The AI platform you own.
Cited answers from your own knowledge, AI agents that do the work, and processes with your people in control, built on the systems you already run, in your cloud or data centre, with the models you choose.
Platform key features
- Cited answers
- Documents, email & SharePoint
- Document-level access
- Says “not found” instead of guessing
- Governed AI agents
- Multi-step workflows
- Human approvals
- Tools via APIs & MCP
- In your cloud or data centre
- Single-tenant
- Choose your models, no lock-in
- Every action audited
- SSO with your identity provider
- Cost controls
AI tools are easy to buy. Getting results is the gap we close.
We help you choose the use cases that pay back, get your data ready, and roll AI into the way people already work — on Orion or the AI you already use.
From AI bought to AI used
- Use cases chosen for valueWhere AI pays back first, and how success is measured
- Data made readyConnected, quality-checked and governed
- Rolled into daily workInside the tools and steps people already use
- Adoption you can seeUsage, quality and cost tracked and tuned
AI working in a live process — kept there until it delivers.
We deploy AI into one of your live processes, in your environment, and stay with it until it delivers the result agreed up front. Then your team runs it.
How a forward deployment runs
- Step 1Agree the resultOne live process, one result, agreed in business terms
- Step 2Deploy in the live processIn your environment, on Orion or your AI stack
- Step 3Prove it and hand overA working process, and the know-how to run it
Find answers. Delegate tasks. Run whole processes.
Three ways to put AI to work across the enterprise, on one shared foundation. Start with one and add the others when you are ready — nothing is replaced when you add the next.
Enterprise Knowledge
Cited answers from your documents, email and SharePoint — only from what each person may see.
- Cited answers from documents, email archives, scans and images
- Hybrid keyword and semantic search with re-ranking
- Self-checking answers — a clear “not found” when sources don’t say
AI Agents
Agents that look things up, check documents and draft replies — using your tools, within guardrails you set.
- Versioned agents with instructions, tools (MCP), memory and sub-agents
- Templates for research, extraction, triage and drafting
- Streaming, resumable and scheduled runs
Agentic Workflows
A series of agents and people running a process end to end, with approvals where it matters.
- Visual designer with more than a dozen step types
- Human approvals, retries, sub-workflows and parallel branches
- Triggered by events, schedules, webhooks and APIs
The systems you rely on stay. Now they can think and act.
Orion sits on top of what you’ve built over the years — connecting to it, learning from it and putting AI to work through it, with the models you choose, in the cloud you decide.
- 01What you’ve built staysNothing ripped out, nothing rebuilt.
- 02Orion connects to itLearns from what your systems hold, kept in sync.
- 03AI goes to work through itAnswers, tasks and processes that act back in the same systems.
Your data
Connected for your project
+ databases, data warehouses, business apps and event streams — see everything Orion connects to
ORIONEnterprise AI platform - Enterprise KnowledgeFind answers
- AI AgentsDelegate tasks
- Agentic WorkflowsRun processes
Your models
Runs in your cloud or data centre
Product names are trademarks of their respective owners and do not imply endorsement. Trademark notices
Pick your industry. See what Orion does there.
Every industry starts with the knowledge its people ask about every day, then puts agents and workflows to work on it. Choose yours to see the use cases.
Policy answers, credit checks and approvals — every step traceable.
Lending, compliance and service teams work from long policy libraries and years of correspondence. Orion answers from them with the source cited, checks documents against current policy, and keeps a person on every decision that matters.
Full Banking page — use cases, controls and FAQ- Credit & lending
- Compliance & risk
- Branch & contact centre
- Operations
- Find answers
Policy and procedure assistant
Staff ask about lending, KYC and product rules and get the answer with the policy clause cited — only from documents they are allowed to see.
Works on: Policy library · SharePoint - Delegate tasks
Credit file check
An agent reads the application pack, checks each item against current credit policy and lists the gaps for the credit officer.
Works on: Document store · loan system - Run processes
Loan document processing
An agent reads the whole application pack, including typed forms, scans and handwritten pages, and extracts the applicant’s details. Each field is checked, exceptions go to a credit officer, and the decision is written back to the loan system.
