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Setting up your daily AI brief

Configure when and how your personalized morning business brief is delivered.

What is the daily brief?

Every morning, CooVex compiles a personalized brief for your business — a 2-minute read covering what changed overnight, what to prioritize today, and what your competitors are doing.

What's in the brief

  • Yesterday's highlights — top events across leads, revenue, and competitors
  • Today's priorities — 3 specific actions ranked by impact
  • Competitor activity — any changes detected in the last 24 hours
  • Lead alerts — high-scoring leads that went cold or re-engaged
  • Market pulse — one key trend relevant to your industry

Delivery options

Go to Settings → Notifications to configure:

  • Email — sent at a time you choose (default: 8:00 AM your timezone)
  • Slack — posted to a channel of your choice
  • In-app — visible in Agent Inbox every morning

Customizing the brief

In Settings → Agent Config, you can tell the agent what to focus on. For example:

"Focus the daily brief on lead pipeline changes and competitor pricing. Skip social media activity."

The agent will adjust its briefing priorities accordingly.

Setting up your daily AI brief | CooVex