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
- Open Customization, then the Connectors tab.
- In Popular connectors, find Orion and select Connect.
- Sign in with your own Orion account on its page and approve. There is nothing to paste.
- Each person in the workspace connects their own Orion account the first time they use it. Only you can use the connectors you add.
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.