15 · Build with Codex
Build Business Knowledge Assistants with Codex
Use Codex to build a business knowledge assistant that answers questions from approved company documents, provides source-grounded responses, and supports secure knowledge retrieval.
Course overview
Use Codex to build a business knowledge assistant that answers questions from approved company documents, provides source-grounded responses, and supports secure knowledge retrieval. During this 3-day instructor-led course, you work through the practical problem behind this work with OpenAI Codex as a guided coding and workflow assistant. You begin by defining the intended outcome, users, inputs, constraints, and success checks. With starter materials and instructor demonstrations, you build Source-grounded business knowledge assistant., so you can inspect Codex’s suggestions and explain how the result works. Exercises use fictional or approved sample data; keep sensitive records, passwords, and keys out of prompts and source files. The final workshop checks functionality, calculations, edge cases, and output clarity. The course is designed for Business analysts, consultants, knowledge managers, IT professionals.. Prerequisites: Basic AI knowledge and comfort using development tools.. You leave with project files where appropriate, reusable prompts, exercises, reference notes, and an adaptation checklist. The result is a learning prototype rather than automatically production-ready software; further security, deployment, accessibility, and maintenance review may be required before live use.
Every course follows the same practical path:
The Copiloted Build Method
- 01Discover
Choose a real work problem or opportunity.
- 02Design
Define requirements, inputs, constraints, and success checks.
- 03Build
Use OpenAI Codex to create a practical solution.
- 04Validate
Test behavior, calculations, privacy, and security risks.
- 05Apply
Plan how to adapt the deliverable at work.
Who should attend
- Business analysts
- consultants
- knowledge managers
- IT professionals.
- business analysts
Prerequisites
Basic AI knowledge and comfort using development tools.
Tools and access
OpenAI Codex, a browser, and the course-specific applications listed in the curriculum. Our instructors explain setup, access, and any usage limits. Use fictional or approved information only.
Participants need access to OpenAI Codex through an account and plan suitable for the exercises. Access and usage may involve separate provider charges; plans and limits vary. We will confirm the setup before training. Never share passwords, API keys, or secrets in prompts.
What you will learn
- Design assistants in a guided exercise, then verify and explain the result
- Prepare documents in a guided exercise, then verify and explain the result
- Extract text in a guided exercise, then verify and explain the result
- Create chunks in a guided exercise, then verify and explain the result
- Understand embeddings in a guided exercise, then verify and explain the result
- Implement retrieval in a guided exercise, then verify and explain the result
- Generate grounded answers in a guided exercise, then verify and explain the result
- Display citations in a guided exercise, then verify and explain the result
- Evaluate accuracy in a guided exercise, then verify and explain the result
- Manage access in a guided exercise, then verify and explain the result
Complete curriculum
Six instructional hours, excluding breaks Day. Each module includes instructor-led teaching, practical demonstration, a guided exercise with OpenAI Codex, and verification of the work.
Day 1 · Six instructional hours, excluding breaks
Knowledge Foundations
Module 1 · 90 minutes
Business knowledge challenges and use cases.
- Learn the workflow and business concepts behind Business knowledge challenges and use cases.
- Follow an instructor demonstration using a fictional or approved sample scenario
- Use OpenAI Codex in a guided exercise connected to Source-grounded business knowledge assistant.
- Test the result, review errors and limitations, and record what needs human approval
Module 2 · 90 minutes
RAG architecture and retrieval concepts.
- Learn the workflow and business concepts behind RAG architecture and retrieval concepts.
- Follow an instructor demonstration using a fictional or approved sample scenario
- Use OpenAI Codex in a guided exercise connected to Source-grounded business knowledge assistant.
- Test the result, review errors and limitations, and record what needs human approval
Module 3 · 90 minutes
Document extraction, chunking, and metadata.
- Learn the workflow and business concepts behind Document extraction, chunking, and metadata.
- Follow an instructor demonstration using a fictional or approved sample scenario
- Use OpenAI Codex in a guided exercise connected to Source-grounded business knowledge assistant.
- Test the result, review errors and limitations, and record what needs human approval
Module 4 · 90 minutes
Codex lab: build document ingestion.
- Learn the workflow and business concepts behind Codex lab: build document ingestion.
- Follow an instructor demonstration using a fictional or approved sample scenario
- Use OpenAI Codex in a guided exercise connected to Source-grounded business knowledge assistant.
- Test the result, review errors and limitations, and record what needs human approval
Daily deliverable: Searchable document collection
Day 2 · Six instructional hours, excluding breaks
Build the Assistant
Module 5 · 90 minutes
Semantic search and retrieval.
- Learn the workflow and business concepts behind Semantic search and retrieval.
