# Corex360 CRM assistant: reads, follows up, asks > X AI, the assistant inside Corex360, files your email on the customer card, follows quotes and contracts, reports every morning and asks before decisions. Source: https://www.corex360.com/en/solutions/hand-it-to-the-assistant Last updated: 2026-09-29 --- [Home](https://www.corex360.com/en) [Solutions](https://www.corex360.com/en/solutions) Hand it to the assistant CRM assistant · X AI rule engine # The CRM assistant does the follow-up, you make the decision. X AI is the artificial-intelligence assistant that works inside Corex360. It reads your email, files the conversation on the customer card, reminds you of the unanswered quote and reports to you every morning. When it comes to money, contracts and people, it stops and asks. [Request a demo](https://www.corex360.com/en/contact?konu=agents#form)What X AI does **Morning report** X AI - **Email filed on the card** Sender matched to the card - **Quote awaiting reply** Reminder draft ready X AI **Asked of you** - Send the reminder? - Leave request: one day - Contract approval **Follows every job** Report ready **Contract end** **Coming up** Start and end dates sit on the contract card; the decision is yours. **End-of-day summary** Short answer X AI reminds you of the [unanswered quote](https://www.corex360.com/en/solutions/quote-tracking-software), reports every morning and asks you on decisions about money and people. ![A smiling young man in a navy polo shirt against a light grey background] Illustrative person · AI image Today ## Why does a process depend on someone remembering? Quote follow-up, renewals, service days and incoming email often live in one person's memory. The inbox turns into the to-do list; the unanswered quote rides on a sticky note, the ending contract on a calendar alert, and both leave with the person. You learn what happened when the month closes, and when the person changes, the process changes too. ### The inbox became the to-do list Quote, invoice, complaint and meeting in the same inbox; which was filed on a card and which was forgotten is unclear. ### Reminders stay with a person The unanswered quote rides on a sticky note, the ending contract on a calendar alert; both leave with the person. ### The report comes at month end, late You learn what happened when the month closes; the day the decision was needed is long gone. X AI ## The morning report comes from X AI. Overnight Corex360's assistant X AI reads the core and the inbox; in the morning it gives you one report: what it did, what is waiting, what it is asking you. Once company email is connected, it reads incoming email and matches the sender to the customer card; for an unanswered quote it opens a task. It stops at sending, discounts, payments, leave and permissions and waits for your approval. - **Reads your email, files it on the card** Once company email is connected, it reads incoming email, matches the sender to the customer card and files it there. - **Follows every job** An unanswered quote is the most common case: when a rule breaks it opens a task and assigns an owner. - **Reports to you** The morning briefing and the end-of-day summary on your phone; you do not wait for month end. - **Asks when a decision is needed** It stops at sending, discounts, payments, leave and permissions; it waits for your approval. **X AI morning report** illustrative - Read overnight **Email · filed on the card** - Tasks opened **Unanswered quote · service** - Awaiting approval **Quote sending · leave** - End of day **Summary ready** X AI · Three matters need a decision; I will ask in order. ![An empty desk in morning light, a closed folder and an espresso; the work is being handled] Rule ## When a rule breaks, X AI opens a task. Corex360's assistant X AI follows rule-bound work; when a rule breaks it opens a task and assigns an owner. It reminds you of an unanswered quote and asks you before any message goes to the customer. The contract's start and end dates sit on the contract card and contract decisions are asked of you; because incoming email is filed on the sender's card, the thread does not stay with one person. - **Quote follow-up** Quote sent, no reply: the reminder draft is ready, it goes with your approval. - **Contract dates** Start and end dates sit on the contract card; contract decisions are asked of you. - **Email to the card** Incoming email is filed on the sender's customer card; the thread stays on the card, not with one person. **Follow-up card** illustrative - Quote **Sent, no reply** - X AI **Reminds, opens a task** - Approval **Sending is asked of you** X AI · Follow-up no longer depends on one person's memory. ![A frosted glass sphere with an amber core above marble] How it works ## How is follow-up handed to the assistant? The handover starts by connecting the channels to Corex360: company email, WhatsApp, Instagram and the PBX connect to the core, and X AI starts reading incoming email. The most common case is quote follow-up; if a quote is sent and no reply comes, X AI reminds you and opens a task for the owner. It asks you on money, contracts and people, and every morning it reports what it did in one report. - 01 **Channels and email connect** Corporate email, WhatsApp, Instagram and the PBX connect to the core; X AI starts reading incoming email. - 02 **The most common case: quote follow-up** Quote sent, no reply: X AI reminds you and opens a task for the owner. - 03 **X AI follows up and asks** It opens tasks, assigns owners, prepares drafts; for decisions on money, contracts and people it asks you. - 04 **A