Support

Frequently asked questions

How Covis works, how you get started, and how we handle your data.

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What is Covis AI?

Covis AI is an AI-powered operations platform that helps companies and independent professionals find leads, win clients, and deliver the work in one system. It connects client acquisition, conversations, proposals, and project delivery so teams are not switching between disconnected tools.

Who is Covis AI for?

Covis is built for two kinds of customers. Companies get a dedicated portal on their own subdomain, with team collaboration, project management, and shared AI agents. Individuals get a personal workspace at app.covis.ai, designed for freelancers and solo operators who still need the same intelligence stack.

How does Covis help me find and win clients?

Covis identifies opportunities, drafts expert replies for your conversations, reads buying intent, and helps you send stronger proposals. Once a deal is won, the same system plans the work, assigns the team, and tracks delivery so winning a client and delivering the work stay connected.

What is Vio?

Vio is the Covis AI assistant. On the public site, Vio can answer questions about the platform. Inside a tenant portal, Vio works with your company knowledge, conversations, and projects so your team can ask for drafts, summaries, and next steps without leaving Covis.

How does pricing work?

Covis offers subscription plans for companies and for individuals, with monthly and yearly billing. Plans include trial access so you can evaluate the product before you commit. See the Pricing page for current plan limits, features, and trial terms.

Is there a free trial?

Yes. Eligible plans include a free trial so you can explore the workspace, AI agents, and delivery tools before billing starts. Trial length and included tokens depend on the plan you choose. Details are on the Pricing page and in the Free Trial, Billing & Refund Policy.

How do I get started?

Create an account from the Sign Up page, choose a Company or Individual plan, and verify your email. Companies receive a subdomain such as yourcompany.covis.ai. Individuals get a personal workspace. You can also contact us if you want help choosing a plan or onboarding a team.

Where is my data stored and how is it protected?

Covis is operated by XEVEN SOLUTIONS PVT LTD. We collect and process account, billing, and workspace data to provide the service, with subprocessors for payments and AI features. Retention, deletion, cookies, and your privacy rights are documented in our Privacy Policy, Data Retention Policy, and Data Deletion Policy.

Can I delete my account or workspace?

Yes. You can request account or workspace deletion, and we also support GDPR erasure requests. The Data Deletion Policy explains the steps, timelines, what is removed, and what may be retained when the law requires it.

How do refunds and cancellations work?

Subscriptions are billed through our payment processor. You can cancel to stop future renewals. Refund eligibility, trial conversion, and exceptions are described in the Free Trial, Billing & Refund Policy. For billing questions, email info@covis.ai.

Does Covis replace my existing CRM or project tools?

Covis is designed to be the system of record for finding work, winning it, and delivering it. Many teams start by running leads, conversations, proposals, and projects in Covis, then keep a specialist tool only where they still need it. The Services page walks through the product screens involved.

How can I get support?

Email info@covis.ai, use the contact form, or chat with Vio on the website. Paying customers can also raise support tickets from their tenant portal. Help videos on this site cover common walkthroughs without requiring a login.

Still looking for something? Contact us or create an account.