Plans, leaving, and glossary

Plans and limits

Two billing lines, not one

The platform has two halves, and they are billed separately. Seeing that from the start avoids the most common surprise on the first invoice.

Y Managers (the team dashboard)

billed per person holding a Y Managers seat, per month. Every seat is billed — the whole organization gets 14 days with no charge to try it out, and after that every seat counts. When you pay by Pix Automático (customers in Brazil), the authorized amount cannot change once created: an authorization made during those 14 days already includes the seat at its regular price, and the first debit charges it. The rates are on the Pricing page.

Orion (the AI manager)

billed per person seat. The channel plans are Light, Telegram, WhatsApp, WhatsApp Voice and WhatsApp Voice Max. Orion Light is the plan for people who work on their own outside Brazil: it is sold to organizations whose country is outside Brazil, billed in US dollars, by card (its free trial starts on WhatsApp, from a number that is not Brazilian). For customers in Brazil, the plans for people who work on their own are Orion MEI and Orion MEI+, with their own trial and payment rules; they are described in the MEI chapter of the manual in Portuguese (orionworkers.com/manual/mei).

Each person has one plan only. Either a Y Managers seat or an Orion channel seat — never both at once. Channel plans already include the team dashboard (the exceptions are the plans built for working solo: Orion Light and, for customers in Brazil, Orion MEI and MEI+; and the free Orion BYOK), so someone on a channel does not pay a Y Managers seat on top. The team dashboard is what lets you create, sign and generate in Y Managers. Both lines can appear on the same invoice, because within one organization different people can be on different plans.

Beyond those, two items take up the same kind of seat and the same price as the WhatsApp plan, in your organization's currency: each active, billable AI worker, and each extra dedicated WhatsApp number. On the Billing page they appear added to the people, not hidden in another account — the total you read there is the total the card sees.

What changes from one plan to the next

Every plan with an agent includes the same set of capabilities: calendar, email and documents from Google and Microsoft 365, reading of forwarded emails, CRM and relationship radar, automatic routines, management of the team's deliverables, memory and precedents, internet search, and the mobile app. What changes between the plans is the channel and the size of the caps — Telegram has the smallest, Voice Max has the largest. The plans built for working solo stand apart — Orion Light and, for customers in Brazil, Orion MEI and MEI+: you talk to Orion on its official WhatsApp line, without a number of your own, without routines you schedule yourself and without the team dashboard. Also for customers in Brazil only: on Orion MEI+, Orion issues the service invoice (NFS-e), with the digital certificate included. The exact numbers are on the Pricing page.

There is also a Custom plan, negotiated case by case, for anyone bringing a group of users on at once: more integrations, the option to bring your own AI key (BYOK), and the choice of which features and limits are included. It does not automatically inherit the caps of the plan above it — each item is agreed on its own.

Bring your own AI key (BYOK)

Two plans let the organization use its own key from an AI provider instead of ours: Orion BYOK, free, with the agent on Telegram (the bot belongs to the person) and on the company's Instagram (the account is theirs), text only and without the team dashboard; and Orion BYOK Pro, per seat, which adds WhatsApp, transcribed voice messages, Audio Notes and the team dashboard — "your AI key, our services". Neither includes real-time voice conversation in the app.

The key belongs to the organization; the plan belongs to each person. Whoever manages subscriptions registers the key once, on the Billing page, choosing provider and model. It is tested with a real call before being stored — if the provider rejects it, nothing is saved and the screen says why. It is kept encrypted and never shown in full again: the screen shows only the last four characters, when it was validated and by whom.

No key, no BYOK plan. The plan selector shows the BYOK plans disabled until the key exists — and the same applies to bulk changes. In the other direction, the key cannot be removed while anyone on a BYOK plan depends on it: replace the key, or change their plans first.

What runs on your key, and what stays on us. On the organization's key run the conversations of everyone on a BYOK plan and all of the organization's management work — assessments, workers, prospecting, summaries. That applies from the moment of registration, and the screen says so. On BYOK Pro these stay on us, included in the plan: audio transcription, PDF and image reading, WhatsApp, search and browsing. On the free BYOK plan none of that is available — the channels are Telegram and Instagram, with no transcription and no voice. People on other plans continue as before. If someone on a BYOK plan is left without a key — because it was removed or the provider rejected it — their Orion stops and tells them it could not answer; it never falls back to our key on its own. If the notice comes back with every message, whoever manages subscriptions checks the key and the balance with the provider, on the "Organization AI key" card.

