Oris AI assistant

What it is

Oris AI is built into Oris Work in two places: a slide-in panel you can open from any page, and a full Assistant page. It can answer questions, summarise a company, contact or deal, suggest next steps for a deal, draft a follow-up email, and look up live figures about your firm. It never changes anything until you click a confirmation button.

Open the panel

• Click the round Oris AI button at the bottom right of the screen, or press Ctrl+J (Cmd+J on a Mac). Press it again to close.
• Type in the box that says 'Ask Oris AI anything...' and press Enter or click the arrow.
• On a company, contact or deal page the panel knows which record you are on, and shows quick buttons: 'Summarize' (all three), 'Next steps' (deals) and 'Draft email' (contacts, a friendly follow-up).
• The small badge shows your AI tier.

The Assistant page

Open Assistant in the sidebar (page title Oris AI). Type a question or click an example, such as how many open deals you have and their pipeline value, how many compliance items are overdue, your practice WIP, how much is outstanding on unpaid invoices, or your own open tasks. Answers use live firm data. If you ask it to create a task or a note, it shows a button such as 'Confirm: Create task' or 'Confirm: Add note'. Nothing is created until you click it.

Confirming actions in the panel

When the panel proposes something, such as moving a deal, creating an activity or logging a note, it shows a button with a label describing the action. Click it to carry it out, or ignore it to do nothing. The panel then confirms 'Done' or tells you what failed.

What you need

• Your organisation needs a plan that includes the AI assistant. Otherwise you see 'This feature requires the growth plan or above'.
• Basic chat works on every AI tier. Record context, Summarize, Next steps, Draft email and the Assistant page need the Pro or Enterprise AI tier. Without it you see 'The assistant requires Pro or Enterprise AI tier'.
• A platform administrator can switch AI off for a workspace. You then see 'This feature is not enabled for your workspace'.
• Any signed-in team member can use it. There is no separate role for it.

Tips and limits

• Be specific. Ask 'How much is outstanding across unpaid invoices?' rather than 'How are we doing?'.
• Questions on the Assistant page can be up to 2000 characters. Panel messages can be longer.
• The panel remembers about the last 20 messages of the conversation. Refreshing the page starts a new one.
• AI can be wrong. Check figures and read any drafted email before you use it.

Common problems

• 'Sorry, I could not process that request' or 'Connection error': try again in a moment. If it keeps happening, tell your administrator.
• Summarize or Draft email buttons are missing: open the record's own page first. They only appear on a company, contact or deal.
• You want hands-off automation rather than a chat: see AI bots and their approval gate.