First-Time Tutorial
Welcome to COCO! Your dedicated AI employee has been deployed.
You don't need any technical skills — just talk to it like a new colleague and tell it what you need help with.
3 Steps to Get Started
- Choose a Role — Tell the AI what job it's responsible for
- Describe Your Task — Hand it whatever you're working on
- Review Results — Refine and iterate if needed
Step 1: Choose Your AI Employee's Role
Your AI employee can handle many different positions. Choose based on your actual needs (you can select multiple):
| Role |
Description |
Best For |
| Product / Dev |
Write PRDs, code, technical docs |
Product managers, developers, tech leads |
| Operations |
Data analysis, process optimization, automated reports |
Operations managers, COOs, business analysts |
| Finance |
Financial analysis, budgeting, cost accounting |
Finance staff, CFOs, founders |
| Content / Marketing |
Copywriting, social media, SEO, competitive analysis |
Marketers, content creators, brand managers |
| Customer Support |
Reply to customers, organize FAQs, handle tickets |
Support leads, founders, community managers |
| QA / Quality |
Test cases, defect analysis, quality reports |
QA engineers, QA leads |
| Security / Audit |
Code audits, compliance checks, risk assessment |
Security engineers, compliance leads |
| Admin / Assistant |
Scheduling, meeting notes, information management |
Admin staff, founders, executives |
| HR / Recruiting |
Resume screening, JD writing, interview scheduling |
HR, recruiting leads, founders |
| Sales |
Customer research, sales proposals, follow-up emails |
Sales reps, BDs, founders |
Tip: You can select multiple roles! For example, founders often choose "Operations + Content/Marketing + Assistant." The AI employee automatically adjusts its work style based on your selected roles.
Not sure what to choose?
Just tell the AI your actual problem. For example:
- "I have a pile of customer feedback that I haven't organized"
- "My boss wants a competitive analysis report by next week"
- "We need to hire 3 people and I can't keep up with the resumes"
- "I need to prepare a financial report for investors this month"
The AI will help break down the problem, clarify your needs, and guide you step by step.
Step 2: Understand What AI Can Do For You
After choosing your role, here's what the AI employee can accomplish:
Product / Dev
| Task |
Description |
You Provide |
| PRD Writing |
From requirements to complete product doc |
Product idea, target users, core features |
| Technical Design |
Architecture, API design, tech docs |
Business requirements, tech stack preferences |
| Code Development |
Write code, fix bugs, refactoring |
Requirements, existing code, error info |
| Code Review |
Line-by-line quality and security review |
Code files or PR links |
| MVP Building |
Build minimum viable product from scratch |
Product definition, priority ranking |
| API Documentation |
Auto-generate API docs |
Code files or API definitions |
Operations
| Task |
Description |
You Provide |
| Data Analysis Reports |
From raw data to insights |
Excel/CSV files, analysis dimensions |
| Automated Reports |
Periodic business reports |
Data sources, templates, metrics |
| Process Optimization |
Analyze processes, find bottlenecks |
Current process description, pain points |
| User Behavior Analysis |
Analyze user data, growth suggestions |
User data, business goals |
| Competitive Monitoring |
Regular competitor tracking |
Competitor list, focus areas |
| KPI Dashboards |
Design key metrics dashboards |
Metrics definitions, data sources |
Finance
| Task |
Description |
You Provide |
| Financial Analysis |
Key metrics from financial statements |
Financial reports (PDF/Excel) |
| Budget Planning |
Annual/quarterly budgets |
Historical data, goals, budget framework |
| Cost Accounting |
Project cost breakdown |
Cost details, allocation rules |
| Investor Reports |
Financial data to fundraising materials |
Financial data, fundraising requirements |
| Expense Auditing |
Batch audit expense claims |
Expense lists, approval rules |
| Cash Flow Forecasting |
Predict future cash position |
Historical data, business plans |
Content / Marketing
| Task |
Description |
You Provide |
| Social Media Copy |
Platform-adapted promotional content |
Product info, target audience, platform |
| SEO Optimization |
Keyword research + content optimization |
Target keywords, existing content |
| Competitive Reports |
Comprehensive market comparisons |
Competitor list, comparison dimensions |
| Email Campaigns |
Marketing email sequences |
Target personas, marketing goals |
| Brand Copy |
Brand stories, slogans, guidelines |
Brand positioning, values, audience |
| Content Calendar |
Monthly/quarterly publishing plans |
Marketing goals, key dates, channels |
Customer Support
| Task |
Description |
You Provide |
| FAQ Knowledge Base |
Organize common questions from tickets |
Historical support records, product docs |
| Reply Templates |
Standard responses for common scenarios |
Common issue types, brand voice requirements |
| Ticket Classification |
Auto-categorize customer issues |
Ticket data, classification rules |
| Satisfaction Analysis |
Analyze feedback, find improvements |
Feedback data, rating records |
| Multi-language Support |
Translate support content, multi-language replies |
Original content, target languages |
| VIP Customer Detection |
Identify high-value customers |
Customer data, value criteria |
QA / Quality
| Task |
Description |
You Provide |
| Test Case Writing |
Generate complete test matrices |
PRD or feature descriptions |
| Bug Collection & Analysis |
Organize defect information |
Bug reports, log files |
| Automated Test Scripts |
Generate automation test code |
Test scenarios, tech framework |
| Quality Reports |
Coverage rates, defect trends |
Test data, defect records |
| Regression Planning |
Pre-release regression strategy |
Change scope, historical defects |
| Performance Testing |
Load test design and analysis |
Performance requirements, architecture |
Security / Audit
| Task |
Description |
You Provide |
| Code Security Audit |
Check common vulnerabilities (OWASP Top 10) |
Code files, tech stack info |
| Compliance Check |
Verify business compliance |
Process descriptions, applicable regulations |
| Risk Assessment |
Identify business/tech risks |
System architecture, business description |
| Security Policy |
Create security management policies |
Organization size, business type |
Admin / Assistant
| Task |
Description |
You Provide |
| Schedule Management |
Organize calendars, coordinate meetings |
Calendar access, scheduling preferences |
| Meeting Notes |
Record and summarize meetings |
Meeting recordings or transcripts |
| Information Management |
Organize files, data, contacts |
Raw data or documents |
| Travel Arrangements |
Book flights, hotels, itineraries |
Travel preferences, budget |
HR / Recruiting
| Task |
Description |
You Provide |
| Resume Screening |
Batch review, score by requirements |
Job requirements, resume files |
| JD Writing |
SEO-optimized, inclusive job descriptions |
Role requirements, team context |
| Interview Scheduling |
Coordinate calendars for candidates + panels |
Candidate info, panel availability |
| Onboarding Plans |
Personalized onboarding programs |
Role details, company policies |
Sales
| Task |
Description |
You Provide |
| Client Research |
Company background, news, org charts |
Company name or domain |
| Proposal Generation |
Custom proposals from templates |
Client info, products, pricing |
| Follow-up Emails |
Personalized post-meeting follow-ups |
Meeting notes or key points |
| Lead Research |
Find and enrich prospects |
Target criteria, data sources |
| Quote Calculation |
Generate accurate pricing quotes |
Products, quantities, discount rules |
| CRM Updates |
Auto-log activities and meetings |
CRM access, activity data |