Routines also run on the organization's key, and tell you when it fails. Once the key is on file, the scheduled routines of everyone in the organization run on it, including those of people who aren't on a BYOK plan. If the provider rejects the key, it runs out of credit, or there is no key Orion can use (for people on a BYOK plan), each person who has routines gets one notice a day on their own channel, not one per routine (plus one more if a routine is paused; a one-time routine and a monthly one each give their own notice, because they don't come back on their own, and one that had already started acting gives its own too, so you can check what it already did). The notice gives the way to fix it, Billing › Organization AI key, and, when the key was rejected or ran out of credit, the provider the organization chose (the same one the card shows). Through the Orion contact, if you haven't written on that line in the last 24 hours, only a short notice arrives, with the routine and the reason: reply to it and Orion explains the way to fix it. The notice never shows the key or its last characters. After three rejections in a row, the routine is paused and comes back on its own when the key is replaced. If it was only a lack of credit and the same key was topped up, it comes back on the daily retry. Details in What it does without being asked › When a routine doesn't run.

The 14-day free trial

The trial is free for 14 days and does not ask for a credit card. On Orion Light it is 7 days. For customers in Brazil, it is also 7 days on Orion MEI, and Orion MEI+ has no trial.

Need more time? Just ask Orion in the conversation: it extends the trial by 7 more days, once. This holds for every plan that has a trial, Orion Light included. The extension belongs to the trial: someone who subscribed and then cancelled — on Orion Light or on any other plan — has no trial left to extend.

The trial is not a plan of its own: you try the plan of the door you came in through. The trial clock only says you are not paying yet; what you experience are the channels and caps of the plan matching your entry point — connect WhatsApp and you try Orion WhatsApp; start with voice in the app and you try Orion WhatsApp Voice (except on an account created in the mobile app, where voice does not open the trial — see the next paragraph); link Telegram and you try Orion Telegram; come in through Orion's official WhatsApp from a number outside Brazil (a number that does not start with 55) and say you work on your own — through the button on the site, or by writing it in the conversation — or send the sentence "I want Orion Light", on its own in a message, and you try Orion Light; come in through it without any of that and you try Orion WhatsApp. For customers in Brazil: say you are a MEI, from any number, and you try Orion MEI; mention the MEI in the same message in which you say you work on your own, without saying you are one, and you stay on the Orion WhatsApp trial. You can say it later, in both directions, and the trial keeps the end date it already had. Send Orion the sentence "I want Orion Light", on its own in a message, from a number outside Brazil, and the Orion WhatsApp trial moves to Orion Light; Orion confirms with the price and with what Orion Light does not have (a number of your own, scheduled routines and the team panel). Just saying, in the middle of something else, that you work on your own changes nothing, and neither does asking for the payment link. If you ask about Orion Light, Orion explains what changes and tells you the sentence; someone who says they have a team is not switched. There is no way back through the conversation: if you change your mind, you subscribe to Orion WhatsApp on the Billing page. For customers in Brazil: say you are a MEI and the trial moves to Orion MEI (from Orion Light this holds while nothing has been paid, and the account starts being billed in Brazilian reais); Orion MEI+ has no trial and is subscribed by Pix, in the conversation, or by card, on the Billing page — like Orion MEI. This is deliberate: what you experience during the trial is what you start paying for when it ends, with no surprise in either direction.

The clock starts on the first channel you connect — WhatsApp authorized, Telegram linked, or your first voice session in the app. It does not have to be WhatsApp: if you start with Telegram or with voice, your trial is already running. The exception is an account created in the mobile app: there the trial starts on the first messaging channel — WhatsApp or Telegram —, not at the microphone, and you try the plan of that door, as in the paragraph above. Before that, tapping the microphone makes the app tell you what is missing and offer the "Connect WhatsApp" shortcut. After that, voice works if the plan you are trying includes it — and, of the plans in the table above, only WhatsApp Voice and WhatsApp Voice Max include the real-time voice conversation.

Two honest quirks of the trial period:

The trial's transcription budget — and its document-reading budget — covers the trial as a whole, not the calendar month. If the trial is extended, you get more days, not more minutes or pages. If you start on the 28th, you do not get one budget in August and another in September.

If you subscribe in the middle of the trial, the rules of the plan you bought apply immediately — not the trial's. That cuts both ways, on purpose: the plan is the one you chose, even on the days when the trial would have given you more.

The 14 free days of Y Managers

Independently of the Orion trial, every organization gets a 14-day free period on Y Managers, for the whole organization. During it, the organization counts as subscribed for everything: creating, signing and generating in Y Managers, Ask Orion and the AI manager, on the basic allowance.

Want to try Y Managers with your team? The best way is the 30-Day Challenge.

In a new organization, that clock starts at sign-up. In organizations created before that rule, it starts the day the first signed delivery plan moves to In progress, or 30 days after the organization was created — whichever comes first. A plan with a backdated date does not consume the period in advance.

The free period gives the Y Managers seats for the whole team, with no charge, for the 14 days — and, with them, what comes with a subscription (above). Until August 14, 2026 it also included courtesy AI workers and a WhatsApp channel unlocked on the merit of usage — both were withdrawn. An AI worker and an Orion channel are a normal subscription from day one, and that is how it stands on the Pricing page.

