AI that runs in the background of your MSP — not in a sidebar.
Corei is the operations layer inside Corei. It reads service, sales, project, asset, and people data continuously — surfacing utilization, revenue, onboarding, and answers for the humans who actually run the business.
- 24/7
- background AI agents
- 1 layer
- across every department
- 100%
- sourced & explainable
COREI
Corei
Pre-triages overnight tickets
Drafts QBRs before Monday
Refreshes revenue forecasts hourly
Flags stalled onboarding by lunch
See real utilization — not just timesheets.
Corei blends scheduled time, time-entered hours, billable vs. non-billable mix, and ticket throughput into one honest picture per technician. You see who's over-loaded, who's under-utilized, and where skill imbalance is dragging the team.
- Per-tech billable, non-billable, and idle breakdown — live, not weekly
- Skill mix vs. demand so you know where to hire or cross-train
- Weekly trend lines that flag drift before it shows up in P&L
- Corei recommendations: who to shift to which work, with reasoning
Team utilization · this week
Marlow Vega
Tier 2 · Cloud
72%
Avery Stone
Tier 3 · Identity
88%
Quinn Hart
Tier 1 · Service desk
41%
Sage Wilder
Project · Networking
64%
Indira Cole
Tier 2 · M365
95%
Felix Doyle
Tier 1 · Endpoint
55%
Weekly trend
Team avg 69% · +4 ptsCorei: Quinn and Felix are running under 55% — they have capacity for Stonebridge Schools' rollout this week. Want a draft schedule?
Revenue health for every account — before the QBR.
Corei ties recurring revenue, project pipeline, ticket sentiment, and tenure into a per-account health view. Account managers walk into every conversation with an AI brief — risks, expansion fits, and the talking points that match this customer.
- MRR, ARR, and one-time revenue rolled up per account and segment
- Churn signals from ticket sentiment, response patterns, and CSAT
- Expansion fit scoring tied to the customer's environment and history
- One-click account brief — auto-generated before every meeting
Revenue · top accounts
Cobalt Tooling
$12,400 MRR
Meridian Health
$8,950 MRR
Stonebridge Schools
$6,200 MRR
Brightwave Civic
$15,100 MRR
Harbor & Vale
$4,800 MRR
Account brief · Brightwave Civic
- • Ticket sentiment dropped 14 pts in 30 days — VPN reliability
- • Renewal in 92 days · 3 unresolved exec tickets
- • Suggested play: bring SD-WAN proposal, offer a free network audit
Turn your customers' inventory into quantified pipeline.
Corei reads every end-customer device, warranty, license, and EOL date. It quantifies refresh, expansion, and security opportunities in dollars — and hands the account manager a draft talk-track grounded in that customer's actual environment.
- Continuous inventory analysis across devices, OS, warranties, and licenses
- Dollar-quantified refresh, EOL, and seat-expansion opportunities per customer
- Auto-drafted proposals and talking points your AM can edit and send
- Pipeline created by Corei tracked from suggestion to closed-won
Opportunity radar · asset-driven
Suggested
$312,400
In motion
$184,200
Won (QTD)
$71,900
Cobalt Tooling
42 endpoints out of warranty
$48,200
SentMeridian Health
Win 11 ineligible · 28 devices
$31,500
DraftStonebridge Schools
M365 E3 seats +14
$9,840
WonBrightwave Civic
Firewall EOL · 3 sites
$22,100
DraftHarbor & Vale
Backup storage at 92%
$6,750
QueuedCorei: 14 new opportunities generated this week — $63,400 in suggested pipeline. Route to AM owners?
The work that happens while your team sleeps.
Corei runs as a fleet of background agents — triaging, tagging, drafting replies, and proposing assignments. By the time your dispatcher logs in, the queue is sorted, the noise is gone, and the morning briefing tells them exactly what to look at first.
- Overnight triage, tagging, and SLA-risk scoring across every board
- Drafted replies for common request types — awaiting a human send
- Suggested ticket-to-tech matches with skill, capacity, and time estimates
- Writes back to ConnectWise only after a human approves
Overnight run · Tue Jun 20
23:14
Scanned 218 new tickets across 6 boards
01:02
Auto-tagged 142 · merged 6 duplicates
03:48
Drafted 31 replies (password, MFA, printer)
05:21
Flagged 4 SLA-risk tickets for dispatcher review
06:55
Proposed 18 assignments — confidence ≥ 80%
07:30
Generated morning briefing for Dispatch Portal
Morning briefing
Queue is clean. 4 SLA-risk tickets need eyes first. 31 drafted replies waiting to send. Two assignment recommendations need approval (Brightwave Civic · VPN).
Track new technicians from day one to first solo win.
Corei follows every new hire's onboarding — system access, shadowed tickets, supervised resolutions, certifications, and first solo close. It flags blockers, recommends the next training, and tells managers exactly who needs a check-in this week.
- Onboarding milestones tracked automatically from real ticket activity
- Per-skill readiness heat strip — see strengths and gaps at a glance
- Corei flags stalled new hires before their second week ends
- Suggested next-best training pulled from your runbooks and clusters
Wren Halsey · Tier 1 (week 6 of 12)
Onboarding cohort · Spring '26
- ✓
Setup
- ✓
Shadowing
- ✓
Supervised
Solo tickets
Certified
Skill readiness
Endpoint
90%
M365
72%
Networking
48%
Identity
35%
Backup
18%
42
Shadowed
18
Supervised
5
Solo
Corei: Wren is ready to solo M365 tickets. Identity and Backup are lagging — assign the Entra ID runbook this week.
Your fixes, your runbooks, your customers — one trusted answer.
Corei builds a living knowledgebase from your tickets, runbooks, customer environments, and resolved fixes. Every answer is grounded in your data and shows its sources. When Corei sees a repeating fix, it proposes a new article for the team to approve.
- Grounded in tickets, runbooks, customer memory, and resolved fixes
- Plain-language answers with cited sources on every response
- Auto-proposed KB articles when the same fix repeats across techs
- Customer-specific context — never a generic web answer
Company knowledgebase
How do we handle MFA reset for a Brightwave Civic VIP?
Corei · answer
For Brightwave Civic VIPs, reset MFA through the Identity runbook (v3) — they require a CAB exception logged in the change window. Verify caller via callback to the number on file before resetting.
Sources
Suggest a new KB article: This fix has been repeated 6 times in the last 30 days. Promote to a runbook?
AI that earns its place on the team.
Explainable
Every answer shows the tickets, runbooks, and records it was built from.
Human-in-the-loop
Corei recommends and drafts. Humans approve before anything writes back.
Grounded in your data
Built on your ConnectWise and Corei context — not the open internet.
See Corei run against your real data in a 45–60 minute working demo.
Bring a sandbox of your ConnectWise data. We'll show utilization, revenue health, asset opportunities, and a triaged queue — live, in your environment.