Automate repetitive work. Respond faster. Work smarter.
Orion AI
Practical AI agents for customer communication, sales, administration, marketing and business insights—configured around your knowledge, your people and the way your organisation works.
24/7 AI Receptionist & Phone Agent
Attract. Engage. Grow.
Orion AI brings practical, business-trained agents together to help with customer enquiries, sales follow-up, administrative work, content and performance insights.
A Chatbot and Voice Receptionist can provide a helpful first point of contact. Specialist agents extend that support into the work behind each conversation—from keeping records current to understanding feedback and planning content.
- Answers informed by your business knowledge
- Connected customer conversations and lead details
- Purpose-built roles for staff and customers
- Automation with agreed rules and human oversight
Your connected AI capabilities
Connect the channels and workflows that fit your business, from handling enquiries to keeping customer records up to date. Available capabilities depend on your selected agents and configured services.
Phone Calls
Use the AI Voice Receptionist to answer incoming enquiries, explain your services and capture the information needed for follow-up. Phone service and routing must be configured.
Web Chat
Engage website visitors with an AI Chatbot, help customers through an AI Support Agent and progress suitable enquiries with a sales agent using approved business knowledge.
Calendar Booking
Offer appointment times through configured receptionist or sales workflows. Booking depends on your connected calendar, host availability and enabled scheduling capabilities.
CRM Lead Capture
Record contact details and conversation context from enquiries in the connected CRM. The Sales Assistant can then help staff retrieve customer history and maintain records.
Email/SMS Marketing
Connect customer interactions to configured follow-ups, reminders and marketing workflows. Email and SMS sending require the appropriate messaging services, consent and permissions.
Analytics & Performance Reporting
Ask the Data Analyst about enabled CRM, review and social data, or use role-specific insights to review engagement. Reporting depends on the information and services connected.
Meet your AI team
Different roles. One connected approach.
Explore agents for customer communication, sales, administration, marketing and business intelligence. Start with the role that addresses your biggest bottleneck, then connect further capabilities as needed.
Agents and connections depend on your selected services and configuration. Orion will confirm availability, scope and subscription requirements for your organisation.
01 / Customer communication
A helpful first response. A clearer next step.
Give customers a way to ask questions, explain what they need and take the next step—even when your team is busy. Chat, voice and support roles share business knowledge, but each has a different job.
AI Chatbot
Turn website questions into useful conversations.
The chat side of your AI Receptionist engages website visitors using your services, hours, FAQs and approved business information. It can answer enquiries, collect contact details and help visitors book an appointment rather than leaving them at a static contact form.
Features & capabilities
- 24/7 website chat for common service, product and business enquiries.
- Business-specific answers informed by your website and knowledge sources.
- Conversational lead capture and pre-qualification, with spam filtering.
- Contact details and conversation summaries recorded in the connected CRM.
- Appointment booking using available times in a connected calendar.
- Context-aware responses using available customer history.
- Conversation routing or human follow-up when a query needs your team.
A practical business use
A visitor asks about your services after hours, explains their requirements and leaves their details or books an available appointment.
What it needs to work
Requires a website chat widget, approved business knowledge and the appropriate CRM and booking connections. SMS is available with the relevant messaging service configured.
AI Voice Receptionist
An AI receptionist for your incoming calls.
Answer phone enquiries with a business-trained voice agent that can explain your services, capture the reason for a call and organise the next step. The receptionist supports call reception around the clock while keeping useful customer context available for your team.
Features & capabilities
- 24/7 inbound call answering, including enquiries outside business hours.
- Natural, business-specific responses drawn from your approved knowledge.
- Conversational enquiry qualification and contact-detail collection.
- Call summaries and lead details available in the connected CRM.
- Appointment scheduling with a connected calendar.
- Follow-up and reminders through configured communication workflows.
- Support for concurrent customer conversations and routing where configured.
A practical business use
A caller enquires while your staff are helping other customers. The agent explains the relevant service and records the enquiry for follow-up.