With a card, that is exactly it. With Pix Automático (customers in Brazil), a seat chosen during the period goes into the authorization at its price after the free period — a Pix amount cannot change once authorized — and counts as paid once the first debit goes through; the Billing page shows, in the Pix block, how many seats the total includes. A seat chosen after authorizing waits for a new authorization: the page asks you to Authorize the new amount while still in the period.

The period belongs to the organization, not to each person. It covers everyone on the team at once and ends for everyone on the same day — someone joining midway gets what is left, they don't restart the count.

Open negotiation. While your organization has an open negotiation with the Orion team, the free period is extended 7 days at a time. Once the deal closes, the extensions continue for 7 more days, waiting for the first payment; if the negotiation does not turn into a deal, the period ends on its set date.

Pilot. Beyond the free period, an organization can be on a pilot: a time-boxed arrangement agreed case by case with Orion Workers. While the pilot runs, members' plans are set by Orion Workers — not even the organization's Admin changes them — and that is deliberate: the pilot's scope is what was agreed. If someone tries to change a member's plan during the pilot, or to hire an AI worker during the pilot or on a complimentary plan from the platform, the dashboard says why and shows a Talk to the team button that opens a conversation with Orion Workers support.

When the 14 days end, the outcome depends on whether the organization has an active subscription:

With a subscription

with a card, the Y Managers seats start going onto the invoice — all of them, except those of a free floor, if the Orion team granted one to the organization. With Pix Automático (customers in Brazil) nothing changes on that day: an authorization made during the period was already charging them.

Without a subscription

your data and history stay intact, and Y Managers stays open to read, edit and log progress; creating, signing, generating and Ask Orion stop for whoever doesn't have their own subscription, and the AI manager and the deadlines pause until the organization subscribes (see No subscription). An Admin gets a notice — by email and, when the official number can reach them, also over WhatsApp — with what keeps working, what stops, the paused deadlines and the way back.

Seats: who gets billed

On the Billing page, every member of the organization appears with a plan selector. The selector lists the Orion channel plans and the Y Managers seat, because each person sits in one of them — never in both. Choosing Remove seat leaves the person with no plan at all: no Orion and no Y Managers seat. Each side sees its own plans, and the organization's country decides the side: Orion MEI and MEI+ appear only for organizations in Brazil, and Orion Light only for organizations outside Brazil; whoever already has a plan on record keeps seeing their own. In an organization outside Brazil, Orion Light appears unlocked, with its price, like any other plan — just as Orion MEI does in Brazil: once chosen, just tap Pay by card, with no need to talk to Orion on WhatsApp first. The WhatsApp number of the person who will use it does not count here, only the organization's country. In an organization with a team, it is per person, like the other plans: whoever manages the subscription chooses it on each person's row. Whoever pays for Orion Light connects and uses WhatsApp from any number. The Orion Light free trial does not start on this page: it starts in the conversation with Orion on WhatsApp, from a number outside Brazil, for those who have not tried Orion yet (see the Connecting Orion chapter). In a one-person organization, right below the plans, the Try it free for 7 days on WhatsApp link opens that conversation with the sentence already typed; Pay by card is still the button to subscribe.

Choosing a plan changes nothing until the payment is confirmed. The plan you pick in the selector is a choice: until the payment is confirmed, the person stays exactly as they were — on trial, on the plan they already had, or with no plan — and the screen says "chosen — it takes effect when the payment is confirmed. Until then, nothing changes for this person." Gave up halfway through the payment? Nothing was taken from anyone. Paid, even hours later? Each person gets exactly what that payment charged. And while the subscription payment is past due, plans cannot be changed: settle it first, under Manage subscription, and change the plans afterwards.

If the choice is refused, the payment does not open. When the server refuses the chosen plan — in an organization on a pilot, for example, plans are set by the Orion Workers team —, the page says why, in the dashboard's language, and does not take you to the payment.

Seats granted by the platform (courtesy, or grants from the platform owner) appear marked as granted: they are not billed and cannot be edited there.

One rule that tends to go unnoticed: the "Ask Orion" chat — in the dashboard, in the app and on voice — requires you to have a subscription (a plan, a seat, a grant, the Y Managers free period, or being an Admin of an organization that pays for the team dashboard — a Y Managers seat, a channel plan with the dashboard or an AI worker — or that is on a pilot, a courtesy or a contract). In an organization that pays, someone without any plan goes without the chat; in one that only pays someone's Orion Light or, in Brazil, MEI or MEI+, so does the Admin with no plan of their own. Who pays for each conversation is in The six meters, below.