- Follow an instructor demonstration using a fictional or approved sample scenario
- Use OpenAI Codex in a guided exercise connected to Source-grounded business knowledge assistant.
- Test the result, review errors and limitations, and record what needs human approval
Module 6 · 90 minutes
Grounded answer generation and citations.
- Learn the workflow and business concepts behind Grounded answer generation and citations.
- Follow an instructor demonstration using a fictional or approved sample scenario
- Use OpenAI Codex in a guided exercise connected to Source-grounded business knowledge assistant.
- Test the result, review errors and limitations, and record what needs human approval
Module 7 · 90 minutes
Application interface and conversation handling.
- Learn the workflow and business concepts behind Application interface and conversation handling.
- Follow an instructor demonstration using a fictional or approved sample scenario
- Use OpenAI Codex in a guided exercise connected to Source-grounded business knowledge assistant.
- Test the result, review errors and limitations, and record what needs human approval
Module 8 · 90 minutes
Codex lab: build the knowledge assistant.
- Learn the workflow and business concepts behind Codex lab: build the knowledge assistant.
- Follow an instructor demonstration using a fictional or approved sample scenario
- Use OpenAI Codex in a guided exercise connected to Source-grounded business knowledge assistant.
- Test the result, review errors and limitations, and record what needs human approval
Daily deliverable: Working knowledge assistant
Day 3 · Six instructional hours, excluding breaks
Quality & Security
Module 9 · 90 minutes
Access controls and data privacy.
- Learn the workflow and business concepts behind Access controls and data privacy.
- Follow an instructor demonstration using a fictional or approved sample scenario
- Use OpenAI Codex in a guided exercise connected to Source-grounded business knowledge assistant.
- Test the result, review errors and limitations, and record what needs human approval
Module 10 · 90 minutes
Evaluation, hallucinations, and prompt injection.
- Learn the workflow and business concepts behind Evaluation, hallucinations, and prompt injection.
- Follow an instructor demonstration using a fictional or approved sample scenario
- Use OpenAI Codex in a guided exercise connected to Source-grounded business knowledge assistant.
- Test the result, review errors and limitations, and record what needs human approval
Module 11 · 90 minutes
Deployment, monitoring, and maintenance.
- Learn the workflow and business concepts behind Deployment, monitoring, and maintenance.
- Follow an instructor demonstration using a fictional or approved sample scenario
- Use OpenAI Codex in a guided exercise connected to Source-grounded business knowledge assistant.
- Test the result, review errors and limitations, and record what needs human approval
Module 12 · 90 minutes
Capstone: test, refine, and document the assistant.
- Learn the workflow and business concepts behind Capstone: test, refine, and document the assistant.
- Follow an instructor demonstration using a fictional or approved sample scenario
- Use OpenAI Codex in a guided exercise connected to Source-grounded business knowledge assistant.
- Test the result, review errors and limitations, and record what needs human approval
Daily deliverable: Source-grounded business knowledge assistant
Hands-on project
Use Codex to build a business knowledge assistant that answers questions from approved company documents, provides source-grounded responses, and supports secure knowledge retrieval. The guided capstone produces Source-grounded business knowledge assistant.. Participants use a defined problem, sample or approved data, and visible success checks; they inspect generated work, test likely failure cases, and document unresolved risks.
What you take home
- Source-grounded business knowledge assistant.
- Project files and source code where applicable
- Reusable prompts, exercise materials, and reference notes
- A practical checklist for adapting and validating the work
The workshop produces a learning prototype, not automatically production-ready software. Further security, deployment, accessibility, and maintenance review may be needed before live use.
Pricing
Prices are in USD per course. Individual pricing is for live online training; corporate pricing covers up to 10 participants.
On-site delivery requires a custom quote. Travel and accommodation are separate.
Request a quote ↗Instructor-led delivery
Private remote training is available, with on-site delivery discussed when required. The session language is agreed in advance. Public-course language depends on the scheduled session.
Course FAQs
What will I build?
The course project is Source-grounded business knowledge assistant.. You will work through it in guided stages and leave with the daily deliverables and a practical plan for adapting the result.
Do I need coding experience?
Basic AI knowledge and comfort using development tools. Our instructors use starter materials and explain Codex suggestions. Technical experience is helpful only where the course description requires it.
What Codex access and software do I need?
The course uses OpenAI Codex and the software named in the curriculum. Access may require a separate account or paid plan. We confirm setup and costs before training; never share credentials or API secrets.
Will the project be ready for production?
The workshop creates a tested learning prototype. Production use can require additional privacy, security, accessibility, deployment, and maintenance reviews.
Don't Just Learn AI. Build Something That Works.
Private remote training is available, with on-site delivery discussed when required. The session language is agreed in advance. Public-course language depends on the scheduled session.
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