Works on: Printed, scanned and handwritten forms · loan origination system - Delegate tasks
Regulatory change review
Compares a new circular with your internal policies and drafts the impact summary for compliance to review.
Works on: Regulator circulars · policy library
Clause-level answers, and claims that move without losing control.
Product wordings change version by version, and claims arrive as forms, photos and email. Orion answers with the exact clause, extracts and cross-checks claim documents, and routes every decision to the right handler.
Full Insurance page — use cases, controls and FAQ- Claims
- Underwriting
- Customer service
- Compliance
- Find answers
Policy-wording answers
Handlers ask what a product covers and get the answer with the clause cited — from the wording version that applies.
Works on: Product wordings · SharePoint - Delegate tasks
Claim extraction and cross-check
Pulls claim details from forms and attachments, compares them with the policy wording, and flags mismatches for the handler.
Works on: Claims inbox · document store - Run processes
Claims intake
A new claim starts the case, an agent extracts it, another checks cover, a handler approves, and the claim system is updated.
Works on: Claims portal · claims system - Delegate tasks
Underwriting submission summary
Reads a broker submission pack and drafts a summary against your underwriting guidelines for the underwriter.
Works on: Broker email · guidelines
SOPs, quality and suppliers — answered and checked where work happens.
Procedures, quality manuals, equipment documentation and supplier contracts live in different places. Orion makes them answerable in one place, checks orders and supplier documents, and runs approvals with quality and finance in the loop.
Full Manufacturing page — use cases, controls and FAQ- Quality
- Production & maintenance
- Procurement
- Supply chain
- Find answers
SOP and quality-manual answers
Shift leads and quality teams ask how a procedure is done and get the step from the current controlled version, cited.
Works on: Document control · SharePoint - Find answers
Maintenance troubleshooting
Engineers ask about a fault and get answers from equipment manuals and past maintenance reports, with the source attached.
Works on: Equipment manuals · maintenance logs - Delegate tasks
Order, delivery and invoice match
Lines up the purchase order, delivery note and invoice, and drafts the exception note when they disagree.
Works on: ERP · supplier email - Run processes
Supplier onboarding
A new supplier’s documents are checked in parallel for compliance, finance and quality, then routed for sign-off before the ERP record is created.
Works on: Supplier portal · ERP
Years of email and paperwork, turned into answers and faster exceptions.
What was agreed with a customer or distributor often lives only in email. Orion makes that history answerable, triages the shared inboxes, and routes document and invoice exceptions to the right desk.
Full Logistics page — use cases, controls and FAQ- Customer service
- Operations desks
- Finance
- Account management
- Find answers
Customer and distributor history
Account teams ask what was agreed — returns, rates, delivery terms — and get the answer from years of email, with the message cited.
Works on: Shared mailboxes · email archive - Delegate tasks
Shared-inbox triage
Classifies incoming customer emails, drafts sourced replies from past cases, and routes the rest to the right desk.
Works on: Shared mailboxes - Delegate tasks
Shipment document check
Checks shipping and customs documents for missing or inconsistent details and flags them before release.
Works on: Document store · transport system - Run processes
Invoice exceptions
Invoices that don’t match the order or delivery are explained by an agent, routed to the right approver, and released once approved.
Works on: ERP · finance system
Product, pricing and trade terms at your teams’ fingertips.
Sales, buying and store teams need fast answers on products, terms and procedures. Orion answers with sources, compares supplier quotes line by line, and routes promotions and approvals through sales and finance.
Full Retail & FMCG page — use cases, controls and FAQ- Sales & key accounts
- Category & buying
- Procurement
- Store operations
- Find answers
Product and trade-agreement answers
Sales teams ask about product specs, listing terms and trade agreements and get the answer with the document cited.
Works on: Product data · trade agreements - Find answers
Store and HR procedures
Store staff ask about procedures, policies and onboarding and get a sourced answer instead of calling head office.
Works on: Intranet · SharePoint - Delegate tasks
Supplier quote comparison
Reads quotes and trade terms side by side and drafts a comparison for the buyer, with every figure linked to its source.
