Learn CooVex — Step by Step

Learn how to connect your business, add competitors, and get your first AI briefing. Complete setup guide.

Understand how to read your daily briefing, act on agent signals, and interpret your Business Health Score.

Learn how to read, customize, and act on the Daily Agent Report — a full briefing generated each morning by your AI agent.

Configure real-time alerts for competitor moves, new reviews, goal risks, and lead activity. Set thresholds, channels (email/Slack), and quiet hours.

Run a complete SEO, speed, mobile, and trust audit. Learn how to read results and execute the AI action plan.

Learn how to generate posts, schedule them, and analyze performance. Works with LinkedIn, Facebook, and Instagram.

Analyze reach, engagement rate, clicks, and conversions for every post. Identify your best-performing content types and optimal posting times.

Add leads, understand AI scores (0–100), run drip campaigns, and track deals through your pipeline.

The Lead Funnel view shows conversion rates between every pipeline stage. Identify bottlenecks and get AI recommendations to improve them.

Manage leads scored below 40. Set up cold nurture drip sequences and track re-engagement. Know when a cold lead heats back up.

Use the Lead Finder to discover businesses and contacts that match your ideal customer profile. Filter by industry, size, location, and signals.

Add competitors, track pricing and reviews, get instant alerts on moves, and benchmark your position.

Compare your business against every competitor across reviews, content, pricing, digital presence, and health score. Spot gaps and advantages instantly.

Connect your review sources, use AI-generated responses, track rating trends, and compare against competitors.

Connect your App Store and Google Play listings. Get AI draft responses for every review, track rating trends, and respond faster than competitors.

Manage your products and services catalog. Link products to leads, proposals, and revenue tracking for full business visibility.

Use the Trends feed to spot viral hashtags, industry news, and emerging opportunities before your competitors do.

Step-by-step guides for connecting HubSpot, Salesforce, LinkedIn, Google Analytics, and 20+ more tools.

Learn to use the AI Coach to diagnose problems, brainstorm ideas, write copy, and get strategic advice.

Create and train an AI chatbot that answers customer questions using your business data. Embed it on your website in minutes.

Input your product details and goals. Get a full executive plan with market analysis, strategy, and financial projections.

Pick a marketing goal and get a complete 90-day plan: channels, content strategy, budget allocation, and weekly action items — all AI-generated.

Generate a professional 10-slide pitch deck tailored to your business. Export to PDF or share a link with investors.

Generate a data-driven SWOT analysis using your business data, competitor intelligence, and market trends — not guesswork.

Enter your revenue, growth rate, and industry. Get an AI-estimated valuation range using standard multiples, with a full breakdown of factors.

Generate detailed buyer personas based on your actual leads, customers, and industry data. Use personas to improve targeting and messaging.

Visualize and optimize your customer's path from first awareness to loyal advocate. AI identifies drop-off points and suggests improvements.

Create drip campaigns for cold leads, follow-ups, and onboarding. AI writes the emails, you approve and send.

Generate professional proposals for any client. AI tailors the content based on your services and client industry.

Create revenue, leads, and content goals. The AI agent automatically tracks progress and alerts you when at risk.

Run NPS surveys, collect feedback, identify detractors, and use AI insights to improve customer retention.

Track traffic sources, conversion rates, and revenue attribution. Understand which channels deliver the best ROI.

Multi-touch attribution across channels. See first-touch, last-touch, and linear attribution for every lead and deal closed.

Connect Stripe or enter revenue manually. Track Monthly Recurring Revenue, Annual Run Rate, churn rate, and monthly growth trends.

The Metrics dashboard shows all key performance indicators in real time: leads, pipeline value, review score, content output, and more.

CooVex analyzes your lead pipeline, deal velocity, and historical data to forecast revenue for the next 30, 60, and 90 days.

Create branded PDF reports for your business, team, or clients. Choose from summary, competitor, lead, or full business reports.

Adjust the weight of each scoring factor — job title, company size, email opens, website visits, and more. Make the score match your sales reality.

Set up white label branding, add client workspaces, generate reports, and manage multiple businesses from one dashboard.