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Simple, step-by-step guides for everything in Cotnek — from your first login to campaigns, leads, automations and billing.

All topics (51 guides)

Getting started

Your first 10 minutes with Cotnek.

What Cotnek does — a one-minute tour

Cotnek is one place to run your marketing and sales with the help of AI. You tell it what you need in plain words, it prepares the work, and you approve it.

  • Overview — the AI Assistant. Ask for anything: a campaign, a post, a plan, a lead report.
  • Campaigns — Meta (Facebook, Instagram, Messenger, WhatsApp) and Snapchat ad campaigns, plus landing pages that collect leads.
  • Content — the AI studio for Instagram and LinkedIn posts, blogs and emails.
  • Leads — your sales pipeline (CRM), the AI chat for your website, and your customer list.
  • Automations — follow up with new leads automatically.
  • Reports — real numbers: new leads, where they came from, deals won.
  • Integrations, Team, Billing, Settings — connect your website, invite colleagues, manage your plan and account.
Good to know

Nothing is created, changed or launched until you press Approve. You are always in control.

Choose a plan and create your account

Cotnek is a paid service — there is no free trial. Your account is created the moment your payment goes through.

  1. Go to cotnek.com/#pricing.
  2. Pick Monthly or Yearly at the top (yearly costs the same as 10 months — two months free).
  3. Press the button on the plan you want: Starter, Growth or Scale.
  4. Enter your name, work email, company name and a password (at least 8 characters).
  5. Pay with your card on the secure payment page.
  6. You come back to Cotnek and your workspace is ready. Log in with the email and password you just chose.
Tip

Joining a colleague's workspace instead? You don't need to buy anything — ask them to invite you (see Invite a teammate).

Good to know

If your payment went through but you can't log in, email support@cotnek.com — we set it up by hand straight away.

Log in, log out and reset your password

  1. Go to cotnek.com/login.html (or press Log in at the top of any page).
  2. Enter your email and password and press Log in.
  3. To log out: press your initials (top right) › Log out.

Forgot your password?

  1. On the login page press Forgot password?.
  2. Email support@cotnek.com from the email address on your account.
  3. We reply with a one-time reset link. It works once and expires after 1 hour.
  4. Open the link, choose a new password, and log in. You are signed out on all your other devices.
Good to know

For your security, Cotnek staff never ask for your password and never send you one.

The first-time setup (4 quick steps)

The first time you log in, Cotnek opens a short setup. It takes about a minute and makes everything the AI writes fit your business.

  1. Your business — type your website and press Read my website: Cotnek reads it and fills in what you sell, who your customers are and where you operate. Check the answers, fix anything, press Save & continue. No website? Just fill in the boxes.
  2. Connect tools — shows what works today and what is coming soon. Read it and continue.
  3. Describe what you need — pick a first task (for example Draft my first Meta campaign or Build my 30-day launch plan). Cotnek starts on it right away.
  4. Approve & launch — review what Cotnek prepared and approve it, or change it.
Tip

Pressed Skip for now? No problem — you can fill in everything later under Settings › Business profile. The Get set up checklist on Overview shows what's left.

Finding your way around

The menu (left side)

Overview, Campaigns, Content, Leads, Automations and Reports are for your daily work. Integrations, Team, Billing and Settings are for your workspace. Some areas have tabs across the top — for example Campaigns has Meta, Snapchat and Landing pages.

The top bar

  • Search — find any campaign, lead or content by name. Shortcut: ⌘ K (Mac) or Ctrl K (Windows).
  • Ask AI — jumps to the AI Assistant.
  • Globe icon — choose the currency amounts are shown in, and the language (English or العربية).
  • Bell — your notifications. Mark all read clears them.
  • Create — start something new: ask Cotnek, a Meta or Snapchat campaign, content, a lead or an automation.
  • Sun / moon switch — light or dark mode.
  • Your initials — profile, billing and log out.

On a phone

Tap the ☰ button (top left) to open the menu. Everything works on a phone; wide tables can be scrolled sideways.

AI Assistant

Tell Cotnek what you need — it prepares the work for you.

