Rule 01
It shows its evidence.
Recommendations explain themselves from real data. Unsupported reasons are removed.
Corei PSA · Core Intelligence
Intelligence
where it matters.
Corei PSA is a complete MSP operations platform with AI built into the decisions that cost you time and money: who takes the ticket, how long to book, what the numbers say, and what happens next.
M365FirewallsServersVoIPIdentityEmailAppsDomains
Maya R.
Chris L.
Jordan P.
Sam T.
Priya K.
Leo M.
Select a cell to see the evidence behind a technician's score.
Corei · Platform overview01
The idea
Most platforms add a chatbot.
Corei put AI inside the work.
Dispatch, scheduling, reporting, quoting, client support, billing and automation run on the same data, under the same permissions. Corei sits where a person used to guess, dig or retype—and shows the reasoning.
Rule 02
It respects permissions.
Corei sees only what the asker can see and uses the lowest access level in a group.
Rule 03
You decide how far it goes.
Run work in manual, assisted, approval, or autonomous modes—with an override at any time.
What it is
Corei PSA is the record system and the operator.
Corei PSA holds everything a managed service provider runs on—tickets, schedules, time, projects, clients, agreements, inventory and invoices—and puts Corei inside those records. The result is a PSA that answers questions, drafts the work and finishes the routine parts, instead of waiting for someone to notice.
Because dispatch, support, quoting, billing and reporting share one source of truth, a change in one place is correct everywhere else. No exports, no reconciliation spreadsheets, no second version of the truth.
1
source of truth for service, sales and billing
200+
purpose-built tools Corei can use
4
autonomy modes, from manual to fully automatic
0
reports you have to build by hand
Included
Everything a full PSA has to do.
Corei PSA covers the whole operation, so you are not stitching a service desk to a quoting tool to a reporting tool.
Service desk
Ticketing, queues, SLAs, triage, time entry and quality-scored notes.
Dispatch & scheduling
Proven-skill matching, effort sizing, availability, travel and SLA-aware ranking.
Projects
Templates, trackers, percent complete, scope-creep detection and follow-ups.
Clients & agreements
Contacts, assets, documents, environments, agreements and QBR history.
Quoting & sales
Templates, dynamic terms, approvals, signatures, sales orders and POs.
Billing & vendors
Quote-to-cash controls, invoice readiness, reconciliation and missed-billing findings.
Inventory & assets
Serial lifecycle, technician custody, receiving, shipping and returns.
Reporting
Gauges, dashboards, clusters, anomaly labels and permission-aware sharing.
The difference
A legacy PSA records it. Corei PSA runs it.
| The moment | Legacy PSA | Corei PSA |
|---|---|---|
| Assigning a ticket | A dropdown of names and a guess | Ranked technicians with evidence from closed work |
| Booking time | A fixed default block | Effort sized from similar tickets and client complexity |
| Phone and chat intake | Someone retypes the call | A matched, structured ticket draft ready to confirm |
| Reporting | A ticket to the report writer | A live gauge built from a plain sentence |
| Routine work | It waits in a queue | Handled end to end, or paused for approval — your call |
| Missed billing | Found at month end, if at all | Vendor costs matched to agreements continuously |
Where the intelligence sits
One system. Every operating decision.
01
Autonomous tickets
From intake to fix, notes, update and close.
02Dispatch & phone intake
Proven skills, right-sized bookings, ready ticket drafts.
03Corei
Run schedules, tickets, meetings and reporting by conversation.
04Client support chat
Teams support that troubleshoots, fixes or escalates.
05Client command center
Every client record, environment and dollar in one view.
06Gauges & dashboards
Build live metrics and reusable scorecards from a sentence.
07Quoting & dynamic terms
Interactive quotes, approvals, signatures and handoff.
08Billing & vendor audits
Quote-to-cash controls and missed-billing detection.
09Agentic workflows
Describe, simulate and approve cross-tool automations.
What is Corei PSA?
Corei PSA is a professional services automation platform for managed service providers. It handles tickets, dispatch, scheduling, time, projects, quoting, agreements, inventory, billing and reporting, with AI working inside those records instead of beside them.
How is Corei PSA different from a traditional PSA?
A traditional PSA stores the work and waits for a person to decide. Corei PSA scores technicians on proven skills, sizes bookings, drafts tickets from calls and chats, builds reports from a sentence, and can complete routine work end to end when you allow it.
Does Corei PSA replace ConnectWise?
It can run as your PSA of record, or alongside ConnectWise Manage while you transition. Both paths keep one source of truth, so dispatch, billing and reporting stay consistent during the move.
Is my data safe inside Corei PSA?
Corei only sees what the person asking is already allowed to see, drops to the lowest access level in a group conversation, and records the reason for every action it takes.
How long does it take to get started?
Book a 45–60 minute demo and we'll tailor Corei to your stack, then set up your trial. Most teams connect their tools, import clients and agreements, and run dispatch inside the first few weeks.
In short
The platform does the work.
You decide how far it goes.
Evidence behind every recommendation
Permission checks at every action
Manual, assisted and autonomous modes