Works on: Supplier email · procurement - Run processes
Trade-promotion approvals
A promotion request is checked against agreed terms and budgets, then routed to sales and finance for approval.
Works on: Trade terms · finance system
Regulation and casework, answered and handled under your rules.
Officers work from regulations, procedures and case files that must stay in-country. Orion runs in your own data centre or cloud, answers with the regulation cited, and keeps a case officer on every decision.
Full Government page — use cases, controls and FAQ- Case officers
- Policy & legal
- Citizen services
- Procurement
- Find answers
Regulation and procedure answers
Officers ask how a rule applies and get the answer with the regulation section cited.
Works on: Regulations · procedure manuals - Run processes
Application and case handling
Applications are checked against the regulation, a request for any missing items is drafted, and a case officer makes the decision.
Works on: Case management system - Delegate tasks
Correspondence drafting
Drafts replies to citizen enquiries from approved guidance, for an officer to review and send.
Works on: Approved guidance · enquiry inbox - Find answers
Procurement and tender knowledge
Teams ask about past tenders, contracts and procurement rules and get answers with the documents cited.
Works on: Contract archive · SharePoint
Runbooks and service knowledge, answered before a ticket is raised.
Service desks answer the same questions every day from runbooks, knowledge articles and past tickets. Orion answers them with sources, opens tickets with the right context, and runs routine requests with approvals.
Full IT operations page — use cases, controls and FAQ- Service desk
- Infrastructure & operations
- Security
- Employees
- Find answers
Service-desk answers
Employees and agents ask how-to questions and get the answer from runbooks and knowledge articles, cited.
Works on: Knowledge base · runbooks - Delegate tasks
Answer and route service requests
Answers routine requests, and opens a ticket with the right context and category when a person is needed.
Works on: ITSM tool - Delegate tasks
Incident summary
Pulls together the timeline from tickets and change records and drafts the post-incident summary for review.
Works on: ITSM · change records - Run processes
Access requests
A request is checked against access policy, approved by the manager, and fulfilled through your service-management tool.
Works on: ITSM · identity provider
Illustrative use cases. Scope, data sources and integrations are agreed per engagement.
You own it. Your teams can sign it off.
Orion runs as a dedicated instance in your cloud or data centre, with the controls IT, security and risk teams ask about first — and none of the trade-offs of a public AI assistant.
- Dedicated instanceSingle-tenant, for your organisation only — in your cloud account or data centre.
- Your identity providerSingle sign-on with Microsoft Entra ID, Active Directory, Okta and other OpenID Connect / SAML providers.
- Document-level accessDenied by default, mirrored from source systems such as SharePoint, enforced on every question.
- Full audit trailEvery answer, agent run and approval traced — exportable for audit and AI-governance reviews.
- Works with your estateOn top of email, SharePoint, ERP and core systems through APIs, events and MCP. No rip-and-replace.
- Cost under controlSpend tracked per model and capped by budgets, with lighter models for routine work.
Why not just use a public AI assistant?
| You need | A public AI assistant typically | Orion |
|---|---|---|
| Data that stays in-house | Sends your content to the vendor’s cloud. | Runs in your environment. |
| Answers you can verify | Fluent, but often without sources. | Cited, and checked against sources. |
| Work that gets done | Answers questions, then stops. | Runs processes, with approvals. |
| Freedom to change | Tied to one vendor’s model. | Your choice of models, one gateway. |
AI tools are easy to buy. We help you get results.
On Orion or the AI you already use — from choosing the use case to AI working in a live process.
Explore. Experience. Execute.
From first conversation to production — three steps, one platform.
- Explore 01
Choose the use case
A short workshop to explore where AI pays back first: one process or knowledge area, and the systems it touches.
- Experience 02
Prove it on your data
Experience Orion working on your own documents and rules, with quality scored — before you commit further.
- Execute 03
Run it and expand
Put it into production, then add agents, workflows and more sources on the same foundation, module by module.
See Orion answer from your own documents.
Book a demonstration or a proof of value with the AI3X team. Most organisations start with one knowledge area and a 30-day Knowledge Hive pilot.