# Orion Workers

> Orion Workers is an AI-native platform for strategic planning and work management. It connects company strategy to team deliverables and to individual work plans — paired with an AI Assistant Manager that monitors cycles, follows up with the team, and reports, all from WhatsApp. Built on the Y Managers methodology. Available in English and Portuguese (Brazil-first).

Orion Workers turns strategic planning and work management into daily execution. Managers define deliverables and work plans; the AI Assistant Manager ("Gerente de IA") handles the follow-up, status tracking, cycle monitoring, and reporting through everyday channels (WhatsApp, Telegram, voice), so leaders spend less time on managerial busywork. A 14-day free trial and a 60-day money-back guarantee are offered.

## Pages
- [Home](https://orionworkers.com/): The Orion AI Assistant Manager — capabilities, channels (WhatsApp/Telegram/voice), Google Workspace integration, CRM & relationships, memory, and knowledge.
- [Y Managers platform](https://orionworkers.com/ymanagers): The strategic planning & work management platform — connects strategy to team deliverables to individual work plans, with the cost-of-management calculator.
- [Pricing](https://orionworkers.com/pricing): Plans (Telegram, WhatsApp, WhatsApp Voice, WhatsApp Voice Max) with prices shown in R$ (Portuguese) and USD (English).
- [Features](https://orionworkers.com/features): The full feature catalog in three pillars. Front line: answering, qualifying and booking on WhatsApp from a number dedicated to Orion (on a personal number it talks only to its owner), extra service numbers via the official Meta API, a public persona per number that answers from the documents you mark visible to visitors, and automatic CRM capture. Behind the scenes: deliverables with progress computed from tasks, per-person work plans, risk radar, skill-based distribution, Gantt per deliverable, cycle assessment with review and appeal, decision log and structured success/failure causes. Productivity: Google Workspace and Microsoft 365, email triage, spreadsheet analysis, PDF and audio reading, daily digest, scheduled routines with quiet hours. Ends with the MCP integration wall (Stripe, Notion, Shopify, Zapier, B3, Brazilian NFe, PubMed and more) and the Shared Agenda block. EN: /features/en · ES: /features/es
- [Autonomous AI Team](https://orionworkers.com/time-de-ia): How hiring AI workers actually works, in four steps: pick a ready-made role template (Marketing/content, Sales/SDR, Research), edit the work plan the AI Manager drafts, sign it — the signature is the authorization — and supervise. Explains the two things clients get wrong: there is no worker inbox (every request goes to the AI Manager, who picks who does it and hands over the full instruction), and the signed plan is not a leash but what makes AI work legible — direction, integration with the rest of the team, and a record people can tie to their own responsibilities. Also covers the 🟢/🟡/🔴 autonomy matrix per class of action, the "verified, not trusted" rule (a run that called no tool is logged as a failure, never as done; a failed send is logged as failed), and the per-worker monthly cost shown before you renew.
- [Orion MEI](https://orionworkers.com/mei): Orion as the right hand of the Brazilian micro-entrepreneur (MEI) with the government, on WhatsApp: it warns before the monthly DAS slip is due (5 days ahead, on the eve, and a no-scolding recovery path if late), keeps receipts/invoices/filing confirmations for 5 years and finds them on demand, watches the annual DASN return and flips the order when it is pending (a pending return blocks slip issuing), and shields against common MEI scams (fake annuity boletos). Activation is one message: the CNPJ number or a photo of the CNPJ card — digits validated locally, public registry data echoed for confirmation. What it deliberately does NOT do: log into gov.br for the user (personal account), issue invoices (that requires a personal digital certificate; the official issuer is free), pay the slip, or give tax advice beyond the MEI regime. R$ 39/month via automatic Pix; 14-day free trial, no card required.
- [Orion Legal — seu processo explicado em português de gente](https://orionworkers.com/legal): Digite o número do processo e veja em que pé ele está: a jornada com “você está aqui”, se está andando ou parado há quantos dias, e cada decisão traduzida sem jargão. Dados oficiais do CNJ (Datajud e Diário de Justiça Eletrônico Nacional). Em teste aberto e gratuito.
- [Shared Agenda](https://orionworkers.com/agenda-compartilhada): Booking that happens inside a WhatsApp conversation, for any business where several people share one agenda — clinics, salons, studios, consultancies, coworkings, agencies, tutoring. Orion coordinates each professional's calendar, the shared room or resource, the reminders and an optional financial split; the client needs no new app, while setup and the professionals' registration live in the dashboard. Contains a three-way comparison (Shared Agenda vs. self-booking links like Calendly vs. a plain shared calendar), the 7-step setup in which the only manual steps are sharing calendars in Google, the optional "public role" that lets clients book by themselves, and the optional Calendly connection — which requires a paid Calendly plan (Standard or above).