report every morning** What it did, what is waiting, what it is asking: one report, on your phone. What changes ## What changes when the assistant does the follow-up? Follow-up leaves one person's memory and moves into Corex360; when a rule breaks, a task opens and is assigned an owner, so the job is not forgotten. Because sending, payment and permission steps wait for your approval, the decision stays with you. The morning report and the end-of-day summary arrive every day, so the day a decision is needed is in front of you without waiting for a month-end report. ### No job is forgotten Follow-up leaves one person's memory; when a rule breaks, a task opens. ### The decision stays with you Sending, payment and permission steps wait for your approval. ### The report does not wait for month end The morning report and the end-of-day summary arrive every day; the day a decision is needed is in front of you. ## See X AI in your own inbox. We build the demo with your email and your quote; we write the first rule together. In the call you watch an incoming email being filed on the customer card, the task opened for a quote with no reply, and the morning report, using your own data. You can reach us through the demo form, WhatsApp or phone; if you have a question, write to us directly. [Request a demo](https://www.corex360.com/en/contact?konu=agents#form)[WhatsApp](https://wa.me/905321323288)[+90 532 132 32 88](tel:+905321323288) Corex360 modules ## Which modules does X AI work with? X AI reads every arm of the same core, and the rule runs on all of them. The intelligence core joins the records, Email and PBX bring the inbox and call history to the card, and Messaging gathers WhatsApp, Instagram and web chats. The CRM ([customer relationship management](https://www.corex360.com/en/blog/what-is-crm)) holds customers, opportunities, quotes and contracts; reports and approvals are in the mobile app, and every suggestion sits in the Corex360 Security log. ### X AI Reads, follows up, reports, asks. ### Intelligence core Joins the records, makes risk visible. ### Email and PBX Inbox and call history on the card. ### Messaging WhatsApp, Instagram and web chats. ### CRM Customer, opportunity, quote, contract. ### Projects Steps, delivery, field reports. ### Mobile app Report and approvals on the phone. ### Corex360 Security Every suggestion and approval on record. FAQ ## About X AI, what people ask. The questions a manager researches about an assistant, and Corex360's answers. ** 01 What is X AI? ** X AI is the Corex360 assistant. It reads the records in the core and the inbox, opens tasks by the rules, prepares drafts, reports in the morning and asks you at any step that needs a decision. It is not a separate tool; it works inside Corex360. The helper referred to as [Corex Assistant](https://www.corex360.com/en/faq/corex-assistant) elsewhere on the site is X AI; the manager's morning briefing is described on the [Manager](https://www.corex360.com/en/solutions/managers) page. ** 03 Does X AI decide for me? ** No. X AI prepares and asks. Steps such as sending, discounts, payments, leave and permissions wait for your approval. The decision stays with you. The assistant's limits are covered in [what an AI assistant leaves out](https://www.corex360.com/en/blog/ai-assistant-in-crm). ** 05 Do I need technical knowledge to write a rule? ** What you need to describe a rule is knowledge of the process: whoever knows what should happen, in which situation and for whom, can set out the rule. In Corex360 X AI follows rule-bound work; when a rule breaks, it opens a task and assigns an owner. How rule engines work in general is explained in [how a rule engine works](https://www.corex360.com/en/blog/what-is-a-rule-engine). ** 07 Where are my data and email processed? ** In a company-specific space on Corex360 Cloud or on your own server. In both cases the same security layer runs, access is role-based and logged, personal data is processed under KVKK (Turkey's personal data protection law). ** 02 Does X AI really read my email; what does it do with it? ** Yes. Once corporate email is connected, X AI reads incoming email, matches the sender to the customer card and files it there. The email stays on record, and X AI also reminds you of quotes that got no reply. ** 04 When and where does the report arrive? ** X AI gives a briefing every morning and an evening summary; it shows in the iOS and Android app and in the browser. The report shows what it did, what is waiting and what it is asking, in one list. ** 06 Which jobs does it follow? ** X AI follows rule-bound work; the most common case is an unanswered quote. When a rule breaks it opens a task and assigns an owner, and every morning its report shows what it did and what is waiting. All of the assistant's capabilities are gathered on the [X AI](https://www.corex360.com/en/x-ai) page. ** 08 Will the team get used to X AI? ** X AI does not bring the team a new screen; it appears next to the card as tasks, drafts and reminders. Choosing the first rule is covered in [where to start with automation](https://www.corex360.com/en/blog/ai-automation-where-to-start). ## Read more on this - [what an AI assistant leaves out](https://www.corex360.com/en/blog/ai-assistant-in-crm) - [how a rule engine works](https://www.corex360.com/en/blog/what-is-a-rule-engine) - [where to start with automation](https://www.corex360.com/en/blog/ai-automation-where-to-start) - [Corex360 modules: what each module does](https://www.corex360.com/en/modules) - [Who builds Corex360](https://www.corex360.com/en/about) Related articles ## Keep reading. [Back to the blog](https://www.corex360.com/en/blog) [Assistant What an AI assistant in a CRM does, and what it does not An AI assistant in a CRM is a helper that reads, sorts, and summarises correspondence, drafts replies, and follows up, while the decision stays with you. What happens when it gets an answer wrong, and what to ask when you assess one. Date 23 September 2026 Read the article](https://www.corex360.com/en/blog/ai-assistant-in-crm)[Assistant What is a rule engine in business processes: reminders, assignment, approval A rule engine turns work held in memory into a written rule: trigger, condition, action. Which work belongs in a rule, where approval sits, and why the decision stays yours. Date 23 September 2026 Read the article](https://www.corex360.com/en/blog/what-is-a-rule-engine)[Automation Automating company processes with AI: where to start? AI automation is an arrangement that puts recurring work such as quote follow-up, contract renewal and leave approval under rules. Which jobs the assistant can run on its own and where it will ask you. Date 22 September 2026 Read the article](https://www.corex360.com/en/blog/ai-automation-where-to-start)[Digitalisation Buying business software with KOSGEB digital transformation support: who qualifies, what it asks KOSGEB's SME Digital Transformation Support Programme gives non-repayable support towards the interest on an investment loan that small and medium-sized manufacturers take from a bank to buy new machinery, software, and hardware. The application rests on an approved digital maturity report. Date 28 September 2026 Read the article](https://www.corex360.com/en/blog/kosgeb-digital-transformation-support)[Documents How to keep a contract archive (contract repository): signed documents, dates, and access A contract archive is a system that keeps the final signed version of each contract, its annexes, and its start, end, and notice dates in a way that shows who opened it. In a good archive a contract is both easy to find and renewed on time. Date 25 September 2026 Read the article](https://www.corex360.com/en/blog/how-to-keep-a-contract-archive)[Documents What is a document management system? Tying files to the customer record A document management system stores files, makes them findable, and ties access to permission. Why a shared folder is not enough, and what changes when files join the record. Date 23 September 2026 Read the article](https://www.corex360.com/en/blog/what-is-document-management) Other solutions ## Which need is yours? Corex360 solution pages come in two groups. Pages by role follow a working day of the manager, the sales team, the field team, accounting and HR, customer service, the project manager and the architecture practice. Pages by need take one job each: [customer tracking](https://www.corex360.com/en/blog/customer-tracking), quote tracking, leave tracking, unifying channels, handing follow-up to the assistant, measuring the team, or the hosting decision. All of them run on the same Corex360 core. [Manager One list in the morning, one screen all day. Corex360 for the manager: pending approvals, risks, team pulse and field status in one briefing every morning. Open the page](https://www.corex360.com/en/solutions/managers)[Sales team Every conversation on the card, every quote followed. Corex360 for the sales team: WhatsApp, Instagram, email and calls on the same customer card; the price question becomes an opportunity, the opportunity a quote, the quote a contract, all on one card. Open the page](https://www.corex360.com/en/solutions/sales-teams)[Field and operations The field is on the road, the record is at the centre. Corex360 for field and operations: vehicle tracking, projects and the customer record on the same core. Open the page](https://www.corex360.com/en/solutions/field-operations)[Accounting and HR Leave, attendance, on one record. Corex360 for accounting and HR: clock-ins land on the staff card; leave, advance and overtime requests run through an approval flow, and the approval is logged. Open the page](https://www.corex360.com/en/solutions/accounting-hr)[Unify channels Three channels, one card, one person. The same customer writes on Instagram in the morning, sends a photo on WhatsApp at noon, calls the office line in the evening. Open the page](https://www.corex360.com/en/solutions/unify-channels)[Measure the team fairly The score comes from the work, the effort becomes visible. If the one who arrives early but does not finish and the one who arrives late but closes the job sit in the same table, the measure is wrong. Open the page](https://www.corex360.com/en/solutions/measure-the-team-fairly)[Run on your own server Your data, your hosting choice. Corex360 Cloud or your own server: the choice is yours and is written into the agreement. Open the page](https://www.corex360.com/en/solutions/on-your-own-server) ## Sources - [Personal Data Protection Law (mevzuat.gov.tr)](https://www.mevzuat.gov.tr/mevzuat?MevzuatNo=6698&MevzuatTur=1&MevzuatTertip=5) Last checked 25 September 2026 Resources ## Related pages [X AI What the assistant does, what it leaves for approval and where your prompt goes.](https://www.corex360.com/en/x-ai)[Integrations Systems that connect to Corex360, each with its source.](https://www.corex360.com/en/integrations)[Pricing prep wizard No figures: choose the topics to discuss in your quote.](https://www.corex360.com/en/pricing-prep-wizard)[Decision file What is in the product today, section by section for management, sales, finance and IT.](https://www.corex360.com/en/decision-file)