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Microsoft Teams · Corei Assistant

Corei lives inside Teams — your integrated MSP assistant.

Bring the full power of Corei into the channels your team already lives in. Ask Corei for the morning briefing, claim a ticket, approve a quote, or get project risk — all without leaving Teams. Work seamlessly with the tools you already have.

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tab-switching
@Corei
in every channel
1-click
actions back to Corei
T

Service Desk · General

14 members · Posts

● Connected
MA
Marlow A.8:02 AM

@Corei what's on fire this morning?

CoreiCorei8:02 AM

Overnight: 2 SLA-risk tickets, 1 customer-responded, capacity normal. Marlow & Juno are out today.

T-48921Cobalt Tooling · VPN down
SLA 23m
T-48944Meridian Health · Mail flow
SLA 1h 12m
Corei8:14 AM

Scope creep alert · Cobalt Tooling Cloud Migration

+38 unbilled hours detected this week. Change order draft ready.

Entra ID SSO · least-privilege scopes
Real-time bot + adaptive cards
Per-channel and per-user context
Actions write back to Corei
What Corei does in Teams

A real assistant, not another notification firehose.

Corei brings Corei into the conversation — proactive when it matters, quiet when it doesn't, and always one mention away.

@Corei anywhere

Mention Corei in any channel or chat. It answers from your live Corei data — tickets, projects, customers, knowledge.

Smart notifications

SLA risk, scope creep, stalled deals, and dispatch alerts land in the right channel — with one-click actions.

Ticket-to-chat

Open a war room for a ticket. Corei brings the customer context, history, and runbook. Resolution syncs back.

Dispatch in Teams

Claim, reassign, and schedule work from a card. No more flipping to the PSA to move one ticket.

Quote & approval flow

Approval requests land as adaptive cards. Approve, decline, or comment — written back to the Sales Room instantly.

Knowledge on demand

Ask about a customer, runbook, or vendor process. Corei cites the source so answers stay trustworthy.

Channel patterns

Right context. Right channel. Right people.

Map Corei events to the channels they belong in. Corei routes the signal, not the noise.

#service-deskService

Morning briefing · SLA-risk tickets · dispatch suggestions

#projectsProject Management

Scope creep alerts · milestone slippage · timeline forecasts

#salesPipeline

Quote views · signer activity · stalled-deal flags

#customer-cobaltCustomer war room

Ticket context · runbook lookup · resolution sync

How it works

Live in your tenant in under an hour.

  1. 01

    Install the app

    Add Corei to your Microsoft Teams tenant from the app catalog. SSO uses your existing Entra ID identities.

  2. 02

    Pick your channels

    Route service, project, sales, and customer alerts to the channels where the right people already work.

  3. 03

    Tune what Corei can do

    Choose which actions Corei can take inline — claim tickets, approve quotes, draft responses, escalate.

  4. 04

    Work in conversation

    @mention Corei, accept adaptive-card actions, and let context follow you between Teams and Corei.

Built for IT admins

Tenant-friendly, scope-aware, audit-ready.

The Teams app honors your existing identity, permissions, and data boundaries. Nothing leaves your tenant unless you say so — and every action Corei takes is logged in Corei's audit trail.

  • Entra ID SSO with least-privilege Graph scopes
  • Per-user permissions mirror Corei roles
  • Admin policy controls which channels and actions are enabled
  • Full audit log of every Corei action and citation

Admin policy · Corei in Teams

Read tickets & projects
Claim / reassign tickets
Approve quotes ≤ $25k
Approve quotes > $25k
Send customer-facing replies
Export to external channels
FAQ

The questions Microsoft 365 admins ask first.

Which Teams editions are supported?+

Any Microsoft 365 tenant with Teams — Business Standard and above. Government and EDU tenants supported on request.

Does Corei need to be added to every channel?+

No. Add it once to the tenant, then opt channels in. Direct chat with Corei works for every licensed user by default.

Where does the data live?+

Corei remains the system of record. Corei fetches data on demand using your tenant's identity — nothing is stored in third-party caches.

Can we customize the alerts?+

Yes. Each event type (SLA risk, scope creep, signer activity, etc.) is routable and tunable per channel, with quiet hours per user.

Does it work with Teams calls and meetings?+

Corei can join meetings to take notes, capture action items, and post a summary card to the channel afterward.

How is this licensed?+

Included with Corei — no per-seat Teams add-on. Existing Microsoft 365 licensing applies on your side.

Put your MSP's brain inside the app your team never closes.

Corei in Teams turns Corei into a teammate — one that briefs you, flags risk, and acts when you tell it to. Same chat. Same identity. Full Corei context.

Entra ID SSO · scoped access
Live in under an hour
Included with Corei