- [Free Tools](https://orionworkers.com/tools): Hub for free management tools — Managerial BS Detector, Flexible-Work Assessment, Team Agreement Builder, and the Management FAQ.
- [Managerial BS Detector](https://orionworkers.com/tools-bs-detector): A free, satirical 7-question quiz that diagnoses your management style — from "Gaslighter-in-Chief" to "Actual Leader."
- [Flexible-Work Readiness Assessment](https://orionworkers.com/tools-flexible-work-assessment): A free assessment scoring a team's readiness for hybrid or remote work across strategy, culture, and tools, with personalized recommendations.
- [Team Agreement Builder](https://orionworkers.com/tools-team-agreement): A free guided builder for a "How We Work" team agreement — aligning communication, meetings, deliverables, and ways of working. Available in PT-BR and EN.
- [Management FAQ](https://orionworkers.com/management-faq): Expert, evidence-based answers to ~90 management questions across general, team, strategic, product, project, work, and performance management.
- [Guia — O que é um Gerente de IA?](https://orionworkers.com/guia): The learning hub — explains the AI Manager concept and indexes every resource we publish (CLEAR methodology, platform manual, articles, e-book, programs and free tools).
- [Tudo que o Orion pode fazer](https://orionworkers.com/guia/o-que-o-orion-pode-fazer): The full catalog of what the AI Manager does — work (Y Managers), bottlenecks, CRM & relationships, calendar, email, to-do list, reminders, and proactivity.
- [Como sair do operacional](https://orionworkers.com/guia/sair-do-operacional): A practical step-by-step for taking the manager out of the day-to-day bottleneck with an AI Manager.
- [CLEAR Methodology](https://orionworkers.com/clear): The full methodology behind Orion and Y Managers — deliverables, team deliverables plans, individual work plans, objectives/KPIs and cycle assessment, with a worked example. Six pages; the chapters are listed under Optional. EN: /clear/en · ES: /clear/es
- [Platform manual](https://orionworkers.com/manual): The user manual for the whole platform — signing in, turning Orion on, the Shared Agenda (WhatsApp booking for your clients), organizing the work, work plans and cycles, the AI team, security and privacy, plans and glossary. Written and verified against the source code; the chapters are listed under Optional. EN: /manual/en · ES: /manual/es
- [Orion no WhatsApp](https://orionworkers.com/guia/orion-no-whatsapp): How Orion lives where the business already talks — WhatsApp, Telegram, and voice — with no new app to learn.
- [Primeiros passos](https://orionworkers.com/guia/primeiros-passos): A quick start for connecting WhatsApp and Google and beginning to delegate to the AI Manager.
- [Terms of Service](https://orionworkers.com/terms-of-service)
- [Privacy Policy](https://orionworkers.com/privacy-policy)
- [Free workflow audit](https://orionworkers.com/audit): A self-serve workflow diagnosis: about two minutes of tap-to-answer questions plus one sentence you write, and Orion returns the result on the spot — automation potential, where to start, and an estimated impact in hours and money. An optional deeper tier adds volume, what an hour of your time and your team's time is worth, how scattered the data is, response times and budget. Requires an email address and consent to receive the report and occasional emails. Trilingual; the money bands are stated in R$ in Portuguese and in US$ in English and Spanish.
- [Data deletion](https://orionworkers.com/data-deletion): How to request deletion of an account and its personal data: where to send the request (or ask the agent directly), what is erased from active systems — agent conversations, memories, relationship records, uploaded files — and the completion window. Carries the distinction that matters: inside an organization with other people, the Y Managers work records (plans, deliverables, assessments, history) belong to the company as controller and survive the deletion, so that request goes to the company; on an individual account everything goes, work records included. Also covers legally retained records and the revocation of third-party connections.
- [30-Day Challenge](https://orionworkers.com/desafio): A 30-day comparative pilot run inside a single company: half the team keeps working as it does today (Group A), the other half operates with Y Managers for management and Orion Workers for execution by AI workers (Group B); both groups are the company's own employees. At closing, four objective proofs are applied identically to both groups in one ~90-minute session — information on demand against a stopwatch, progress under management on drawn deliverables, two-way alignment between plan and executed work, and a key-person-absence simulation — and Group B must win at least three of the four. Free to enter, up to two companies selected per month; if Group B does not win, Orion pays the company, and if it does, an annual contract is activated. Publishing the case as social proof is a condition of joining. Includes the application form.
