CooVex is a 24/7 AI business agent for SMBs and agencies. It autonomously monitors competitors, scores leads, optimizes your website for AI search engines (GEO), generates content, tracks revenue, and sends you a personalized daily brief — replacing 10+ separate business tools.

What is GEO (Generative Engine Optimization)?

GEO stands for Generative Engine Optimization — the practice of optimizing your business to be cited and recommended by AI search engines like ChatGPT, Perplexity, Google AI Overviews, and Claude. Unlike traditional SEO which targets Google blue links, GEO targets direct AI-generated answers. CooVex automates GEO with content gap analysis, llms.txt generation, structured data, and entity optimization.

How is CooVex different from a CRM or analytics tool?

CooVex is not a passive dashboard you check — it is an autonomous AI agent that acts proactively. It monitors, analyzes, and surfaces only what needs your attention each day, across leads, competitors, website, revenue, and market trends. It covers what would otherwise require a CRM, SEO tool, competitor tracker, review manager, content planner, and analytics platform combined.

How much does CooVex cost?

CooVex starts at $29/month (Starter plan). Growth is $79/month, Scale is $149/month, and Agency is $299/month. All plans include a 14-day free trial with no credit card required. Annual billing saves approximately 20%.

Does CooVex work for agencies?

Yes. CooVex has an Agency Mode that lets you manage unlimited client workspaces from one account, generate branded reports for each client, and white-label the entire platform under your own domain and branding. The Agency plan includes multi-client dashboard, full white-label, and unlimited team members.

What integrations does CooVex support?

CooVex integrates with 30+ tools including HubSpot, Salesforce, Pipedrive, Shopify, Slack, Google Analytics, Google Search Console, WordPress, Zapier, and more. It also provides a REST API and webhook system for custom integrations.

Is CooVex GDPR compliant?

Yes. CooVex is GDPR compliant with EU data center options, AES-256 encryption at rest, TLS in transit, signed Data Processing Agreements available, and a dedicated privacy@coovex.com contact for data requests.

Reports — automated, branded business reports

CooVex generates branded weekly and monthly PDF reports automatically. Share with your team, investors, or clients with one click.

CooVex Reports are AI-generated PDF documents summarizing your business performance over a chosen period. They are designed to replace the manual process of pulling data from multiple tools and assembling a report every week or month.

See also the Agent Report for on-demand analysis. This guide covers the scheduled Reports system specifically.

Report types

Weekly Performance Report

Auto-generated every Monday. Covers: lead activity, top signals from the week, website health change, competitor activity digest, content published, and revenue snapshot. 2-4 pages.

Monthly Business Review

Auto-generated on the 1st of each month. More comprehensive: MRR trend, pipeline analysis, GEO score progress, benchmark vs. competitors, and a written strategic outlook for the coming month. 6-10 pages.

Custom Reports

Build a custom report focused on specific metrics. Choose which sections to include, the date range, and the data sources. Save the template for recurring use.

Client Reports (Agency plan)

White-labeled reports for each managed client. Branded with your agency logo and the client’s workspace data. Can be sent to clients automatically on a weekly or monthly schedule.

Report scheduling and delivery

Go to Reports → Schedule to configure:

Which report types to enable
Delivery day and time
Recipients (workspace members, external emails, or both)
Delivery channels (email PDF attachment, Slack summary, or both)

Branding your reports

Upload your logo and set brand colors in Settings → Workspace → Branding. Reports use these automatically. Agency plan users can set separate branding per client workspace.

Sharing and exporting

Download PDF — high-resolution, print-ready
Share link — a read-only web version of the report with a shareable URL
Email — send directly from CooVex to any email address

Reports are stored in CooVex for 12 months. You can access any previous report from the Reports → History tab.