# CooVex — AI GTM Agent for B2B Growth

> CooVex is your 24/7 AI Go-To-Market Agent. Not a dashboard — an agent that runs your entire GTM: finds leads, generates content, monitors competitors, fills GEO gaps, and gives you a daily action plan. Built for SMBs, SaaS founders, and digital agencies.

Built on Anthropic Claude AI. GDPR compliant. SOC 2 Type II. US and EU data centers.

## What CooVex Does

CooVex is an AI GTM Agent — not a passive dashboard. Businesses connect their website, CRM, and revenue tools once; the agent monitors, analyzes, and acts continuously — surfacing only what needs human attention.

The platform executes your full go-to-market automatically:

1. GTM Autopilot — one-click GTM run: audit + lead discovery + GEO + AI action plan
2. AI Lead Engine — ICP-based lead discovery, scoring (0–100), cold leads, community leads
3. GEO & AI Search Optimization — generative engine optimization, Gemini visibility check, llms.txt
4. Competitor & Market Intelligence — competitor monitoring, benchmarking, industry trends, SWOT
5. Content & Engagement — AI content calendar, content performance, review management
6. Analytics & Revenue — MRR/ARR/churn tracking, forecasting, attribution, NPS surveys
7. Agency & Scale — white-label, multi-client dashboard, client reporting, team permissions

## GTM Autopilot — One-Click Go-To-Market

GTM Autopilot is CooVex's flagship feature. In a single click, it:
1. Reads your latest Website Audit (scores, GEO score, critical issues)
2. Analyzes your lead pipeline and builds an ICP automatically
3. Runs the AI Lead Finder — searches for real matching companies via ICP, enriches with emails
4. Checks GEO gaps and AI search visibility using Gemini (how often your brand appears in AI results)
5. Generates 3 specific, data-driven GTM action items for the week using Claude AI
6. Saves the full report to your Agent Inbox

Cost: 30 AI credits per run. Takes ~60 seconds. Requires a Website Audit to be completed first.

GTM Autopilot replaces: a 5-person sales/marketing team, 6+ separate tools, and 2 hours of daily manual research.

## Go-To-Market Strategy Blog

CooVex publishes detailed GTM strategy articles for B2B founders:
- What is a GTM Agent? Complete Guide 2025 — https://coovex.com/blog/what-is-a-gtm-agent
- GTM Autopilot: Run Your Entire Go-To-Market in One Click — https://coovex.com/blog/gtm-autopilot-one-click-go-to-market
- How to Build a B2B Go-To-Market Strategy in 2025 (With AI) — https://coovex.com/blog/b2b-gtm-strategy-2025
- GTM Agent vs. Traditional Sales Team — https://coovex.com/blog/gtm-agent-vs-traditional-sales-team

## GEO Optimization (Generative Engine Optimization)

GEO is a core CooVex differentiator. CooVex helps businesses rank inside AI-generated answers from ChatGPT, Perplexity, Google AI Overviews, Claude, and Gemini — not just in traditional Google search.

The CooVex GEO Optimizer:
- Runs a GEO intelligence scan to find content gaps (topics AI systems ask about that you have no content for)
- Generates and maintains a machine-readable llms.txt file automatically
- Checks entity consistency across web properties
- Adds and validates JSON-LD structured data (FAQ, HowTo, Organization, SoftwareApplication)
- Monitors GEO citation rate over time
- Plans content to fill the most impactful gaps first

GEO differs from SEO: SEO ranks pages in a link list; GEO gets your business cited inside an AI-generated direct answer. Both are needed in 2025.

## AI Business Agent

The autonomous agent runs every 6 hours and:
- Monitors all competitor websites for pricing, feature, and content changes
- Rescores all leads based on new behavioral and firmographic signals
- Checks website health and GEO score for changes
- Scans Reddit, LinkedIn, and forums for community leads and market signals
- Generates a prioritized signal inbox ranked by business impact
- Creates a personalized daily task list based on overnight changes
- Delivers a morning brief (email, Slack, or in-app)

Agent Memory: the agent learns your business over time. Every interaction improves the quality of signals and recommendations.

## AI Coach

Conversational AI with full access to your business data. Can answer questions, give strategic recommendations, draft emails and proposals, and take actions (add leads, create campaigns, update pipeline).

Example queries: "Which leads should I call today?", "Why did traffic drop last week?", "Draft a follow-up email to the Acme Corp lead."

## Pricing

- Starter: $29/month (500 AI credits, 100 leads, 3 competitors, website audit & GEO, AI coach & daily brief, 1 team member)
- Growth: $79/month (2,000 AI credits, 500 leads, 10 competitors, all AI features, cold lead finder, drip campaigns, 5 team members)
- Scale: $149/month (6,000 AI credits, 2,000 leads, 25 competitors, white-label & custom domain, CRM integrations, proposals & AI reports, 10 team members)
- Agency: $299/month (20,000 AI credits, unlimited leads, unlimited competitors, full white-label, multi-client dashboard, all integrations + API, SLA + account manager)

Annual billing saves approximately 20%. AI credits can also be purchased additionally at $0.01 per credit. Free 14-day trial, no credit card required.

