CooVexCooVex
Documentation

Everything you need to know

Practical guides, video walkthroughs, and real examples for every CooVex feature.

50 categories69+ articles

Getting Started

3

Getting Started

3

Account setup, onboarding, and your first AI report.

Dashboard

5

Navigate your command center and daily overview.

Settings & Account

2

Profile, workspace, billing, team, and security.

AI & Automation

6

AI Business Agent

3

Your 24/7 AI agent — how it thinks, acts, and learns.

Daily Brief

2

Your personalized morning brief — setup and customization.

AI Coach

1

Ask anything about your business — unlimited Q&A.

AI Chatbot

1

Website chatbot powered by your business data.

Agent Reports

1

Auto-generated PDF and AI reports on demand.

Smart Alerts

1

Real-time alerts when something important happens.

Leads & Sales

6

Lead Management

2

Import, organize, and work your lead pipeline.

AI Lead Scoring

1

How the 0–100 score is calculated and how to use it.

Lead Funnel

1

Visual funnel from first touch to closed deal.

Cold Lead Finder

1

Discover cold leads from Reddit, HN, and web searches.

Proposals

1

Create, send, and track business proposals.

NPS Tracking

1

Net Promoter Score surveys and customer satisfaction.

Competitor Intelligence

3

Competitor Monitoring

2

Track competitor websites, pricing, and social activity.

Benchmarking

Compare your metrics against competitors side by side.

Trends & Market Intel

1

Emerging market trends and industry signals.

Analytics & Revenue

7

Analytics Overview

1

Traffic, engagement, and business performance metrics.

Revenue Tracking

1

MRR, ARR, churn, LTV — connect all revenue sources.

Reports

1

Automated branded reports — weekly, monthly, on-demand.

KPI Metrics

1

Define, track, and visualize your key performance indicators.

Forecasting

1

AI-powered revenue and growth forecasts.

Goals & OKRs

1

Set business goals and track progress automatically.

Attribution

1

See which channels drive your leads and revenue.

Marketing & Content

6

Campaigns

1

Create and manage marketing campaigns.

Drip Campaigns

1

Automated email sequences triggered by lead behavior.

Content Management

1

Manage your blog, articles, and marketing content.

Content Performance

1

See which content drives traffic, leads, and conversions.

Reviews & Ratings

1

Monitor and respond to customer reviews across platforms.

App Store Reviews

Track App Store and Google Play ratings and reviews.

Website Audit & SEO

3

Website Audit

1

Full site health check — performance, SEO, accessibility.

AI / GEO Optimization

5

Optimize for ChatGPT, Perplexity, Google SGE, and AI search.

SEO Tools

1

Meta tags, structured data, sitemaps, and ranking tips.

Integrations

6

All Integrations

1

Connect CooVex with 30+ tools you already use.

CRM (HubSpot / Salesforce)

Sync leads, contacts, and deals with your CRM.

E-Commerce (Shopify)

Connect your store for revenue and customer tracking.

WordPress Plugin

1

Install the CooVex WordPress plugin in minutes.

Slack & Notifications

1

Get CooVex alerts in Slack, email, and push.

API Reference

5

REST API docs — authentication, endpoints, webhooks.

Agency & Team

4

Agency Mode

1

Manage multiple clients under one CooVex account.

Team & Permissions

1

Invite members, set roles, and control access.

White Label

1

Rebrand CooVex under your own logo and domain.

Products & Services

1

Define your offerings to improve AI recommendations.

Free Tools

6

SWOT Analysis

1

AI-powered SWOT for any business or competitor.

Business Plan Builder

2

Generate a complete business plan in minutes.

ICP Builder

1

Define your ideal customer profile with AI.

Pitch Deck Generator

1

Create investor-ready pitch decks automatically.

Marketing Plan

1

Full go-to-market strategy generated by AI.

Business Valuation

1

Estimate your business value using industry multiples.

Popular articles

Getting StartedGetting started with CooVex in 5 minutesAI Lead ScoringHow AI lead scoring worksGEO OptimizationSet up AI / GEO optimization for your siteCRM IntegrationsConnecting HubSpot to CooVexDaily BriefSetting up your daily AI briefRevenue TrackingUnderstanding your revenue dashboardCold Lead FinderFinding cold leads from Reddit & HNWebsite AuditRunning a website auditDrip CampaignsSetting up drip email campaignsWhite LabelWhite-labeling CooVex for your agency

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