AI Assistant
Answer questions and prepare summaries from permitted operational knowledge.
Bring assistants, agents, analysis, call intelligence and automation to connected customer operations with controlled access and human approval.

Each capability stays connected to customer context, ownership and the rest of the platform.
Answer questions and prepare summaries from permitted operational knowledge.
Design focused agents for service, marketing, operations or engineering.
Support transcription, summary, topic and quality analysis where released.
Draft communications, create work or generate reports within defined permissions.
Require review before sensitive actions progress to a connected system.
Keep supported actions attributable to a user, agent and workflow.
Define the agent's purpose, users, data sources and prohibited actions.
Use only the connected knowledge and records permitted for the request.
Return an answer, draft or recommended next step with relevant context.
Log or execute the action only through the approved permission path.
Providers, retention, training use, data boundaries and action rights must be confirmed in the Trust Centre and customer agreement before production use.
Explore the integration approachDirect answers, with availability and integration dependencies kept explicit.
Only the data sources and actions explicitly connected and permitted for the user, agent or workflow.
Where enabled, an agent may create a case, draft a communication, generate a report or call an approved workflow. Sensitive actions should use approval gates.
This depends on the selected providers, contracts and data-processing configuration. Corely publishes the confirmed position for each production AI deployment rather than using a generic promise.
Use least-privilege permissions, scoped sources, action approval, logging, evaluation and a clear fallback to a human user.
Use a focused Discovery Workshop to map systems, users, data, workflows, deployment and the first measurable release.