Monthly or yearly, and in which currency

The yearly plan costs ten times the monthly — two months free. You choose the billing interval on the Billing page itself, before going to checkout. With Yearly selected, the page shows each plan's price for the year, with «/yr»; with Monthly, the price for the month, with «/mo».

The currency comes from the country the company bills from: Brazil is billed in Reais, all other countries are billed in US Dollars. These are two distinct billing accounts, and an organization does not move from one to the other after the first purchase — by card or by Pix (a Pix Automático authorized at the bank already counts, just like a card subscription). So, while the country is not set, the Billing page shows no price at all — it asks first. That is one more question in your way, and it is deliberate: showing a price in the wrong currency is getting the customer's money wrong before you have even charged it. The way to pay follows the same line: in Brazil, payment is by Pix or by card; outside Brazil there is no Pix, through any door — payment is by card, and on Orion Light, Orion sends the card payment link in the conversation itself, monthly or yearly, when you write from a number outside Brazil and the account holds only your own seat (with another seat, an AI worker or a number of its own on the account, it sends you to the Billing page, where the full amount shows; from a Brazilian number, also to the Billing page, where Orion Light is paid by card). With the card there is no payment notice in the conversation: the plan is active as soon as the payment is confirmed. After paying through the link, you land on a page of the site that says the payment was received — there is no need to sign in to the dashboard. The account's country can be corrected on the Billing page until the first purchase: under change, next to the currency, you pick the country from a list and confirm — the country you picked is the one saved, and the currency follows the rule above. When the page asks for the country, Brazil has its own button and the other countries are in the list. If a payment page is still open, the change may be refused for a few minutes. The Organization page follows the same rule: after the first purchase, it does not accept a country on the other side of the account.

The Billing page

Any Admin of the organization can see the page. Only a billing manager changes the plan, seats, payment method or cancellation — and authorizes the new Pix Automático amount (customers in Brazil). The first manager is the organization's contact, set automatically; the page recommends designating more than one, and it is worth following that advice — with a single manager, that person leaving locks billing for the entire organization.

You can also ask Orion directly: "what are the plans?".

In some organizations, subscribing from the screen itself is not enabled. When that is the case, the page says so instead of letting you try.

An organization has one card subscription only. Anyone who tries to subscribe again while the subscription is already running reads that there is no need: each person's plan is changed on this page, and the card, the invoices and the cancellation are under Manage subscription. And while a payment that was received is still being confirmed, the page does not open a second one — "We received your payment and are confirming it. Your plan will appear on this page in a few minutes — there is no need to pay again."

A partner's referral code

Some customers arrive through an Orion partner — a consultancy or a professional who introduces the platform and helps get it on its feet. If that was your case, the partner gives you a referral code: a short code they chose — for example AC-CONSULTORIA. You can type it in upper or lower case, with or without accents.

The code is entered once, at the moment you subscribe. There are two places, and only those two:

Paying by Pix, in the conversation with Orion (customers in Brazil). Before generating the charge, he asks once whether someone referred Orion to you. Answer with the code, or say no — either way the subscription goes through just the same.

Paying by card, in the dashboard. The subscribe screen, inside the Billing page, has an optional Referral code field, checked before you move on to checkout. Paid by card, the referral may stay under review until Orion confirms it; that is between Orion and the partner, and it changes nothing in your subscription.

Outside those two moments nobody asks for the code: not when you connect a channel, not at sign-up, not in the middle of any conversation. And it does not change afterwards — each organization has one partner, the one from the day it subscribed, and that is not swapped later. If the code is not recognized, the screen (or Orion himself, in the conversation) says so and the subscription goes through anyway: nobody is left unable to subscribe over a code that did not match.

If you came through a partner's WhatsApp link, the code is already at the start of your first message. Orion notes it for 30 days (the last link you clicked is the one that counts) and, when you subscribe, instead of asking, it only asks you to confirm the referral — in the dashboard, the field already shows up filled in. Noting is not recording: the referral is still only recorded when you confirm and pay.

The code changes two things for you — and neither of them is price.

The first 7 days are on Orion. The subscription starts right away, with immediate access, and the first charge lands on the 8th day. Cancel before that and there is no charge at all. This is not the free trial described above: the trial is for those who have not subscribed yet; these 7 days run after you subscribe, with a code. They apply once, and only to those entitled to them; when there are none, the subscription screen says so before you pay — "This account has no days on us: billing starts right away, at the regular price."

The partner walks you through the setup — connecting the channels, building the teams, getting the first delivery plan standing.

The price is exactly the same, with or without a code. The code gives no discount and adds nothing: the table on the Pricing page is the same for everyone. Whatever Orion agrees with the partner is between Orion and the partner, and it never shows up on your invoice.

Reactivation does not accept a code. Coming back after a cancellation or a lapse is a re-subscription, not a first subscription: at that point the code is neither asked for nor accepted. The referral code applies the first time the organization pays, and only then.