- [Regulamento do Desafio 30 Dias](https://orionworkers.com/desafio-regulamento): The complete rules of the 30-Day Challenge, in Portuguese only (the reference version; the signed instrument governs). Covers eligibility (knowledge work, a minimum team size under a single manager, deliverables with enough volume to split), the anti-contamination split done at deliverable level rather than only by person, the four proofs and how each is scored, the win criterion and what happens to a contested proof or to technical unavailability during the session, the good-faith floors the platform measures, the financial commitments running in both directions, the annual contract a win activates, data-processing and social-proof conditions including the commitment that nobody is dismissed because of the pilot, and the weekly monitoring routine.
- [A Guide to Managing AI (free e-book)](https://orionworkers.com/managing-ai): Landing page and reader for the free e-book by Marcelo Barbosa (first edition, June 2026): the difference between using AI and managing AI, the four AI-management competencies, the hierarchy of work (strategic plan → deliverables → team deliverables plan → individual work plans), the human/AI quadrant matrix for deciding what to delegate, how to give feedback to an AI worker, a 30-day plan for building the delegation habit, and why Brazil needs its own approach. The text is email-gated — it is fetched only after an address and consent are submitted, so it is not in the page source.
- [Orion Workers vs. Claude Cowork](https://orionworkers.com/orion-vs-claude-cowork): A side-by-side comparison with Anthropic's Claude Cowork, argued as two different species rather than a winner: a copilot that lives on your own machine (local files, browser, screen) versus an AI employee and team that live in your channels and run in the cloud. The matrix covers where each works (native WhatsApp/Telegram, real-time voice and team groups vs. desktop control), how each works (self-initiated proactivity, a team of AI workers under a signed plan, permanent business memory, approval checkpoints, audit trail) and what each connects to (Google Workspace, Microsoft 365, MCP integrations, plugin marketplaces, built-in CRM, Brazil-specific data). Also contrasts the two pricing models — per human seat vs. per AI worker. Facts about Cowork are from Anthropic's public pages as of July 2026; Anthropic does not endorse the page.
- [Programa de Parceiros — leve o Orion para a sua carteira](https://orionworkers.com/parceiros): Para contadores, consultorias, associações e agências que já atendem pequenas empresas: você indica o Orion, o cliente informa o seu código ao assinar, e você acompanha a carteira, os extratos e as metas num painel próprio — com o mínimo de dado do cliente que a lei permite e nada além disso.
- [Radar — o sensor que transforma combinado em gestão](https://orionworkers.com/radar): Todo sistema de gestão pede que alguém o alimente — por isso todos morrem. O Radar não pede nada: percebe o que foi combinado na sua tela e te pergunta. Sem imagem da sua tela, sem áudio, e nada vira registro sem você confirmar.
- [Traveszia Program](https://orionworkers.com/traveszia): Hub for Traveszia, a free school-company (work-integrated social enterprise) operated by AI under human supervision. Students pay nothing and learn by managing an AI team that produces real deliverables for an NGO across an eight-week remote residency at about ten hours a week — roughly thirteen deliverables, with an AI mentor reviewing everything before it reaches the NGO. Graduation is computed from the recorded history against public criteria, not opinion, and certificates are verifiable deliverable by deliverable. The page covers the week-by-week schedule, the curriculum (AI-management fundamentals plus craft practice per deliverable type), what participating NGOs receive at no cost, and the paid post-graduation track — which the program's own rules describe as planned and still being rolled out, not promised. The youth track (14–17) is in preparation. EN: /traveszia/en · ES: /traveszia/es
- [Traveszia — student application](https://orionworkers.com/traveszia/inscricao): The student application form, about ten minutes: current situation, motivation, what you have tried with AI, availability of ~10 hours a week for eight weeks at hours you choose, and access to a computer (a requirement — the management platform is not usable from a phone). Selection looks at seriousness and availability rather than degree or AI experience, and places are filled in order of application among candidates who meet the requirements. Trilingual via a language parameter; the language chosen here drives later emails and the certificate.
