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