The six meters — and what happens when you hit one

The six are independent. Spending your spoken conversation does not consume your transcription budget, and vice versa — they are separate meters on purpose, because they cost different things.

Two of them were born on August 13–14, 2026, and they change who pays the bill. The organization management one does not come out of anyone's conversation: it belongs to the organization, and every paid seat — dashboard or Orion channel — adds a share to it (the organization has a base, and each seat contributes its part). It is also what backs the "Ask Orion" chat (in the dashboard, in the app and on voice) for anyone without a channel plan (with a channel plan, the chat comes out of the personal quota, and voice out of the voice meter): if the organization's allowance runs out, the chat does not go silent — it answers right there that it has reached the organization's AI limit, that this message was not processed and what you've already asked for is still saved, when it renews — the daily one at midnight Brasília time, the monthly one on the 1st, given in your account's time zone — and that each paid seat or channel in the organization raises it. What the chat spends does not pause the AI manager: within the same allowance, the manager's work has its own count, and the manager only stops if that work goes over the limit — then the Admins get a notice (at most one a day). With the allowance (or your quota) used up, the box's Approve on a send that has a receipt keeps working: Orion makes the send and the answer is only the code's line, because that click does not use AI. The Cancel on a send's box keeps working too: it discards that send, with code only. A question Orion had saved for after the card waits for the renewal. Everything else, including a typed yes or no and a group message, gets the same limit answer. Without a subscription there is no allowance at all: what changes, and when each quota applies, is in No subscription. Each AI worker has an account of its own, separate from all the others: it is what lets you compare how much each worker consumed, and a worker that runs out of the day's allowance turns the delegation down saying its own name and the reason, picks up again when the day turns over, and the Admins are notified.

Up to three requests at once in Ask Orion. Orion works on up to three of your requests at once in the "Ask Orion" chat — dashboard, app and voice together. A fourth request, made before any of them finishes, gets an answer in the same window that it is still working on another request of yours: that message is not processed, and you just send it again once the previous answer arrives (on voice, it asks you to ask again once it answers). Close to the end of your quota, with another request of yours in progress, a new request gets the same answer. Close to the end of the organization's allowance, with other requests in progress — yours or your colleagues' —, a new request may get the answer that the organization's AI allowance is almost used up: it is not processed either, and you can try again in a few minutes. Background work in progress also counts here: near the end of your allowance (or the organization's), a new request may get one of these answers while it finishes — and the other way around: with requests in progress, background work may not start.

The AI buttons count against the limit too. Whatever calls the AI when someone clicks first goes through the limit of whoever pays: in Y Managers, the buttons that generate with AI (the Situation, reports, insights and drafts), including the ✨ on the Situation in the demo, and Orion's comment on each answer in the annual planning interview; Explain in plain language in Court cases (customers in Brazil); asking Knowledge and the library; and, on the Prospecting screen, the email campaign (Write the sequence and Rewrite with Orion) and LinkedIn (drafting the messages and classifying replies). The Y Managers ones always come out of the organization's allowance; the others come out of the same account as your "Ask Orion" chat — your plan's quota, if you have a channel plan, or the organization's allowance. When that limit is used up, nothing is generated, and the answer says when it renews, in your account's time zone. There is also a limit of 60 AI requests per person per hour, across all these buttons: past it, the answer says in how many minutes you can ask again. And, when the limit is almost used up and other requests are in progress, the answer asks you to try again in a moment. In all these cases nothing is generated or charged, and what was already saved stays. The description of what the campaign offers — the one or two sentences Orion uses to write the sequence — takes up to 3,000 characters.

When you hit the daily capacity cap, Orion says in the conversation that it is going to take a break and says when it will be back: the daily cap turns over at midnight Brasília time, and it gives that time in your account's time zone (tomorrow in Brazil; noon in Tokyo). When you hit the monthly one, it stops until the month turns over or until you change plans. In both cases it says that it stopped — it does not go silent without explanation. That holds for your conversation with it — including the "Ask Orion" chat, in the dashboard and in the app, if you have a channel plan: there it answers, in the chat window itself, that your plan's daily (or monthly) quota has run out and when it comes back — the day and the time in your account's time zone. Automatic routines stop during that time too: one that repeats skips that run and comes back at its next one, and you get one notice a day — see When a routine doesn't run, in What it does without being asked. Serving your public uses that same capacity — the same one the "Ask Orion" chat uses if you have a channel plan: a day of heavy chat use can leave your public service without capacity until the day turns over —, and there the rule is different: whoever writes to your numbers does not find out about your plan or your limit — they get a neutral sentence, and the one who gets notified is you. See If your account's AI capacity runs out, in Connecting Orion.

