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Corei — Core Intelligence
Teams Assistant

Corei, in the channel you already live in.

Mention Corei in any Microsoft Teams channel or DM — get triage, summaries, drafts, and action confirmations grounded in your live MSP data. Permissions respected. Actions audited.

Teams · #dispatch
DA

Dana A. · 9:42am

@Corei what's the latest on Cobalt's press 3 outage?

C

Corei · just now

Marlow arrived 9:34am, replaced press 3 relay (same as T-44102 in March), testing now. Production back ~20 min.

App switching

Stop the Teams conversation, open the PSA, lose context.

Knowledge in silos

The answer is in the tool nobody opened today.

Stand-up sprawl

30-minute check-ins that could've been a single Corei thread.

Shadow IT prompts

Reps using consumer chatbots with sensitive customer data.

Capabilities

Built for the way dispatchers, leads, and admins actually work.

@-mention from any channel

Triage, summarize, draft, schedule — without leaving Teams.

Grounded answers

Sources cited from PSA, RMM, KB, and customer memory.

Permission-aware

Corei in Teams uses the caller's RBAC — no privilege bypass.

Inline actions

Approve a draft, swap a tech, close a ticket — all from the message.

Customer briefings

Pre-meeting briefs delivered to the customer channel automatically.

Channel digests

Morning briefings, alert summaries, and shift handoffs in Teams.

Joins the conversation

Add Corei to a chat or channel, set how loud he is.

Corei can be added to any Teams chat or channel, with a level set per chat. In a busy channel, a quick /quiet hushes him — and he still settles debates with the actual number when asked.

Full

Corei answers and acts on everything it's permitted to in that chat.

Helpful

Corei chimes in when useful, without dominating the channel.

On call

Corei stays quiet until mentioned directly.

Illustrative exchange

A morning in one Teams thread.

Scheduling and SLA risk, answered in the same channel Dana already works in — no portal, no app switch.

Teams · Dana, Chris, Maya
DA

Dana

Find 30 minutes next week for me, Chris and Maya.

C

Corei

All three are free Tue 2:00–2:30. I checked schedules, PTO and Outlook. Send the Teams invite?

Source · Schedules · PTO · Outlook
DA

Dana

Which P1s are at risk of breaching SLA today?

C

Corei

Two: #48190 responds in 22 min, #48204 resolves in 1 h 10 m.

Source · Ticket SLA status

The research your team used to do by hand

One Teams question, instead of an RMM login, a backup portal, a spreadsheet and spec sheets.

Chris, account manager, asks

"Alder Freight has outgrown their backup appliance. What should we move them to?"

Corei answers

  • 3.1 TB protected on a 4 TB appliance (78%) across 3 servers and 41 workstations
  • Disk usage growing about 3% a month over six months
  • Full in about 9 months before extra retention
  • Billed backup usage matches what's protected
  • Recommendation: the vendor's 8 TB appliance tier — covers ~2 years of projected growth; the next tier down fills within a year

Sources: RMM device inventory, appliance health, backup usage, disk growth, vendor model research (web), calculation.

Behind the scenes

  • Live device inventory by site
  • Appliance model, used and total capacity
  • Billed usage compared with what's protected
  • Measured and projected disk growth
  • Vendor appliance research on the web, with sources
  • Sizing calculation and rationale

One question. Five systems.

Every role gets an answer pulled from tickets, time, agreements, sales and client environments.

Owner, before a renewal

"Is Northgate Legal profitable, and what should we charge at renewal?"

A renewal brief with today's margin, the three issues driving labor, 14 devices managed but not billed, and a price that restores target margin.

vCIO, M365 cleanup

"Summit Family Clinic — where's the M365 risk?"

9 unused licenses, 3 inactive accounts still licensed, 2 admins outside Conditional Access, and the five users most likely to click a phish.

Service manager, repeat problems

"Why does Cedar Ridge east campus keep having issues?"

A core switch rebooting overnight, the vendor's firmware fix, an onsite visit being scheduled, and a workflow so it never goes unnoticed again.

Account manager, QBR prep

"What should the Harbor Dental QBR cover?"

Six machines past end of life, the 23 tickets they caused this year, what keeping them costs, and a meeting already on the calendar.

Ask. Don't dig.

An AI outside your tools only sees what you export to it.

Corei's intelligence lives next to your tickets, time, agreements, sales and client environments — so there's nothing to export before you can ask.

Which tickets are at risk of breaching SLA today?
Ticket aging by board, as a bar chart.
Utilization by tech last month, with travel.
Who has gaps in their time entries this week?
Monthly revenue for 12 months, as a line chart.
Win rate and pipeline velocity by rep this quarter.
Which agreements expire in the next 90 days?
Rank my clients by profitability, worst first.
Which clients show churn risk, and why?
Which agreements are missing RMM coverage?
Which users don't have MFA, across every client?
Is any client's backup failing right now?
Corei

Ask Corei.

Corei works inside Teams with cited sources and permission checks. Read how group-chat permission scoping, source verification and calculation checks work on the Corei platform page.

Example

@Corei what's the latest on Cobalt's press 3 outage?

C

Marlow arrived on site at 9:34am, replaced the press 3 relay (same as T-44102 in March), and is testing now. Production should be back within 20 min. Customer auto-notified at 9:36am. Want me to draft the post-incident report?

See it in your tenant.

Book a 45–60 minute working demo with the Corei team — we'll wire this module to your live data.

Book a demo