What it needs to work
Requires an enabled AI voice service and phone-number or call-routing configuration. Booking, messaging and CRM actions depend on the connected services. AI reception complements your phone system; it does not replace VoIP infrastructure.
AI Support Agent
Answer first. Escalate with context when needed.
Help customers through web chat and SMS with a resolution-first agent. It searches your business knowledge for an answer before asking for contact details, and gathers the information your team needs when a question cannot be resolved automatically.
Features & capabilities
- 24/7 assistance for common enquiries through enabled chat and SMS channels.
- Knowledge-based answers from your website, FAQs, manuals and uploaded documents.
- Structured support using Hear, Empathise, Apologise, Resolve and Diagnose.
- Troubleshooting guided by your documented policies and processes.
- Human escalation when a query falls outside the available knowledge.
- Contact-detail capture and a contextual message for your team on escalation.
- Configurable brand voice and mobile-friendly, plain-language replies.
A practical business use
A customer asks how to use a product. The agent shares documented guidance or captures the issue and their contact details for a human specialist.
What it needs to work
Requires current support knowledge and enabled messaging channels. Automated assistance is not a guarantee of resolution, response time or replacement for specialist support.
02 / Sales & administration
Less manual admin. More time for your customers.
Keep sales information organised, give your team easier access to customer context and help suitable enquiries move towards a meeting. Internal assistance and customer-facing qualification are distinct roles.
AI Admin Agent
Practical help with everyday coordination.
Tailor an administrative agent to your everyday processes. Orion’s Admin Agent uses your documents, procedures and permitted tools to help staff find information, organise routine work and reduce repeated internal questions.
Features & capabilities
- Answers to internal process questions using your SOPs, documents and playbooks.
- Role-specific instructions, business rules and tone of voice.
- Internal chat assistance and participation in configured automation workflows.
- Task and timeline coordination based on your defined processes.
- Drafting assistance for quotes, proposals and routine responses using approved information.
- Record updates or status lookups when the required capability and connection are enabled.
A practical business use
A staff member asks which steps are required for a routine request. The agent finds the relevant procedure and assists with a configured task workflow.
What it needs to work
The scope is agreed around your actual processes. Documents, permissions and system connections must be configured; the agent is not granted unrestricted access to your business tools.
AI Sales Assistant
Keep your CRM useful without all the manual notes.
An internal assistant for your sales team that extracts useful information from captured meetings and sales activities, updates CRM records and answers questions about your pipeline. It helps staff prepare for conversations with the context already in one place.
Features & capabilities
- Extraction of key outcomes from captured sales activities and meetings.
- Automatic updates to connected contact and company records.
- Natural-language questions about customer history, opportunities and follow-ups.
- Identification of pipeline gaps and leads needing attention.
- Web research to enrich prospect and company context.
- Support for industry-specific information stored in configured CRM record types.
- Task creation and reminders through configured automation workflows.
A practical business use
Ask which leads have not been followed up recently, or retrieve the outcome of your last captured meeting before calling a customer.
What it needs to work
Requires the supported CRM and access to the relevant records. Meeting-derived updates require conversation capture to be enabled; not every external CRM connection is supported automatically.
AI Inside Salesperson
Qualify the enquiry before booking the meeting.
A customer-facing sales agent that checks whether an enquiry matches your services before progressing it. It uses a discovery-first approach, responds to common objections and helps qualified prospects book a suitable appointment.
Features & capabilities
- 24/7 enquiry qualification based on your services and business criteria.
- Discovery questions before requesting contact details or offering a booking.
- Polite handling of requests for services you do not provide.
- Empathetic responses to objections with guidance towards an appropriate next step.
- Appointment options based on live availability in a connected calendar.
- Qualified contact-detail capture into the connected CRM.
- Language-adaptive conversation based on the customer and business context.
A practical business use
A prospect asks about a service. The agent checks their needs against your offering, collects relevant details and offers available meeting times.
What it needs to work
Requires agreed qualification rules, accurate service information and configured CRM and calendar capabilities. It supports your sales process; it does not guarantee a sale.
