AI Coach — ask anything about your business

The CooVex AI Coach is not a generic chatbot. It has full access to your business data — leads, scores, revenue, competitors, audit results, agent memory — and uses that data to answer your questions specifically about your business.

Think of it as a senior business analyst who is always available, always current, and always focused on your specific situation.

Accessing the Coach

• Floating icon — bottom-right corner of every page. Best for quick questions while working.
• Full screen — Agent → AI Coach in the sidebar. Shows full conversation history, better for in-depth sessions.

What the Coach can do

Answer questions about your data

• “Which leads have the highest score and have not been contacted this week?”
• “What is our MRR growth rate over the last 90 days?”
• “Which competitor has changed their pricing most recently?”
• “What is our current website SEO score and what is hurting it?”

Give strategic recommendations

• “What should I focus on this week to grow revenue?”
• “How should I respond to Competitor X’s new free tier?”
• “My conversion rate dropped from 18% to 11% last month. What might be causing this?”

Write and draft

• “Write a follow-up email to the Acme Corp lead — they visited our pricing page twice yesterday”
• “Draft a proposal for a 50-person fintech company”
• “Create a blog outline about [topic from our GEO gap report]”
• “Write responses to these three negative reviews”

Take actions

• “Add Nexus Labs as a lead with status Qualified”
• “Mark the DataPro deal as Won”
• “Start tracking TechRival as a competitor”
• “Create a drip campaign for my cold SaaS leads”

Tips for better answers

Be specific. “Which leads should I call?” gives a generic answer. “Which leads in the fintech industry with a score above 75 have not been contacted in 7 days?” gives a precise list.

Give context. “We are doing a Q4 push. Which leads are most likely to close before December 31?” uses your goal to filter the answer.

Use follow-ups. The Coach remembers your conversation. After it answers, you can say “Now draft an outreach email for the top 3” and it knows which three you mean.

Coach memory

Important facts you share with the Coach are saved to Agent Memory. If you say “we are pivoting to enterprise clients”, the agent records that and applies it to future signals, task lists, and recommendations — without you having to repeat it.