PEOs & benefits administrators
Help users access company and employee information through their existing portal.
In use with a PEOAI built for your client base
Bring AI into the software and services your clients already use. Serve hundreds of clients, with access to information and services scoped to each one.
Book a deployment walkthrough Explore the platformOwn identity
Own systems
Scoped access
Own identity
Own systems
Scoped access
Own identity
Own systems
Scoped access
Bring AI to the organizations you support, with information scoped to each business. Plus universal knowledge you control, available to everyone.
Help users access company and employee information through their existing portal.
In use with a PEOGive franchisees access to shared brand guidance and operating knowledge. Scope business-specific information to each franchise.
Explore a franchise workflowAdd AI access to customer records inside the software you already deliver.
Explore an integrationExplore client-scoped access to support knowledge, service records, and operating information.
Explore a workflowCoreIQ in practice
A PEO uses CoreIQ inside its existing software to connect users to PrismHR information. The experience follows who is signed in and what they’re allowed to access.
Company-specific information and shared PEO knowledge, available in the same experience.
Your W-2 is in your employee documents. Choose the year you need to view the document associated with your record.
PrismHR · Employee documentsThe employee tool uses the signed-in employee and company IDs to scope the request.
Give each client an experience configured for their systems, users, and permissions. Reuse the platform as you extend your offering to more clients.
Bring AI into your existing software or client portal. Shape the experience around your brand and the work your clients need to do.
Scope information to the signed-in user. Apply client, company, employee, and knowledge-collection boundaries where your workflow needs them.
Configure client deployments, knowledge collections, and personas. Share common resources where permitted while keeping client access scoped.
Start with existing deployment and administration infrastructure. Add the integrations your service needs and maintain a common platform.
Choose where CoreIQ runs and how your team operates it. We’ll map the data flow, integration requirements, and responsibilities with you.
Deploy a configured client container and connect it to a shared backend. Tenant credentials and user identity scope access. Backend services handle retrieval and AI processing.
Source connections and processing locations are mapped during deployment.Before we talk
Every deployment starts with your systems and the people who need to use them.
Ask Maggie a questionCoreIQ supports client-specific containers and tenant-scoped backend access. Within a deployment, information can also be restricted by company, employee, and collection. We configure and validate the relevant boundaries for your workflow.
CoreIQ has PrismHR and Microsoft Entra identity flows. We assess your application, identity provider, and source systems to determine what can use existing integrations and what requires development.
It depends on the deployment and integration. Live tools can query source systems without duplicating the source database. Retrieved information may be processed by backend services and a model provider; uploaded knowledge is indexed. We map processing and storage locations before rollout.
Customer-hosted deployment and source-code licensing are options to discuss. We define the environment, operating responsibilities, modification rights, updates, and support terms as part of the offer.
CoreIQ focuses on delivering an integrated AI service across your client base. We evaluate the client deployment, identity, and application requirements alongside the tools you already use.
Let’s start with your clients.