CODEXIS AI AgentGlossary
Glossary
Terms you come across in CODEXIS AI Agent: what they mean, where to find them in the app and where to read more.
This page lists the terms you come across in CODEXIS AI Agent and CODEXIS AI. Each term has a short explanation, its place in the app and a link to the guide. At the end of the page we tell apart four ways of working with Word, Outlook and email that are easy to mix up.
Product
| Term | What it is | Where to find it | Guide |
|---|---|---|---|
| CODEXIS | Legal information system with legislation, case law, commentaries and templates. The AI draws its answers from its content. | next.codexis.cz | CODEXIS AI Agent basics |
| CODEXIS AI | The AI chat inside CODEXIS: AI assistants, AI case law, AI Monitors, editable blocks and analysis of an uploaded file. | CODEXIS menu, CODEXIS AI item | About AI in CODEXIS |
| CODEXIS AI Chat | The new interface that follows on from CODEXIS AI. If you have CODEXIS AI, you get it automatically. It covers legal questions, research and work with a document uploaded to the conversation, and offers Office add-ins, memory, add-ons and the desktop app. | Chat switch above the input field | CODEXIS AI Agent basics |
| CODEXIS AI Agent | A separately licensed product. On top of Chat it adds projects, connected storage (OneDrive, SharePoint, network drives), automations, apps, email integration and the API. Every user works in their own virtual computer. | Agent switch above the input field | CODEXIS AI Agent basics |
| Chat mode and Agent mode | The switch above the input field. Agent mode adds Projects, Connections, Automations and Apps to the left menu, and Read-only mode and Use workflow to the conversation. | Above the conversation input field | Conversation, Introduction |
| agent | The AI that carries out your request in a conversation: it reads and edits files, uses skills and add-ons and answers with links to sources. | Every conversation | CODEXIS AI Agent basics |
| Licence | Your organisation's entitlement to a product. CODEXIS AI Agent has its own licence, CODEXIS AI Chat comes with CODEXIS AI automatically. Credits are drawn from the licence. | Credit Management | CODEXIS AI Agent basics, Credits and pricing |
Extensions
| Term | What it is | Where to find it | Guide |
|---|---|---|---|
| Add-on | A package that extends CODEXIS AI with features and data sources. It brings skills, agents, apps and automations. Examples: CODEXIS - Legal database, ARES, the Czech cadastre, ISIR or document OCR. | Tools → Add-ons | Add-ons |
| Add-on source | A git repository listing the add-ons you install from. The default source is ATLAS GROUP add-ons; you add your own by entering the repository URL. | Tools → Add-ons → Add add-on source | Add-ons |
| Skill | A procedure the AI applies in any conversation. One skill covers one topic. Skills come with add-ons, or you create your own. | Tools → Add-ons → Skills; Skills button in the conversation | Skills |
| Custom agent | An AI assistant focused on one area, such as smluvni-kontrolor. It has its own instructions, model, jurisdiction and tools and keeps them in every later chat. You create it by describing it in plain language and edit it in a form or via AI. | Tools → Agents; Agents in the left panel; Agents tile in a new conversation | Agents |
| App | An interface inside CODEXIS AI Agent supplied by an add-on. Most apps watch a topic over time and report changes: Tracked documents, Tracked case law, tracked cadastral proceedings, the insolvency watch or the Collection of Deeds. Other apps connect SID, ONEPOST and Datify. | Tools → Apps | Applications |
| Automation | A task the agent carries out on its own on a schedule: daily, weekly or monthly in a chosen part of the day (Morning, Afternoon, Evening, Night). You create it by describing it or from a template. Every run creates its own chat and the results are in the run history. | Tools → Automations | Automations |
| Add-on automation | A ready-made automation supplied by an installed add-on. You pick it as a template and it runs on its schedule. | Tools → Automations → From template | Automations, Add-ons |
Conversation
| Term | What it is | Where to find it | Guide |
|---|---|---|---|
| Conversation | A single thread of requests and answers. | Left menu → New conversation | Conversation |
| History | The list of conversations in the left panel, newest first. Here you rename, pin or delete a conversation. Search conversations looks through titles and content. | Left panel → History, Search conversations | History and conversation search |
| Jurisdiction | The law the AI works from: Czech Republic, Slovakia, European Union, Austria, the Netherlands, France. The same menu turns on Web search. | Below the input field → scales icon | Conversation |
| Enhance prompt | Rewrites a short question into a fully worked request. | Magic wand icon by the input field | Conversation |
| Source preview | Clicking a cited legal source in an answer opens a panel on the right with the text of the regulation at the cited place. | Citation in the answer | Conversation |
Model
| Term | What it is | Where to find it | Guide |
|---|---|---|---|