- [Traveszia Program Rules](https://orionworkers.com/traveszia/regulamento): The program's rules written to be understood: it is free with no charge of any kind, and any charge made in Traveszia's name is fraud; the eight-week volunteer residency is provided directly to the NGO under Brazil's volunteer-work law, with no employment relationship and no revenue for Traveszia; graduation follows objective criteria computed from the platform record (accepted deliverables, a minimum average assessment, no conduct incidents, a final campaign), fixed at the start of each cohort; there is one structured second chance; certificates are automatic, free, non-expiring and publicly verifiable; and image or testimonial use is always separate, specific and revocable. Paid Stage 2 work is stated as planned, not guaranteed. EN: /traveszia/en/rules · ES: /traveszia/es/rules
- [Verificar um certificado Traveszia](https://orionworkers.com/traveszia/verificar): The public certificate check, in Portuguese: enter a certificate's unique identifier and the page confirms authenticity and shows what was verified — hours, accepted deliverables and demonstrated skills as recorded by the platform that tracked the work. A link carrying the code verifies automatically, and the certificate card is printable. This is a tool, not reading material.

## Articles
- [Articles index](https://orionworkers.com/artigos): Article series on security, management and engineering of AI agents. EN: /artigos/en · ES: /artigos/es
- [Work Shouldn't Have Homework — The Invisible Management Vision](https://orionworkers.com/artigos/en/invisible-management): The founding manifesto, by Marcelo M. Barbosa (also at /manifesto). Why management software fails on human nature: urgency wins every hour and registration is homework nobody does — a failure the author documents in his own company after two attempted fixes. Defines INVISIBLE MANAGEMENT: management whose bookkeeping (recording, updating, following up, remembering) happens by observation, around the work, costing no one's attention, while direction, judgment and care stay human. Includes the covenant that separates it from surveillance (chosen never hidden; the raw stays with you; nothing becomes truth silently; the record serves the recorded) and a ten-point creed. NOTE: Orion, the AI manager, is in production; the passive capture layer described is under construction. PT-BR: /artigos/invisible-management · ES: /artigos/es/invisible-management
- [Humans connect the dots. AI goes deep on each one.](https://orionworkers.com/artigos/en/connect-the-dots): By Marcelo M. Barbosa. An honest argument against AI-replacement anxiety: human value comes from position, not superiority. Humans specify what is worth wanting (Jeff Dean's specification point), connect the unrecorded dots (Polanyi's paradox), hold responsibility (an AI can be careful, it cannot be afraid; Dan Davies' accountability sinks), and judge — and even if AI wins every capability, comparative advantage still hands the final call to people. Includes the ATM/bank-teller rebundling case and a practical task-inventory playbook. PT-BR: /artigos/connect-the-dots · ES: /artigos/es/connect-the-dots
- [Managers are not becoming obsolete. Manual management is.](https://orionworkers.com/artigos/en/middle-management): By Marcelo M. Barbosa. McKinsey found managers spend nearly half their time on non-managerial work. The fix is separating leadership and judgment (human) from management operations — tracking, reporting, follow-ups, coordination — which are a job for an AI manager, not a feature. Covers the two-category taxonomy, the three-layer org design (human board · AI manager · hybrid workforce), hard/soft/strategic gains, and the inverted pyramid. PT-BR: /artigos/middle-management · ES: /artigos/es/middle-management
- [Supervising AI agents the way humans understand](https://orionworkers.com/artigos/en/supervisao-de-agentes-de-ia): How to supervise AI agents with the artifacts managers already master — signed plans, tasks, cycles, 1–5★ evaluation. Six mechanisms in production, the proposed MCP expansion (any agent, any vendor, under the client's own policy), three-perimeter security isolation, 100% AI teams with a human board, and the precedent layer owned by the organization. PT-BR: /artigos/supervisao-de-agentes-de-ia · ES: /artigos/es/supervisao-de-agentes-de-ia
- [Nobody has solved prompt injection](https://orionworkers.com/artigos/en/prompt-injection): Why prompt injection is structural, what bounding the damage looks like, the layers Orion has in production, the limits that remain, and five questions to evaluate any AI vendor. PT-BR: /artigos/prompt-injection · ES: /artigos/es/prompt-injection
- [O Brasil que trabalha por conta própria merece um gerente](https://orionworkers.com/artigos/por-que-criamos-o-orion-mei): 78% das empresas abertas no Brasil em 2026 são MEI. A formalização foi uma das maiores políticas de inclusão produtiva do país — mas manter-se regular virou um segundo expediente. Por que assumimos como missão ser um gerente para o MEI: burocracia por nossa conta, negócio e renda por conta dele. EN: /artigos/en/por-que-criamos-o-orion-mei · ES: /artigos/es/por-que-criamos-o-orion-mei
