Engineering planset review | Active
Field-photo analysis | Planned
AI Capabilities Designed for Specific Business Workflows
Core365 AI Agents support defined business activities using approved information sources, configuration, and available integrations. Capabilities and availability vary by agent. Some functionality may be in Early Access, In Development, or planned for a future release. AI-assisted work can help employees retrieve information, coordinate supported activities, and review operational details. Important decisions, exceptions, and customer-facing commitments remain subject to appropriate human oversight.
Defined business activitiesApproved information sourcesAvailable integrationsHuman oversight
Iris | AI-Powered Knowledge Assistance
Iris helps users find answers from supported organizational knowledge sources. Its available functions depend on the information connected and configured for the organization's implementation. Expanded company-specific knowledge and project-context capabilities remain In Development where not yet released. Iris is intended to help people access relevant information more easily, not guarantee that every answer is complete or accurate.
In Development
Iris Is Getting Smarter. And More Personal to Your Business.
We're expanding Iris to connect your company's knowledge, procedures, and project information. This will help employees find answers, understand project history, and identify what needs attention without searching through multiple screens.
- Company-specific knowledge base and SOP support
- Deeper project history and milestone analysis
- Contextual answers using authorized operational information
PLANNED REAL-WORLD EXAMPLE
An employee could ask Iris which procedure applies to a project milestone, then review the relevant company SOP and authorized project history in one place.
The best sales coach your team never had to hire, available for every rep, every shift.
Ava trains solar sales reps from first pitch to signed contract. She runs live practice conversations, pushes back with real objections, scores how the rep responds, and gives specific feedback on exactly what to improve, so your team walks into every door confident, not guessing.
WHAT AVA DOES
- Runs live objection handling drills
- Simulates a real homeowner conversation
- Refines pitch language with specific feedback
- Scores rep performance after every drill
- Coaches closing technique in real time
REAL-WORLD EXAMPLE
A rep is struggling with “I need to think about it.”Ava runs the drill, scores their response, gives a specific reframe, and repeats until the rep hits a 9/10 before their next door. She breaks down exactly what to improve so the rep knows why it works.
New rep to fully activated in under 24 hours, without touching HR once.
Nova handles the entire rep onboarding process from the moment a manager adds someone to the system. She reaches out directly, collects everything needed through a guided conversation and secure form, and loads the completed profile into Core365. So your new hire is ready to work before the paperwork even starts.
WHAT NOVA DOES
- Initiates onboarding calls instantly
- Gathers personal details through guided chat
- Delivers secure forms for sensitive data
- Confirms identity and document completion
- Activates Core365 profiles automatically
- Sends documents to managers for approval
REAL-WORLD EXAMPLE
A manager adds a new rep in Core365. Nova immediately calls them, walks through the onboarding steps, collects everything needed securely, and has them fully activated before the manager’s next meeting.
Fewer no-shows. Fuller calendars. Echo keeps every appointment locked in.
Echo monitors your appointment calendar and proactively reaches out to every customer before their scheduled visit, by phone and text. If someone needs to reschedule, Echo handles it on the spot, checks real-time availability, and locks in a new time. Every interaction is automatically logged so nothing is ever lost.
WHAT ECHO DOES
- Calls customers to confirm upcoming appointments
- Sends SMS reminders at the right intervals
- Handles reschedule requests in real time
- Checks live rep availability before rebooking
- Logs every interaction automatically
REAL-WORLD EXAMPLE
Echo calls a homeowner 48 hours before their install. They text back “RESCHEDULE.” Echo checks the rep’s live calendar, offers available times, and books the new slot, no human involved.
Never let another lead go cold. Pulse follows up so your team doesn't have to.
Pulse watches your pipeline around the clock. When a lead goes quiet, Pulse reaches back out — naturally and in the lead’s own language. It qualifies who’s ready to move forward and routes the warmest prospects straight to your team, so your reps only spend time on people who are actually interested.
WHAT PULSE DOES
- Re-engages leads that have gone silent
- Qualifies new inbound leads instantly
- Communicates in the lead’s preferred language
- Scores and prioritizes who’s ready to buy
- Hands off warm leads directly to your sales team
REAL-WORLD EXAMPLE
Pulse reaches back out to a homeowner who went quiet after requesting a quote six weeks ago. They reply that they are ready to talk, so Pulse qualifies their timing and routes the warm opportunity to the right rep with the conversation history attached.
Every available incentive, rebate, and credit, found & ready before your rep walks in.
Scout continuously monitors incentive and rebate programs across the country so your team never has to. When a proposal is being built, Scout surfaces every available program for that customer’s location, federal credits, state incentives, and utility rebates, and feeds them directly into the proposal. Nothing gets missed. Nothing goes out of date.
