Connecting Orion

This chapter also covers the channels where Orion serves your public, which are different ones: the WhatsApp service number and Instagram direct messages. There, the person writing is not you — it is whoever reached out to your business.

To give it access to your calendar and your inbox — Google, Microsoft 365 and forwarded email —, link third-party tools or connect the assistant you already use (Claude, ChatGPT or Grok), see the chapter Connecting your accounts.

The channels: WhatsApp, Telegram and voice

The channel is where you talk to Orion. There are three ways in, and you can use more than one at the same time:

WhatsApp: the main channel. That is where it sends you the morning brief, tells you what is stuck, and takes your requests through the day. You can start on it without connecting anything — see Starting without connecting anything, just below.
Telegram: an alternative to WhatsApp, with a bot that is yours (more on this below).
Voice in the mobile app: a spoken conversation in real time, no typing. It is part of the plans that include voice — see which ones at orionworkers.com/pricing. It answers in the language you speak and does by voice what it does in the chat, including the send confirmation, read aloud. Say bye to end it; if the app leaves the screen the call ends, and two minutes without anyone speaking also end it. Each call lasts at most 15 minutes — and if you had just asked for something, it finishes answering before the call ends.

Besides those three, the "Ask Orion" chat follows you on every page of the web dashboard — same conversation, same agent. It does not count as a channel for the free trial: the trial clock starts with the first of the three above.

The 14-day free trial starts with your first channel

The 14 days, no card needed (7 on Orion MEI), start counting from the first channel you connect: WhatsApp authorized, Telegram linked, the first voice session, or the code you send to the Orion contact (below) — whichever happens first. It does not have to be WhatsApp. Through the Orion contact, the trial plan follows who you are: say you are a MEI and you try Orion MEI (7 days); otherwise, Orion WhatsApp (14 days) — and you can say it later: the trial switches to Orion MEI, keeping the end date you already had. Need more time? Ask Orion: it extends the trial by 7 more days, once.

Until August 14, 2026 there was a second path: a courtesy channel that unlocked on its own once the organization showed it was using the method. It has been withdrawn. Today the Orion channel is a subscription, with the free trial as the way in; the Y Managers free period covers the panel seats, not the channel.

Starting without connecting anything

There is a shorter way in: talking to Orion without connecting anything. You have a conversation with a contact called Orion, saved in your address book like any other. It does not enter your WhatsApp and does not see any of your conversations.

There are two ways, and the easiest one never leaves the conversation:

Through the conversation itself (recommended). Send the Orion contact the e-mail of your account — just the e-mail, nothing else. A 6-digit code arrives in that inbox; type the 6 digits in the conversation and you're connected. The code lasts 10 minutes; if it doesn't arrive, check spam or send the e-mail again.

No account yet? You can start there too. Send your email to the Orion contact even without an account: it creates your account on the spot, connects this phone and emails you a link. Click that link when you can — that's how you confirm the address and, later, sign in to the panel without a password. You never have to go through the website to get started.

Were you a customer and your subscription ended? Send your e-mail the same way. The 6-digit code will not go out while the plan is stopped — but Orion answers right there with one month's price and a Pix payment link (plus the copy-and-paste code). As soon as the payment clears, it tells you in the conversation; then just send your e-mail again and the number connects on the spot. You do not need to go to the website to come back.

Through the dashboard. Open Orion → WhatsApp and click "Start now". The screen shows an eight-character code, valid for 10 minutes; tap "Open WhatsApp with the code" — the conversation opens with the code already typed, just send it.

⚠️ Never send codes generated by WhatsApp itself. WhatsApp's own "Linked devices" screen also produces an 8-character code — that code grants access to your WhatsApp and must never be sent to anyone, not even Orion. Orion codes come either from the dashboard (8 letters) or from your e-mail (6 digits).

The phone that completes either path becomes recognized as yours, and from there it is a normal conversation. That counts as your first channel: it is what starts the trial.