- [How much did this deliverable cost? The question that became a management instrument](https://orionworkers.com/artigos/en/custo-das-entregas): Cost per deliverable as a management indicator: the gap between what you forecast spending and what you actually spent, and why the arithmetic almost never closes because nobody knows who put how many hours into what. Covers the two pillars of cost — labor and infrastructure — what can be computed from a person's business days, available hours and effort % per deliverable, and what changes when one of the workers is an AI whose monthly seat price is known before hiring. Its central claim: cheaper execution does not mainly make deliverables cheaper, it exposes the ones that should never have been prioritized — and automating a deliverable that should not exist is the worst outcome of all, paying to do the wrong thing faster. Closes on the limits of the number: cost measures efficiency, not value, and a small gap can just mean a loose estimate drawn after the fact. PT-BR: /artigos/custo-das-entregas · ES: /artigos/es/custo-das-entregas
- [The first job AI creates is supervising it](https://orionworkers.com/artigos/en/empregos-ia-produtividade): The bottleneck was never AI capacity — it was management capacity, which is why the first job AI creates is supervising it. Why automation reached knowledge work before manual work, with McKinsey's 2023 numbers on automation potential per activity, and why capacity is not output: a team where half of it never sleeps becomes busier, not more productive. Supervision as four concrete things — scope, deadline, evidence, assessment — which a human gets by company habit and an AI gets by default from nobody. The role that changes most is the manager's rather than the executor's, and an AI worker goes through the same artifacts as a person: a work plan tied to a team, accountability cycles, an assessment at the end. Ends with what this does not solve. PT-BR: /artigos/empregos-ia-produtividade · ES: /artigos/es/empregos-ia-produtividade
- [Everything You Need to Know about Project and Process Deliverables](https://orionworkers.com/artigos/en/entregas-de-projetos-e-processos): By Marcelo Barbosa. The long reference on deliverables: the difference between a deliverable and a delivery, how to read the process or project first, and the 4W1H method — what, who requested, for whom, how much, when — applied field by field. Also covers deliverable requisites, how to write a title, how to tell tasks and routines apart from deliverables, project vs. process deliverables, product vs. service deliverables, internal vs. interdependent ones, when a deliverable is part of something bigger, and worked examples breaking a public policy and a public service down into deliverables. PT-BR: /artigos/entregas-de-projetos-e-processos · ES: /artigos/es/entregas-de-projetos-e-processos
- [The problem with your task list isn't the order. It's who should be doing each one.](https://orionworkers.com/artigos/en/gestao-de-tarefas): Classic task methods still hold, but they answer the old question — how to order your own work. The new one is which items should not be yours at all: which a machine executes whole, which come back as a draft for review, and which stay human only. Distinguishes a task from a deliverable, and argues the line moves with each generation of model but is limited by what someone can check: a task can only be delegated as far as the result can be verified. The classification itself is the management decision left to you. Proposes a rhythm that lasts instead of a sprint that burns you out, and closes with what it does not solve and why no method works for everyone. PT-BR: /artigos/gestao-de-tarefas · ES: /artigos/es/gestao-de-tarefas
- [Productivity is not mouse movement. And an AI worker has no mouse.](https://orionworkers.com/artigos/en/produtividade-nao-e-sobre-mouse): Measuring presence instead of output was always a poor choice; with AI workers on the team — no mouse, no login time, no chair — that approach does not exist at all for part of the team. Restates productivity as a ratio rather than a sign of life, lists the three ways to improve it, shows the activity-surveillance trap returning in new clothes as token and prompt counts, and argues the deliverable is the only unit that measures humans and machines on the same ruler. With references. PT-BR: /artigos/produtividade-nao-e-sobre-mouse · ES: /artigos/es/produtividade-nao-e-sobre-mouse
- [Resistance to flexible work was the rehearsal. Resistance to AI is opening night.](https://orionworkers.com/artigos/en/trabalho-flexivel-adocao): Organizations do not resist flexibility because they prefer offices: they resist because flexible work takes away the one instrument of supervision many managers had — watching people work — and puts nothing in its place. Maps four profiles of resistance and shows the same four aimed at AI adoption in 2026, with the same vocabulary, plus where the analogy breaks: a remote worker does not start making up data, a language model does. Argues the office is a visibility mechanism rather than a productivity one, and that an AI worker never had that mechanism at all. Also why AI adoption is being handled as a purchase when the hard part is adaptive. Closes on the rehearsal and the premiere: the remote worker could be called back, AI has nowhere to be called back to. PT-BR: /artigos/trabalho-flexivel-adocao · ES: /artigos/es/trabalho-flexivel-adocao

