Getting Started • Platform OverviewProduction Architecture

Introduction to OrbionAgents

Enterprise conversational AI platform uniting messaging channels, knowledge grounding, and visual automation to handle customer communication 24/7.

Connect WhatsApp, Instagram, and Webchat with verified RAG knowledge grounding, visual workflow wires, and real-time CRM lead synchronization.

Target Personas & Teams

Who is OrbionAgents Built For?

Tailored solutions designed for fast-growing sales teams, high-volume support desks, e-commerce stores, and modern developers.

Revenue

Inbound Sales & Revenue Teams

Qualify inbound leads 24/7, parse buyer budget and timeline, auto-score Hot/Warm/Cold leads, and book Google Calendar meetings instantly in chat.

Support

Support & Success Desks

Automate 70%+ of Tier-1 customer tickets, answer complex policy questions with exact document citations, and smoothly escalate edge cases to human reps.

E-Commerce

E-Commerce & DTC Brands

Deploy interactive WhatsApp product catalogs, automated order tracking lookups, return label generation, and abandoned cart re-engagement flows.

Marketing

Marketing & Growth Teams

Send Meta-verified WhatsApp Cloud API broadcasts with 98% open rates, launch VIP drops, and automate Click-to-WhatsApp ad conversational funnels.

Operations

Operations & Logistics

Query ERP/database backends, generate automated PDF receipts and invoices, and dispatch real-time Slack/SMS operational alerts to fulfillment teams.

Developers

Developers & IT Architects

Build on visual node canvases, integrate webhooks and REST endpoints, switch between top LLMs (OpenAI, Gemini, Anthropic), and enforce PII data masking.

AI Conversation Flow

How AI Conversations Flow

From first customer touchpoint to final resolution — how AI handles inbound conversations.

Stage 01 of 05Inbound Request

Customer MessageCustomer Reaches Out

A customer reaches out with a question, product inquiry, or support request through WhatsApp, Instagram Direct, Twilio SMS, or your website chat widget.

What Happens at this Stage:
Connects seamlessly to WhatsApp, Instagram & Webchat
Captures customer inquiries 24/7 without delays
Maintains full conversation history across channels
Routes new and returning customers automatically
Outcomes & Production Blueprints

What You Can Build

Real-world conversational solutions deployed by enterprises to accelerate revenue, resolve customer requests, and automate backend operations.

OrbionAgents transforms everyday messaging channels into high-velocity operational hubs. By combining verified knowledge grounding (RAG), visual workflow wires, and automated CRM sync, businesses replace slow manual triage with dependable 24/7 autonomous agents backed by 1-click human oversight.

Revenue Operations & Lead Scoring
Autonomous Tier-1 Customer Support
Meta-Verified WhatsApp Broadcasts
Event-Driven Workflow Automation
Revenue Operations

Sales Qualification

3x Faster Inbound TriageZero response lag for inbound high-ticket buyers

Capture leads 24/7 across WhatsApp and webchat. The agent interrogates buyer budget, timeline, and company size, auto-scores the lead as Hot/Warm/Cold, and books a calendar meeting with your sales executive.

Inbounds qualified in under 30 seconds with zero wait times
Auto-scores buyer into Hot (80+), Warm (50+), or Cold (<50)
Direct 1-click Google Calendar meeting booking directly in chat
Ideal For:B2B SaaSCommercial Real EstateHigh-Ticket Consulting
JD
John Davis
online
Messages are end-to-end encrypted. No one outside can read them.
Today

Hi! We need an AI sales assistant for our 35-person sales team to qualify inbound leads. What is your pricing and rollout time?

10:24 AM

Hello John! For 35 sales agents, Orbion deploys in under 24 hours with custom CRM sync and unlimited WhatsApp broadcasts. What is your planned budget and deployment timeline?

10:24 AM

We want to deploy this month. Our budget is approx $18,000.

10:25 AM

Understood! Based on your 35-seat requirement and timeline, you qualify for our Senior Architecture Program. Book a 15-minute slot directly below:

10:25 AM
Book 15-Min Demo with Sales Lead
Auto-Qualified: 🔥 Hot Lead ($18k • 96 pts)
Synced to CRM
Support & Success

Customer Support

70%+ First-Contact ResolutionAutonomous Tier-1 resolution with zero wait times

Resolve order tracking, returns, invoice requests, and technical troubleshooting directly against your grounded company knowledge base. Escalates edge-cases smoothly to live human reps with complete context.

Cites exact page numbers & policy documents with pgvector RAG
Resolves 70%+ of Tier-1 support queries autonomously
Seamless human takeover with full conversation context when requested
Ideal For:E-Commerce & DTCConsumer TechSubscription Services
OA
orbion.official
Active now
2:14 PM
Can I return my order if the packaging is already opened? My order number is #ORB-8821.

Yes! Under Section 3.2 of our policy, opened items qualify for a full refund within 30 days if all original accessories are included. Zero restocking fees apply.