03 / Marketing & reputation
Consistent content. Thoughtful customer engagement.
Help customers discover your business, keep your channels active and respond to feedback with care. Publishing and response controls let you decide where automation ends and human review begins.
AI Blogger
Keep your website growing with relevant articles.
Research, write and publish search-focused articles informed by your services, expertise and brand voice. The AI Blogger builds FAQ-style content around the questions your customers ask, helping maintain a consistent publishing routine.
Features & capabilities
- Topic research based on services, promotions, industry and local market context.
- SEO-focused, FAQ-style articles that answer relevant customer questions.
- Writing informed by your business knowledge and brand voice.
- Matching visuals from supported stock libraries or AI-generated imagery.
- A weekly article workflow with WordPress publishing.
- A choice of automatic publishing or drafts for human review and editing.
- Article-to-social repurposing when paired with the AI Social Media Manager.
A practical business use
Publish a useful article answering a common service question, then adapt it into social posts that direct readers back to the website.
What it needs to work
Direct publishing requires a connected WordPress website. Review article accuracy and brand consistency before publishing. Search rankings and traffic depend on more than content alone.
AI Social Media Manager
A planned social presence that sounds like your business.
Create, schedule and publish social content using your business goals, services, promotions and brand guidance. Built-in conversational insights help you understand engagement and refine what you share next.
Features & capabilities
- Content planning informed by business knowledge, trends and seasonal topics.
- Platform-ready captions and visuals adapted to your brand and channel.
- Scheduling and publishing on supported, connected social accounts.
- Supported channels include Facebook, Instagram, LinkedIn, X, TikTok, YouTube and Google Business Profile, subject to account and format requirements.
- Stock-image selection or AI-generated imagery for relevant creative assets.
- Automatic publishing or draft review, editing and approval before publishing.
- Conversational performance insights and repurposing of connected blog articles.
A practical business use
Plan a week of service-focused posts, review the drafts and ask which previous content generated the strongest engagement.
What it needs to work
Requires authorised social accounts and the appropriate publishing services. Supported formats vary by platform; comment moderation and replies need a separate agreed workflow.
AI Reputation Specialist
Respond to reviews with your brand’s voice and care.
Manage customer feedback with personalised review replies, configured response rules and review-request workflows. Ask questions about sentiment and recurring themes to understand where customers are happy and where your business can improve.
Features & capabilities
- Context-aware automated replies to Google Business Profile reviews and Facebook recommendations.
- Responses aligned with business knowledge, brand tone and review context.
- Configurable rating thresholds, response timing and platform preferences.
- Review-request workflows to invite genuine customer feedback.
- Language-matched replies in supported languages.
- Conversational analysis of review and Net Promoter Score survey data.
- Insights into sentiment shifts, repeated themes and issues needing attention.
A practical business use
Thank a customer with a tailored reply, while applying a different response rule to feedback that needs your team’s attention.
What it needs to work
Requires connected review profiles and the relevant reputation services. Automated replies are available for Google and Facebook; other platforms may require manual responses. Review requests should invite genuine customer feedback.
04 / Insights & tailored workflows
Put your knowledge and business data to work.
Ask clearer questions of your business information, explore search visibility and tailor agents to the work your organisation actually does. Available data, tools and permissions determine what each agent can do.
AI Data Analyst Agent
From scattered metrics to a useful business briefing.
Analyse connected CRM activity, customer feedback and social performance through natural-language questions. The Data Analyst uses an analyse, interpret and recommend structure to explain the facts, their business implications and possible next steps.
Features & capabilities
- Insights drawn from enabled CRM records, customer reviews, NPS surveys and social metrics.
- Natural-language questions rather than manually compiling multiple reports.
- Structured briefings that identify facts, explain implications and recommend actions.
- Cross-source analysis of customer, sales and engagement signals.
- Identification of quiet opportunities and accounts needing follow-up.
- Review-sentiment and social-engagement analysis using available data.
