeveloper Experience – REST API, JS/Python SDKs, custom code blocks, GraphQL⚠️ RAG Limitations – KB "often inaccurate", no RAG parameter configuration, manual preprocessing
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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