AI & Orin

The Orin Assistant

Orin is the AI assistant built into BOS. It understands plain language, works across every module, and can do real work for you — within the limits you set.

What Orin can do

Unlike a simple chatbot, Orin can take action in your business. Ask it to:

Create or update records — a lead, an invoice, a task, a leave request.
Find and summarize information across modules.
Draft emails, follow-ups, and reports.
Schedule reminders and recurring tasks.
Run multi-step jobs, like setting up a project with all its tasks.

How to talk to Orin

Open the Orin chat panel and type what you want in plain language. You don't need special commands. For example:

“Create a lead for Acme Corp, contact Jane Doe, and schedule a follow-up call next Tuesday.”

Orin figures out the steps, shows you what it plans to do, and — depending on your autonomy level — either asks you to confirm or carries them out.

Be specific for best results

The more detail you give (names, amounts, dates, which module), the more accurately Orin can act. You can always review and adjust before anything is finalized at lower autonomy levels.

How Orin stays safe

Orin never works outside the rules. Every action it takes:

Respects your roles and permissions — Orin can't do something you couldn't.
Routes through approvals when required.
Is recorded in the audit trail, just like a human action.
Stays within guardrails you define.

Working across modules

Because Orin sees your whole workspace, a single request can span modules — for instance, converting a CRM lead into a deal and drafting the first invoice in Finance. You don't switch tools; Orin connects them.

Large requests are batched

Very large requests (for example, “create 60 records”) are processed in safe batches to protect performance and cost. If a request is too big for one message, Orin completes part of it and tells you what remains — just continue in the next message.