Core Guides
AI assistants configured for your organization’s websites, portals, teams, and workflows.
Core Guides. Trusted knowledge. AI-assisted work.
Put Core at the center of your organization’s knowledge, actions, and AI-assisted work.
Core helps organizations create AI Guides, connect them to trusted knowledge, review unanswered questions, prepare actions for confirmation, manage tasks and notes, and extend work across Console and Mobile.
Core is not just a chatbot. It is a platform for Guides, Knowledge, a Core Dashboard, an operational Console, Prepared Actions, Tasks, Mobile, and connected workflows.
Core Guide
Try asking
How do I apply?
The opportunity
Your organization has answers everywhere. Your users need one place to ask.
Websites, PDFs, portals, CRMs, forms, emails, handbooks, calendars, and staff knowledge all hold important information. But users often do not know where to look or what to do next.
Core Client helps organize those systems and makes them easier to use through intelligent assistants, custom portals, and connected workflows.
Meet the Core platform
Guides, knowledge, Dashboard, Console, Actions, and Mobile working from the same Core platform.
Core Knowledge
A managed knowledge library with assignments, retrieval testing, and a Knowledge Gap Queue.
Core Dashboard
The administrative control center for Guides, knowledge, embeds, goals, layouts, and improvement workflows.
Core Console
The operational workspace for tasks, notes, records, Quick Actions, and prepared confirmations.
Core Actions
A safe action model where AI prepares work and users approve it before execution.
Core Mobile
A companion app for accessing Console workflows, tasks, actions, confirmations, and future voice features.
Core Guides are not just website chat widgets. They are intelligent interfaces connected to trusted knowledge, prepared actions, Console workflows, and the systems Core Client builds.
What Core Client builds
The Systems Behind the Assistant
A great AI assistant is only as useful as the systems and knowledge behind it. Core Client designs and develops the digital infrastructure that helps your organization operate, communicate, and serve people better.
Custom Websites
Modern, responsive, conversion-focused websites designed around your services and audiences.
Client & Member Portals
Secure dashboards with user-specific content, forms, records, documents, and status tracking.
Workflow Automation
Intake processes, review workflows, notifications, approvals, and follow-ups.
CRM & Salesforce Integrations
Salesforce-connected portals, data syncing, custom objects, workflows, and reporting dashboards.
Document Systems
Uploads, evidence collection, file organization, and Google Drive or cloud integrations.
AI Guides & Core Platform
Core Guides, Core Dashboard, Console workflows, tasks, notes, and prepared actions.
Who we help
Built for Organizations With People to Serve and Processes to Manage
Schools & Education
Support admissions, enrollment, parent questions, staff resources, program information, handbooks, calendars, and student-facing workflows.
- Admissions assistant
- Parent support bot
- Staff handbook bot
- Tour and inquiry capture
- Enrollment workflow guidance
- School portal support
Associations & Member Organizations
Help members find answers, manage renewals, access resources, register for events, and navigate member services.
- Member support
- Renewal guidance
- Event questions
- Resource search
- Committee support
- Member portals
Credentialing & Certification Programs
Guide candidates through applications, eligibility, documents, renewals, continuing education, and verification workflows.
- Candidate assistant
- Certification renewal bot
- Document checklist guidance
- CE tracking support
- Status updates
Nonprofits & Mission-Driven Teams
Make programs, services, volunteer workflows, donor information, and internal knowledge easier to access.
- Program navigation
- Donor support
- Volunteer onboarding
- Staff resource bot
- Community FAQ
Growing Businesses
Improve customer support, intake, onboarding, service explanations, internal operations, and lead capture.
- Customer support bot
- Sales intake assistant
- Service explanation bot
- Internal process assistant
- Client portal support
How it works
From Idea to Intelligent Experience
Discover
We map your audiences, services, systems, documents, and workflows.
Design
We design the digital experience, including the website, portal, Core Dashboard, Console workflows, and Core Guide strategy.
Build
We develop the systems, integrations, interfaces, and AI assistant experience.
Launch
We deploy your solution, train your team, and support ongoing improvements.
Improve
We refine your workflows, expand your Guides’ knowledge, and continue building around your needs.
Why Core Client
More Than a Chatbot. More Than a Development Shop.
Core Client combines custom development, automation, systems integration, and AI assistant design. That means we do not just give you a bot. We help build the digital foundation the bot connects to.
We Build the System and the Guide
Your website, portal, workflows, data, documents, Guides, Dashboard, and Console can all work together.
We Understand Complex Operations
We specialize in organizations with layered processes, multiple audiences, recurring tasks, and important information spread across systems.
We Design for Real Use
Our goal is not just to make technology impressive. It is to make it useful, clear, and easy for people to act.
We Can Grow With You
Start with a public Guide, then expand into knowledge, Console workflows, tasks, mobile access, and connected integrations.
Ready for what’s next?
Ready to Make Your Organization Easier to Navigate?
Core Client can help you build the systems, workflows, and AI assistants that connect people to the answers and services they need.