This guide walks you through everything from first launch to your first synced inbox suggestions. By the end you will have Cody’s pet on your desktop, your Outlook Classic calendar and inbox connected, and a clear picture of how to navigate the assistant panel every day.Documentation Index
Fetch the complete documentation index at: https://mintlify.com/miu-ll/Cody-assistant/llms.txt
Use this file to discover all available pages before exploring further.
Launch Cody
Run the NSIS installer (
Cody Setup <version>.exe) to install and launch, or double-click the portable build (Cody-<version>-portable.exe) for an installation-free start. If you built from source, run npm.cmd run dev in the project directory.If Windows SmartScreen appears, click More info → Run anyway. See Installation for details on unsigned builds.Within a few seconds the animated pet appears as a floating window in the lower-right corner of your primary display.Complete the onboarding screen
On first launch, Cody detects that setup has not been completed and displays a welcome screen. Fill in two fields:
- Your name — used in time-aware greetings (“Good morning, Alex”) and in the morning briefing.
-
Your pet — choose the companion that will live on your desktop. The six available variants are:
Variant Pet bunny🐰 Bunny (default) froggo🐸 Froggo panda🐼 Panda cow🐮 Cow cat🐱 Cat dog🐶 Dog
Position the pet on your desktop
Click and drag the pet to any part of your screen. Cody saves the position between sessions, so place it wherever it will be least obtrusive — a corner works well on most setups. The pet window is always-on-top, meaning it stays visible above every other application you open.
Open the assistant panel
Left-click the pet to open the full assistant panel. The panel contains five tabs along the sidebar:
- Tasks — your full task list with filters for status, priority, and category.
- Inbox — email-derived suggestions waiting for your review.
- Meetings — upcoming calendar events, meeting type badges, and Teams join links.
- Progress — completions per day (last 7 days), weekly stats, and streak counter.
- Settings — sync configuration, AI provider, pet variant, text size, and more.
Sync Outlook Classic
Cody reads your inbox and calendar through COM automation — Outlook Classic must be open and signed in with your corporate profile before sync runs.
- Open Microsoft Outlook Classic on your machine and ensure your mailbox is loaded.
- In the Cody panel, open the Settings tab.
- Click Sync Outlook and Calendar.
- Wait for the status message to confirm completion. The sidebar will show the timestamp of the last successful sync (e.g. “Synced 2 min ago”).
Win+Shift+S.No Microsoft Graph registration is required. Cody communicates with Outlook Classic through a local PowerShell COM automation script. Your email content never leaves your machine during sync — only the subject line and sender are forwarded to the AI provider if you have AI triage enabled.
Review your inbox suggestions
After sync completes, switch to the Inbox tab. For each email that Cody identifies as potentially actionable, it creates a suggestion card showing:
- The proposed task title and detail.
- The assigned category and confidence level.
- The sender and a short excerpt from the subject line.
- A “Needs review” badge if the category confidence was below the threshold.
- Accept — adds the task directly to your task list.
- Edit then accept — adjust the title, priority, due date, or category before saving.
- Dismiss — removes the suggestion permanently. Dismissed suggestions are tracked by ID so they do not reappear on the next sync.
Check the Meetings tab
Open the Meetings tab to see calendar events pulled from your Outlook Classic calendar. Each event card shows the start and end time, attendee list, meeting type (virtual / in-person / hybrid), and location or join URL when available.If the meeting has a Teams link, a Join Teams button appears directly on the card. Windows notifications sent 1 day, 1 hour, 15 minutes, and at the exact start of each meeting also include a one-click “Join Teams” action button — you never need to open Cody to jump into a call.Meetings that overlap in your calendar are marked with a conflict warning badge so you can resolve scheduling issues before they become problems.
Learn your global shortcuts
Cody registers four system-wide keyboard shortcuts that work regardless of which application has focus:
These shortcuts are always active while Cody is running. Use
| Shortcut | Action |
|---|---|
Win+Shift+C | Open or close the Cody assistant panel |
Win+Shift+T | Create a new quick task instantly |
Win+Shift+S | Force an immediate Outlook Classic sync |
Win+Shift+F | Toggle Focus Mode on or off |
Win+Shift+C to pull up Cody from anywhere without reaching for the mouse, and Win+Shift+F to start a Focus session without opening the panel.Understanding the Day-Status Traffic Light
What to Explore Next
Task Manager
Categories, priorities, due dates, recurring tasks, priority escalation, and CSV export.
Outlook Sync
How COM automation works, sync intervals, AI triage configuration, and dismissed suggestions.
Meetings
Calendar sync, conflict detection, Teams join links, and escalating meeting reminders.
Settings & Configuration
Pet variant, text scale, briefing times, AI provider setup, Focus Mode, and auto-launch.