## Optional
- [What a deliverable is — and why defining it changes management](https://orionworkers.com/clear/en/entregas): CLEAR chapter. A deliverable is the final product or service resulting from a team's work: tangible, measurable, with a recipient who benefits. Separates deliverables from objectives (the why) and from tasks and activities (the actions that produce them), places them at the operational and tactical planning levels and distinguishes project sub-deliverables from recurring process output. Gives the naming formula — direct object plus past-participle verb, as in "Marketing Plan Developed" — and the four things that must never appear in a title (date, quantity, requester, recipient), each of which has its own field. PT-BR: /clear/entregas · ES: /clear/es/entregas
- [CLEAR in practice — a complete strategic plan](https://orionworkers.com/clear/en/exemplo): CLEAR chapter: a hypothetical strategic plan end to end, as the reference for what a filled-in plan looks like. Four strategic objectives — customer satisfaction and loyalty, profitable growth and market leadership, operational excellence and compliance, and human capital and culture — each with its high-level success metrics, its key initiatives, the initiative KPIs, and the specific deliverables that support them. PT-BR: /clear/exemplo · ES: /clear/es/exemplo
- [Objectives, key initiatives and KPIs — how to define them](https://orionworkers.com/clear/en/objetivos-e-kpis): CLEAR chapter on the top of the hierarchy: how to write strategic objectives that actually guide decisions, how to break each one into key initiatives, and how to choose KPIs — both high-level success metrics and initiative-level ones — that measure results rather than effort. Includes writing rules for each of the three and general tips that apply to all. PT-BR: /clear/objetivos-e-kpis · ES: /clear/es/objetivos-e-kpis
- [The deliverables plan — a team's minimum planning](https://orionworkers.com/clear/en/plano-de-entregas): CLEAR chapter on the team deliverables plan: the portfolio of deliverables a team commits to over a defined period, answering what, how much, when, who requested it and for whom. Explains why it is the reference from which each person's work plan is built, how it ties daily work to strategic objectives and lets planned be compared with achieved, and how to choose the period — synchronized with the organization's strategic cycle where one exists, quarterly often suitable, more than twelve months not recommended. Deliverables in the plan need not start and finish inside it. PT-BR: /clear/plano-de-entregas · ES: /clear/es/plano-de-entregas
- [The work plan — how each person spends their hours](https://orionworkers.com/clear/en/plano-de-trabalho): CLEAR chapter on the individual work plan: how each person, together with their manager, allocates available hours across their own team's deliverables, other teams' deliverables, support/advisory/development activities and team and deliverable management. Covers the three fields that structure it (deliverable or activity title, percentage of contribution, description of the contribution), the recommended one-month duration, the feedback-cycle options (weekly, biweekly, monthly, or at the end of a partial cycle), the 1–5 star scale with what each rating means, which ratings call for recorded reasons, and the participant's right to add information after a 1- or 2-star rating. PT-BR: /clear/plano-de-trabalho · ES: /clear/es/plano-de-trabalho
- [Your clients: service, booking and prospecting](https://orionworkers.com/manual/en/clientes): Manual chapter on everything Orion does facing OUTWARD, at the three surfaces where it talks to people who are not the owner. Customer service: why it requires a dedicated number, writing the public role (role, tone, conversation flow, limits), how it is fenced off from internal tools, how it answers only from knowledge marked visible to guests, and how it feeds the CRM. The Shared Agenda: what it does, its two halves (the booking engine and the public voice), the five conditions of the full circuit, the sheet and the calendar kept as mirrors of one another, the optional Calendly connection, and an explicit list of honest limits. Prospecting: the dedicated sending mailbox, the countries guard, pace and volume, the three-email sequence and what it respects on its own, contacts import, and the LinkedIn queue where the queue is Orion's and the send is always yours. PT-BR: /manual/clientes · ES: /manual/es/clientes