Ask Cotnek to do something

  1. Open Overview in the menu (or press Ask AI at the top).
  2. Type what you need in the box at the bottom — just like a message to a colleague.
  3. Press Enter or the ↑ button. (Shift + Enter starts a new line.)
  4. Watch the steps appear as Cotnek works. Answers and written copy show up in the chat.
  5. If Cotnek prepared a change (a campaign, a lead, an automation…), review it and press Approve & launch.

Good things to ask

  • “Launch a Meta lead campaign for our spring offer, $30 a day, Dubai.”
  • “How is my business doing this month, and which campaign is performing best?”
  • “Show me my hot leads that are still in the qualified stage.”
  • “Write a LinkedIn post and a marketing email announcing our new menu.”
  • “Create a landing page for our free consultation offer.”
  • “Pause any campaign that is spending but getting no leads.”
Tip

Be specific: who it's for, the offer, the budget, the city and the tone. Cotnek already knows your business profile, so you don't need to repeat it.

What the assistant can do

You ask for…What Cotnek does
Numbers and answersReads your real data: business overview, lead report, campaigns, automations, landing pages. Finds leads by stage.
WritingSocial posts, emails, blog articles, ad copy, video scripts — in English or Gulf Arabic.
AdviceMarketing plans, market research, pricing, go-to-market and new business ideas, with rough budgets and next steps.
CampaignsBuilds complete Meta or Snapchat campaigns, turns campaigns on or off, changes budgets and settings, creates a new ad set from an existing campaign.
LeadsAdds leads to your pipeline and moves or updates several leads at once.
Automations & reportsDesigns follow-up workflows and creates reports.
Landing pagesDesigns and publishes a lead-capture page.
Good to know

Anything that creates or changes something is only prepared — it waits for your approval. Reading data and writing copy happen straight away.

Review and approve before anything happens

When Cotnek prepares a change, a review card appears in the chat listing exactly what will be created or changed.

  1. Read the card carefully (name, budget, audience, text…).
  2. Happy with it? Press Approve & launch. Cotnek makes the change and confirms it.
  3. Want something different? Press Change something and type what to change — for example “make it $50 a day” or “target Abu Dhabi too”. Cotnek prepares a new version.
  4. Don't want it? Press Cancel. Nothing is created.
Good to know

If you ask for a new version, the older unapproved plan in the same chat is replaced automatically, so you can't approve an out-of-date one by mistake.

Copy, save and translate what Cotnek writes

Under every piece of writing Cotnek produces you'll find:

  • Copy — copies the text so you can paste it anywhere.
  • Save to Studio — keeps it in your content library (Content › AI studio › All Content).
  • النسخة العربية / English version — rewrites it in natural Gulf Arabic, or back into English. It adapts the message for the audience instead of translating word for word.

Chat history and starting a new chat

  • New chat (top of Overview) starts a fresh conversation. Use it when you switch to a different topic.
  • History shows your earlier chats. Click one to open it and carry on where you left off.
  • Inside one chat Cotnek remembers what you said earlier, so you can say “now make the same for Snapchat”.

Business advice and market research

Ask Cotnek real business questions — it answers like a senior growth consultant: a direct recommendation first, then details, steps, rough budgets and what to measure.

  • “Give me a 90-day marketing plan for a new café in Jumeirah.”
  • “Which should I open in Business Bay — a juice bar or a salad bar?”
  • “How should I price a monthly cleaning subscription for villas?”
Important

Figures such as market sizes and costs are estimates unless the answer shows sources. Always check costs, licences and regulations locally before you commit money.

“The AI is busy” and other assistant messages

MessageWhat it means and what to do
The AI is busy right nowOur AI provider had a short spike in demand. Cotnek already retried several times for you. Wait a minute and press Try again. Any answer you already received is kept.
Limit reachedYou've used this month's AI credits, or hit a plan limit (team members, campaigns or leads). Press Buy credits or See plans. Only the workspace owner or an admin can buy.
The AI assistant is switched offAI is temporarily unavailable. You can still do everything by hand from the menu.
This request was interruptedWe restarted our servers while Cotnek was working. Send your message again.
That request could not be handledThe AI refused the request (for example unsafe content). Rephrase it.

Business profile

Teach Cotnek about your business once — it uses it everywhere.

