How to run your business's AI X-Ray
Tell us what your business sells, or point to your website and social media accounts. The AI searches, shows what it found, and builds a draft configuration.
2 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
The X-Ray is the fastest way to teach your business to the AI. You tell it what you sell, or point to your website, Instagram, Tax ID, and files, and the AI puts together a draft brand, agent, funnel, follow-up, and marketing. Nothing is applied without you reviewing it first.
Where to find it in Cognizy
Before you start
- Only the owner and admins can run the X-Ray.
- The first X-Ray doesn't use any credits. Running it again does.
- Have on hand what helps the AI: website, Instagram handle, Tax ID, price list, or catalog.
Step by step
- Step 1:
In the menu, open and click the Build with AI tab.
- Step 2:
In Tell us about your business, write what you sell and who it's for. You can dictate using the microphone. If you have them, also fill in Website, Instagram, and Tax ID: everything is optional, and the more sources, the better.
- Step 3:
Further down, tell us Who you sell to, your Average ticket, How you sell today, and What you want from Cognizy.
- Step 4:
In Files and photos, click Upload file to send a price list, menu, catalog, or photos.
- Step 5:
Click Run the X-Ray. The search takes 1 to 5 minutes, and the screen shows the progress. You can leave the screen: it keeps running.
- Step 6:
When the search finishes, the screen shows the Sources: what was read, what failed, and what was skipped, along with the reason. Right below that is what the AI understood about the business.
- Step 7:
Review What the AI understood and the facts it found. Correct or remove anything that's wrong. If the What's missing section appears, answer the questions. Then click Save corrections: what you write becomes a source.
- Step 8:
Click Generate draft. The AI takes a few more minutes to put each part together.
- Step 9:
The draft opens in the Draft tab, divided into blocks: brand, agent and knowledge base, funnel, follow-up, and marketing. The Market analysis tab shows competitors, and What I found keeps the facts and sources.
How to know it worked
The screen shows the date of the last search and the Draft tab with the blocks ready for you to review and apply.
If something goes wrong
A source shows up as "failed" or "skipped".
The reason is shown alongside it. Usually it means you need to connect the account or provide the website. Fix it and click Add source and run again.
The AI misunderstood what the business does.
Fix the fact on the results screen and save it. When you generate the draft, what you wrote takes priority.
Next step
Review the draft block by block and apply it to the account.
Sign in with your Cognizy account to save your progress.
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