What this path does not do. It is deliberately smaller, and worth knowing before you judge the product by it:

The morning brief and the alerts do arrive — but if you have not written for more than a day, the message comes in short form, and the full text arrives once you reply. That is a WhatsApp rule about who speaks first, not a limitation of Orion.
Scheduled reminders ("remind me every Monday") are not part of this path. For the same reason as above, a reminder at a set time could not arrive in full — so Orion tells you right away instead of creating a reminder that would fail. Plans from Telegram up include free-form reminders at any time.
You can send audio, photos and files. Audio is understood (transcribed on the spot); photos and files are stored and read. Replies always come as text — Orion does not send audio or images back yet.
Groups do not work. It talks to you, one to one.
It talks only to you. This path does not serve your customers — that is what the service number, described further below, is for.

This is the fastest way to find out whether Orion helps you; connecting a number shows the whole product. You can start with one and switch to the other — Orion stays the same, with everything you have already talked about.

One phone, one Orion. The same handset is never linked to two accounts at once. Changed phones? Ask for a new code in the dashboard and send it from the new one: the previous one stops answering immediately, and everything moves across.

If you already have a number connected, I ask before switching. Connecting a new handset doesn't only change where you talk to me — it changes where I send: summaries, reminders and alerts start arriving on the new phone. So anyone who already has their own number connected gets a warning naming the number that would be replaced, and the switch only happens if you reply SWITCH. Tested from another phone without meaning to change anything? Just ignore the message. Anyone without a connected number skips this step — they connect straight away.

Which number to use (read this before you scan)

You have two options, and they give Orion different powers.

Option A — a number dedicated to Orion. A SIM/number that is Orion's alone. You talk to Orion the way you would talk to any contact in your list. That number can take on a public role: Orion serves whoever writes to it — answers questions, triages, books appointments — with a persona separate from the one it uses with you, and escalates to you whatever needs a human. It sees nothing of your personal WhatsApp: the only thing there is what you send it.

Option B — your own number. Orion moves into your WhatsApp, in the chat with yourself ("Message yourself"). Its replies come with the prefix *✨ Orion:* — that is how you tell what is it from what is you. In this mode the public role is locked off**, and the page says so: the number is yours, and Orion will not reply to your contacts.

What your own number switches on in exchange is the automatic relationship radar. It is worth knowing exactly what that means:

It records who you talked to and when, and uses that to tell you who is going cold and to create contacts in the CRM on its own.
From the messages you send in 1:1 conversations, it extracts the text; for the contacts you chose to track closely, it keeps a short summary (up to 280 characters) of what you sent, building the history of the relationship.
It does not reply to your friends, family or customers, and does not mark your messages as read — this is enforced in code, it is not just a promise.
What other people send you, it does not reply to — and what gets recorded changed on August 12, 2026. A message that arrives from a third party on your number still goes unanswered: it does not become a turn of the artificial intelligence, and it decides nothing on top of it. What gets kept depends on who the contact is: for the people you marked to track closely, it keeps a short summary of what they wrote to you as well (before, only what you wrote went into the history); for the other contacts already in your CRM, only the record that there was contact that day, with nothing of the content; and from someone who is not in your CRM, nothing is kept — a message from a stranger neither creates a contact nor leaves a trace.
If you ask, it reads any conversation of yours. "Summarize my conversation with Ricardo" pulls up to 30 messages from that chat — the most recent ones, and it says how many it read, without presenting that stretch as the whole conversation; an export by date range can pull up to 1000. "What came in on my WhatsApp?", on the other hand, looks only at the last 24 hours and, for each conversation, at how many messages arrived and only the last one of them, up to 15 conversations — for the rest of a conversation, ask it to open that one. You are the one who orders the reading, and what it reads goes into the context of that conversation with it.

On the first connection in your-own-number mode, it sends a privacy notice in the chat. The Connection page also has the link "How Orion handles your WhatsApp privacy", available at any time.

In short: want an assistant that also serves your customers? Dedicated number. Want the automatic relationship radar over your real life on WhatsApp? Your own number.

Connecting WhatsApp

In the dashboard, open Orion → WhatsApp (the page is called Connection).
Click "Connect & start 14-day free trial" — or "Connect WhatsApp", if you already have a plan.
The QR code appears in seconds. On your phone: WhatsApp → Linked devices → Link a device, then scan. The screen updates on its own once you scan.
Prefer it without a QR? Click "Link with a code instead", give the number, and type the displayed code into WhatsApp → Linked devices → Link a device → "Link with phone number instead".

