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AskCody Help Center
Implementing AskCody
Implementing AskCody
Step-by-step guide to get started with the AskCody Platform
1. Plan & Prepare for the implementation of AskCody
An Introduction to Implementing AskCody
Video: introduction to AskCody implementation
Organize your team
Set (realistic) goals and define success criteria
Build a project timeline with defined milestones
Start with user adoption early
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2. Identify the meeting journey / business processes
Meeting Journey Mapping: Identify and Prioritize Business Scenarios and Processes to understand your Meeting Journey across your entire organization.
3. Sign up to the AskCody Platform
Sign up to the AskCody Platform
Invite your project team
Setting up your Organizational Account
4. Integrate with Microsoft 365 tenants
Learn how AskCody integrates with Microsoft 365 tenants.
Integrating Microsoft Exchange with AskCody
Adding Microsoft Exchange Calendars to the AskCody Portal
Integrate Microsoft Entra ID with AskCody (using app provisioning)
Deploy the AskCody Add-ins to the Project team
5. Setting up Bookings
Configuring resources in the AskCody Portal
How to use the AskCody Bookings Add-in
6. Setting up Services
Configuring AskCody Services
How to use the AskCody Services add-in
How to use the Services Management Portal
Test the AskCody Services setup
7. Setting up Visitors
Configuring the AskCody Visitors
How to use the AskCody Visitors Add-in
How to use the Visitor Management Portal
Test Visitor Management setup
8. Setting up Central
Configuring AskCody Central
How to use AskCody Central
9. Setting up Maps
Configuring the AskCody Maps
10. Setting up Displays / Dashboards
Configuring the AskCody Displays
Deploying meeting room displays (Displays)
How to use the AskCody Displays
Test the AskCody Display configuration
Configuring the AskCody Dashboards
11. User management with EntraID
Prepare and understand the AskCody user roles and access hierarchies
Setting up User Management
12. Platform test and adjustments
Final Testing
13. Deploy Add-ins to all end-users
Deploying AskCody add-ins to end-users
Deploying the AskCody Mobile App to employees
14. Training and end-user adoption
Prepare for End-User Training and Adoption
5 Tips to Adopt the AskCody Platform
Content to Support Adoption of the AskCody Platform
15. Go-Live
Support after go-live