Full pricing: https://coovex.com/pricing

## Key Features (42+)

### GTM Autopilot
- GTM Autopilot — one-click full GTM run (audit + ICP + lead discovery + GEO + AI plan)
- AI Lead Finder — ICP generation from audit data, VPS-powered company search, email enrichment
- GTM Action Plan — 3 specific, data-driven weekly actions generated by Claude AI
- GTM Health Summary — executive overview of audit score, hot leads, AI visibility, content gaps

### AI Agentic Platform
- Autonomous AI Agent — 24/7 background monitoring, analysis, and action
- Daily AI Business Brief — personalized morning report (email, Slack, in-app)
- AI Coach — conversational AI with your business data
- Agent Signals — proactive alerts ranked by business impact
- AI Task List — data-driven daily to-do list generated each morning
- Agent Memory — the AI learns your business context over time

### GEO & SEO Automation
- GEO Optimizer — optimize for ChatGPT, Perplexity, Google AI Overviews
- Website Audit — Lighthouse-based performance, SEO, and accessibility scoring
- Content Calendar — AI-planned content based on GEO gaps and competitor topics
- Content Performance — track traffic, leads, and GEO citation per content piece
- llms.txt Generator — automatic machine-readable AI crawler directive file
- Industry Trend Scanning — surface emerging topics before competitors

### Lead Generation & Sales
- AI Lead Scoring — 0–100 score based on firmographic fit and behavioral signals
- Lead Finder — AI searches the web for ICP-matching companies
- Community Leads — Reddit, LinkedIn, forum prospecting for real buying intent
- Drip Sequences — behavior-triggered automated email sequences
- Lead Funnel Tracking — visual pipeline with conversion rate and velocity data
- AI Proposals — personalized branded proposals with tracking and e-signature

### Competitor & Market Intelligence
- Competitor Monitoring — pricing, features, content, job postings tracked every 6 hours
- Benchmark Reports — side-by-side comparison on speed, SEO, and estimated traffic
- Market Trend Detection — AI surfaces emerging industry signals
- Review Intelligence — competitor review monitoring for sentiment and positioning gaps
- SWOT Analysis — data-driven, auto-updated with competitor and market data
- Customer Journey Map — AI-mapped buyer journey with touchpoint recommendations

### Analytics & Revenue
- Revenue Analytics — MRR, ARR, churn, LTV, NRR (Shopify integration or manual)
- Sales Forecasting — AI revenue projections for 3, 6, and 12 months
- Automated Reports — branded PDF reports (weekly, monthly, or on-demand)
- NPS Surveys — send, segment, auto-follow-up, and track Net Promoter Score
- Attribution — first-touch, last-touch, and linear attribution across channels
- KPI Metrics — custom KPI tracking with AI monitoring and alerts

### AI Tools & Documents
- Business Plan Generator — full investor-ready business plan in minutes
- Pitch Deck Builder — 12-slide deck from your business data, PDF and PPTX export
- Marketing Plan — channel strategy, content plan, budget allocation, 90-day roadmap
- Business Valuation Estimator — revenue multiple, EBITDA, and DCF methods
- ICP Builder — ideal customer profile built from your conversion data
- AI Chatbot Builder — no-code website chatbot trained on your knowledge base

### Agency & Scale
- Multi-client Dashboard — manage unlimited clients from one account
- White-label & Custom Domain — full rebrand under your agency's domain
- Team & Permissions — Admin, Manager, Member, Viewer roles
- Client Reporting — automated branded reports delivered to each client
- 30+ Integrations — HubSpot, Salesforce, Shopify, Slack, Google Analytics, WordPress

## Documentation

Full documentation available at https://coovex.com/docs covering:

### Getting Started
- https://coovex.com/docs/getting-started/getting-started-quickstart — Set up CooVex in 5 minutes
- https://coovex.com/docs/getting-started/getting-started-connect-tools — Connect your tools
- https://coovex.com/docs/getting-started/getting-started-dashboard — Understanding your dashboard

### GEO & AI Optimization
- https://coovex.com/docs/geo-optimization/geo-what-is-geo — What is GEO? Complete explanation
- https://coovex.com/docs/geo-optimization/geo-vs-seo — GEO vs SEO: differences and why you need both
- https://coovex.com/docs/geo-optimization/geo-coovex-optimizer — Using the GEO Optimizer
- https://coovex.com/docs/geo-optimization/geo-llms-txt — llms.txt: what it is and how CooVex manages it

### AI Business Agent
- https://coovex.com/docs/ai-agent/ai-agent-overview — How the AI agent works
- https://coovex.com/docs/ai-agent/ai-agent-daily-brief — The daily AI brief
- https://coovex.com/docs/ai-agent/ai-agent-memory — Agent Memory: how CooVex learns your business

