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Getting Started5 min read
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Getting Started with CooVex

Set up your AI business agent in 5 minutes

This guide walks you through the complete CooVex setup — from creating your account to receiving your first AI briefing. It takes about 5 minutes.

1

Create your account

Go to coovex.com and click Start Free Trial. Enter your name, work email, and password.

app.coovex.com/signup
Create your account
14-day free trial · Full access
Full Name
Sarah Johnson
Work Email
sarah@company.com
Password
••••••••••
Create Free Account →
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Use your business email address. CooVex uses it to pre-fill your business profile.

2

Set up your business profile

After signup, the Onboarding wizard launches automatically. Enter your business name, website URL, industry, and country. This data is used by the AI agent to calibrate all monitoring and recommendations.

app.coovex.com/onboarding
Tell us about your business
Business Name
Bloom Wellness Co.
Website URL
bloomwellness.com
Industry
Health & Wellness
Country
United States
Business Size
1–10 employees
Continue →
3

Add your first competitors

Type competitor business names or website URLs. CooVex will start monitoring them for pricing changes, new reviews, content activity, and hiring signals.

app.coovex.com/onboarding — Step 2
Add your competitors
Add up to 5 for your plan. You can add more later.
R
RivalCo.comTracking ✓
F
FastFitness.ioTracking ✓
Z
ZenWellness.comTracking ✓
+ Add another competitor...
4

Connect your channels

Connect LinkedIn, Facebook, Google Business, or your CRM. Each connection unlocks more AI features. You can skip any and connect later from Settings → Integrations.

app.coovex.com/onboarding — Step 3
Connect your channels
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LinkedIn
✓ Connected
Google Business
✓ Connected
📘
Facebook
Connect →
🔶
HubSpot
Connect →
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The more channels you connect, the smarter your AI agent becomes. LinkedIn + Google Business is the minimum recommended setup.

5

Receive your first AI briefing

After setup, your agent runs its first analysis. Within a few minutes, your Dashboard fills with signals, competitor data, and your first Business Health Score. Check the Agent Inbox for your first batch of prioritized actions.

app.coovex.com/dashboard
Health Score
72
Good — improving
Competitors
3
Being tracked
Signals
5
Need attention
Review Avg
4.2★
Google Business
🤖 Agent Inbox — Today
Competitor RivalCo dropped prices by 12% — 2h ago
2 new reviews on Google Business — respond now
💡Best time to post this week: Tuesday 10am
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Ready to try Getting Started with CooVex?

Start your 14-day free trial. Full access, cancel anytime.

Start Free Trial →