| Model | The language model that answers. You can choose GPT-6 models (Astra, Sol, Luna), the GPT-5.6 series and older models. Model settings are chosen before the conversation starts. | Right of the input field | Conversation, The model and its customization |
| Verbosity | How long and detailed the model's answer is: low, medium, high. | Model settings | The model and its customization |
| Reasoning effort | How much the model thinks before answering: low, medium, high, extra high. | Model settings | The model and its customization |
| Tier | Price and speed of processing: Flex at half price and slower, Standard, Priority fastest at double price. | Model settings | The model and its customization |
| Context size | How much text the model processes at once. Standard, or extra large, which is available only in the Standard tier. | Model settings | The model and its customization |
| Pro reasoning mode | The model does more work on the request. The answer takes longer and uses roughly ten times the credits. Values Standard and Pro, on selected OpenAI models. | Model settings → Reasoning mode | Pro reasoning mode for OpenAI models |
| Price estimate | An indicative credit price shown for each option in the model and skill settings. | Model settings; skill in Advanced mode | The model and its customization |
Projects and context
| Term | What it is | Where to find it | Guide |
|---|---|---|---|
| Project | A workspace for one matter, such as a client, a dispute or a contract. It has instructions, its own files, connected folders and several conversations, and can have automations. Project data are kept separate. | Left menu → Projects | Projects |
| Project instructions | Rules for every conversation in one project, such as language or output format. The agent receives them as part of each request. | Project → Options → Edit project | Projects |
| Memory | Information about you that applies in every conversation: your profile (name, company, position, responsibilities, field) and individual memory entries. | Tools → Memory | Memory |
| Custom AI assistant | A CODEXIS AI feature: an assistant focused on an area of law with its own instructions, primary regulations, style and starter questions. | CODEXIS AI | Custom AI assistants |
Files and storage
| Term | What it is | Where to find it | Guide |
|---|---|---|---|
| Attachment | A file or folder you upload directly to a conversation. It serves that conversation. | Below the input field → + | Conversation |
| Project files | The project's storage. Its files serve every conversation in the project, and the agent also reads files from the project's other conversations. | Project → Files tab | Projects |
| Connections | The page with all the storage the agent reads from: External storage, Drives in Codexis and Shared with me. From here you open storage in the file browser. | Tools → Connections | Connecting storage and drives |
| External storage | OneDrive and SharePoint connected to the agent. The agent reads, edits and creates files there and changes flow back. Disconnecting does not delete your files. | Connections → Connect storage | Connecting storage and drives |
| OneDrive | Your whole OneDrive is connected, without choosing a folder. You sign in with your Microsoft account. | Connections → Connect storage → OneDrive | OneDrive |
| SharePoint | You connect a specific site in the form https://company.sharepoint.com/sites/Site, or several at once. The agent sees only the sites you enter. | Connections → Connect storage → SharePoint | SharePoint |
| Network drive (SAMBA) | A drive created directly in CODEXIS AI Agent. You share it with colleagues on the same licence with Read or Read and write rights, and map it on your computer as a network drive. Changes show up both ways straight away. | Connections → Drives in Codexis → New drive | Network drive (SAMBA) |
| Shared with me | Drives in Codexis that a colleague has shared with you. | Connections → Shared with me | Connecting storage and drives |
| Connect from PC | Shows the address, user name and password for mapping Drives in Codexis as a network drive on Windows, macOS or Linux. | Connections → Drives in Codexis → Connect from PC | Network drive (SAMBA) |
| Folders from your computer | Folders on your computer's disk that you make available to the agent through the desktop app. The agent reads files there and edits them only in Agent mode. The computer has to be on, online and running the signed-in app. | Select folders below the input field in the desktop app; Folders from your computer in a project | Desktop app, Projects |
| Read-only | An option on connected storage: the agent reads files but does not change them. For drives the equivalent is the Read permission. | Label on the storage card | Connecting storage and drives |
Integrations
| Term | What it is | Where to find it | Guide |
|---|---|---|---|
| Office add-in | CODEXIS AI in a side panel of Word, Excel, Outlook and PowerPoint, working on the file you have open. It installs from Microsoft Marketplace, you sign in with your CODEXIS account and it uses credits like the chat. | Word, Excel, PowerPoint: Home → CODEXIS AI; Outlook: message actions | Microsoft 365 integration |
