Rule 01
It shows its evidence.
Recommendations explain themselves from real data. Unsupported reasons are removed.
Corei PSA · Core Intelligence
AI-Native PSA Software for MSPs
Corei brings ticketing, dispatch, projects, agreements, quoting, procurement, billing, reporting, and workflow automation into one MSP system of record, with AI built directly into the work.
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Select a cell to see the evidence behind a technician's score.
Corei · Platform overview01
What is Corei?
Corei PSA brings MSPs a new level of Intelligence.
Corei is an AI-native professional services automation (PSA) platform built for managed service providers. It combines the service desk, dispatch, projects, agreements, quoting, procurement, billing and reporting in one system, and puts AI inside those records to triage, schedule, document and automate routine work under rules you control.
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
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.
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.
05Technician workspace
Role-aware cards, one-motion closeout and checked time.
06Client command center
Every client record, environment and dollar in one view.
07Gauges & dashboards
Build live metrics and reusable scorecards from a sentence.
08Quoting & dynamic terms
Interactive quotes, approvals, signatures and handoff.
09Procurement & billing
Signed quote to paid invoice, with blockers explained.
10Billing & vendor audits
Quote-to-cash controls and missed-billing detection.
11Agentic workflows
Describe, simulate and approve cross-tool automations.
12Radar
Anomalies confirmed with evidence before anyone is alerted.
13Client environments
Email security, backup, Microsoft 365 and network health.
Control
Exactly where the intelligence is, and who stays in control.
| Feature | Where AI improves it | Who stays in control |
|---|---|---|
| Autonomous tickets | Takes tickets from any channel through diagnosis, fix, notes, status and notification. | You clear the work; plan approval or trusted execution |
| Dispatch | Scores real skill from closed tickets, predicts difficulty, strips unsupported reasons. | Manual, assisted or autonomous; override anytime |
| Phone intake | Holds the call, captures details, matches the caller, drafts the ticket. | A dispatcher confirms the draft |
| Corei | 200+ tools for schedules, tickets, notes and reporting, with every figure checked. | The asker's permissions; the lowest in the room |
| Workspace | Catches technicians up, drafts notes, tidies resolutions, checks time. | Every write approved |
| Support chat | Greets, identifies the device, troubleshoots, resolves or escalates. | You set the level; a human is always available |
| Client data & QBRs | Enriches clients and writes audience-specific review summaries. | Reviewed before saving or sending |
| Gauges | Builds gauges and clusters from a sentence, and explains the values. | Approved datasets; nothing saves unreviewed |
| Quoting & procurement | Imports designs, plans refreshes, ranks vendors, drafts purchase orders. | Terms locked by rule; drafts confirmed |
| Billing & audits | Explains blockers, briefs priorities, matches clients across systems. | Corei never issues, voids, credits or collects |
| Workflows & Radar | Builds automations from plain English and confirms anomalies before alerting. | Drafts are activated by a person |
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.
Does Corei include an RMM?
No. Corei is a PSA, not an RMM. It connects to your monitoring, backup, security and Microsoft 365 tools so their signals become tickets, context and reporting inside one system of record.
Can Corei work alongside another PSA?
Yes. Corei can run in tandem with ConnectWise PSA using two-way sync, with an initial sync typically completed in 12–36 hours, so you can evaluate it without a hard cutover.
How much does Corei cost?
Corei is currently available through a 3–6 month pilot program for MSPs. Pricing depends on your adoption path and is covered during a 45–60 minute demo.
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