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Use Orion with Bluedeer's AI assistant

Look up portfolio and client data.

What the assistant can do with Orion

Look up portfolio and client data.

Ask in plain words in any chat. When a request needs Orion, the assistant uses it for you, and its actions ask for your approval until you choose which can run on their own.

How to connect Orion

  1. An owner or admin of the workspace opens Customization, then the Connectors tab.
  2. In Popular connectors, find Orion and select Connect.
  3. Sign in on Orion's own page and approve. There is nothing to paste.
  4. Everyone in the workspace can now ask the assistant to use Orion.

Plans

Pro, Premium and Max for your personal workspace, and every shared workspace.

Compare plans

Try Orion with Bluedeer.

Start free, then move to Pro or a workspace to connect Orion.

Orion is a trademark of its owner. Bluedeer is not affiliated with Orion.