| Word add-in | The Office add-in in Word. You work in Word and the AI helps you in the panel on the right, on the document you have open. | Word → Home → CODEXIS AI | Microsoft 365 integration |
| Outlook add-in | The Office add-in in Outlook. The AI works in a panel on the open email. | Outlook → message actions or All apps | Microsoft 365 integration |
| Creating and editing files in a conversation | The agent creates or edits a Word file (including from a template), an Excel workbook or a PowerPoint deck in the conversation. You work in CODEXIS AI Agent, not in Word, and the result is a file. | Conversation | CODEXIS AI Agent basics |
| Editable block | A CODEXIS AI feature: a document draft right in the chat that you edit by hand or with instructions. You can print it or download it as PDF or Word. | CODEXIS AI chat, a request such as “create a draft” | Editable blocks |
| Email integration | You send a digitally signed email from Outlook to agent@mail.codexis.ai and the answer arrives by email with a link to the conversation. Reply continues the same conversation. | Your mailbox; IT provides the certificate | Email integration, How to email the agent |
| Codexis AI agent API | Programmatic connection of your own system to the agent: upload attachments, send a request and receive the answer over SSE. Credits are drawn by the API key owner. | Your own system or script, connected with an API key | API integration |
| API key | The key to the Codexis AI agent API. It is shown only once, is valid for the term of the licence and Remove invalidates it immediately. | Settings → Communication channels → API → Create key | API integration |
| Desktop app | CODEXIS AI Agent for macOS, Windows and Linux. It lets you connect folders from your computer's disk to the chat and updates itself. | Stáhnout aplikaci below the input field | Desktop app |
| Compliance Portal | An administrator application with users' conversations, uploaded files and credit costs. Conversations from CODEXIS AI Agent carry the Codexis AI Agent label. | ai-compliance.codexis.cz | Compliance Portal |
Infrastructure
| Term | What it is | Where to find it | Guide |
|---|---|---|---|
| Virtual computer | Each user's isolated computer in a private cloud in the Czech Republic, where the agent works with files and runs tools. | Runs in the background | Reference architecture |
| Home directory | The user's storage in the virtual computer, marked ~. Synchronised and shared folders are mounted here. | Runs in the background | Reference architecture |
| On-premise deployment | The whole environment runs at the client's site, including backups to local storage. Only the CODEXIS API and the OpenAI API remain external. | Deployment at the client | Reference architecture |
Credits
| Term | What it is | Where to find it | Guide |
|---|---|---|---|
| Credit | The unit of AI consumption. Credits are shared across the whole licence and you see the number used under every answer. | Under every answer; Credit Management | Credits and pricing |
| Credit package | A purchased amount of credits with a validity period. | Credit Management → Packages | Credits and pricing |
| Credit Management | The licence administrator's application: usage per user, weekly limits, blocking usage and topping up credits. | Credit Management application | Credit Management |
| Shared credit account | A credit account for a team or department that anyone on the licence can set up and top up from their own budget. The drawing order is Standard, Priority or Paused. | Credit Management → Shared accounts | Shared credit account |
Word, Outlook and email
The Word add-in, editing Word files in a conversation, the Outlook add-in and emailing the agent are four different things. What matters is which application you work in and what you get as the result.
Word add-in
You work directly in Word. On the Home tab you click CODEXIS AI and ask questions in the side panel about the document you have open. You install the add-in from Microsoft Marketplace and sign in with your CODEXIS account. See Microsoft 365 integration for the steps.
Editing Word files in a conversation
You work in CODEXIS AI Agent and do not need Word open. You upload the document to the conversation or the agent finds it in connected storage, and on your instruction it creates or edits a Word file, for example from a template or another document. The result is a file, not a panel in Word.
Outlook add-in
You work in Outlook on an open email. You open the CODEXIS AI panel from the message actions and ask about the message; nothing is sent. It installs the same way as the Word add-in.
Emailing the agent
You write an email to agent@mail.codexis.ai and the answer comes back to your mailbox. The message must be digitally signed with your personal certificate, so you first set up the certificate once in desktop Outlook. You respond to the agent's answer with Reply and continue the same conversation. Setup is covered in Email integration, sending a request in How to email the agent.
Where to go next
The differences between Chat and Agent are summarised in CODEXIS AI Agent basics. The User Manual walks you through the app step by step.