Run most of your business from one conversation.
Corei works in Teams and inside the app with 200+ purpose-built tools across tickets, time, schedules, sales, agreements, projects, Microsoft 365, backup, security and more. Every figure is checked and every action respects permissions.
Corei
Grounded in your live data
Hi — I'm Corei. Ask me anything about your operations, or try a suggestion below.
Pick a suggestion or type your own question. Every answer cites the data sources Corei used.
What this module does for your team.
Act from conversation
Create meetings, add notes, log time, change status and save gauges from Teams or the app.
Show the evidence
Answers cite live sources; ticket numbers and dollar figures are checked before display.
Watch the operation
Monitor meaningful ticket patterns, SLA risk, backlog drift and failing backups.
Chain tools together
Combine live MSP data, web research and calculation into a decision ready to act on.
Know who's in the room
Group answers use the lowest access level of anyone present; private details move to direct chat.
Prepare or execute
Writes can require confirmation, and trusted work can run autonomously only when explicitly cleared.
One assistant, three categories of real work.
Schedules & meetings
- Checks availability across the PSA schedule, PTO and Outlook
- Creates, moves and cancels real Teams meetings
- Sends TimeZest scheduling links
Tickets & notes
- Adds notes, logs time and updates status by chat
- Previews every write for confirmation before saving
- Only board-valid statuses; everything audited
Data & reporting
- Utilization, SLA risk, revenue, pipeline, profitability, MFA gaps, backup health
- Charts render directly in chat
- Any answer becomes a standing gauge
Corei knows who's in the room.
One-on-one, Corei answers within your own access. In a group chat, he answers at the lowest permission level of anyone present — and routes anything more sensitive to the people cleared to see it.
- Permissions are looked up on the server, so a tampered client-side list can only remove access, never add it.
- An unknown guest in the chat drops the whole room to public answers.
- Discreet by design: Corei never reveals what was withheld, or who in the room couldn't see it.
Illustrative — group chat: Dana, Chris, Maya
Dana · Owner
Tickets, schedule, financials, M365
Chris · Dispatcher
Tickets, schedule
Maya · Technician
Tickets, schedule
Corei answers the group with
Tickets and schedule only — the lowest access in the room.
Then, direct to Dana
The financials she asked for, sent privately.
Trustworthy by construction, not by luck.
Checked before you see it
Every ticket number and dollar figure is checked against the data — nothing is guessed.
Calculated, not estimated
Math runs through a calculation tool, not a language-model estimate.
Sources on every answer
Answers show what they're grounded in, so you can verify at a glance.
Audited for admins
Admins see every tool call Corei made, and weak or low-confidence answers become review items.
Corei also joins Teams chats and channels directly — see how Corei behaves in Teams for chat levels, /quiet, and the walkthroughs.
Built-in capabilities.
Everything in this module is designed to work with the rest of Corei — context follows the work across departments.
- Leadership intelligence
- Service assistance
- Project forecasting
- Revenue discovery
- Customer communication drafting
- QBR preparation
- RFP response assistance
- Microsoft Teams integration
- 200+ purpose-built tools
- Permission-aware group chat
- Source and calculation checks
- Radar watches and alerts
- Voice conversations
How Corei works with this module.
Ask in plain language. Corei returns explainable answers grounded in your operational data, prepares actions for review, or runs trusted work you have explicitly cleared.
Example
Where are we losing profitable technician time this month?
Tier-2 spent ~8 hrs/wk on recurring printer incidents at two customers. A runbook plus automation candidate could reclaim ~30 hrs/month. Want me to draft the runbook and tag a project owner?
Explore related modules
Corei works as one connected platform.