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Corei — Core Intelligence
Ticket Triage & Dispatch

Triage the whole board in one screen — not one ticket at a time.

The Dispatch Portal replaces the spreadsheet-and-sticky-note workflow with a live operational picture: morning briefing, capacity gauges, tech board, and Corei recommendations — all grounded in your ConnectWise data.

60%
less time triaging
1 view
queue + capacity
0
second-screen lookups

Morning Briefing

2 SLA-risk tickets · 1 customer-responded · capacity normal · Marlow & Juno out today

Breached

0

All Open

83

Responded

Needs Schedule

1

Dispatch Review

1

Utilization

78%

Techs with open time

70.5h available

Marlow Vega

8.0h open
8a-12p1p-5p

Avery Stone

8.0h open
8a-12p1p-5p

Quinn Hart

8.0h open
8a-12p1p-5p

Theo Bryn

7.5h open
8a-12p1p-4:30p

Indira Cole

5.5h open
8a-9:15a1p-2p4p-4:30p

Sage Wilder

5.3h open
9:35a-10:51a11:42a-12p2:01p-3:25p

Triage queue

#48220MFA reset — exec

0:21

#48211Print server timeouts

0:42

#48217VPN reconnect loop

1:18

#48223M365 mailbox routing

2:00

#48229New laptop provisioning

—

Capacity forecast · today

Tech board

55%

95%

190%

138%

94%

172%

69%

Nico

Theo

Kira

Juno

Wren

Felix

Avery

J

Suggest: Route #48220 to Rowan — skills match, 4.0h open, prior MFA fix in 9 min.

Anatomy

What dispatchers see the moment they sit down.

Every panel earns its place. The portal is built around the questions a dispatcher actually asks at 7:58 a.m. — what's on fire, who's out, who has time, and what should move next.

Morning Briefing

A Corei-written summary of what happened overnight, what changed, and what needs a human eye first.

Operational Gauges

Breached, All Open, Needs Schedule, Dispatch Review, Open Backlog, Utilization — color-coded and click-through.

Techs With Open Time

Live capacity blocks per technician, with scheduled vs available hours and skill tags.

PTO & Chat Duty

Who's out today, who owns chat coverage, and where on-call hand-offs land.

Triage Queue

Filter by board, member, or status. New, customer-responded, and breached tickets surface first.

Capacity Forecast

A per-tech timeline with utilization bars so you can see overload before it happens.

Corei · Dispatch

Pick a ticket, get an assignment recommendation with reasoning — skills, load, history, SLA risk.

SLA Risk Radar

A focused panel that surfaces tickets at risk of breach within the next two hours.

Ticket Slayer

Bulk-action mode for clearing stale tickets — close, merge, reassign, or request update in a guided flow.

Triage workflow

From inbox chaos to a scheduled day in four moves.

  1. 01

    Read the room

    Morning Briefing summarizes overnight noise. Gauges highlight what crossed a threshold while you were asleep.

  2. 02

    Sort the queue

    Filter by board, status, customer response, or SLA risk. Triage Queue groups what must move first.

  3. 03

    Match work to tech

    Corei suggests assignment with reasoning. You confirm or pick another — one click, written back to ConnectWise.

  4. 04

    Protect the day

    Capacity Forecast updates live. Over-allocations flash before they happen so you can rebalance early.

Dynamic time estimation

Estimates down to the minute — for this tech, on this customer.

Corei understands every technician's skillset, analyzes the solution path for the problem at hand, and weighs it against customer-specific context — environment, tooling, history, and known quirks. The result is a time-to-resolution estimate that shifts dynamically based on who picks up the work and how qualified they are to complete it.

Tech skill graph

Certifications, tools, vendor stacks, and tag-resolved tickets — built from real history, not a self-rated profile.

Solution analysis

Identifies the likely fix path, runbook, and dependencies before anyone opens the ticket.

Customer context

Environment, devices, known issues, and prior resolutions inform the estimate per customer.

Dynamic minutes

The estimate updates the moment a different tech is considered — junior, senior, or specialist.

Corei · time-to-resolve estimator

Live

Ticket

#48220 · MFA reset for CFO — Brightwave Civic

Entra IDVIP userHybrid ADConditional Access
RP

Rowan Pike

Tier 2 · Identity specialist

11min

96% confidence

Best match

Resolved 3 similar Entra MFA tickets in last 30 days · avg 11m

MH

Mira Halsey

Tier 2 · Networking

24min

71% confidence

Capable

Has Entra basics · slower path through ticket portal

FD

Felix Doyle

Tier 1 · Service desk

47min

42% confidence

Stretch

Will need to escalate VIP exception · no prior MFA tickets

Estimate shifts +36 minutes if assigned to a Tier 1 — Corei weighs skill, customer history, and solution path before suggesting the slot.

Corei · Dispatch

Recommendations with their work shown.