Set up your business profile

  1. Go to Settings › Business profile.
  2. Type your website address and press Read my website. Cotnek fills in the details for you.
  3. Check every box and correct anything: what you sell, your customers, the cities you serve, what makes you different, your brand voice, your main goal, languages and competitors.
  4. Press Save business profile.
Tip

The better this profile, the better every campaign, post and answer. Update it when your offer changes.

Monday summary and weekly plan

At the bottom of Settings › Business profile you'll find two weekly helpers. Both arrive every Monday at 09:00 UAE time.

  • Monday summary (free) — a notification with last week's real numbers: new leads, top lead source, website chats and deals won. On by default.
  • Weekly plan (uses about 100 AI credits a week) — Cotnek drafts the week's social posts and an email, and recommends one campaign, ready for you to review on Overview. Off until you switch it on.

Ads & campaigns

Build Meta and Snapchat campaigns in minutes.

How campaigns work in Cotnek today

Important

Cotnek builds complete campaigns — objective, audience, budget, schedule and ad copy — and saves them in your workspace. Publishing straight to your Meta or Snapchat ad account is coming soon. Until then, use the campaign Cotnek built as your ready-made plan and set it up in Meta Ads Manager or Snapchat Ads Manager.

New campaigns always start Paused. Switching one on in Cotnek marks it as active in your workspace; it does not spend money on Meta or Snapchat.

Create a Meta campaign with chat (easiest)

  1. Go to Campaigns › Meta and press Create with Chat. (Or: top bar Create › Meta campaign.)
  2. Work through the steps on the left, one at a time: Objective (Sales, Leads, Awareness or Re-engagement), Platforms (Facebook, Instagram, Messenger, WhatsApp), Name, daily Budget, Audience (location, age, interests), Placements, Creative (ad text and an optional image or video) and Schedule.
  3. Cotnek suggests names and writes the ad text for you. Pick a suggestion or type your own at any step.
  4. Watch the Building your campaign panel on the right: it shows the campaign, ad set and ad as they take shape, plus an ad preview.
  5. Press Approve & Launch. The campaign is saved in Cotnek, paused, until you turn it on.
Tip

You can also just tell the assistant on Overview: “Launch a Meta lead campaign for our villa cleaning offer, AED 150 a day, Dubai Marina and JLT.”

Create a campaign with the manual form

  1. Go to Campaigns › Meta (or Snapchat) and press Manual form.
  2. Fill in: Campaign name, Objective, Platform (Meta only) and Daily budget (USD).
  3. Press Create campaign. It appears in the list, paused.

Snapchat campaigns

  1. Go to Campaigns › Snapchat.
  2. Press Create with AI for the guided chat, or Manual form for a quick form.
  3. Answer the questions (goal, audience, budget, ad text) and press Approve & Launch.
Good to know

The banner at the top reminds you that Snapchat Ads is not connected yet — the campaign is saved in Cotnek as a paused draft.

Turn on, pause, change or copy a campaign

  • Turn on / pause — use the switch on the campaign's row.
  • Look inside — the Campaigns, Ad Sets and Ads tabs show each level of your campaigns.
  • Filter — the platform chips (Facebook, Instagram, Messenger, WhatsApp) show only campaigns on that platform.
  • Change budget, audience or text — ask the assistant: “Raise the Summer Sale budget to $60 a day.” Review and approve.
  • Copy a campaign / new ad set — ask the assistant: “Make a copy of Summer Sale targeting Abu Dhabi.”

Landing pages

Pages hosted by Cotnek that turn visitors into leads.

Create a landing page

A landing page is a simple one-page website for one offer, with a form. Every form sent arrives in your Leads automatically.

With AI (fastest)

  1. Go to Campaigns › Landing pages and press Create with AI.
  2. Finish the sentence: “Create a landing page for… our free first consultation for new patients.”
  3. Review the page Cotnek designed and approve it. It goes live.

By hand

  1. Press Create manually.
  2. Fill in: internal name (only you see it), Headline, Subheadline, an optional Offer line, Benefits (one per line), Button text and the Thank-you message people see after sending the form.
  3. Optional: add your WhatsApp number with country code (for example +971501234567) to show a “Chat on WhatsApp” button.
  4. Press Publish page.

