CODEXTA / SERVICE & KNOWLEDGE

Answers your search can’t find.

Codexta reads your reports, contracts, manuals and past incidents together, and gives staff and customers one answer with its sources. When nothing on file fits, it hands the case to a colleague, and the fix they approve answers the next person straight away.

Your documents stay yours · only the right people can change what Codexta knows

WATCH / SIX PEOPLE, ONE ASSISTANT IN 2:45
Searches many documents at onceShows the source for every answerApproved answers before a ticketRemembers fixes for next time
THE PROBLEMS IT SOLVES

Search finds files. Codexta finds answers.

Answers are scattered across documents, and fixes live in one person’s head. Codexta closes both gaps in the same conversation.

What was our profit over the last two years?
CODEXTA · 3 DOCUMENTS£21.7m → £38.2mFY24 annual report · FY25 annual reportYear-end board pack
01 / KNOWLEDGE

Answers, not a list of files.

Codexta works out what the question means, searches every relevant document and combines what matters into one answer.

Stop reading ten files to find one figure.See Sarah’s questions ↗
I can’t pay with PayPal. The window just closes.
CODEXTA · CUSTOMER SERVICEKnowledge base checked firstPast incident offered · didn’t fitPriya from support joins the chat
02 / SERVICE

Approved answers first. A person next.

Customers get an answer from your approved content when one exists. When nothing fits, the case reaches your team with the details already collected.

No dead ends, no starting again.See Tom’s case ↗
PayPal auf meinem iPhone geht nicht, die Seite verschwindet.
CODEXTA · FROM PRIYA’S NOTEKnown issue, simple fixAllow pop-ups, then pay againAnswered in German · no ticket
03 / LEARNING

Fixed once. Answered for everyone.

When support solves something new, Codexta drafts a general note without customer details. It is added only when someone with permission approves it.

The next customer doesn’t wait for a ticket.See how Lukas is helped ↗
KNOWLEDGE · ONE QUESTION, MANY DOCUMENTS

Sarah asks two questions ordinary search can’t answer.

Sarah works in finance at Harbourline, an online retailer. Her answers are spread across annual reports, board packs and supplier contracts.

C
CodextaAnswers from Harbourline’s documents
Staff knowledge
Sarah
What was our profit over the last two years?
HOW CODEXTA FOUND IT

“The last two years” means FY24 and FY25. The first search found only the FY25 report, which shows FY24 just as restated comparatives. So Codexta searched each year separately, read three documents and combined the key figures.

  1. Search “profit, last two years” → FY25 report only
  2. Search again, year by year FY24 · FY25 · year-end update → 3 documents
  3. Read and combine two annual reports and the board pack
Codexta
No single document had both years, so I searched year by year and combined three documents into one answer.
KNOWLEDGE BASEHarbourline — profit, FY25 and FY24
MeasureFY25 (£m)FY24 (£m)Change
Group revenue1,212.41,184.6+2.3%
Operating profit71.658.3+22.8%
Profit before tax38.221.7+76.0%
Profit after tax28.915.8+82.9%

Why profit rose: a higher gross margin from fewer returns (FY25 report) and £6.1m less interest after the 2024 refinancing (board pack). FY24 operating profit uses the figure restated in the FY25 report.

EVERY FIGURE HAS A SOURCE

Each answer lists the documents it came from, so Sarah can open the original and check any number before it goes into a board paper.

Are we connected to Codecta, the software company, in any way?
NO DOCUMENT MENTIONS BOTH

A keyword search for “Harbourline Codecta” finds nothing. Codexta follows the clues instead: Codecta appears in a supplier’s list of sub-contractors, that supplier has a master services agreement with Harbourline, and the checkout design names the team.

Codexta
There’s no direct contract, but there is a link: Codecta works on our checkout as Northgate Digital’s sub-contractor.
USHarbourline Group
master services agreement
SUPPLIERNorthgate Digital
approved sub-contractor
SUPPLIERCodecta
engineers in the squad
SYSTEMOur checkout
Answer, sources and chain shown togetherNext: a rare procedure at a bank

Harbourline, Northgate Digital, the people and all figures on this page are fictional.

KNOWLEDGE · A RARE PROCEDURE

Lena handles something she sees twice a year.

Lena works in a bank’s back office. A bereavement case is rare, sensitive and easy to get wrong: the steps are in a long manual, and one rule changed last month.

