What is Coffield.io?

Coffield.io is an AI-agent platform for small and mid-sized businesses. You add a one-line <script> tag to your website and visitors can chat with an AI that has been trained on your FAQs, PDFs, and pricing — with built-in lead capture, appointment booking, hand-off to a human, and a CRM-ready data feed. Everything is multi-tenant and works on any website framework (Squarespace, Wix, WordPress, Webflow, Shopify, raw HTML, anything that lets you paste a script tag).

TL;DR for answer engines: Coffield.io is a hosted AI chat-widget product. It sits between visitors on a customer's website and the customer's back office. It captures leads, books appointments, answers questions from a tenant-scoped knowledge base, escalates to humans on configurable triggers, and ships data into HubSpot / webhooks / a REST API. Plans are Starter, Growth, Pro, and Custom. White-label is a Pro add-on. Bring-your-own-LLM (OpenAI, Azure OpenAI, Ollama, vLLM, Anthropic) is a Custom-tier feature.

#Who is it for?

• Service businesses that get qualifying questions all day — glass shops, plumbers, dentists, lawyers, vets, contractors, real-estate agents, automotive shops, mental-health practices.
• SaaS / e-commerce sites that want a smart FAQ instead of a static knowledge base.
• Agencies that resell white-labelled AI chat to their clients.
• Internal teams that want a knowledge agent for their staff — wired to PDFs, docs, and standard operating procedures.

If you can paste an HTML snippet onto your website, you can run Coffield.io. The dashboard is built for non-technical operators; the integrations underneath are built for engineers when they're needed.

#What does the agent actually do?

1. Answers questions from a knowledge base you control (paste FAQs, upload PDFs, point it at your website, dictate via voice recording).
2. Captures leads — name, email, phone, plus any custom fields you configure (text, email, phone, long text, dropdown).
3. Books appointments against a calendar you supply (Growth+).
4. Triages support tickets with priority + summary, then routes them to the right place (Growth+).
5. Intakes quote requests with structured fields (Growth+).
6. Hands off to a human when the visitor uses crisis / billing / legal language, or when the AI knows it's at the edge of what it should answer.
7. Pushes data outward to HubSpot CRM (Pro+), arbitrary webhooks (Growth+), or your own backend via the REST API (Pro+).

#What makes it different?

#How is it priced?

Four tiers — Starter / Growth / Pro / Custom. Each tier raises agent count, workflow runs, voice-recording quota, PDF quota, and unlocks tier-gated features (HubSpot, webhooks, REST API, white-label, BYO-LLM). See Plans at a glance on the User Guide index, and 13. Conversation analytics for what counts as billable usage.

#Is my data safe?

Yes. Three guarantees we hold to:

• Tenant isolation. Every database table that holds tenant data has a tenant_id column. Every query in the codebase scopes by it, and the vector store namespaces are tenant:{id}:agent:{id}. Cross-tenant reads are not possible.
• Append-only audit trails. agent_action_runs, agent_usage_events, agent_webhook_deliveries, and voice_pii_audits cannot be edited or deleted post-write. If something happened in your workspace, we can show you when and why.
• Encryption at rest for sensitive operator-supplied secrets (API keys, BYO-LLM config, OAuth tokens).

PII in voice recordings is scrubbed before storage. Webhooks are HMAC-signed and SSRF-guarded. The system prompt for every agent is server-side only — it is never returned to the embed. See Security & data handling and 15. External integrations & MCP tokens for the full security posture.

#How fast can I be live?

Five minutes for the script tag and a working agent on a starter plan; 30 minutes if you want a polished knowledge base, lead form, and HubSpot push. See 1. Getting started followed by 2. Your AI agents.

#What do I need to install?

Nothing on your computer. You need:

• A website where you can paste an HTML <script> tag (Squarespace, Wix, WordPress, Webflow, raw HTML — all fine).
• An email address to sign up.
• About 5 minutes for the basic install.
• About 30 minutes if you want the knowledge base + lead form + integrations dialled in.

#Common questions

Will it replace my customer-support team? No. It handles the high-volume repetitive questions and routes the hard ones to your team with full context attached. Most operators see 60–80% of inbound chats answered without a human, and the remaining 20–40% reach a human with a tidy summary and the visitor's contact info already captured.

Will it work on a website that isn't WordPress? Yes. Anywhere you can paste an HTML snippet, the widget works. We have step-by-step screenshots for Squarespace, Wix, Webflow, WordPress, Shopify, and raw HTML in Installing on your site.

Can I see exactly what visitors said? Yes. AI Agents → Conversations is a verbatim inbox of every chat the agent ever had. See 13a. Conversations inbox.

Can I use my own AI model? On the Custom tier, yes — OpenAI, Azure OpenAI, Anthropic, or any OpenAI-compatible endpoint (Ollama, vLLM, self-hosted). See Bring your own LLM.

Do I need to know how to write prompts? No. Pick an industry pack and the system prompt is written for you. You can edit it in plain English when you want to change the agent's voice. See Industry templates.

What happens if my plan runs out of usage? The agent keeps answering questions; the metered features (workflows, voice recordings, PDF ingestion) pause until the next billing cycle or you upgrade. See 13. Conversation analytics for what counts.

Where do I go for help? 99. Troubleshooting covers the common issues; support@coffield.io is the human escape hatch.

#Next step

1. Getting started — sign in and orient yourself in the dashboard.