Share, edit, unpublish or delete a page

Each page in the list shows its status, views, leads and conversion rate. The buttons on the right:

  • Copy link — copy the page address to share in ads, WhatsApp, Instagram bio or email.
  • Edit — change the text and save.
  • Unpublish / Publish — take the page offline or put it back.
  • Delete — removes the page and its link stops working. Leads it collected stay in your CRM.

Content Studio

Posts, emails and blogs written with AI.

Write posts, emails and blogs with AI

  1. Go to Content › AI studio.
  2. Pick a tab: Instagram, LinkedIn, Blog or Email. Each one follows the rules of that channel.
  3. Describe what you want: the topic, the audience and the goal. Example: “Instagram post announcing our weekend brunch, family audience, book a table.”
  4. Optional: press a tone button — Professional, Casual, Urgent or Data-driven.
  5. Press Generate.
  6. Use the buttons under the result: Copy, Regenerate for a new version, or Save as draft.
Tip

Short on ideas? Ask on Overview: “Give me a month of Instagram post ideas for Ramadan.”

Your content library and calendar

  • All Content (right side of the studio) lists everything you saved. Press New to add a piece by hand: title, channel, text and status (Draft, Scheduled or Published).
  • Content Calendar shows your content by day: 🟢 published, 🔵 scheduled, 🟠 draft.
  • Top Performing Content highlights your best pieces.
Good to know

Cotnek writes and stores your content. Posting straight to Instagram, LinkedIn or other social accounts is coming soon — copy the text and post it from the app for now.

Leads & CRM

Every potential customer, from first hello to deal won.

Understand your pipeline

Go to Leads › Pipeline. Each column is a stage in your sales process:

StageMeaning
NewJust arrived — nobody has spoken to them yet.
ContactedYou've reached out.
QualifiedThey're a good fit and interested.
ProposalYou've sent a quote or offer.
NegotiationAgreeing the final details.
Won 🎉They became a customer.

Each card shows the person, company, deal value and a score bar (how likely they are to buy, 0–100). Below the board, Recent Leads lists them with source, score, value and status.

Add a lead

  1. Go to Leads › Pipeline and press Add Lead (or top bar Create › Lead).
  2. Fill in: Full name, Company, Email, Deal value (USD), Lead score (0–100) and Source (where they came from).
  3. Press Add lead. It appears in the New column, and any automation for new leads starts.
Good to know

Leads from your landing pages and website chat are added automatically — you don't need to type them in. If the same email or phone already exists, Cotnek adds a note to that lead instead of making a duplicate.

Move a lead to another stage

  • On a computer — drag the lead's card and drop it on another column.
  • On a phone — ask the assistant: “Move Meera Sharma to qualified.” or “Mark all leads from Nova Digital as contacted.” Review and approve.
Tip

Moving a lead to Won records the deal, which shows up in your reports.

Add AI chat to your website

The website chat answers your visitors 24/7 in Arabic or English using your business profile, and collects the name and phone or email of interested visitors. They appear in your Leads automatically.

  1. Go to Leads › Website chat.
  2. Press Copy code.
  3. Paste the code on your website just before </body> on every page. It works with WordPress, Shopify, Wix and custom sites. (Not sure how? Send the code to whoever manages your website.)
  4. Make sure Chat is switched on is ticked, write the First message visitors see, and press Save.
  5. Press Try it to test the chat yourself.

Recent conversations on the same page shows every chat, and which lead it created.

Good to know

Only the workspace owner or an admin can change the chat settings.

Keep a list of your customers

  1. Go to Leads › Customers.
  2. Press Add Client.
  3. Fill in the client name, industry, contact email, monthly revenue and status (Onboarding, Active or Paused), then press Add client.

Useful for agencies and service businesses that want one list of active clients and their monthly value.

Automations

Follow up with leads without lifting a finger.

What automations do

An automation (also called a workflow) waits for something to happen — a trigger — and then carries out steps for you.

  • Triggers: a new lead arrives, or a lead changes stage.
  • Steps: send a WhatsApp message, send an email, change the lead's stage, add a tag, create a task, or notify you. Steps can wait (for example 2 days) and can check a condition first.

Everything an automation does is written on the lead's timeline, so you can always see what happened.

Important

Sending WhatsApp messages and emails from automations is coming soon. Until it's switched on, those steps are recorded on the lead as “not sent” so you know to follow up yourself. Tags, stage changes, tasks and notifications work today.

