// PLATFORM
One layer over every system. Agents that actually act.
ORiON connects to the systems your operations team already runs, unifies what they hold, and puts three things on top: a place to ask questions in plain language, a canvas to build your own views, and agents that do the work and write back where the work lives.
Ask a question
Plain language, across every connected system at once. No query language, no BI seat, no analyst in the middle.
Build the view
Drag widgets onto a canvas, or describe the dashboard you want and ORiON assembles it. Export any board as a report.
Let an agent run it
Set a goal once. Agents run it on demand or on a schedule, and pause for your approval before they write anything.
// ASK
The question you'd ask an analyst, answered in seconds.
Ask about pipeline, cash, headcount, spend, or anything spanning several systems at once — the kind of question that normally means three exports and an afternoon. ORiON reads across every connection you've authorized and answers from live data.
- →Follow-up questions keep the full context of the conversation
- →Ask for a chart or a whole dashboard and it appears on your canvas
- →Hand any answer straight to an agent to act on
- →Flag an answer that looks wrong, and it goes to us with its full trace
// EXAMPLE
// BUILD
39 widgets. As many boards as your team needs.
Sixteen widgets pull live from your connected systems. Twenty-three are chart and stat types you can point at anything. Every board exports as a PDF report.
// LIVE INTEGRATION WIDGETS — 16
// CHART & STAT WIDGETS — 23
Drag, drop, resize
A twelve-column grid. Move a widget, resize it, rename it — the layout saves to your account.
Describe it instead
Ask for a board and ORiON builds the whole thing, widgets and layout. Tweak any widget by describing the change.
Boards per audience
One for the exec review, one for the weekly ops stand-up, one for you. Rename and reorder them freely.
Export as a report
Any board becomes a shareable PDF, carrying your organization's logo — for the people who don't log in.
// AUTOMATE
Agents that finish the job, then ask before they send.
An agent is a goal, not a flowchart. You describe the outcome; ORiON works out the steps, runs them across your systems, and shows you what it plans to write.
Set the goal
Write what you want in plain language — "every Monday, find deals with no activity in fourteen days and draft a nudge to the owner." Save it, enable it, done.
It runs, and shows its work
On demand or on a schedule. Every run keeps its stages, a written summary, and anything it wants to write — so you can read what happened, not guess.
You approve the writes
Nothing is sent, created, or changed in a connected system until someone approves it. Approve all, pick individually, dismiss the run, or cancel it mid-flight.
// WHAT AN AGENT CAN DO IN YOUR SYSTEMS
- Create a deal or contact
- Update a deal
- Add contacts to a deal
- Create a task
- Send or reply to an email
- Create a calendar event
- Resolve a contact
- Create a doc, sheet or deck
- Append or replace doc text
- Add, append or update a sheet tab
- Replace slide content
- Post to a Slack channel
- Message a person directly
Every one of these passes through the approval gate before it executes, unless you have explicitly configured a specific automation to run without review.
// BUILT IN
Four things ORiON does without being asked.
AI Brief
A fresh read on your live data each morning — what moved, what stalled, what needs a decision. Refreshes once a day on its own.
Priority Inbox + Drafts
Ranks today's email by urgency and drafts the replies, so the queue is triaged before you open it. Send with one click, or dismiss the thread.
Meeting Follow-up
Reads your recent meeting notes and drafts the follow-up plus the action items. Set a template once and every follow-up sounds like you.
Recommended Actions
What ORiON thinks you should do next, drawn from everything it can see. One click hands any of them to an agent.
// CONTEXT GRAPH
Where your answers actually come from.
The first question anyone sensible asks an AI answer is "where did that come from?" The Context Graph answers it: which systems ORiON drew on, how often, and which records fed the number in front of you.
That matters most when a figure goes into a board deck. You can follow it back to the source rather than defending it on faith.
// ADMIN & GOVERNANCE
Control over who sees what, and what it costs.
Ops leaders end up owning the tool. So the admin surface is built for someone who has to answer for access, spend, and what the agents did.
People and roles
Invite members, set roles, and approve new accounts before they get in. New sign-ins wait on an admin rather than landing inside your data.
Data permissions
Grant access by role and by data domain. Payroll figures can stay with the people who should see payroll figures.
Credential control
Connect a system once for the whole organization, or per person. Decide which users may use an organization-level connection.
Audit trail
Administrative actions and conversation history are both logged. Deleting a person doesn't erase the record of what they did.
Usage and budgets
Usage is metered precisely, with per-organization budgets and per-user limits. No surprise line item at the end of the quarter.
Your branding
Upload your logo and pick an accent. Exported reports carry your organization's mark, not ours.
// SEE IT ON YOUR OWN DATA