- [Connecting Orion](https://orionworkers.com/manual/en/conectar-canais): Manual chapter on turning Orion on: the three ways in (WhatsApp, Telegram, voice) and which number to use before you scan — a dedicated number buys a public role, your own number buys the automatic relationship radar, and the chapter states exactly what is recorded either way. Then connecting WhatsApp by QR or code, your own Telegram bot, additional service numbers through the official Meta API, groups and their two independent switches, the four-step setup Orion runs itself and its commands, language, connecting Google and Microsoft 365 with the real limits of each, what sending on your behalf means, and forwarded email. PT-BR: /manual/conectar-canais · ES: /manual/es/conectar-canais
- [The CRM: contacts, companies and deals](https://orionworkers.com/manual/en/crm): Manual chapter on the CRM — the shared record of who everyone is and where each negotiation stands. Whose CRM it is (locked to the organization when you belong to one; private only for solo users) and how it differs from the private Relationships board. The four tabs and the indicators, which count only whoever is their own commercial unit and hide cold prospecting until it replies. The rule that organizes everything: a person has no sales funnel — three separate vocabularies for the person, the company and the negotiation, plus the role in the decision (decision maker / influencer / user), which is not the job title. Processes: four types with their own stages, one open Sale per company, who is responsible, days stuck in a stage, and the deliverable a deal can link to. The pending-actions box and its four decisions, where confirming a lead opens a Sale. What lands on its own and where — automatic capture goes to your personal board, the organization's CRM records deliberate saves and match-only sends; a stranger's message creates nothing; email with Orion in CC/BCC. The automatic 60-day close, its receipt with undo, and why 'Closed' is not 'Disqualified'. Duplicate detection and merging. The two cooling signals that must never be merged: a stalled negotiation versus a lead nobody ever touched. What Orion can do by conversation, and the honest limits — it does not move the funnel, cannot see the role in the decision, and does not tag anyone. PT-BR: /manual/crm · ES: /manual/es/crm
- [Getting into the platform](https://orionworkers.com/manual/en/entrar): Manual chapter on access: creating your organization, what the platform sets up for you at signup, and joining an existing one — there is no invite code, and the path differs depending on whether your email is new here or already belongs to another organization. Then the two layers of permissions: four organization roles and four team roles, what each can do, where each lands in the sidebar, who sees what, team-level privacy, why a role is not the same as working on a deliverable, who registers people, and the protection that prevents removing the last Admin. PT-BR: /manual/entrar · ES: /manual/es/entrar
- [MEI — o imposto em dia sem dor de cabeça](https://orionworkers.com/manual/mei): A guia do mês (DAS), a declaração anual (DASN), comprovantes guardados por 5 anos e o aviso de golpes — o Orion prepara tudo, você dá o clique final. EN: /manual/en/mei · ES: /manual/es/mei
- [What to ask Orion for](https://orionworkers.com/manual/en/o-que-pedir): Manual chapter on the requests that show fastest what Orion can do — including asking it about itself, which makes it read this manual in the reader's language rather than guess. Covers work and deliverables (creating deliverables and tasks, recurring deliverables with no end date, recording a decision so it becomes reusable precedent), the two different meanings of "task", the "am I the bottleneck?" question and its six categories, web search, files and audio notes, relationships and CRM, and personal organization — to-do list versus timed reminders, and the memory that is readable only in your direct conversation, never in a group and never by an AI worker. PT-BR: /manual/o-que-pedir · ES: /manual/es/o-que-pedir
- [Organizing the work: structure and deliverables](https://orionworkers.com/manual/en/organizar-o-trabalho): Manual chapters on structure: the Organization page, teams, the guardrails around changing the structure, registering users one by one or as a list, and the Combinado — the house rules in questionnaire form. Then deliverables: what one is, projects versus processes, creating one, what locks and when, and how progress and status feed what Orion says. Then the team deliverables plan in three steps — create, insert deliverables, sign — with Orion proposing the breakdown into tasks, how to close a plan early, and what the product still cannot do. PT-BR: /manual/organizar-o-trabalho · ES: /manual/es/organizar-o-trabalho
- [Código de indicação: quem te apresentou o Orion](https://orionworkers.com/manual/parceiros): O código é pedido uma vez, na hora de assinar, e não mexe no seu preço. Aqui está o que ele muda, o que fazer se você errou ou lembrou tarde, e a lista exata do que quem te indicou vê — e nunca vê — da sua conta. EN: /manual/en/parceiros · ES: /manual/es/parceiros