Grounded in Return_Policy_2026.pdf (Page 4)

Would you like me to generate your prepaid return shipping label now?

Seen just now
Message...
Messaging Channels

WhatsApp Automation

98% Message Open RateMeta-verified Cloud API broadcasts & button bots

Deploy Meta-approved interactive WhatsApp bots featuring quick-reply button menus, appointment booking reminders, dispatch receipts, and broadcast messaging with dynamic variables.

Official Meta-verified green checkmark business branding
Interactive quick-reply buttons, list menus, and carousels
Scheduled promotional & transactional broadcasts with high deliverability
Ideal For:Retail & HospitalityHealthcare ClinicsFinancial Services
OA
Orbion Apparel
Official Business Account
VIP Early Access
Summer 2026 Collection ☀️Exclusive 25% launch voucher inside

Hello Priya! Your VIP access code [VIP-SUMMER25] is active. Tap below to browse or track your orders:

11:30 AM
🛍️ Browse Summer Catalog
📍 Locate Nearest Boutique
📦 Track Existing Shipment

🛍️ Browse Summer Catalog

11:30 AM

Here is our top trending drop selected for you:

👗
Linen Summer Blazer
₹3,499 ₹4,699
11:31 AM
⚡ 98% Open Rate • Meta Cloud APIAutomated Dispatch
Enterprise Knowledge

Knowledge-Based AI Agents

Zero Hallucination RiskStrictly cited answers from internal documentation

Equip your employees and customers with autonomous domain experts that answer complex policy questions, technical specifications, and legal guidelines with exact document page citations.

Parses PDFs, spreadsheets, technical docs, and live website URLs
Semantic vector grounding ensures zero hallucination or guessing
Strict enterprise data isolation and PII data sanitization
Ideal For:Higher EducationLegal & ComplianceInternal IT Helpdesk
Enterprise Knowledge Copilotpgvector RAG
Strict Grounding • Zero Guesswork
Synced & Verified

What is our guaranteed SLA for Tier-1 system outages and how are downtime credits calculated?

11:42 AM

Under Section 8.1 of the Enterprise Master Agreement, Tier-1 outages guarantee an initial response within 15 minutes and 99.99% monthly availability. If monthly downtime exceeds 0.01%, credits are issued at 10% of monthly fee per hour of outage.

Enterprise_SLA_2026.pdf
Page 14 • Cosine Similarity: 0.96
Strict Citation
PII Redacted11:42 AM
Embeddings: text-embedding-3-largeLatency: 142ms • Zero Hallucination
CRM Synchronization

Lead Management

100% Data Capture FidelityUnstructured chat converted to structured CRM fields

Turn chaotic conversations into organized records. The AI extracts customer name, company, phone number, and requirements into clean CRM records with automated lifecycle stage updates.

Extracts unstructured chat details into structured CRM fields
Auto-updates pipeline lifecycle stages from New to Qualified
1-click export to HubSpot, Salesforce, or custom webhooks
Ideal For:AgenciesLogistics BrokersProfessional Services
AI Lead Intelligence & CRM SyncLive Extraction
Unstructured WhatsApp → Structured CRM
100% Fidelity
Inbound WhatsApp LeadToday, 10:18 AM
"Hi, I'm Vikram Patel from Skyline Logistics. We need 20 vehicle GPS tracking units next week. Budget is around ₹1,50,000. My email is vikram@skylinelog.com"
Extracted Entities & Qualified Automatically
VP
Vikram PatelDirector • Skyline Logistics
🔥 HOT LEAD (95 pts)
Deal Value₹1,50,000
Pipeline StageQualified Lead
Work Emailvikram@skylinelog.com
Requirement20x GPS Trackers
Assigned: Rohit (Senior AE) Synced to CRM & HubSpot
Operations & APIs

Workflow Automation

Zero-Code OrchestrationConnect conversations directly to backend systems

Build visual multi-step wires that trigger external APIs, query inventory databases, generate PDF quotes, process payments, and dispatch real-time Slack notifications to internal teams.

Drag-and-drop visual node canvas for complex business wires
Triggers external APIs, ERP lookups, and payment gateways
Real-time internal team alerts via Slack, Webhooks, or SMS
Ideal For:Fintech & InsuranceSupply ChainOn-Demand Services
Automation Wire CanvasVisual Graph
Event-driven Webhooks & Orchestration
⚡ 124ms SLA
Trigger: Inbound WhatsApp MessageCondition: "Track Order #ORB-8821"
Webhook Event
Orbion AI: Intent & Entity ParserParsed Order ID: #ORB-8821 (Confidence: 0.99)
LLM 42ms
API Action: Query Shopify StoreGET /orders/8821 → Status: "Out for Delivery"
HTTP 200 OK
Branch A: WhatsApp ReplyDispatched live courier tracking link
Branch B: Slack AlertNotified VIP Account Manager
Documentation Directory

Explore OrbionAgents

Deep-dive into comprehensive implementation guides, interactive product simulators, and developer documentation for each module.

5-Min Quickstart