Corei explains every assignment — the skills it matched, the workload it considered, prior tickets it learned from, and the SLA risk it weighed. The dispatcher stays in control; the AI just removes the lookup work.

  • Skills + certifications match against the ticket's device and category
  • Live capacity check — no double-booking against scheduled blocks
  • Pulls from similar resolved tickets and Cluster runbooks
  • Flags after-hours, on-call, and PTO conflicts before assigning

Assignment recommendation

High confidence

Ticket

#48220 · MFA reset for CFO — Brightwave Civic

SLA 0:21VIPEntra ID
JM

Assign to Rowan Pike

4.0h open today · Tier 2 · Identity

94% match
  • Skill match: Entra ID, MFA, VIP handling
  • Capacity: Free until 11:00 — fits 30-min SLA
  • Prior work: 3 MFA resets · avg 11 min
  • Risk: No PTO, no on-call conflict

Alternative: Mira Halsey has identity skills but is at 138% utilization. Assigning would push #48217 past SLA.

Skill map

A skill map built from closed tickets, not self-assessments.

Corei reads every closed ticket in full, assigns it a skill category, and rates each technician on complexity, depth, independence and resolution quality. When a ticket was a team effort, credit is split by share of hours. If Corei can't quote a tech's own notes on the ticket, that rating is thrown out — no notes, no score.

  • Scores start near the team average and move with ticket volume — a lucky ticket can't manufacture an expert
  • Every cell is explainable: click a score to see the tickets behind it
  • Skill categories are discovered from ticket content, not a fixed dropdown a manager filled in once

Technician × skill matrix

Illustrative
M365FirewallsServersVoIPIdentityEmail Sec.
Maya R.
Chris L.
Jordan P.
Sam T.
Ava N.

Maya R. · M365 · score 5/5

22 tickets · avg complexity 3.6 · independence high

Click any cell to see the tickets behind that score.

Stays current

Skill scores age like real skills do.

Recent work counts more than old work, and a new tech or a new skill area is never left blank — it's seeded near the team average until evidence takes over.

Recency weighting

Older tickets still count — just less.

0–24 months old100% weight
24–36 months old60% weight
Older than 36 months30% weight

Proven vs. declared blend

A manager's initial call fades out as ticket evidence builds up.

0 tickets
100% mgr / 0% proven
4 tickets
60% mgr / 40% proven
8 tickets
40% mgr / 60% proven
12 tickets
10% mgr / 90% proven
16+ tickets
0% mgr / 100% proven

New tech or a brand-new skill? Corei seeds a starting score from the manager's declaration, then lets evidence take over ticket by ticket.

Effort sizing

Stop booking two-hour blocks for 40-minute jobs.

Corei finds the task type automatically from similar closed tickets, then books a block sized to who's actually doing it and who it's for.

  • Nightly labor baselines per task type — for the whole team and for each tech
  • A client complexity multiplier: a client that historically runs 30% longer gets longer bookings
  • Personal targets blend a tech's own history with the team baseline
  • Overruns are flagged before they become a pattern, not after the quarter is over

Triage card

New hire: VPN access + MFA enrollment

Harbor Dental GroupP3Remote
MR

Tech Maya R.

Thu 10:00–11:30

1.5h

Why 1.5h: Maya's median is 1.1h over 14 similar tickets · team median is 1.2h · Harbor Dental historically runs 1.3× ⇒ booked 1.5h.

Who gets recommended

A transparent score, not a black box.

Every candidate is scored on the same weighted factors. Urgency can send a critical ticket to a lesser-fit tech who's available sooner — and Corei says so. Expanding a card shows the ratings and the reasoning behind them.

Dispatchers can reject a recommendation with or without a reason — either way, the system learns.

Scoring weights (illustrative)

Availability+20
Proven skill+20
Workload+15
Client history+15
Urgency+10
Continuity+10
Risk-20
Control the throttle

Dispatch your way, from full control to full autonomy.

Mode 1

Manual, made smarter

Plan Mode lets a dispatcher stage a whole morning's moves and commit them together. Drops onto PTO are blocked before they happen. Conflicts are explained in plain language, not error codes.

Mode 2

Assisted

Triage cards propose a tech, a slot and a block length with the reason attached. Accept & schedule in one click, or pick another candidate. A queue planner never offers the same slot twice.

Mode 3

Autonomous

Corei assigns and books using the same scoring, filters, effort sizing and queue planning a dispatcher would use. Every booking records its reason. Dispatchers can override anytime.

First 30 days of dispatch portal use — early results

50%
of tickets dispatched with AI assistance
6.5%
of tickets dispatched fully autonomously
164 hrs
dispatcher time saved

Built for MSPs running 10+ technicians on ConnectWise.

Sits alongside your PSA. Reads live, writes back deliberately. Your dispatcher gets a workspace built for triage — not a dashboard glued onto a record system.

Works with ConnectWise PSA
SOC 2 aligned controls
Live reads, deliberate writes