Orion Workers Manual | Orion Workers

1. Two halves, one product

The app lives at orionworkers.com. When you sign in you see a sidebar with the team-management screens and, inside it, an entry called Orion — your agent's hub. These are not two products talking to each other through an integration: they are two surfaces on the same database.

Orion — the manager you talk to

Orion takes over the day-to-day operational work so you can go back to leading. You talk to it in plain language, the way you would talk to a manager you trust: "how does my calendar look tomorrow?", "create the deliverable Launch Campaign for the Marketing team", "who on the team is stuck waiting on someone?". There are no commands to memorize.

It acts on the operational work and asks when an important piece of information is missing. And before answering about your business or about the platform, it is instructed to check the live sources — its memory, the manual, the knowledge base — instead of answering off the top of its head.

There are four conversation channels: WhatsApp (the main one), Telegram, the dashboard chat and voice in the mobile app. It is one single conversation: what you started on WhatsApp continues in the dashboard, and vice versa.

Y Managers — where the team's work lives

Y Managers is the structured half. It exists because a conversation is not a record: somewhere it has to be written down what the team committed to deliver, who does what, and how it went.

Deliverable: the result the organization wants — a project with an end date, or a recurring process that never "finishes at 100%" (monthly sales, NPS, availability).
Team deliverables plan: the set of deliverables a team takes on in a period, signed before the work starts.
Work plan: the individual commitment of one person (or of an AI worker) within that period — which deliverables they touch and with how much of their effort.
Cycle: the accountability window inside the work plan. The participant submits a report, the manager gives back an assessment and feedback, and the participant can request a review.

Around that sit the people, the teams, the periodic reports and the strategic grouping of deliverables.

Why the two halves are the same account

Because Orion works on top of Y Managers. It is not a chatbot sitting next to the system: it reads and writes the same records you see on screen.

In practice it looks like this:

"Which of the team's deliverables are late?" — it answers with your organization's real deliverables, not with an estimate.
"Add the task 'review the copy' to the Campaign deliverable." — the task shows up on the deliverable, in the dashboard, for anyone with permission to see it.
"What is waiting on me?" — it lists what is actually stuck in your name (plans to sign, cycles to assess, and more) and resolves it right there in the conversation.
"Record the decision: we prioritized X because Y." — it becomes precedent, and its next decisions come out more like yours.

The reverse holds too: everything Orion does by message shows up in the dashboard, with the record of who decided what.

The quick tour — what Orion does for you

Calendar, email and documents: checks and books appointments on your calendar (Google or Microsoft 365), sends and replies to emails on your behalf, creates documents and spreadsheets and hands you back the link. On Google Drive, giving someone else access is up to you — it creates the file but does not hand out permissions; on OneDrive it can generate a sharing link.
Work and team management: creates and tracks deliverables and tasks with deadlines and percent complete, builds deliverables plans and work plans, follows cycles and assessments. It warns you when a deliverable starts to smell like it will be late, before it turns into a problem, and points out which of the team's tasks are a case for AI — offering to run or draft the ones that fit.
CRM and relationships: a register of clients and contacts, sales pipeline, next contact scheduled, duplicate-contact alert. A radar keeps an eye on the people who matter to you and gently flags who is going cold. The intensity of those nudges has three settings, which you adjust by asking it.
Personal organization: a to-do list, reminders at a set time and long-term memory — "remember that my company focuses on SMBs of 50 to 500 people".
Automatic routines: a morning summary, an end-of-day close, recurring reports. Anything you would do every day or every week, it does on schedule. And when it notices you repeating a request, it offers to automate it.
Research and files: searches the internet with sources, understands audio you send (great in traffic) and reads documents, spreadsheets and images sent in the chat.
Customer service and groups: with a dedicated number, Orion can serve your clients on WhatsApp with a public role you define, escalating to you whatever needs a human. In groups you authorize, it takes part when called with "@orion".
A team that can also be AI: beyond managing people, Orion manages AI workers, who join the team with a work plan of their own and account for themselves like any other participant — under an autonomy policy you define. That is the Part about the AI team.

How it acts — and when it stops to show you the draft

This is the part that raises the most questions, so it goes without hedging.

There is one case where the system holds the message on its own: when, in the same turn, Orion read external content before sending — an email that came in, a message from a third party, a document, a web page. In that case it shows the draft and waits for your OK, because what it just read may be exactly what is telling it to send. It is a defense against an instruction planted in someone else's content, and it is automatic.

Outside that case, it sends. If you ask directly, in a conversation that started clean — "send an email to João letting him know we closed for Friday" —, the message goes out with no intermediate draft: the instruction you gave is what counts. And in voice conversation there is no hold at all; the send tool runs right away.

The habit that pays off, when the wording matters: ask for the draft explicitly. "Write the email to João and show it to me before sending." Then you read it, adjust it and send.

A note about names

Two brands live side by side: Orion Workers is the AI manager and the name of the app; Y Managers is the work-management platform. You see both in the same place.

If you used the platform before, you used to look for "Y Intelligence" in the menu. That name no longer exists in the app menu — it still appears in legacy text from the CLEAR methodology and from the management FAQ on the website. Everything that was artificial intelligence is Orion today: the Orion entry in the sidebar and the Ask Orion chat, which follows you across every page of the dashboard.

2. Map of the screens

There is no "Settings" menu and no hidden submenus. The sidebar is a flat list of destinations: each item is a page. The bar stays collapsed to icons and opens when the pointer passes over it.

At the top of it sit your organization's name and logo; at the bottom, the line Orion Workers · Powered by Y Managers and your avatar, which opens your account.

