Agencies and web teams
Launch public Core Guides, connect website content to trusted knowledge, and create a path from conversations to action.
Core Partner Program
Bring Core to the organizations you already serve.
The Core Partner Program is for agencies, consultants, implementers, and service providers who want to help clients launch AI Guides, trusted knowledge, Core Dashboard workflows, Core Console operations, prepared actions, tasks, notes, and integration-ready systems.
Partner-ready direction
Build around knowledge, operations, and safe AI action.
Core gives partners a platform path that can start with a focused Guide and grow into Dashboard configuration, Console workflows, tasks, notes, mobile access, and future integrations.
AI Guides
Knowledge Library
Core Dashboard
Core Console
Prepared Actions
Mobile-ready workflows
Who it is for
A partner path for teams that help organizations modernize work.
Core is a strong fit for partners who already support websites, portals, CRMs, operations, member services, school systems, credentialing workflows, nonprofit programs, or service businesses.
Operations consultants
Help clients organize knowledge, identify workflow gaps, and bring tasks, notes, follow-ups, and prepared actions into daily work.
CRM and systems implementers
Use Core Console as an operational layer that can be designed around records, activity, Quick Actions, and future integrations.
Education and association partners
Support schools, associations, credentialing programs, and member organizations with Guide and knowledge workflows.
Managed service providers
Offer Core planning, onboarding, knowledge setup, guide configuration, testing, and continuous improvement support.
AI strategy teams
Move clients beyond generic chat by pairing AI Guides with managed knowledge, human review, and safe action confirmation.
What partners can deliver
Start with practical Core implementations.
- Plan and launch the first Core Guide.
- Prepare and organize client knowledge sources.
- Configure Guide instructions, goals, layout, and embeds.
- Use the Knowledge Gap Queue to improve answers over time.
- Design Console workflows for tasks, notes, records, and follow-ups.
- Prepare clients for mobile, voice, reminders, and future integrations.
How partners fit
Core stays flexible around your services.
Partners can help with strategy, onboarding, knowledge preparation, Guide setup, workflow design, client training, and ongoing improvement. The program is designed to support a gradual path: launch something useful first, then expand toward Console, Mobile, notifications, integrations, and action bundles.
1 Launch a Guide
2 Connect knowledge
3 Add Console work
4 Expand with actions
Program direction
A focused partner program built around responsible AI adoption.
The partner program is being shaped around clear implementation paths, client readiness, responsible knowledge management, and safe action workflows.
Implementation support
Help clients choose where Core should start and configure the first Guide, knowledge sources, and public or internal experience.
Knowledge improvement
Use retrieval testing and the Knowledge Gap Queue to turn real unanswered questions into better approved knowledge.
Operational workflows
Extend from Guides into Core Console with tasks, notes, Quick Actions, prepared confirmations, and CRM-style workspaces.
Responsible expansion
Keep human review at the center with Prepared Actions before Core creates, updates, sends, or schedules work.
Future integrations
Plan toward Salesforce, email, calendar, webhook, reminder, notification, and action-bundle workflows as the platform expands.
Shared growth
Create long-term value by helping clients manage, improve, and expand Core as their needs evolve.
Become a Core partner
Interested in bringing Core to your clients?
Tell us about the organizations you serve, the services you provide, and where you see Core fitting into your client work.