- [Work plans, execution and cycles](https://orionworkers.com/manual/en/planos-de-trabalho-e-ciclos): Manual chapters on the individual work plan and the cycle. The plan: its structure, adding deliverables and setting effort, pointing at tasks, what the signature does, the ten stages it moves through, requesting an adjustment before the agreement, changing a plan already under way, what happens on its own by date, copy/delete/distribute, AI worker plans, how much autonomy you may give Orion, and doing it all through Orion without opening the dashboard. Execution: where progress is updated, the dashboard, the AI-written Situation, the decision log that keeps the why, reports, and "am I the bottleneck?". Cycles: the states, the timeline with real deadlines, the cycle report, the manager's feedback, the star scale and its mandatory justification, requesting a review, the consolidated end of the line, and the record that stays. PT-BR: /manual/planos-de-trabalho-e-ciclos · ES: /manual/es/planos-de-trabalho-e-ciclos
- [Plans, leaving, and glossary](https://orionworkers.com/manual/en/planos-saida-glossario): Manual chapters on plans, exit and vocabulary. Plans: two billing lines rather than one, what changes from one plan to the next, the trial, the free Y Managers months, how seats are billed, monthly or yearly and in which currency, the Billing page, the five usage meters and what happens when you hit one, and what happens when the trial ends or you cancel. Leaving: the three different actions people confuse — cancelling the subscription, removing a person from the organization, deleting your agent and your data — what is not deleted and why, and the honesty rule. Ends with a glossary of the platform's terms across work, plans, cycles and assessment, people and roles, and billing. PT-BR: /manual/planos-saida-glossario · ES: /manual/es/planos-saida-glossario
- [Processos judiciais: saber em que pé está o seu](https://orionworkers.com/manual/processos): Em que etapa está o seu processo, o que a publicação do diário oficial quer dizer em português comum, e um aviso quando sair decisão nova — sem entrar no site do tribunal. EN: /manual/en/processos · ES: /manual/es/processos
- [Quem vê o quê no seu CRM](https://orionworkers.com/manual/quem-ve-o-que): Contato e empresa são de todo mundo da sua empresa; negociação é fechada por padrão. Quem enxerga valor, estágio e previsão, o que acontece com a nota que você escreve, e por que a aba Processos pode aparecer vazia para você e cheia para um colega. EN: /manual/en/quem-ve-o-que · ES: /manual/es/quem-ve-o-que
- [Radar — o sensor do trabalho](https://orionworkers.com/manual/radar): O aplicativo que percebe o trabalho que você já faz e o transforma em registro — gestão invisível: o que sai da máquina, o que fica, e como você manda no filtro. EN: /manual/en/radar · ES: /manual/es/radar
- [Security and privacy](https://orionworkers.com/manual/en/seguranca-privacidade): Manual chapter on the guarantees: when Orion holds a message before sending it and why the hold exists in two layers, what it reads and when, what connecting Google and Microsoft 365 actually grants, how groups work and why declaring a company group is a separate and more serious act, what gets recorded about the work, what Orion may conclude on its own, and how to leave and delete your data. Closes with an explicit section on what the product does not promise. PT-BR: /manual/seguranca-privacidade · ES: /manual/es/seguranca-privacidade
- [What Orion does without being asked](https://orionworkers.com/manual/en/sem-voce-pedir): Manual chapter on everything Orion initiates on its own, and how to switch each one off. The morning brief at 7am local on weekdays and the end-of-day close at 6pm, both silent when there is nothing to say; the routines you created; automation proposals, which only fire after the same request repeats three times and are capped at one a day; deliverable-risk alerts computed from real signals, with no alert when there is no data; the classification of which team tasks AI can take whole, which come back as drafts and which stay human; and the relationship radar with its three settings. Closes by distinguishing controls people confuse — what PARAR actually turns off, and what it does not. PT-BR: /manual/sem-voce-pedir · ES: /manual/es/sem-voce-pedir
- [The AI team](https://orionworkers.com/manual/en/time-de-ia): Manual chapter on AI workers: hiring your first one, the separation between the work and the identity, giving it work, the autonomy matrix, the "awaiting your approval" queue, the audit trail, how a worker sits inside the team's cycle like any other participant, and cost, removal and the honest limit. Then WhatsApp and Telegram groups — the two independent switches of taking part and capturing, the three group categories, what is recorded and for how long, and why revoking participation does not stop capture. PT-BR: /manual/time-de-ia · ES: /manual/es/time-de-ia

## What it does
- Connects strategy → team deliverables → individual work plans.
- AI Assistant Manager monitors work cycles, follows up with people, and generates reports.
- Works from WhatsApp (and Telegram / voice) — no new app to live in.
- Integrates with Google Workspace (Calendar, Gmail, Drive/Docs/Sheets).
- Includes a lightweight CRM, relationship tracking, agent memory, and a knowledge base.

## Contact
- WhatsApp: https://wa.me/13432027840
- Website: https://orionworkers.com