The share for people from outside: at most 75%. Anyone who isn't you spends at most 75% of your plan's AI capacity for the day and 75% for the month — and the same rule applies to transcription minutes and to document pages: of the day's 200 pages and the month's 1,000, people from outside use up to 150 and 750 (the per-file and per-message limits are the same for everyone). From outside means everyone who talks to Orion without being you: on WhatsApp, every 1:1 conversation that isn't yours (your public on the service numbers and on the main number dedicated to Orion, a lead replying to prospecting, someone answering a survey); on Instagram, every contact; and, in your groups, every member who calls Orion — teammates included. What they spend counts against your limit as always, but when they reach that 75%, Orion stops answering them, and the other 25% is always kept for you and your routines and automations. On WhatsApp, whoever writes then gets the neutral sentence, which asks them to write again later (at most one every fifteen minutes per person); on Instagram and in groups, Orion stays silent. Messages left unanswered are not answered on their own when service resumes: on WhatsApp, what the person wrote is kept in the conversation, and when they write again, Orion also reads what had been left behind; on Instagram and in groups, nothing is kept for later. You get notified right away, as soon as the first person from outside stops being answered — at most once a day for each reason. The notice says why (people from outside used the 75% set aside for them, and the remaining 25% is kept for you), what they get and that you and your routines carry on as usual, what to do — if they are real customers, change plans on the Billing page, and reply yourself to whoever matters —, when service resumes (when the day turns over, with the time given in your account's time zone, or when the month does) and what happens to the messages left unanswered. The details for each channel are in If your account's AI capacity runs out, in Connecting Orion, and in WhatsApp and Telegram groups.

Audio from people who aren't you. In a direct conversation, Orion only transcribes someone else's audio with the Public role on, on the main number dedicated to Orion and on Telegram — and, on Telegram, nothing is transcribed before pairing (with the link or the PIN), not even your own audio; on the official service number, the audio of whoever writes is transcribed too. In groups, only in declared work groups — plus, on WhatsApp, the audio someone quotes when calling Orion. In all these cases, the minutes count against the 75% set aside for people from outside. On the official service number and with audio a member quotes in a group, if the share for people from outside has already run out — so Orion would not answer that conversation —, the audio is not transcribed at all: no minutes are spent for nothing.

On voice, each call reserves five minutes up front and settles the account when it ends, by the time Orion measured since the call opened: every call counts at least one minute, and the time you used Orion during the call is always counted. If the session is abandoned without being closed, it is closed automatically a little later and whatever was not used goes back to your balance (a one-minute minimum stays charged, or the time Orion was used in it). Voice paid by your plan also has an AI usage limit, separate from the text quota and in proportion to the plan's minutes: if it runs out before the minutes do, Orion says on the call that it can't do the request by voice and when the limit comes back. Voice for anyone without a channel plan comes out of the organization's allowance, like the chat. When the day's voice minutes run out, the app says when they come back: the day turns over at midnight Brasília time, and the time is given in your account's time zone.

An honest note about the caps: they exist to stop abuse, not to meter your usage. The heaviest profile measured across our own fleet (in August 2026) sits below the monthly cap of WhatsApp Voice Max, the largest of the WhatsApp plans. If your usage runs far above that, the path is a bigger plan or a custom plan, and it is better to know that up front.

When the trial ends, or you cancel

Orion warns you before the trial ends — and, if you ran out of time, just ask it for 7 more days (once). What happens without a subscription — and how to come back — is in No subscription.

Leaving and deleting data

Three different actions — do not confuse them

Cancel the subscription

stops the billing. Your organization, your data and your history remain.

Remove a person

takes away their access and stops the prospecting that goes out from their sending mailbox. Their work history stays with the organization.

Delete the agent and the data

erases. It is irreversible, and there is no undo button.

One practical consequence of this: deleting your data does not cancel the organization's subscription — so the deletion waits for the cancellation. While the card subscription of an organization that is only yours is active, or an Orion Pix Automático authorization (customers in Brazil) paid by you is active at the bank, Orion → Delete shows what to cancel, the button stays locked and nothing is deleted. Cancel first (the card under Billing → Manage subscription; Pix in your bank app, or through the conversation), then delete.

Canceling the subscription

In Billing → Manage subscription, you go to the payment provider's secure portal, where you update the card, change plans or cancel. Only a billing manager has that button.

After cancellation, the same two-day grace period described in No subscription applies: the channel is only undone after it, and the data stays.

If you subscribed through Pix Automático (customers in Brazil), you cancel it at your bank. The card provider's portal does not touch Pix. Open your bank app, find Pix Automático (or "authorized debits") and cancel Orion's authorization — you can do it until 11:59 p.m. the day before the next charge. You can also ask us in the conversation and we cancel it on our side. The month you already paid runs to its end; nothing is charged after that.

