# X AI assistant: what it does and leaves to you | Corex360 > Corex360's AI assistant X AI files email on the card, follows up, gives a morning report and stops to ask on money and decisions. Prompts follow setup. Source: https://www.corex360.com/en/x-ai Last updated: 2026-09-25 --- [Home](https://www.corex360.com/en) X AI # X AI: what Corex360's AI assistant does and what it leaves to you X AI is the AI assistant built into Corex360. It files email on the customer card, follows rule-bound work and reports every morning; on money, contracts and people decisions it stops and asks. Where your prompt goes depends on whether you use Corex360 on Corex360 Cloud or on your own server. [Request a demo](https://www.corex360.com/en/contact?konu=agents#form) ## What does X AI do? X AI works through the customer card, quote and task records in Corex360. Once company email is connected, it files incoming email on the customer card; it follows rule-bound work and opens a task when a rule breaks. It gives a report every morning and an end-of-day summary, and reminds you of [unanswered quotes](https://www.corex360.com/en/solutions/quote-tracking-software). This is what it does today: **Files email on the customer card** Once your company email is connected, X AI reads incoming email, matches the sender to the customer card and files the message on that card. **Opens a task when a rule breaks** X AI follows rule-bound work; when a rule breaks it opens a task and assigns it to the person responsible. **Morning report, end-of-day summary** It gives a report every morning and an end-of-day summary, shown in the iOS and Android app and in the browser. **Reminds you of unanswered quotes** A quote the customer has not answered is not forgotten; X AI reminds you of it, and you decide what to write to the customer. ## What does X AI not do? X AI never sends a reply or a quote to a customer on its own; it prepares a draft, and sending happens with your approval. It stops on money, contracts, and people decisions; sending, discounts, payments, leave, and permission steps wait for approval, and every approval is recorded with who gave it, when, and from which device. X AI leaves the decision to a person at these steps: **Does not write to customers on its own** X AI never sends a reply or a quote to a customer on its own. It prepares a draft; sending happens with your approval. **Stops at money and decisions** It stops and asks on money, contracts and people decisions: sending, discounts, payments, leave and permission steps wait for approval. **Approvals are recorded** Every approval is recorded with who gave it, when and from which device; later it is clear who said yes to what. **AI insight only flags** The AI insight card in the customer list can flag a firm as a high-potential opportunity; the team decides what to do about it. ## Where does your prompt go? Corex360 runs in two ways: in a company-specific space on Corex360 Cloud or on your own server. The path of the prompt you write to X AI depends on this choice, and the choice is written into the agreement. On Corex360 Cloud the company chooses its AI provider in the X AI settings and enters its own key, and the prompt goes to the chosen provider. On your own server X AI runs on a local model; the prompt and the records it reads do not leave your server. X AI and the installation type | Topic | Corex360 Cloud | Your own server | |---|---|---| | Where does your prompt go? | The company chooses its AI provider in the X AI settings and enters its own key; the prompt written to X AI goes to the chosen provider. | X AI runs on a local model; the prompt written to X AI and the records it reads do not leave your server. | | Settings | The default reply language, memory and speech recognition are set in the X AI settings. | The installation type is written into the agreement; the local model runs on your server. | | Security layer | The same Corex360 Security layer runs. | The same Corex360 Security layer runs. | Read more about an own-server installation on the [Corex360 on your own server](https://www.corex360.com/en/solutions/on-your-own-server) page, and about the security layer on the [security](https://www.corex360.com/en/security) page. ## How is X AI different from Corex Agents? X AI is the assistant inside Corex360: it files email on the card, follows up and reports. On the **Corex Agents** (virtual employees) screen in the Corex360 menu, the company defines its own AI worker; the tasks of a virtual worker are scheduled and tied to approval, and virtual workers use the system tools of the modules. So X AI remains the ready-made assistant everyone uses, while Corex Agents are workers the company defines itself. All modules are on the [modules](https://www.corex360.com/en/modules) page. ## Where else is X AI covered? The hand it to the assistant page shows step by step how follow-up is handed to X AI, and the Corex360 CRM page shows the customer card, opportunity, and quote X AI reads. The systems that connect to Corex360 are on the integrations page, and what to ask when choosing an AI assistant in a CRM is in the article on what an assistant does not do. [Hand it to the assistant How follow-up is handed to X AI, step by step.](https://www.corex360.com/en/solutions/hand-it-to-the-assistant)[Corex360 CRM The customer card, opportunity and quote X AI reads.](https://www.corex360.com/en/modules/crm)[Integrations Systems that connect to Corex360, each with its source.](https://www.corex360.com/en/integrations)[What an assistant does not do What to ask when choosing an AI assistant in a CRM.](https://www.corex360.com/en/blog/ai-assistant-in-crm) ## See X AI with your own records. The demo runs live online with your own example: you see X AI file an email on the card and stop at the approval step. In the same call you watch the morning report, the pending approvals and the task that opens when a rule breaks, and you see on your own record that sending, discount and payment steps wait for your approval. [Request a demo](https://www.corex360.com/en/contact?konu=agents#form)