Welcome to CorePossess
Your company.
Your intelligence.
Let’s bring Tilford’s knowledge together and put it to work.
You choose which systems to connect and approve access. We’ll guide you through each step.
Build an initial profile of your business.
You’re in control of every connection.
Your company website
Is this your website?
Please confirm the website shown below.
Your documents
Where are your documents stored?
Next, your documents. They do not have to be in the same place as your email.
These documents are only available to you. They will never be shared with anyone in the company, or with anyone outside the company, from CorePossess.
Where do you keep your documents?
Allow access to Google
Google will ask you to approve this. CorePossess can read your email and documents. It cannot send mail or change files.
- 1 Sign in Use your Tilford Google account.
- 2 Allow Gmail and Drive Choose Allow so CorePossess can read your email and documents.
- 3 Come back here You’ll come back here.
We are now learning from your website...
Your knowledge
Your personal knowledge base
We’ll now build your personal knowledge base, so we can use your tone and understand the tasks you’re working on.
We’ll connect your email first. Documents come next, and they can live somewhere else.
This content is only available to you. It will never be shared with anyone in the company, or with anyone outside the company, from CorePossess.
Where do you keep your email?
We are now building knowledge from your data.
Your profile
Your personal profile
CorePossess will now learn from your emails and documents and build your personal profile on the platform.
Now we will connect more systems you are using.
Your systems
Your other systems
I’m looking through your documents for a tech stack or a systems overview.
Your systems
The order we will connect them
These systems will be connected to CorePossess, in this order. Uncheck any system you do not want connected.
System
Connect
Connections
The records
Tilford runs its own server. A record leaves only when you allow it, and it is encrypted first. Every record belongs to a department or a role.
Connections
One approval
Each system has its own screen. You sign in and approve access. The connection is already built.
Connections
Departments
People come from a staff list, or from HR once that system is connected. You set what a department can see. You don’t enter each person.
Ready
Agents
They work inside Tilford, on the records you connect. Their work is not sent to another service.
We’ll stop here. The next part of the setup comes after this.
Question
An administrator connects the company’s QuickBooks. CorePossess already holds the app and the keys, so the administrator does not create a developer account.
Checking Bonsai.