Changing plans when you pay by Pix (customers in Brazil). The amount of a Pix Automático authorization cannot change once it is created — not by you, not by us —, and the organization has a single authorization. So changing plans (or changing your organization's bill: someone new, an AI worker, an extra number) means a new authorization for the new total, never a second Pix: through Orion, in the conversation, or through the Authorize the new amount button on the Billing page. Until you authorize, whoever changed plans stays on the current plan, with no interruption, and the first charge of the new amount falls in 3 days. An extra WhatsApp number waits longer: it is only connected after the first payment of the new authorization, with it in the amount, goes through (you request it on the Connection page). When that payment goes through, it covers what the authorization included, in the order each item joined the account: what you choose, hire or request AFTER authorizing — a plan change for someone who already has a paid seat as well — only gets in if it still fits the amount; otherwise it waits for the next authorization, and the Billing page shows the new total. If the organization already pays the month, the change waits for that first payment: until it lands, the plan and seats the current authorization paid for still apply — don't cancel it yet (if it runs out first, the new one holds the access until the day of the charge). When the payment lands, or right on authorization if there had been no payment yet, Orion lets you know the change is in effect and that it's time to cancel the old one in your bank app: it does not cancel itself. The Orion team refunds the unused days already paid at the old amount — counting a month the old one charged during the wait —; and if your bank still debits the old one after the change, the team refunds that amount too. If you pay by Pix Automático, you can also move to card at any time, on the Billing page: once the card is paid, it replaces Pix — cancel the Pix authorization in your bank app, and the Orion team refunds the days already paid by Pix and not used; if your bank still debits Pix after that, the team refunds that amount too.

The first time (or when coming back) through the Pix on the Billing page (customers in Brazil), Pay with Pix carries only the price of the chosen plan. If your organization's account also has an extra WhatsApp number or an AI worker, it does not show — the page says why: pay by card, which charges the whole account, or ask Orion for the Pix in the conversation, which adds up the total.

⚠️ Cancelling at the bank does not notify us right away. Pix, the instant payment used in Brazil, does not send that notice to whoever receives the money: we notice when the next charge does not arrive. If you want it confirmed, tell us in the conversation that you cancelled — then it is on record and nobody is left guessing.

A one-off payment is not a subscription. When you come back by paying one month through a Pix link (customers in Brazil), that charges once — there is nothing to cancel, and nothing repeats next month. The Orion Light card payment link is a different thing: it starts a subscription, monthly or yearly, which is cancelled like any other.

Removing a person from the organization

In Users (visible to Admin and HR; the action belongs to Admin), the remove button performs a reversible removal. The person loses access, leaves the teams, disappears from the people screens and their prospecting stops (nothing else goes out from their sending mailbox; the campaigns they created are put on hold, with the contacts where they were) — but their work plans, cycles and assessments stay standing, because they are records of the organization, not of the person. Restoring the person automatically reconnects all of that history — and prospecting picks up where it left off —, since their identity is the same.

Two protections you will run into: you cannot remove yourself, and you cannot remove the last Admin — promote someone else to Admin first.

Permanent deletion of a person is only offered after you remove them, and only when they have no work-plan history. If they do, the platform refuses and explains why: erasing the person would leave the organization's records orphaned. In that case, the right thing is to keep them as removed. Permanent deletion also turns the person's prospecting off and disconnects their sending mailbox (Orion deletes its copy of the authorization; to revoke it on the Google or Microsoft side as well, do so in the mailbox's own account).

The person's Orion goes with them. Removing switches off their Orion, and with it the Instagram service they may have connected: the account stops replying, resuming stalled conversations and sending new-contact notices. Deactivating the person (in Users) silences that service too. Restoring or reactivating the person brings everything back as it was. On permanent deletion, the Instagram account is disconnected, just like the Disconnect button does (see Connecting Orion).

A user that represents an AI worker does not leave through here. To shut it down, an Admin of the organization removes it in Orion → AI Workers Team: the identity goes with it and the billing stops immediately. Removing the synthetic user from the people screen would leave the worker orphaned — billed, with a plan, and invisible — and that is why the platform blocks that path.

Deleting your agent and your data

The path is Orion → Delete. Confirmation is by typing: you write DELETE to unlock the button.

Before you confirm, the screen shows a preview: approximately how many records, across how many tables, will be deleted — and a block called What will NOT be deleted. You read that before deciding, not after.

What goes:

• the agent and its configuration (personality, public role, settings);
• the WhatsApp and Telegram connections (the number is released);
• the forwarded emails, the memory pages and the knowledge docs;
• your CRM — contacts, companies and activity history;
• the scheduled routines and everything else tied to the agent;
• the conversation state, the stored files, attachments and recordings, and the memory indexes.