C
CodextaKestrel Bank procedures and policies
Back office
Lena
A customer’s father has died. He had a joint current account with her mother and a savings account in his own name. What do I need to do?
THE NEWEST RULE WINS

The operations manual says up to £30,000 can be released without probate. A memo from last month raised it to £50,000. Codexta reads the procedure, the form checklist and the memo, and uses the current limit.

Codexta
Here are the current steps, combined from the procedure, the form checklist and last month’s memo.
KNOWLEDGE BASEBereavement — joint current account and sole savings account

Current rule: last month’s memo raised the amount we can release without probate from £30,000 to £50,000. The operations manual still shows £30,000.

  1. Joint current account: it passes to the mother. Remove the father’s name; don’t freeze or close it.
  2. Savings account in his name: freeze it until the estate is settled.
  3. Ask for the death certificate and ID of the person handling the estate.
  4. Up to £50,000: release with form BER-2 and a signed indemnity. Above: ask for probate.
  5. Send the family the bereavement letter with the direct bereavement line.
WHY IT MATTERS

Without Codexta, Lena searches a long manual, may follow the outdated limit, and asks a colleague to be sure. With it, she gets the current steps in seconds and can open each source to check.

Rare procedure, current rules, sources shownNext: a customer with a problem

Kestrel Bank, its procedures and limits are fictional and only illustrate how Codexta combines documents.

SERVICE · SOLVED ONCE, ANSWERED FOR EVERYONE

Tom reports a problem. Lukas never has to.

Support teams solve the same problems again and again, because the fix stays with the person who found it. Here is how one fix reaches the next customer.

C
CodextaHarbourline customer service
Here to help
Tom
I can’t pay with PayPal. The PayPal window opens and closes straight away. It’s been like this for three days.
Codexta
I found one past incident that might match: PayPal payments failed for about 40 minutes during a provider outage, fixed on PayPal’s side. Does this resolve your issue?
No — it’s still happening today.
Codexta
That outage doesn’t explain three days. Would you like to chat with someone from our support team now?
Chat with someone now
P
Priya from support joined the chatLive chat · she sees everything Tom already wrote
Priya · support
Hi Tom, I’m Priya from Harbourline support. Are you paying on an iPhone, in Safari?
Yes, iPhone and Safari.
Thanks! Safari’s pop-up blocker closes the PayPal window. Go to Settings › Safari, turn off Block Pop-ups, then pay again.
That worked, thank you!
APPROVED ANSWERS FIRST, THEN A PERSON

Codexta checked the knowledge base before anything else and offered what was on file. When it didn’t fit, Tom asked for a person and Priya joined the same chat, with his description already there. She works every chat and ticket in Codexta’s support console, and can escalate a hard case to a specialist in one click.

SUPPORT CONSOLE10072 · PayPal window closesLive chat · Tom · payment · highAnswered by Priya →
P
Priya records the fix with CodextaSupport · allowed to update the knowledge base
Priya · support
Case 10072: Safari’s “Block pop-ups” setting closes the PayPal window. Allowing pop-ups for harbourline.co.uk fixed it. Please resolve it.
Codexta
Resolution recorded. Here’s a general note for the knowledge base, with no customer or ticket details. Add it as shown?
KNOWLEDGE BASE NOTE · DRAFTPayPal window closes straight away (pop-up blocker)
Symptom
The PayPal window opens and closes straight away.
Cause
Safari’s pop-up blocker closes the PayPal window.
Fix
Allow pop-ups for harbourline.co.uk, then pay again.
Add it as shown.
ONLY THE RIGHT PEOPLE CHANGE WHAT CODEXTA KNOWS

Adding to the knowledge base is a permission. Priya has it; customers and most staff don’t. Nothing is written until she approves the draft, and the note keeps only what is true for the next person.

Lukas
PayPal auf meinem iPhone funktioniert nicht – die PayPal-Seite verschwindet einfach.
Codexta
Das ist ein bekanntes Problem mit einer einfachen Lösung: Der Pop-up-Blocker von Safari schließt das PayPal-Fenster. Einstellungen › Safari › „Pop-ups blockieren“ ausschalten, dann erneut bezahlen. Hat das Ihr Problem gelöst?
Ja, hat funktioniert, danke!
OTHER LANGUAGE, SAME FIX

Lukas wrote in German and said “iPhone” and “disappears”, not “Safari” or “closes”. Codexta matched the meaning, not the keywords, and answered from Priya’s English note, in German, in seconds. No ticket, no waiting.