WHAT SCOUT DOES
- Monitors incentive programs nationwide
- Surfaces all available credits and rebates by location
- Keeps incentive data current automatically
- Stacks federal, state, and utility programs
- Feeds results into Ray’s proposal workflow
REAL-WORLD EXAMPLE
A rep enters a customer’s address. Scout instantly returns every available incentive for that location, federal tax credit, state program, and utility rebate, already stacked and formatted for the proposal.
A complete, lender-ready solar proposal built through conversation in under 5 minutes.
Ray turns a simple conversation into a full solar proposal. Tell Ray the customer’s name, address, and financing preference (upload a utility bill if you have one) and Ray handles everything else. Address verification, system sizing, incentive inclusion, payment calculation, and lead creation all happen automatically. No manual entry. No back-and-forth.
WHAT RAY DOES
- Builds full proposals through natural conversation
- Reads uploaded utility bills automatically
- Includes all available incentives from Scout
- Calculates system size, production, and payments
- Creates the lead in Core365 instantly
- Generates battery storage upsell options
REAL-WORLD EXAMPLE
A rep says: “9.6kW, Phoenix AZ, GoodLeap 2.99%, Sandra Mills.” Ray builds the full proposal with production estimates, incentives, and monthly payment, ready to present in under 5 minutes.
Severe weather hits your customers' systems. Aeris is already watching & already acting.
Aeris monitors weather conditions across every customer location, every day. When a severe weather event is detected near an installed solar system, Aeris immediately notifies the affected customers, alerts your operations team, and creates the service inspection tickets automatically, all before anyone on your team has even opened their laptop.
WHAT AERIS DOES
- Monitors weather conditions across all customer locations daily
- Detects severe events near installed solar systems
- Alerts affected customers automatically
- Notifies ops team immediately
- Auto-creates service inspection tickets
- Logs events with full detail
REAL-WORLD EXAMPLE
A hailstorm is confirmed over Mesa, AZ. Aeris identifies every affected customer, sends them a personalized alert, notifies the ops team, and creates service inspection tickets, all in one automated run before a single human is involved.
Argus
AI-Powered Visual Analysis
Active
Catch Potential Issues Before They Become Bigger Problems.
Argus helps you review plansets, field photos, and project documentation to identify potential issues, missing information, and inconsistencies.
WHAT ARGUS DOES
- Analyzes Field Photos
- Identifies Potential Issues
- Reviews Plansets and Drawings
- Supports Quality Control
- Organizes Findings
REAL-WORLD EXAMPLE
Your team uploads site survey photos, engineering plansets, or post-install documentation. Argus reviews the available information and flags potential equipment mismatches, electrical concerns, missing labels, design inconsistencies, or other items requiring closer review.
Argus supports human review. Final technical decisions, code-compliance determinations, treatment decisions, and approvals remain with the appropriate qualified personnel.
Capabilities & industry examples
Your AI-powered second set of eyes for plansets, field photos, installations, inspections, and service documentation.
Whether you're managing solar installations, roofing projects, pest control services, or security equipment, Argus provides an additional layer of visual review to help your team catch problems earlier.
From site surveys to post-install audits, inspections, and service calls, Argus analyzes available images and supporting information to highlight items that may need attention.
Analyzes Field Photos
Reviews images from site surveys, installations, inspections, service visits, and completed work.
Identifies Potential Issues
Flags visible equipment problems, missing components, installation discrepancies, and documentation gaps.
Reviews Plansets and Drawings
Examines available technical drawings for potential inconsistencies, missing details, and differences between design documents.
Supports Quality Control
Helps your team identify items that may require attention before approving work or moving to the next stage.
Organizes Findings
Provides structured observations that your team can review, verify, and resolve.
Solar & Renewable Energy
Your team uploads site survey photos, engineering plansets, or post-install documentation.
Argus reviews the available information and flags potential equipment mismatches, electrical concerns, missing labels, design inconsistencies, or other items requiring closer review.
Roofing
Your field team uploads roof condition photos, installation images, or completed-work documentation.
Argus helps identify visible damage, potential workmanship concerns, missing components, and conditions that may require additional inspection.
Pest Control
Your technician documents a property using field photos.
Argus can highlight visible evidence of pest activity, potential entry points, and property conditions that may require further investigation or follow-up.
Home Automation & Security
Your installer uploads photos of security equipment, wiring, device placement, or a completed installation.
Argus reviews the images to identify potential installation inconsistencies, missing equipment, visible wiring concerns, or differences requiring further review.
ONE AI AGENT. MULTIPLE WORKFLOWS.
Argus brings a consistent visual review experience to supported workflows across Core365.
Whether you're reviewing a site survey, evaluating a planset, checking completed installation work, preparing for an inspection, or documenting a service issue, Argus helps your team focus on the details that matter.
- Argus | Site Survey
- Argus | Planset Review
- Argus | Post-Install
- Argus | Inspection
- Argus | Service Review
- Argus | Quality Control