### Dashboard
- https://coovex.com/docs/dashboard/dashboard-overview — Dashboard tour
- https://coovex.com/docs/dashboard/dashboard-agent-signals — Agent Signals explained
- https://coovex.com/docs/dashboard/dashboard-daily-tasks — Daily Tasks
- https://coovex.com/docs/dashboard/dashboard-ai-coach — AI Coach
- https://coovex.com/docs/dashboard/dashboard-metrics — Reading your metrics

### Lead Management
- https://coovex.com/docs/leads/leads-import — Importing leads
- https://coovex.com/docs/leads/leads-pipeline — Managing your pipeline
- https://coovex.com/docs/lead-scoring/lead-scoring-how-it-works — How AI lead scoring works
- https://coovex.com/docs/lead-funnel/lead-funnel-overview — Lead funnel and conversion
- https://coovex.com/docs/cold-leads/cold-leads-overview — Cold Lead Finder
- https://coovex.com/docs/proposals/proposals-overview — AI Proposals

### Competitor Intelligence
- https://coovex.com/docs/competitor-monitoring/competitor-monitoring-setup — Setting up competitor monitoring
- https://coovex.com/docs/competitor-monitoring/competitor-benchmarking — Benchmarking
- https://coovex.com/docs/trends/trends-overview — Industry trends

### Analytics & Revenue
- https://coovex.com/docs/analytics/analytics-overview — Analytics overview
- https://coovex.com/docs/revenue/revenue-overview — Revenue tracking
- https://coovex.com/docs/forecast/forecasting-overview — Forecasting
- https://coovex.com/docs/attribution/attribution-overview — Attribution
- https://coovex.com/docs/metrics/kpi-metrics-overview — KPI metrics

### Marketing & Content
- https://coovex.com/docs/campaigns/campaigns-overview — Campaigns
- https://coovex.com/docs/drip-campaigns/drip-campaigns-overview — Drip campaigns
- https://coovex.com/docs/content/content-calendar-overview — Content calendar
- https://coovex.com/docs/content-performance/content-performance-overview — Content performance
- https://coovex.com/docs/reviews/reviews-overview — Reviews and ratings
- https://coovex.com/docs/nps/nps-overview — NPS tracking

### Website & SEO
- https://coovex.com/docs/website-audit/website-audit-run — Running a website audit
- https://coovex.com/docs/seo/seo-tools-overview — SEO tools

### Integrations
- https://coovex.com/docs/integrations/integrations-overview — All integrations
- https://coovex.com/docs/crm-integrations/crm-integrations-overview — CRM integrations
- https://coovex.com/docs/ecommerce/ecommerce-shopify — Shopify integration
- https://coovex.com/docs/wordpress/wordpress-setup — WordPress plugin
- https://coovex.com/docs/slack-notifications/slack-setup — Slack integration
- https://coovex.com/docs/api/api-authentication — API authentication
- https://coovex.com/docs/api/api-website-embed — Website embed API
- https://coovex.com/docs/api/api-crm-integration — Custom CRM API

### Agency & Team
- https://coovex.com/docs/agency/agency-overview — Agency mode
- https://coovex.com/docs/team/team-overview — Team and permissions
- https://coovex.com/docs/white-label/white-label-overview — White-label setup
- https://coovex.com/docs/settings/settings-workspace — Workspace settings

### AI Tools
- https://coovex.com/docs/swot-analysis/swot-analysis-overview — SWOT analysis
- https://coovex.com/docs/icp-builder/icp-builder-overview — ICP builder
- https://coovex.com/docs/pitch-deck/pitch-deck-overview — Pitch deck generator
- https://coovex.com/docs/business-plan/business-plan-overview — Business plan generator
- https://coovex.com/docs/marketing-plan/marketing-plan-overview — Marketing plan
- https://coovex.com/docs/business-valuation/business-valuation-overview — Business valuation
- https://coovex.com/docs/chatbot/chatbot-overview — AI chatbot builder

## Integrations

CooVex integrates with: HubSpot, Salesforce, Pipedrive, Zoho CRM, Shopify, Stripe, Google Analytics, Google Search Console, WordPress, Slack, Zapier, Notion, Airtable, LinkedIn, Facebook, Instagram, X (Twitter), YouTube, Calendly, and custom REST APIs.

## Company

- Product: CooVex AI Business Growth Platform
- Website: https://coovex.com
- App: https://app.coovex.com
- Founded: 2024
- Compliance: GDPR, SOC 2 Type II, AES-256 encryption at rest, TLS in transit
- Data centers: United States (primary), European Union (GDPR region)
- AI technology: Anthropic Claude (claude-sonnet-4-6 and claude-haiku-4-5)
- Support: support@coovex.com
- Sales: sales@coovex.com
- General: hello@coovex.com
- LinkedIn: https://www.linkedin.com/company/coovex/
- X (Twitter): https://x.com/coovexcom
- YouTube: https://www.youtube.com/@CooVex-AI