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.

Customizing and scheduling your Daily Brief

Set delivery time, choose channels, pick which sections appear, and tune the brief to match how you actually start your workday.

The Daily Brief is most valuable when it fits your morning workflow. This guide covers every customization option so the brief works for you rather than adding another inbox item to manage.

Where to find brief settings

Go to Settings → Notifications and select the Daily Brief tab. Settings here apply to your user account. If you are an admin, you can also set workspace-level defaults that apply to new users.

Delivery channels

In-app

Always enabled. The brief appears on your dashboard each morning and persists in Agent → Report for 30 days.

Email

Enable the email toggle and enter the delivery address. You can use a different address from your login email — useful for sending the brief to a shared team inbox or a mobile-only address.

Slack

Connect your Slack workspace in Settings → Integrations → Slack, then select the channel. The brief is posted as a formatted Slack message with expandable sections. You can set it to DM rather than a channel if you prefer.

Delivery time

Set to any hour between 5 AM and 10 AM in your workspace timezone. The agent generates the brief 15 minutes before delivery, pulling the latest data. Setting delivery to 8 AM means your data is fresh as of 7:45 AM.

Weekend delivery is optional. By default, briefs are sent Monday through Friday. You can enable Saturday and/or Sunday delivery in the advanced settings — useful if you check business data on weekends.

Sections to include

Each section can be enabled or disabled independently:

Overnight Summary (recommended on) — the plain-English recap
Priority Signals (recommended on) — your top urgent items
Today’s Tasks (recommended on) — the AI task list
Key Numbers (recommended on) — metric snapshot
What to Watch (optional) — forward-looking radar items
Week Ahead (optional, off by default) — a 7-day outlook
Market Signals (optional) — industry trends and competitor activity digest

Brief tone

Choose between:

Concise — bullet points, numbers, links. Under 200 words. Best for people who want fast daily scanning.
Narrative — paragraphs with context and reasoning. 300-500 words. Best for people who like to understand the why, not just the what.
Executive — like Narrative but formatted for sharing. Suitable if you forward the brief to a board member or investor.

Agency and client briefs

If you are on an Agency plan, you can configure a separate brief for each client workspace. Each client brief pulls data from only that client’s workspace. You can have your own brief plus a separate brief for each managed account — all delivered at different times if needed.