One real limit on the code: WhatsApp restricts how often codes can be issued, and that restriction applies to the whole account, not just to you. That is why the dashboard issues one code on demand and offers no "try again" button — if it does not come, use the QR, or reload the page later.

As soon as the connection closes, Orion sends the first message and introduces itself. That is where the setup Orion runs itself picks up.

Telegram: the bot is yours

Unlike WhatsApp, Telegram works with a bot that you create and own. On the Orion → Telegram page, the path has three steps:

In Telegram, talk to @BotFather and create a bot. It gives you back a token (something like 123456:ABC…).
Paste the token into the dashboard and choose a PIN of your own.
Send that PIN to your bot, inside Telegram. That is how the system confirms that the person who pasted the token is you.

Once that is done, the dashboard shows the bot's name and the status "connected". The Telegram channel is part of the paid plans and also of Orion BYOK, which is free and runs on your own organization's AI key — see them all at orionworkers.com/pricing.

Additional service numbers

If you want a separate number to serve the public — reception, support — today it comes in through one path only: the official WhatsApp API (Meta), in the "WhatsApp service numbers" block on the same Connection page (the block was called "Additional WhatsApp numbers" until August 11, 2026). The old QR path was withdrawn on August 5, 2026, and with it went the sales prospecting number option: additional numbers exist today only in the customer service role.

Each additional number is a billed item on your plan, and the dashboard refuses the connection before the pop-up even opens if the organization has no active subscription — or if its payment is past due —, saying why, with a button to subscribe or settle the payment.

Before you start, get this ready:

Your business's Facebook. You sign in with it, and the WhatsApp account created stays in your name. The number and the conversations are yours; the platform only receives permission to use them.
A free number. It must not already be in use on WhatsApp. If it is, delete its WhatsApp account first — otherwise the connection fails.
How to receive the code. You will receive a code to prove the number is yours. On a landline or a virtual number, ask for it by phone call: SMS never arrives on that kind of line.
A payment method on the WhatsApp account. Without it, WhatsApp blocks sending even with everything else in place.
Business verification (optional at first). It unlocks higher limits and requires company documents. You can start without it, on lower limits.

The popup comes pre-filled. Meta's popup opens with your organization's name as the display name and, if your organization has an email and website registered here, with the business portfolio details too. Check them before moving on — you can fix them right there.

If the signup stops halfway. The panel tells you which Meta screen it stopped on (business portfolio, WhatsApp account, profile, number, code or permissions) or which error Meta returned, and what to do in each case. You can try again whenever you like.

And the limits that are WhatsApp's, not ours — worth reading before you click:

Connecting does not switch the number on right away. WhatsApp reviews the account first. It usually takes a few hours and can take up to 24. During that time the number shows as Under review and cannot send or receive yet.
The display name is reviewed too. Even after the number is switched on, Meta reviews the name your customers see. Meanwhile the number shows as Under review — waiting for Meta to approve the name, and WhatsApp may limit sending or refuse replies. Follow it in WhatsApp Manager.
24-hour window. Free-form replies are allowed for up to 24h after the customer's last message. Outside that window, only pre-approved message templates go out.
The number becomes a business line. It stops working in the regular WhatsApp app on a phone.
A daily limit that scales. Business-initiated conversations start with a low cap that rises automatically as the number delivers with quality.

The number's status in Connection. Each official number shows a label and, below it, what is happening with sends:

