As a complete sales ops platform, Core365 deploys purpose-built AI agents for AI sales
coaching, sales simulation, rep enablement, onboarding, and deal protection. From AI objection handling training and sales roleplay software to live sales drill software and rep ramp time reduction, Core365 helps sales teams activate faster, perform better, and operate with clarity across
the entire organization.
Iris is a knowledge-based AI agent that understands your business inside and out. She continuously organizes, connects, and retrieves information across your systems so your team gets instant, accurate answers whenever they need them.
WHAT AERIS DOES
REAL-WORLD EXAMPLE
A project manager needs installation requirements for a specific customer in Phoenix. Iris instantly pulls permit details, system specs, past notes, and required steps, delivering a complete, accurate answer in seconds. No searching. No back-and-forth.
Just clarity.
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
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.
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
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.
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
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.
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
REAL-WORLD EXAMPLE
A lead went quiet 47 days ago. Pulse reaches out with a personalized message, qualifies their response, and routes them to a rep as a warm lead, all before your team arrives in the morning.
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
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.
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
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.
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
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.
.svg)