Create a workflow

Quick form

  1. Go to Automations › Workflows and press New Workflow.
  2. Give it a name and an optional description.
  3. Choose the Trigger: When a lead is created or When a lead changes stage.
  4. Write the first message. Use {{name}} to insert the lead's name — for example “Hi {{name}}, thanks for getting in touch!”.
  5. Press Create workflow.

Richer workflows with the assistant

Describe the whole flow on Overview: “When a new lead comes from the landing page, tag them ‘web’, notify me, and if they're still New after 2 days, create a follow-up task.” Cotnek designs it — you approve.

Switch a workflow on or off

  1. Go to Automations › Workflows.
  2. In All Workflows, use the switch on the workflow's row.

The top of the page shows how many workflows are active, how many ran today and the success rate. The diagram shows the steps of your main workflow.

Reports

See what's working, with real numbers.

Your performance dashboard

Go to Reports › Performance.

  • Lead engine — leads collected by your landing pages, website chat and pipeline. Switch between 7 days, 30 days and 90 days. Shows new leads per day, where they came from and your top landing pages.
  • Key numbers — revenue, leads, conversions and more at a glance.
  • AI Growth Insights — short tips written from your live data.
  • Pipeline, top campaigns, automations and team activity — a summary of each area with shortcuts.

Create and export reports

  1. Go to Reports › Saved reports and press Generate (or New Report).
  2. Name the report and choose a type: Monthly, Quarterly, Client (white-label — without Cotnek branding), SEO or Custom.
  3. Press Generate. The report is built from your live data and saved in the list.
  4. To download the summary numbers, press Export — you get a spreadsheet file (.csv).

Team

Work together in one workspace.

Invite a teammate

  1. Go to Team and press Invite.
  2. Enter their email address and choose a role (see Roles).
  3. Press Send invite. A window shows their personal invite link.
  4. Press Copy link and send it to them — on WhatsApp, chat or your own email.
  5. They open the link, enter their name and a password, and they're in.
Good to know

The link works once, and only for the email you invited. Lost it? Press Copy link next to their name under Team Members (shown as Pending). Your plan sets how many people can join: Starter 3, Growth 15, Scale unlimited.

Roles: who can do what

RoleCan do
OwnerEverything. The person who bought the plan. There is one owner per workspace.
AdminEverything the owner can, including billing, plans, AI credits, inviting people, workspace settings and website chat settings.
EditorCreate and change campaigns, content, leads, landing pages, automations and reports, and use the AI. Cannot manage billing, the team or workspace settings.
ViewerRead only: can see everything and ask the assistant questions, but cannot create, change or approve anything.

Billing & subscription

Plans, AI credits, invoices and cancelling.

Plans and what they include

StarterGrowthScale
Monthly price$79$249$699
Yearly price$790$2,490$6,990
Team members315Unlimited
Active campaigns5UnlimitedUnlimited
Leads in your CRM1,00010,000Unlimited
AI credits every month1,00025,000100,000
SupportEmailPriorityDedicated account manager

Prices are in US dollars. Yearly plans cost the same as 10 months. Taxes are added where the law requires.

Upgrade, downgrade or switch to yearly

  1. Go to Billing.
  2. Choose Monthly or Yearly above the plans.
  3. Press Upgrade (or Switch to yearly) on the plan you want and complete the secure payment.
  • Upgrading, or monthly → yearly: you pay now; the unused part of your current plan is credited.
  • Downgrading, or yearly → monthly: the difference is credited to your next invoice.
Good to know

Only the owner or an admin can change the plan. If you're over a lower plan's limits (for example more team members), remove some first.

AI credits explained

AI credits are what the AI uses when it writes, plans or researches for you. Short requests use a few credits; long answers and multi-step requests use more. Reading your data is cheap; long reports and campaigns cost more.

  • Monthly credits come with your plan and reset on the 1st of every month. Unused monthly credits don't carry over.
  • Bought and bonus credits never expire. They're used only after your monthly credits run out.
  • See your balance at the top of Billing (AI credits) and in Usage This Month.