Connected · Delivering normally: WhatsApp is accepting sends.
Under review: Meta has not switched the number on yet, or is still reviewing the display name.
Name declined: Meta declined the number's display name. Adjust the name in WhatsApp Manager.
Sends refused: WhatsApp refused the send on the spot and nothing went out. The alert shows the reason, what to do, since when, how many refusals and the last accepted send. The most common reasons and what to do:
display name under review: wait for Meta to approve the name and follow it in WhatsApp Manager;
access authorization expired or removed, or the number is no longer registered or was deleted from the WhatsApp account: reconnect the number in Connection (if it was deleted, connect the number that replaced it);
a problem with the payment method: add or fix the WhatsApp account's payment method on Meta's payments page — the alert has the link;
account blocked: check Meta's notice in WhatsApp Manager;
sending limit reached: sending resumes on its own when the limit resets; if it keeps happening, check the number's quality and limit in WhatsApp Manager;
message template refused: check the templates in WhatsApp Manager.
Sending blocked: Meta blocked sending for the number. The dashboard shows Meta's sentence and where to fix it.
Payment method missing: the number's WhatsApp account has no valid payment method. Replies to people who wrote in the last 24 hours keep going out; what doesn't go out is what the business starts — reminders, notices and templates. The alert has the link to Meta's payments page, where the payment method is added, and Orion tells you once, through your channel with it (or by email), when it starts. If the display name is still under review, nothing goes out until it is approved — and the payment can be sorted out in the meantime.

When the refusal only hits template sends, the alert says so: only the reminders and notices sent by template stop going out, and replies in conversations keep going out. If Meta only limits sending, a note appears and the label stays Connected. When the limit comes from business verification, which the business hasn't completed with Meta yet, the note says so: only how many conversations the business can start is limited, and replies are not affected.

Your customers' messages keep arriving the whole time; it is the sends that don't go out. When a single reply fails — to someone who hasn't written in over 24 hours, to a contact without WhatsApp, or in a format WhatsApp doesn't accept — the label stays Connected with just a note: there is nothing to do on the number. The alert clears on its own when the problem ends: the name approved, the number reconnected, the next send of the same kind accepted or, for a block or a missing payment method, the next check, which runs every hour.

You get notified. On the first refusal for each reason you get a notice — at most one per reason, per number, per day — on the WhatsApp you connected to Orion (in Connect WhatsApp) or on Telegram. Without those (for example, if you talk to Orion without having connected anything), or if they fail, the notice goes by e-mail. The notice never goes out through the number that has the problem, and it is not sent if the problem is already over. The same alert shows in Public role (the number's label changes from Answering to Sends refused or Sending blocked) and in the Agenda summary, when that number is the one answering for the Agenda.

Writing fast does not lose a message. Within each conversation, Orion answers one message at a time; conversations with different people run in parallel. If the person sends several messages while it is still replying, they wait and go together into the next reply — none is lost and none is half-answered (up to thirty messages can wait per conversation; beyond that, the most recent ones stay). If they repeat the same message while waiting, the repeat counts only once — even if they sent a ? or another message in between — and a ? on its own, sent while the reply has not arrived, does not make Orion answer again: it was only asking about the reply that was already on its way. The same goes for a repeat or a ? that crosses with the reply: sent before the person could see it, and arriving just after it goes out. Orion cannot know when the person read the reply — only when each message arrived — so it only treats as a repeat the same message that arrives right after the reply, within a short margin: someone who read the next question and answered it with the same score, or another yes, gets a normal reply. The rule does not catch everything — someone who sends the same answer again while waiting may end up with an answer in the wrong place: a repeat that arrives a little later, before the person has seen the reply, counts as a new message — in a questionnaire, it goes in as the answer to the next question — and a ? that arrives later is read as a request for clarification. To avoid it, ask in your invitation that people wait for the next question before writing again. Each person gets up to ten replies a minute. Someone who writes faster than that is not cut off: the message beyond the ten waits until the minute is up — less than a minute — and is then answered, together with any that arrive in the meantime.