In the order they appear:

Dashboard: the team's charts — hours and cost allocation per deliverable, progress, distribution by status. It is the overall view of the work.
Deliverables: the list of every deliverable, with title, recipient, status, progress, hours and planned end — plus cost, for those who can see money. Team is not a column: it is a filter at the top of the list. This is where deliverables are created and edited.
Course: the study mode, with sections, lessons and per-person progress. It only appears if your organization has an active course.
Team Plans: the teams' deliverables plans — create, sign, follow and close.
Work Plans: the individual plans, with participant, period, stage, signatures, feedback frequency and the state of the cycles.
Orion: your agent's hub. Detailed just below.
Organization: your company's data — identity, address, contact, profile — and the wording of the assessment scale. Editing belongs to the Admin.
Users: the register of people. This is where an Admin brings someone new into the organization, by email.
Billing: the organization's plan, the seats and access to the billing portal.
Teams: the structure of teams and subteams, who is in each one and with which role.
Reports: the archive of periodic reports on the team's work, plus the maturity signals and the recorded lessons. They contain per-person assessments.
Grouping: the strategic layer that groups deliverables into objectives, initiatives, key results or whatever your organization wants to call them.
My Profile: your data. Some fields appear locked with a padlock — those are the HR fields, covered in the chapter on roles and permissions.

Which screen you start on

When you create the organization you say what you came to solve first. Whoever came for the AI manager lands on the Orion hub; whoever came for deliverables and team management lands on the Dashboard. Nothing is hidden because of that choice — it only decides where you land when you open the app.

Who sees each page

Visibility is not just a menu detail: the server checks the same thing on every request, so hiding an item is not the only barrier.

Page	Who sees it
Dashboard, Deliverables, Team Plans, Work Plans, Orion, Teams, Grouping, My Profile	Everyone in the organization
Organization	Everyone except those whose org role is "User"
Users	Admin and HR only
Reports	Admin, or anyone who is a manager/assistant of some team
Billing	Admin only (and the billing actions, only for whoever was designated a billing manager)
Course	Only if the organization has an active course

One important rule that does not show up in the menu: cost and salary figures are stripped on the server for anyone who is neither an Admin nor a team manager. Assistants and members do not see those numbers even on the Dashboard — they never reach the browser.

The Orion hub

The Orion entry opens your agent's hub, split into four blocks: Channels, Identity, Core Tools and Danger zone. At the top sit your First steps list and a two-minute video Setup guide, which you can hide.

Channels — five cards, with the real connection state

Each card shows the true state of the connection (Connected, Not connected, or Checking… while it loads — never an invented state).

WhatsApp: connect and manage Orion's WhatsApp number.
Telegram: connect Orion to Telegram.
Google: connect Calendar, Gmail, Drive and Contacts.
Microsoft 365: connect Outlook, calendar, Teams, OneDrive and the Office suite.
Emails: the address you forward your emails to, and what has arrived through it.

Identity — who it is and how it behaves

Boss: your details as boss — name, timezone, phone.
Personality: Orion's personality, tone and behavior, including what it must never do.
Public role: how it presents itself to others, when it serves people who are not you.

Core Tools — ten cards, plus Audio to Notes if your plan includes transcription

AI Workers Team: autonomy policy and audit trail for your AI workers, and the escalation queue waiting on your decision.
Integrations: connect third-party tools with your own credentials.
Automations: scheduled or recurring tasks and messages.
List: your personal to-do list and pending items.
Audio to Notes: transcribes meeting audio into structured notes, and dictations into your own words. This card only appears if your plan includes transcription.
Bookings: a calendar of appointments and bookings with clients.
Knowledge: documents and context Orion draws on before answering.
Orion's Notes: what it noted about you and about your work.
CRM: contacts, companies and sales pipeline.
Prospecting: find and reach new customers.
Relationships: your personal network and contact reminders.

Danger zone

A single card, Delete, which permanently erases the agent and its data. Exactly what is erased — and what your company keeps, when the organization has more than one person — is in the chapter on leaving and deleting data. Worth reading before you click.

"Ask Orion" — the chat on every page

A floating button on every page of the dashboard (or ⌘K / Ctrl+K) opens the chat. It is the same brain as WhatsApp, in the same conversation: what you handled over there continues here.

What sets it apart is page context. The chat knows what you are looking at, so you can point instead of describe: open a deliverable and ask "why is this one late?"; open a work plan and say "summarize this for me". When you open the chat without typing anything, it offers a few ready-made questions for the screen you are on.

The "Waiting on you" bell

At the top of the sidebar, just below your organization's name and above the list of pages, there is a bell with a counter. It gathers, in one place, everything that is stalled waiting on a decision from you — a plan to sign, a cycle to assess, a report to submit, an AI worker escalation, unread notifications. Clicking an item takes you straight to the screen where the decision is made, and the list really does shrink as you resolve things.

"First steps"

A short activation list, present both on the Dashboard and in the Orion hub, collapsed by default into a single line with the progress ("x of y").

Two things are worth knowing: each item is marked done from the real state — the WhatsApp number really is connected, the plan really was signed — never because someone clicked through a tour. And the list is trimmed according to what you said you came to do, so whoever signed up only for the AI manager does not get deliverables steps. When everything is done, it disappears on its own.

On mobile

The Orion Workers app (App Store and Google Play) brings the same screens to your pocket, in four tabs — Home, Clients, Emails and Settings — plus an unlabeled microphone button in the center that opens the real-time voice conversation. Installation and voice mode are in the chapter on channels.