Buy more AI credits

  1. Go to Billing.
  2. In the AI credits box, choose a pack: 2,500 credits for $19 or 10,000 credits for $59.
  3. Pay on the secure payment page. The credits are added the moment the payment succeeds.
Good to know

Credit packs never expire and have no cash value. Only the owner or an admin can buy them.

Invite a business — you both get free credits

  1. Go to Billing and find Invite a business.
  2. Press Copy link and share it with other business owners.
  3. When a business signs up and pays through your link, you each get 1,000 bonus AI credits that never expire.

The same box shows how many businesses joined through your link and the credits you earned.

Update your card, download invoices or cancel

  1. Go to Billing and press Manage payment & invoices (top right).
  2. A secure billing page opens. There you can change your card, download your invoices and receipts, or cancel your subscription.
  • If you cancel, your plan keeps working until the end of the period you've already paid for.
  • Payments are non-refundable except where the law requires. See our Refund & Cancellation Policy.
  • Every payment is also listed under Billing History on the Billing page.

If a payment fails

If your card is declined at renewal, you'll see a notification in Cotnek. We retry automatically over the next few days. Update your card in Manage payment & invoices to avoid interruption. If every retry fails, the plan is cancelled.

Settings & account

Your profile, workspace, password and preferences.

Your profile

  1. Go to Settings › Profile.
  2. Update your full name, phone number and timezone.
  3. Press Save Changes.
Good to know

Your email address is your login and can't be changed here — email support if you need to change it.

Workspace settings

  1. Go to Settings › Workspace (owner or admin only).
  2. Change the workspace name, business type (Agency, Brand or Freelancer) and default currency.
  3. Use the switches for automatic weekly reports, team notifications and client report access.
  4. Press Save Changes.

Change your password

  1. Go to Settings › Security.
  2. Enter your current password, then your new password twice (at least 8 characters).
  3. Press Update Password.
Tip

Use a password you don't use anywhere else. A password manager makes this easy.

Language, currency and dark mode

  • Language: press the globe icon in the top bar and choose English or العربية. The AI can write in Arabic whichever language you choose.
  • Currency: in the same menu choose USD, AED, EUR or INR. This changes how amounts are shown; plans are always charged in USD.
  • Dark mode: use the sun/moon switch in the top bar.

Notifications

The bell in the top bar shows new leads, finished AI work, payment messages, your Monday summary and more. Press Mark all read to clear them.

Integrations

What Cotnek connects to today — honestly.

What connects today

ConnectionStatusWhat works
Your websiteAvailableAI chat that answers visitors and captures leads — one line of code.
Landing pagesAvailablePages hosted by Cotnek; every form goes straight into your pipeline.
Meta & Snapchat adsLimitedCotnek builds complete campaigns. Publishing straight to your ad accounts is coming soon.
WhatsAppLimited“Chat on WhatsApp” buttons on landing pages work today. Automated WhatsApp messages are coming soon.
Email sendingComing soonUntil then Cotnek writes your emails for you to send.

You'll always find the current list under Integrations in Cotnek.

Troubleshooting & contact

Quick fixes and how to reach us.

Common problems

I paid but can't log in.
Use the email you paid with. If it still doesn't work, email support@cotnek.com — we'll finish your setup by hand.
“Sign-up requires a paid plan.”
New workspaces are created only through Pricing. To join a colleague's workspace, open the invite link they sent you.
My invite link doesn't work.
It works once, only for the invited email, and stops working if the invite was cancelled. Ask the person who invited you to press Copy link on the Team page again.
“You do not have permission to perform this action.”
Your role doesn't allow it (for example billing needs Owner or Admin, and Viewers can't make changes). Ask your workspace owner.
“Your plan includes up to…”
You've reached a plan limit (team members, active campaigns or leads). Upgrade under Billing, or remove some first.
“This workspace has been suspended.”
Contact support@cotnek.com — we'll explain why and how to restore access.
“Your session has ended — please log in again.”
Your password was changed or you were signed out for security. Log in again.
The AI is busy.
See assistant messages — wait a minute and press Try again.
Something looks wrong or out of date.
Refresh the page. On a phone, close and reopen the tab.
No guide matches that yetTry a simpler word — or email support@cotnek.com and we'll help you directly.
Still stuck?Our team answers every message. Write from the email on your Cotnek account.
Email support