Services · Mobile app development · AI chat agents

New York chat agents that answer fast, guard data and know when to call a person.

Codeeo handles AI chat agent development in New York for financial firms, law practices, residential building operators, hospitality groups, retailers, healthcare organizations and employers hiring at scale. We build agents that work from your approved knowledge, take real actions in your systems, meet New York data security and hiring rules, and switch to a human whenever money, legal rights, health or a frustrated customer is involved.

New Yorkers are impatient with scripted bots and quick to complain to regulators. An agent here has to be accurate, brief and honest about its limits. Codeeo has no New York office: our team works remotely with clients in the state, and discovery workshops and reviews take place by video call.

Built for
Banks, insurers, wealth managers, law firms, building operators, restaurants, retailers, health systems and high volume employers in New York City and the state.
Typical timeline
Fixed jointly after discovery, with security review, content approval and pilot dates recorded before development begins.
What you own
Code, prompts, knowledge sources, audit logs, test suites, integrations and transcripts, stored in accounts your organization owns.
Rated
4.7 / 5 from 23 Google reviews

200+ companies across the US and the UAEFrom a first store to a listed developer

Modon
Majid Al Futtaim
HP
Belkin
Dulsco Group
OneClickDrive
Hanayen
HMS
Clocksprings
Ghezlan

Capabilities for New York

Features that match the pace and the rules of New York.

A New York agent might talk to a hedge fund client in Midtown, a tenant in a Bronx rental building, a tourist looking for a table near Times Square and a job applicant in Queens within the same hour. The city publishes services in many languages, including Spanish, Chinese, Russian, Bengali, Haitian Creole and Korean, and customers expect private companies to keep up.

State and city rules shape the build. The SHIELD Act requires reasonable safeguards for New Yorkers' private information. Financial firms licensed by the Department of Financial Services must meet its cybersecurity regulation, 23 NYCRR Part 500. In the city, Local Law 144 governs automated tools used to screen job candidates. Custom AI chat agents for New York organizations need controls for all of that, so we pick capabilities from the list below based on your sector and risk.

Explain your project
  • Part 500 ready financial service

    For banks, lenders, insurers and money transmitters, the agent answers account and product questions after strong authentication, logs every action, and runs within your access controls and monitoring. We document the data flows, vendors and controls your chief information security officer needs for DFS cybersecurity reporting and third party risk reviews.

    Security teams can approve the agent with evidence in hand.

  • Tenant and resident requests

    Owners and managers of rental, co-op and condo buildings receive repair requests, package questions, amenity bookings and move scheduling around the clock. The agent files work orders with photos and unit numbers, flags heat, hot water, gas and leak reports for immediate human attention, and logs every request with a timestamp.

    Urgent building issues reach staff fast and are documented.

  • Hiring assistant with Local Law 144 controls

    High volume employers can let the agent answer applicant questions, collect availability and schedule interviews. If any part of it scores or ranks candidates for New York City roles, Local Law 144 bias audit and notice duties apply, so we keep scheduling separate from screening and make the boundary explicit.

    Recruiters move faster without stepping into unaudited screening.

  • Legal intake for law firms

    Firms in personal injury, immigration, employment and real estate law receive many inquiries that need sorting. The agent collects facts, dates and contact details, runs a preliminary conflict name check against your system, and books a consultation. It never gives legal advice or promises outcomes, and its wording is reviewed against attorney advertising rules.

    Attorneys see organized intakes instead of raw voicemails.

  • Restaurant and hospitality bookings

    Restaurant groups and hotels can answer menu, allergen, private dining and group booking questions, take deposits through your payment provider and manage waitlists. The agent reads availability from your reservation platform and passes large events and special requests to your events team with full details.

    More covers booked without staff answering the phone mid service.

  • Many languages, one knowledge base

    We maintain one approved source of truth and produce reviewed versions in the languages your New York customers use, starting with Spanish and Chinese for most clients. If an answer changes, every language is updated together, which prevents the drift that happens when translations are maintained by hand.

    Every customer gets the same correct answer in their language.

  • Breach aware data handling

    The agent masks Social Security numbers, account numbers and similar identifiers in transcripts, limits who can read conversations, and keeps logs that would support an investigation. If an incident occurs, those records help you meet New York's breach notification duties quickly and precisely.

    Less sensitive data stored, and clearer records if something goes wrong.

  • Patient access for health systems

    Hospitals, federally qualified health centers and specialty practices across the boroughs can let the agent find in network locations, book or move appointments, explain preparation steps and share interpreter options. It identifies itself as AI, gives no clinical advice, routes symptoms to nurses or emergency guidance, and processes protected health information only under HIPAA business associate agreements.

    Patients reach the right appointment without long phone holds.

