Help - Usage Guides

How would you like to collaborate with Kodex?

We open the right path — no unnecessary questions.

Partnership, marketing, press or commercial proposal

I want a quote / project delivery

Workshop, consulting or audit (no deliverable yet)

I'm not sure yet — guide me

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Which area fits your project?

Choose the family. Then we refine the service.

Digital — web, ecommerce, brand

Technology — AI, RAG, MCP, automations

Software — CRM, ERP, custom tool

Other / multiple — I'll explain

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Which digital solution do you need?

Corporate website / landing / product

Ecommerce / online store

Full branding

Brand Design System

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Which technology solution do you need?

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What type of software do you need?

Custom CRM

Custom ERP

Custom tool / software

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What type of commercial collaboration are you looking for?

Partnership / alliance

Marketing / co-marketing

Press / media

General commercial proposal

Other

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Who do you represent?

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When would you like to move forward?

This week

This month

This quarter

No rush

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Tell us the context in a few lines

What type of engagement do you need?

Short workshop (on-site or remote)

Strategic consulting

Technical / data / security audit

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What do you want to achieve with this engagement?

How urgent is it?

High — < 30 days

Medium — this quarter

Low — exploratory

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Do you have prior materials to share?

Yes — docs / stack / metrics

Partial

Not yet

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What type of website do you need?

Corporate / institutional

Landing / campaign

Product / SaaS marketing site

Portal / web app

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Approximate page scope

1–5 pages

6–15 pages

16–40 pages

40+ / complex structure

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Preferred CMS or stack?

Astro, WordPress, Webflow, custom… or “no preference”.

Which visual direction appeals most?

Select the style closest to your brand.

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Do you want AI support for copy or design?

Yes — copy and structure

Copy only

No — 100% human process

We'll discuss together

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Ecommerce model?

Owned store (D2C / B2B)

Marketplace (Amazon, etc.)

Hybrid

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Approximate catalog size

< 50 SKUs

50–500 SKUs

500–5,000 SKUs

5,000+ SKUs

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Critical payments and logistics

Gateways, countries, fulfillment…

ERP / CRM / PIM integrations?

Current brand status?

Starting from scratch

Rebrand / evolution

Extension only (voice, apps…)

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Priority deliverables

Visual identity (logo, color, type)

Identity + brand voice

Full pack (identity, guidelines, assets)

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Desired audience and positioning

Design System scope?

Tokens + foundations

Tokens + UI components

Full system (docs + library)

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Where will the system live?

Web / React / Astro

Cross-platform (web + apps)

Figma + code

Not defined yet

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Do you already have components or guidelines?

Nothing formalized

Partial in Figma

Scattered code

Legacy system to migrate

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Which processes do you want to orchestrate?

Current tools in the flow

Volume / criticality

Low — pilot

Medium — daily operations

High — mission-critical

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Who will operate the automations?

Internal Kodex-trained team

Kodex in managed mode

Hybrid

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Preferred platform?

n8n

Zapier

Make

Decide with Kodex

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Priority use cases

Hosting?

Cloud managed

Self-hosted / VPC

Not sure yet

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What are the knowledge sources?

Approximate document volume

< 10k docs

10k–100k

100k–1M

1M+ / unknown

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Compliance / traceability requirements?

High (regulated / audit)

Medium

Low / exploratory

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Who will use the system?

Which application or product?

APIs / systems to expose via MCP

Planned authentication model

OAuth / corporate SSO

API keys / service accounts

To define with Kodex

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Primary assistant channel?

Web / widget

Slack / Teams

Internal tool

Multiple channels

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Do you need RAG grounding?

Yes — proprietary knowledge

No — general model + tools

Hybrid

To explore

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Key guardrails or restrictions

Priority modules or capabilities

Estimated concurrent users

< 25

25–100

100–500

+500

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Preferred deployment?

Cloud (SaaS / managed)

On-prem / private VPC

To define

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Is there data to migrate?

Yes — significant volume

Yes — limited volume

No / greenfield

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Which systems need to be connected?

Data flow direction

One-way

Two-way

Multi-step orchestration

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Frequency

Tiempo real / near-real-time

Hourly / daily batch

On demand

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Describe what you need

We'll use this to orient domain and engagement.

What approximate budget are you considering?

Indicative ranges to size scope and speed.

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What is the time horizon?

Urgent (< 30 days)

This quarter

Within 6 months

Exploratory (6–12 months)

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What is your role in the decision?

Final decision-maker

Influencer / committee

Operator / implementation

Initial exploration

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Organization size

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What stack or tools do you use today?

CMS, ERP, CRM, cloud, automation… Whatever is most relevant.

What would you consider success in 90 days?

Would you like Kodex to recommend a prior engagement?

If scope is still fuzzy, a workshop or consulting speeds up the right quote. Optional.

Short workshop (recommended if exploring)

Strategic consulting

Technical / data audit

None — continue to a direct quote

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Work email

Company

Phone (optional)

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