If a flood of messages arrives. What the number counts is who is arriving, not who is already talking. Each service number starts up to ten new conversations a minute. Whoever is already in a conversation — was served in the last fifteen minutes — is not part of that count and is not held up by the people arriving: several people answering the same questionnaire at the same time all keep going. Whoever arrives beyond the minute's ten waits their turn, in order of arrival, without losing their message: the number holds places for twenty more conversations — the next minute's ten and the ten after that — and whoever waits starts being served within about two minutes at most. Beyond that, whoever arrives is not served: their message is not kept, and they have to write again. They get a single sentence, in the language they wrote in — "We're receiving a lot of messages right now. Please write again in a few minutes." — one per person every fifteen minutes and at most twenty per line each hour; within those fifteen minutes, or after the line has already sent its twenty for the hour, whoever arrives or keeps writing gets nothing back — that is the price of not turning the reply into one more flood. This happens in a mass send, an attack, a loop between two systems — and also when you invite a lot of people at once: if more than ten new people arrive per minute for a few minutes in a row, the twenty waiting places fill up and whoever arrives after that is left out. Inviting a lot of people? Invite them in batches of up to ten people a minute. Once the burst passes, service returns to normal on its own, with nothing for you to do. This has nothing to do with the six-hour pause for when someone on your team takes over a conversation: there a person stepped in, here it is only volume.

If the same message arrives three times in a row, the person gets, once, "I got your message — no need to resend it. If something is missing, tell me what changed and I'll pick it up from there." — and Orion only answers again when they write something else (if they keep sending the same message, the sentence comes back every ten repeats). Questionnaire answers do not count as repetition, because each one answers a question: repeated scores, option letters and "yes" or "no" (8, 8, 8); a score said in words (I'd say 8, 8 for me, 8 out of 10, eight); and an option written out in words (sometimes, agree), when it is one of the options written in the document the script cites. A repeated word or phrase that is not among the document's options still counts as repetition. See Run a questionnaire on your service number.

Each person has a daily limit of replies. The same phone number gets up to 120 replies from Orion a day. That is far more than a conversation needs — a questionnaire uses about one reply per question — and it is what stops an automated system from using up your plan's AI capacity on its own. Whoever goes past it stops being answered until the next day (the day turns over at midnight, Brasília time): they get only a neutral sentence — "We can't reply here at the moment. Please write again later." — in your account's language, at most one every fifteen minutes, and their latest messages are kept in the conversation (the twenty most recent), so that Orion picks up knowing what went unanswered. You get notified once a day for each contact that reaches the limit, with their name and phone number, on the WhatsApp you connected to Orion or on Telegram (this notice does not have the e-mail fallback yet): if it is a real customer, reply to them yourself. The fixed sentences — the repeated-message one and the flood one — do not count toward the limit; a reply attempt that fails, when the person is asked to say it again, does count. The rules for people who write fast and the daily limit also apply on the main number, when it is dedicated to Orion and serves the public; the count of new conversations per minute applies to service numbers only.

If your account's AI capacity runs out. Serving your public uses the same AI capacity as your own conversation with Orion. When the day's or the month's capacity runs out — or when the account has no active plan — Orion stops answering whoever writes to your numbers, and that person does not find out about your plan or your limit. They get only a neutral sentence — "We can't reply here at the moment. Please write again later." — in your account's language, whatever language they wrote in. That is one sentence per person every fifteen minutes; within that interval, whoever keeps writing gets nothing back. What the person wrote is kept in the conversation (each person's twenty most recent messages): Orion does not answer the messages left behind on its own, but when service resumes and they write again, it picks up knowing what had gone unanswered. Each message is kept up to 500 characters: from a longer one, the end is left out. You get notified, at most once a day per reason, on the WhatsApp you connected to Orion (in Connect WhatsApp) or on Telegram; without those, the notice reaches your WhatsApp through the official number — your service number, or the Orion contact you talk to — and, if none of those paths delivers, by e-mail. The notice says the reason and what to do: the day's capacity comes back on its own the next day and the month's when the month turns over; to resume sooner, change plans on the Billing page; with no active plan, it resumes when the subscription is reactivated. With the Public role off, Orion stays silent until the capacity is back — not even the automatic reply goes out — and this notice is not sent. On Instagram, whoever writes gets no reply until the capacity is back: there is no sentence there, and a message that arrives through Instagram does not trigger the notice.

Once active, the number does not answer yet: connecting does not turn answering on. On the number's line, the label says Not answering, and the Turn on Public role button takes you to the screen where you turn answering on (the switch takes effect right away, no need to Save) and set the role, the tone, the conversation flow, and what it must never do. While the Public role is off, whoever writes gets only an automatic reply saying Orion doesn't answer there. Once it is on, the label becomes Answering and the button goes back to Public role, for adjustments. The fullest use of a service number is booking for your clients — see Your clients.

