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Corei Memory

Persistent context so Corei gets sharper over time.

Corei Memory captures the standing context that defines your MSP — customers, standards, terminology, and how your team works — so every answer reflects your business, not a generic playbook.

Corei Memory

1 pinned · 218 total

Cobalt Tooling: M365 + Meraki, prefers after-hours change windows

Tier-2 escalation threshold: 4h with no contact

Q1 firewall refresh: ran 9% over plan due to vendor RMA

Nora Pace — primary contact, escalates to Devon Tate

What this module does for your team.

Customer knowledge

Industry, environment, contacts, preferences, and history travel with every interaction.

Standards and playbooks

Encode your service tiers, escalation rules, and SOPs as durable memory.

Operational history

Past projects, recurring issues, and outcomes inform new recommendations.

Editable by your team

Add, refine, or remove memories so context stays accurate as your business evolves.

Transparent to the user

See exactly what Corei remembered and why it influenced a response.

Scoped and controlled

Memory respects role, customer, and access boundaries by design.

Built-in capabilities.

Everything in this module is designed to work with the rest of Corei — context follows the work across departments.

  • Customer-level memory
  • Standards & SOP memory
  • Project history memory
  • Team & role memory
  • Editable memory entries
  • Memory provenance & sources
  • Scoped access controls
  • Memory review queue
Corei

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

What should I remember about Cobalt Tooling's environment for the next ticket?

C

Cobalt Tooling runs M365 + Meraki, prefers after-hours work, and has a standing change-window on Tuesdays. Their primary contact is Nora Pace (escalates to Devon Tate). Want me to pin this to their customer memory?

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