What if your whole company could answer like your best employee?
SmartCore 360 turns your institutional knowledge into an AI assistant that actually knows your business — your products, your processes, your people.
Answers from your data
Every response grounded in your docs, your tools, your knowledge.
Connects your tools
ERP, CRM, email, calendar, file storage. One AI layer across all of them.
Your data stays yours
Encrypted, account-isolated storage in SmartCore Cloud. Never used to train AI.
The problem
Your knowledge is everywhere. Your team shouldn't have to be.
Critical answers are scattered across documents, locked in your ERP, buried in email threads, or stuck in someone's head. Your team wastes hours searching for what should take seconds.
to go live with the core platform
AI layer across your ERP, CRM, email and files
answers grounded in your own docs and data
How it works
One AI layer. Every tool connected.
Three steps from scattered knowledge to instant answers. No migration. No rip-and-replace — SmartCore sits on top of the systems you already run.
Connect
Link your existing tools — ERP, CRM, email, file storage, calendar. No migration. No rip-and-replace.
Learn
Upload your SOPs, spec sheets, and documentation. SmartCore builds a knowledge base your AI actually understands.
Work
Your team chats, automates workflows, and gets real answers — all in one place. AI that works the way your business does.
Features
Built for how your team actually works.
One assistant across chat, automation, analytics and your knowledge base — grounded in your own systems.
AI Chat
Ask anything about your business and get real answers — sourced from your docs, your data, your tools.
Integrations
Connect the tools you already use — ERP, CRM, email, calendar, file storage — no rip-and-replace.
Workflows & Automation
Turn repetitive processes into automated flows your team builds in chat.
Analytics & Insights
See what's happening across your business in one dashboard.
Knowledge Base
Load your SOPs, specs, and documentation once. Your AI remembers everything your team forgets.
Team Collaboration
Projects, messaging, shared context — your team works together with AI in the loop.
Data privacy
AI that works with your data without taking it.
Your data lives in SmartCore Cloud — encrypted, isolated to your account and never shared with other customers. AI requests run under a zero data retention (ZDR) agreement with OpenAI, so nothing is stored by the model provider and nothing is trained on.
encryption for connected-tool credentials
data per account — never shared across customers
of data retention by OpenAI under our zero data retention agreement
General-purpose AI tools
Connect to your systems, then store your data on their servers. Your business knowledge becomes their training data.
SmartCore 360
Stores your data in SmartCore Cloud, encrypted and isolated to your account. AI requests run under a zero data retention agreement with OpenAI — nothing is retained, nothing is trained on.
In production
Companies like yours are already using it.
CONMED
AI assistant deployed across 4,000+ product pages. Sales reps and clinical teams find the right device in seconds instead of scrolling through catalogs.
ArmorPoxy
Intent-based search matches complex coating products to customer needs. Plain-language queries return the right formulation and coverage specs.
National Distributor
One AI layer across ERP, supplier catalogs, and internal documentation. Counter staff get instant answers without calling the warehouse.
Compliance
Enterprise-grade from day one.
Where is our data stored?
In SmartCore Cloud, encrypted and isolated to your account. Your documents are also indexed for AI search within that same account-isolated database. Your data is never accessible to other customers.
Will our data be used to train AI models?
No. AI requests are processed under a zero data retention (ZDR) agreement with OpenAI, so the model provider stores nothing and trains on nothing. SmartCore never uses your data for training either.
How is our data protected?
Data is encrypted in transit (TLS 1.2+) and at rest, and credentials for connected tools are additionally encrypted with AES-256. The platform supports multi-factor authentication and keeps audit logs of document access, integration use and administrative changes.
Are you SOC 2 certified?
Not currently. Your data is protected by encryption in transit and at rest, account-level isolation, multi-factor authentication, audit logging and a zero data retention agreement with OpenAI. We're happy to complete your security questionnaire or walk your team through our controls.
Who on our team can see what?
Every document carries a classification — Personal, Public, Internal or Restricted — that controls who in your organization can access it and who the assistant will answer from it for.
What happens to our data if we leave?
You can export your data within 30 days of termination. We then delete it within 30 days — documents, conversations, search indexes and integration credentials — except where retention is legally required.
What tools does SmartCore 360 connect to?
Google Workspace, Microsoft 365 and Teams, Slack, HubSpot, QuickBooks and GoHighLevel, plus other business systems, including ERPs and CRMs, through custom connections set up during onboarding. Ask us about yours. Every connection uses only the access you approve, and you can disconnect it at any time.
Do we have to replace or migrate our existing systems?
No. SmartCore sits on top of the tools you already use. No migration, no rip-and-replace.
How long does it take to get up and running?
Most teams are live with the core platform — AI chat, knowledge base and standard integrations — in 2–4 weeks. Connecting additional systems, such as ERPs or custom data sources, adds time depending on which tools are involved; we scope that with you during onboarding.
What kind of companies is SmartCore 360 built for?
Teams whose knowledge is scattered across documents, ERPs, email and people's heads. Customers include medical device manufacturers, industrial coatings suppliers and building supply distributors.
How accurate are the answers?
Answers are grounded in your own documents and data rather than general internet knowledge, which makes them far more reliable than general-purpose AI tools. Like any AI, it can make mistakes, so we recommend qualified review before outputs are used for important business decisions.
How is SmartCore 360 priced?
Plans start at $299/month for Starter, with Professional ($799/month) and Enterprise ($2,499/month) plans for larger teams and more integrations. Additional seats are $15/seat on Starter and $12/seat on Professional, and included on Enterprise. Launch special: get Starter for $99/month for your first 3 months when you sign up by March 31, 2027. Request a demo to get started.
Get started
See what SmartCore 360 can do for your team.
Schedule a personalized demo and see how your team can get instant, accurate answers from the tools and knowledge you already have.