Using the number you already have on WhatsApp Business

If your business already serves customers through the WhatsApp Business app (the one with the "B"), you can connect that same number to Orion without deleting the account and without changing numbers. In the "WhatsApp service numbers" block, use the "Use the number I already have on WhatsApp Business" button: Meta's popup asks you to sign in with the business's Facebook, and the confirmation code arrives in the app itself, not by SMS.

Once connected, the number works on both sides: you keep replying from the app on your phone, and Orion answers through the official API. How it works:

You reply, Orion stops. When you reply to a customer from the app, Orion stops in that conversation for 6 hours. If the customer writes again and nobody answers, Orion looks at what is pending and replies — or stays quiet, if your answer already solved it. It is the same rule as on Instagram. The app's own automatic greeting message does not count as your reply: Orion keeps answering.
With the Public role off, Orion stays quiet. If this number's Public role is off, Orion doesn't answer anyone through it — not even the automatic reply other numbers send when the Public role is off — because you are the one answering, in the app. For Orion to answer, use the line's “Turn on Public role” button, in Connection.
What changes in the app. Disappearing messages, view once and live location are turned off; broadcast lists stop working; groups do not go through Orion.
Old chats and the app's contacts do not come to Orion. Orion starts from the moment you connect.
Cost. What you send from the app stays free; what Orion sends through the official API is charged by Meta.
To turn it off, use the app itself: Settings → Account → Business Platform. Orion stops answering on that number and lets you know.

Requirement: an up-to-date WhatsApp Business app. Regular WhatsApp does not work for this.

Instagram service

Instagram is the second channel where Orion serves your public — the first is the WhatsApp service number, just above. The idea is the same: the person writing there is not you, it is whoever reached out to your business.

It lives at Orion → Instagram in the dashboard, and it is included in every plan at no extra cost. The one exception is the Y Managers seat. The tokens the service uses come out of that account's own allowance.

The account must be professional — business or creator. A personal account does not receive messages through this path, and the dashboard refuses the connection saying so, instead of letting you find out through silence. You switch it in the Instagram app, under Settings → Account type.

These are two decisions, not one. Connecting gives Orion the right to receive the account's messages. Answering is the second switch, and it starts off. While it is off, messages arrive and are recorded, but nobody is answered — the Turn on replies button is what starts the service. This is deliberate: a freshly connected account should not start talking to real customers without someone saying yes.

One Instagram account per company. The channel is a company service line, and what arrives through it is accessible to the other members of the organization — as with a service number. To change accounts, disconnect the current one and connect the new one.

The public role is per account. Under Public role you set role, tone, script and limits for Instagram alone — they can differ from what applies on WhatsApp. Until you set anything, the account answers with the main number's role, and the screen says so and shows which one. Clearing the fields and saving returns the account to that inheritance.

When you answer from the app, Orion goes quiet. It notices that a person took over that conversation and steps aside for six hours, so the two of you don't answer the same customer twice. After those six hours, if the last word is still the customer's, Orion reads the conversation and decides whether to reply — and deciding not to reply is a legitimate outcome, when your answer already settled it.

The 24-hour window is Instagram's rule, not ours. After 24 hours without a new message from the person, Instagram no longer allows writing to them. Orion does not try and does not pretend it replied: the conversation stays on record, and the notice is there for whoever looks.

The flood protection applies here too, with one difference: on Instagram the count is of messages, not of new conversations — above ten messages a minute on the account, whoever writes gets that single sentence — one per person every fifteen minutes — instead of a reply to every message. The waiting-your-turn for people who write fast, the rule for repeated questionnaire answers and the daily limit of replies, described under the service number, do not apply on Instagram yet: there the third identical message in a row within ten minutes — even a questionnaire score — gets no reply, and a questionnaire of very similar questions can be interrupted as if it were a loop. For questionnaires, use the WhatsApp service number.

Disconnecting stops the service immediately and erases the account's credential. The conversation history stays — it is yours.