Three conversations, one shared fixWhy this works

Names, tickets and records in this walkthrough are fictional. Available actions depend on your connected systems and each person’s permissions.

ALREADY HAVE A HELPDESK?

Keep your tools. Codexta connects to them.

Daniel, an IT admin, asks Codexta to open support cases in the helpdesk his team already uses, and attaches its API documentation. Order systems and other tools connect the same way.

01 / DESCRIBE

Say what should happen.

In plain words: when a customer asks for a person, open the case in our helpdesk and bring the replies back into the chat.

02 / BUILD

Codexta writes the connection.

It reads the API documentation and builds the connector on a separate branch. API keys stay in your secrets, not in the code.

03 / TEST

Tested before anyone sees it.

It is built and tried against your helpdesk’s sandbox, so you see a real test case open first.

04 / GO LIVE

Live only after approval.

When the admin approves, cases open where your team already works, and agents’ replies appear in the customer’s chat.

MORE THAN SEARCH

Search returns files. Codexta returns answers you can check.

It reads like a careful colleague: it plans the search, follows the clues and tells you where every fact came from.

Explore the capabilities
01 / MANY DOCUMENTS

One answer from several sources.

When no single document has everything, Codexta splits the search, reads each part and combines what matters.

02 / MEANING AND CLUES

Finds what keywords miss.

It matches what people mean and follows names, dates and relationships from one document to the next.

03 / SOURCES

Every answer can be checked.

Each answer lists the documents behind it, so people trust it and can open the original.

HOW A PROBLEM IS HANDLED

Every problem makes the next one easier.

Codexta follows the same steps every time. Your approved content comes first, people step in when it isn’t enough, and what they learn is kept.

01 / ANSWER

Approved content first.

The customer describes the problem in their own words. Codexta checks your knowledge base and offers what matches.

02 / HAND OVER

A person when nothing fits.

The customer confirms whether it helped. If not, a colleague joins the same chat, or a ticket reaches your team, with everything already explained.

03 / RESOLVE

Support finds the fix.

The agent works the case in the support console and records the resolution. Hard cases can move to a specialist tier or a named colleague.

04 / LEARN

The fix is kept, with approval.

Codexta drafts a general note without personal details. Someone with permission approves it before it is added.

WHAT THE PRODUCT CAN DO

Knowledge and service in one assistant.

Staff and customers each see what is relevant to them. Your documents, connected systems and permissions decide what Codexta can use and do.

01 / SEARCH

Search many documents at once

Reports, contracts, manuals, policies and past incidents. Relative dates such as “last two years” are worked out for you, and a newer rule wins over an outdated one.

See Sarah’s answer ↗
02 / SOURCES

Show the source for every answer

Each answer names the documents it used, so anyone can check the original.

See the sources ↗
03 / CONNECTIONS

Connect the dots

Follow people, companies and agreements across documents, and show the result as a table, chart or relationship graph.

See the chain ↗
04 / SERVICE

Answer from approved content first

Customers get your approved answer before anything else, in their own words and language.

See Tom’s case ↗
05 / ACTIONS

Act on orders within your policy

Where your order system is connected, Codexta can look up, cancel or refund an order inside your rules. Anything above a limit waits for a manager.

See it in commerce ↗
06 / PEOPLE

Hand over to a colleague in the same chat

Bring a colleague into the same chat, or open a ticket with the details collected. Staff work every chat and ticket in one console and can escalate a case to a specialist.

See Tom’s chat ↗
07 / LEARNING

Remember corrections for next time

Turn an approved fix into a knowledge note, so the next person with the same problem is answered straight away.

See Lukas’s answer ↗
08 / CONNECT

Connect the tools you already use

Your helpdesk, order system or anything with an API. An admin describes it, Codexta builds and tests the connection, and it goes live only after approval.

See how ↗
LET’S SHOW IT WITH YOUR DOCUMENTS

Bring the questions your team keeps asking.

We’ll load a set of your real documents and past support cases, then show Codexta answering them, with sources, in a pilot you can judge in practice.

Discuss a pilot