  • Retail and visitor support

    Flagship stores, museums and attractions serving visitors from around the world can answer questions about hours, tickets, accessibility, store pickup and returns. The agent detects the visitor's language, suggests the nearest location or entrance, and books timed entry where your ticketing system allows it.

    Visitors plan their trip without calling or queuing.

  • Supervised handoff and review

    Conversations about complaints, fraud, discrimination, legal rights or health move to a person with a summary attached. Supervisors can read live chats, take over, and mark answers that need correcting, which feeds the weekly content review so the same mistake does not happen twice.

    Humans stay in charge of sensitive moments and of quality.

Who this is for

New York organizations that tend to benefit first.

Agents earn their place where questions repeat, answers can be checked against a system of record, and response time matters to customers. They are a poor fit where every conversation needs a professional opinion. Across New York, four groups match the first description most closely, and each needs a different balance of automation and human oversight. Conversational AI agent development New York clients sign off on usually begins with one of these groups, one channel and one language pair, then grows once the pilot numbers hold up.

01

Regulated financial firms

Community banks, credit unions, insurers, broker dealers and fintech companies operating under DFS or federal oversight face heavy service volumes and strict security expectations. An agent that authenticates customers properly, explains products from approved disclosures and records everything can absorb routine work. Advice, complaints and disputes go to licensed or trained staff, with the full exchange attached.

Security documentation is part of the delivery.

02

Residential building operators

Property managers running portfolios across the five boroughs juggle tenant requests, violations, inspections and lease paperwork. The agent provides a single place for residents to report problems and get updates, and a dated record of every request helps your team respond to city agencies. Superintendents receive cleaner tickets with photos and access notes.

Every request carries a timestamped record.

03

Law firms and professional services

Firms in Manhattan and Brooklyn handling consumer matters receive steady inquiries in many languages, often after hours. An intake agent captures the facts, screens out matters the firm does not handle, and books consultations, so attorneys and paralegals start with organized information. Confidentiality and advertising rules shape the wording, the storage and who can access transcripts.

Wording reviewed against professional conduct rules.

04

Hospitality, retail and attractions

Restaurants, hotels, shops and cultural venues serve residents, commuters and international visitors who all want instant answers. A multilingual agent handles bookings, hours, accessibility and order questions, and sends special requests to staff. It also keeps working during the evening rush, when front of house teams have no time for messages.

Works with your reservation and ticketing tools.

Six steps to a New York agent you can defend to regulators.

  1. 01Scoping by video callWe agree the first use case, the customer groups, the languages and the New York rules involved, and identify who in your organization approves content, security and legal wording.
  2. 02Security and data designWe map where conversation data flows, which vendors process it, how it is masked and how long it is kept, and review that design with your security lead.
  3. 03Content approvalYour subject experts approve the answers the agent may give, the topics it must refuse, and the escalation triggers for complaints, rights and safety.
  4. 04Build and integrateWe build the agent and connect it to your core systems with least privilege access, logging and rate limits, so it can act without becoming a new security gap.
  5. 05Documented testingWe test accuracy, bias, language quality and manipulation attempts, record results, and give you a report that compliance and audit teams can keep on file.
  6. 06Pilot, monitor, extendA limited pilot runs with supervisors watching live transcripts, then expands once accuracy and handoff measures meet the thresholds you set at the start.

Technology

What we build this with.

We work with enterprise model services such as Azure OpenAI and Amazon Bedrock, with retrieval over your approved documents and strict tenant isolation. Integrations often include core banking and CRM platforms, Yardi or similar property software, Clio for law firms, OpenTable or Resy, and Workday or Greenhouse for hiring. Single sign on through your identity provider keeps staff access consistent with the rest of your stack.

01Mobile

  • Swift
  • Kotlin
  • Flutter
  • React Native

02Data and cloud

  • PostgreSQL
  • MySQL
  • MongoDB
  • AWS
  • Azure
  • Docker

03Marketing and tracking

  • GA4
  • Google Tag Manager
  • Search Console
  • Meta Pixel
  • Looker Studio

What New York clients ask us before building an agent.

Several rules apply depending on what the agent does.

The SHIELD Act covers safeguards for private information. DFS licensed firms must meet Part 500. Local Law 144 applies to automated tools that screen candidates for New York City jobs. Federal law also applies, including FTC rules against deceptive practices and federal texting and privacy laws. New York continues to pass AI specific bills, so we review current requirements with your counsel during discovery rather than relying on an old checklist. The result is a written list of obligations tied to specific design choices in the agent.

Tell us what the business needs. We will tell you what to build first.

Schedule a free consultation and get a written recommendation, with costs, before you commit to anything.

Get in touch

PROVEN RESULTS

4.7 / 5from 23 Google reviews