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Set up CooVex in 5 minutes

A complete walkthrough from creating your account to seeing your first AI insights — no technical setup required.

This guide walks you through everything from creating your account to seeing your first AI-generated insights. The whole process takes about 5 minutes — no technical setup required.

Step 1 — Create your account

Go to app.coovex.com/signup. You can sign up with:

  • Email & password — enter your work email and choose a password
  • Sign in with Google — one click, no password needed

No credit card is required. CooVex is free during the public beta.

After signing up, check your inbox for a verification email and click the confirmation link. Then log in.

Step 2 — Add your business

The first thing you will see after logging in is the Add Your Business setup screen. This is important — the more accurately you fill this in, the smarter your AI agent will be from day one.

What to fill in:

  • Business name — your company or product name (e.g., "Acme SaaS")
  • Website URL — your main website (e.g., https://acmesaas.com). CooVex will run an immediate audit of your site.
  • Industry — select the category that best fits (SaaS, E-commerce, Agency, Consulting, etc.)
  • What you sell — a 1–2 sentence description of your product or service and who it is for. The AI uses this to tailor every recommendation.
  • Main competitors — add 1–3 competitor websites. CooVex starts monitoring them immediately.

Click Create Business when done. CooVex saves your profile and starts the background analysis.

Step 3 — Watch the AI go to work

Within 60–90 seconds of setup, CooVex automatically runs three things in the background:

Website Audit

CooVex scans your site for SEO issues, performance problems, and accessibility failures. You will see a score out of 100 broken down by category. Every issue comes with a specific fix — not just "improve your SEO" but "your H1 tag is missing on the homepage."

Competitor Scan

CooVex takes a baseline snapshot of every competitor you added. From now on, any change to their website, pricing page, or feature list will appear as a signal in your inbox.

GEO Intelligence Analysis

CooVex analyzes whether your business appears when people search for your category on ChatGPT, Perplexity, or Google AI overviews — and identifies exactly what content you are missing to get cited.

Step 4 — Check your Agent Inbox

Go to Agent → Inbox in the left sidebar. This is the most important page in CooVex.

You will already see your first signals — AI-generated cards that highlight specific things to act on. Each card contains:

  • What was found — a plain-English summary of the issue or opportunity
  • Why it matters — the potential impact on your business
  • What to do — a concrete next action you can take right now
  • Priority level — High, Medium, or Low based on estimated impact

Work through signals from top to bottom. Dismiss anything that is not relevant — the agent learns from your feedback and will get more accurate over time.

Step 5 — Import your leads

Go to Leads in the left sidebar and add your existing prospects.

Option A: CSV upload

  1. Click Import → Download Template
  2. Fill in: Name, Email, Company, Phone, Website, Notes
  3. Upload the file — CooVex maps columns automatically

Option B: Manual entry

Click + Add Lead and fill in the contact details one by one. Good for a handful of key accounts.

Option C: CRM sync

Go to Settings → Integrations and connect HubSpot or Salesforce. Your existing contacts sync within minutes.

Once leads are imported, CooVex's AI scoring system assigns each one a score from 0 to 100 within a few minutes. Leads scoring 80+ are flagged as hot and move to the top of your list automatically.

Step 6 — Set up your daily brief

Go to Settings → Notifications and configure your daily brief delivery:

  • Time — choose when you want it (most users pick 7–8 AM their local time)
  • Channel — email, Slack, or both

Starting tomorrow morning, you will receive a 2-minute brief every day covering: what changed overnight, your top 3 priorities for the day, any competitor activity, and lead alerts.

You are set up

Here is a summary of what is now running for your business:

  • Website being audited weekly and compared to competitors
  • Competitors monitored daily for pricing and feature changes
  • Leads scored and ranked by conversion likelihood
  • Daily brief delivered every morning with your top priorities
  • GEO optimization tracking which AI engines cite your business

From here, explore the rest of the platform at your own pace. The AI coach (the chat icon in the bottom-right corner) can answer any question about your specific business data — just ask.

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