- Configurable role instructions and approved supplementary knowledge sources.
A practical business use
Ask which accounts have had no recent activity, or how a change in social engagement relates to new enquiries in your CRM.
What it needs to work
Only enabled, accessible data sources can be analysed. Recommendations depend on data quality and completeness; they support human judgement rather than guarantee an outcome.
Custom AI Agent
An agent shaped around your processes, not a generic script.
Configure a specialised agent using your documents, pricing, procedures and business rules. Custom agents can assist staff, help customers and take defined actions through connected tools, extending beyond the tasks covered by pre-built roles.
Features & capabilities
- No-code configuration of a role, tone, instructions and permitted capabilities.
- Training with SOPs, catalogues, price lists, documents and playbooks.
- Shared knowledge and rules across web chat, internal chat and automation workflows.
- API-connected actions such as record updates, order-status checks or inventory lookups where supported.
- Quoting and estimating workflows using approved pricing and service rules.
- Project coordination and payment follow-up when the required systems are connected.
A practical business use
Create an internal product-knowledge assistant or an estimator that helps staff prepare consistent quotes using approved pricing.
What it needs to work
Each custom role requires scoped instructions, supported connections and permissions. Payment actions require a suitable billing integration; the agent is not itself a payment processor.
AI Search Specialist
Understand how customers find your business in search.
Understand how customers discover your business through search and AI-generated answers. Explore business-profile optimisation, search audits and visibility reporting to identify opportunities for improvement. Some features are in preview; Orion will confirm current availability and eligibility.
Features & capabilities
- Conversational questions about keywords, listing health and search visibility.
- Business-profile optimisation for missing services, descriptions, attributes and other supported details.
- Profile-information synchronisation to supported, connected listing services.
- Brand-visibility reporting across ChatGPT, Gemini and Perplexity against competitors.
- Answer-engine optimisation audits to identify website AI-discovery gaps.
- SEO audits with prioritised website recommendations.
- On-demand reporting subject to the current plan and reporting limits.
A practical business use
Review how your business appears in AI-generated recommendations and identify improvements to your website and connected business profiles.
What it needs to work
Current availability, release status, subscription requirements and report limits must be confirmed with Orion. No ranking, recommendation or search-placement guarantee is implied.
Custom AI Agent applications
Specialist help for the way you work.
Tailor an agent to your documents, business rules and supported connections. Discuss these practical applications with Orion to agree the right scope for your organisation.
Sales Enablement Assistant
Give staff an internal source for product, pricing and process questions. Use approved documents and playbooks to assist with quotes, proposals and customer responses.
Job Estimator
Help prepare consistent estimates using your pricing, service tiers and business rules. Any upsells or warranty options must be defined in your approved information.
Project Coordinator
Bring together status information from connected systems, organise tasks and timelines, and send configured updates to staff or customers.
Customer Payment Coordinator
Send personalised payment follow-ups through a configured workflow. Payment status checks or retries require a compatible billing connection and explicitly authorised actions.
Practical setup. Clear expectations.
Designed to work alongside your people.
AI can help with repetitive work, but your business still sets the rules. Discuss the right combination of agents, channels and review controls with Orion before deployment.
Planning local AI workloads? Explore Dell AI-ready technology and data protection. Hardware and infrastructure are separate from Orion AI agent subscriptions and do not activate agents or connections.
Your knowledge
Prepare current service details, FAQs, approved pricing, policies and role-specific documents. Give agents accurate, up-to-date information to guide their answers and actions.
Your connections
Confirm which CRM, phone, calendar, social, review, publishing and other tools are supported and authorised for each selected role.
Your boundaries
Define the actions an agent may take, when it should escalate, who receives enquiries and which staff can access internal information.
Your oversight
Choose publishing and response controls, check output for accuracy and keep your knowledge up to date as your business changes.
Your Partner in the Office
Find the right AI role for your business.
Discuss customer conversations, sales administration, content or business insights with Orion. We’ll help scope suitable agents and connections, with agreed controls and human oversight.