Groups

The list of groups Orion appears in is split by channel: the WhatsApp ones are on the Connection page, below the numbers, in the WhatsApp groups block; the Telegram ones are at Orion → Telegram, in the Telegram groups block. Each group carries two independent decisions — one switches on and off, the other has three positions — and it is worth understanding the difference before you click:

Participation: authorizes Orion to reply there. The Authorize button shows up on the row of any group, on either channel, and asks for a confirmation before it takes effect — you are putting an artificial intelligence, and a record, inside a room full of people who signed nothing, and the deal is that you tell them. No group is authorized by default; you authorize them one by one, and only after a group is authorized do the reply policy and the group role field appear, where you write a persona just for that group. One difference worth knowing today: this switch really governs WhatsApp groups. In a Telegram group the authorization is saved, but it is not yet what decides whether the bot speaks — it replies when the message reaches it, with no reply policy and no tools in that turn. The category, right below, is another switch: what it decides about capture already applies on both channels.

Category (WhatsApp and Telegram): says what kind of group it is. There are three positions, and you pick one on the group's row:

Regular (the default): nothing in the content is captured. If Orion takes part there, it answers from public knowledge only — the documents marked as 🌐 Public — and nothing from the group goes into the organization's library.
🏢 Internal work (company colleagues only): the content starts being captured and may be shared with other people in the company. In return, Orion uses the organization's internal knowledge there, documents can be filed in the library, and you work on the work plan right from there.
🤝 External work (clients, partners): the content is captured, including what the people from outside write. Orion uses only public knowledge, files something into the library only when you ask, and the work plan is not accessible from that group.

The category is not retroactive, you change or withdraw it whenever you want, and Orion itself writes in the group to say what changed — with a different text for each case. Withdrawing stops the capture from that moment on; what has already been captured stays stored. And on Telegram the capture is partial by default: with the bot's group privacy on (BotFather's default), only mentions and replies to the bot reach it.

One does not imply the other: a group can be captured without Orion replying in it, and it can reply without being captured. And undoing one does not undo the other — revoking participation does not remove the category, and the capture goes on. It is a big enough subject to have its own chapter — it is in The AI team, and the privacy part is in the security and privacy chapter.

The setup Orion runs itself

You do not need to configure anything in the dashboard. Right after you connect, Orion itself runs a four-step setup conversation, straight in the channel you just switched on.

1/4 · Personality 🧠 — in a single message, it asks: what your company does, what you want to be called and how it should sound (formal or casual), and whether there is anything it must never do. An example it gives itself: "I run a dental clinic. You can call me Dr. Paulo, speak professionally but in a friendly way. Never confirm appointments without my approval." It gives back a summary and asks for your OK before saving. If you already have a personality set, it shows the current one and asks whether you want to keep it or adjust it.

2/4 · Contact 📇 — your mobile number with area code and your best email. It uses the email to send you reports and to include you on calendar invitations.

3/4 · Google 🔗 — it sends a link to connect your Google account. The details are in Google and Microsoft 365, in the chapter Connecting your accounts.

4/4 · Automatic routines ⏰ — it proposes three daily routines already adapted to what you told it about your business (for example, a summary of the calendar at 8am and an end-of-day review at 6pm). You answer "1 and 3", describe them your own way, or answer skip.

At the end, if Orion is on a dedicated number, it may ask whether you want it to serve your customers too — that is optional, and answering no leaves everything as it is.

The setup commands

skip: skips the current step. You can pick it up later.
later: pauses everything for 3 days. It also works with "not now", "pause", "stop".

setup or continue: picks up where you left off, at any time.

If you stop halfway, it gives you a gentle nudge now and then — never between 9pm and 8am in your local time, and at most three times; after that it stops and waits for you to call. It does not press.

Language

Orion speaks Portuguese, English and Spanish. The starting language comes from your time zone: time zones in Portuguese-speaking countries (and an unknown time zone) start in Portuguese; the rest start in English. After that it mirrors the language you write in — if you write in Spanish, it answers in Spanish.

If you write several messages in a row in a language different from the saved one, it asks once whether you also want to change the language of the messages it sends on its own (reminders, briefs). And you can pin it whenever you want: "talk to me in Portuguese".