The list of what is deleted is derived from the live structure of the database on every run, not from a fixed list. But it recognizes tables by three column names, and a table that organizes its rows any other way is not found — so this is not the guarantee the phrase suggests, and we would rather say so than let you discover it later. That is why the deletion report now names the tables the sweep did not visit, and a deletion that has any of them is not declared complete. The sweep of the memory indexes is declared as best-effort in the report — when they cannot be walked, the report says exactly that, instead of counting it as zero.

What is not deleted — and why

Here the deletion splits into two paths, and what decides is whether there is an employer on the other side.

Organization with more than one person. We erase the Orion side. The work records in Y Managers — plans, deliverables, cycles, assessments and the audit trail — belong to the company, which is the controller of that data, and the law often requires it to keep them. They remain, and the deletion report explicitly says what was retained. To request the deletion of those records, the request goes to the company, not to us.

Organization of one person only. You are the company. There is no third party to protect, and refusing to erase someone's own records because "the company owns them" would be indefensible. Both sides are erased.

The head count is done at the moment of the request, never stored — organizations gain and lose people. AI workers and system users do not count as people: without that, a one-person organization with two workers would look like three and would take the wrong path.

And when the count is ambiguous or fails, the deletion deliberately takes the narrow path (Orion only) and reports the uncertainty. The two directions of error are not symmetric: erasing an employer's records is irreversible and hits people who asked for nothing; failing to erase is a problem you can fix the next day.

On both paths, payment records are kept for the legally required period. The notices of each payment, by card or, for clients in Brazil, by Pix, the card invoices and the record of who paid are not deleted: the law requires keeping them for the legally required period, under tax and accounting obligations. That retention is the rule, not a leftover, so it does not make the deletion incomplete. When there is a payment record of yours, the deletion screen says it is kept for the legally required period, and the deletion report says how many remain.

The honesty rule

If any part of the deletion fails, the platform does not say it deleted. It also does not declare itself complete when something of yours is left that it does not delete yet: a record kept under a retention rule that is still being decided (such as sending notices, and the partner program and Travessia registrations), or a file of yours from Knowledge or the library — and, in an individual account, the profile photo or the logo — stored outside the account's folder. In those cases, the screen says the deletion ran but did not fully finish, and that nothing beyond what the report shows is being claimed as erased.

Every deletion leaves a deletion record, without your personal data: the kind of deletion, the counts, the table names and what was left. When the deletion does not fully finish, the Orion team is notified with that report, and the screen says so. If the notice cannot be confirmed, the screen says that too and asks you to write to [email protected], which is also the address to follow up on a deletion.

This is a design decision, not a detail: a false confirmation is worse than an incomplete deletion, because it takes away any chance you had of finding out.

Once the deletion is complete, the screen tells you that you can sign out — and, in an organization with more people, reminds you that your Y Managers work records stay with the company. To use Orion again, it would be the setup of a fresh agent, from scratch.

Privacy: what the policy says

The full Privacy Policy is at orionworkers.com/privacy-policy. Three points people often ask about:

• AI training. Your data is not used to train AI models, ours or anyone else's. To carry out your request, it goes to our AI model provider on terms that do not allow training; the provider may keep it for a limited period to detect abuse.
• Who processes the data. The policy lists our sub-processors by function.
• International transfer. To provide the service, we use providers that process data outside Brazil. The policy's "International Data Transfer" section says where the data goes, for what, and how the transfer happens.

Where to ask for help

Two doors, and it is worth knowing the difference before knocking on one of them. There is also a public support page, orionworkers.com/suporte/en (Portuguese at /suporte, Spanish at /suporte/es), with the same e-mail.

By email: [email protected]. It is the company's address — the same one stated in the Terms of Use and in the Privacy Policy. Use it for billing, contracts, data-deletion requests, anything that needs to be on record in writing, and for whatever is not urgent.

On WhatsApp: +1 343 202 7840. It is the website's support line. What answers there is Orion itself, in its public role — not a person on shift. It knows the product, answers immediately and at any hour, and escalates to people when the matter calls for it. Saying so is more honest than letting you find out on your own: if you would rather talk to a human from the first message, write that in the conversation, or send an email.

On Instagram (@orionworkers)

Orion also answers direct messages — it clears doubts, explains the product and quotes the prices. To start the trial, create the account or pay, it sends you to the WhatsApp above: the account is born in the WhatsApp conversation, not on Instagram.

Two things that often save you the question:

Ask Orion itself first. It reads this whole manual — the same chapters, in all four languages — and answers by consulting the right page instead of improvising. "How does the free period work?", "what can the Audit role see?", "why isn't my worker working?" are questions it answers better than a search.

The manual opens at the screen you are on. At the foot of the sidebar, the Manual button does not take you to the index: it takes you to the chapter matching the screen you have open.

Glossary

The glossary has a chapter of its own: Glossary — the work, the plans, cycles and assessment, people, roles and AI, and billing.