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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.