HOW IT WORKS
Five steps. Clear ownership. No assumptions.
01
Workflow mapping and audit
We audit where work gets stuck — follow-ups, handoffs, missing context, delays. We map your actual processes before writing a single line of automation. No assumptions made.
- 01Intake email
- 02CRM lookup
- 03Classify intent
- 04Route to team
4 touchpoints mapped · 0 assumptions
02
Connect and ingest
We connect the tools you already use — HubSpot, Gmail, WhatsApp, internal docs — and build a working context layer. No data migration. No new dashboards to learn.
No data migration·✓ Live
03
Define control rules
What the AI can do, what it cannot do, and when it must hand off to a human. Every operator runs within policies you define — pricing thresholds, approval chains, escalation triggers.
04
Deploy and operate
We test against real scenarios, deploy the operator into your live environment, monitor outcomes, tune responses, and maintain reliability. This is not a handoff — we operate alongside your team.
05
Your control plane
Logs. Permissions. Analytics. AI credits. Your managers see exactly what the AI is doing in every deployment, when, and why — without needing to understand the technology behind it.
03
We agree the success metrics before we deploy, and report against them every week.
04
We stay with you. Every operator is designed for your team — not handed off to it.
Data & privacy
Your data stays where it is
Orbit OS plugs into HubSpot, Attio, Salesforce or your own database, and reads deal stages, contact history, last touchpoints, and notes. Your data stays where it is.
No data migration
No data migration. No new dashboards to learn.
Scoped access
Data access: CRM + inbox only.
Nothing runs in the dark
Every action logged with timestamp, context, and outcome. Nothing runs in the dark.
Encrypted in transit
Encryption of data in transit (TLS/SSL). Access controls limiting data access to authorized personnel only.
Never sold
We do not sell, rent, or trade your personal data to third parties.
Your environment
CRM + inbox only
CONTROL PLANE
Every AI operator runs inside a control plane with permissions, audit logs, human override switches, and real-time throughput analytics. You see exactly what's happening and why.
operators · state
human override · gate
SYSTEM HEALTH: ALL OPERATORS NOMINAL
LOG-01Audit log
Every action logged with timestamp, context, and outcome. Nothing runs in the dark.
LOG-02Human override
Flag items for review at any gate. The system is designed for collaboration, not replacement.
LOG-03Policy rules
Define what the AI can do, what it cannot, and full override history for every operator.
LOG-04Analytics
Throughput, response time, conversion rate, and escalation rate — measured against targets you define.
“Let AI do the donkey work. It knows where the safety line is. Humans where it matters.”