An AI sales assistant that drives the CRM, not just chats
An AI sales assistant is only useful if it can act. Orbit's in-app assistant is a chat that drives every CRM feature: say "call Maya about the proposal" and Piper, the follow-up caller, gets queued with your brief, pending your approval. Behind it sit 16 specialized agents, plus an MCP server that lets Claude work your CRM too.
What should an AI sales assistant actually do?
Most AI assistants in sales tools are glorified search boxes. They can summarize a record or answer "what deals are open," and then the doing is still on you: open the dialer, write the email, set the task.
Orbit's in-app assistant closes that gap because it can drive every feature in the CRM. It creates contacts, moves deals, books tasks, drafts emails, and dispatches the voice agents. The chat is the steering wheel for the whole workspace.
How does "call Maya about the proposal" work?
You type one line. The assistant finds Maya, pulls the open deal, and queues Piper, the follow-up caller, with your brief: the real reason for the call. Nothing dials yet.
The call sits in your queue as a card. Approve it, and Piper calls inside the hours you set, on your own Vapi account and number, with the call recorded, transcribed, and logged on Maya's contact afterward. Edit the brief first if you want it framed differently, or dismiss the card if the moment has passed.
Which agents back the assistant up?
The assistant is the front door to a 16-agent roster. A sample of who picks up the work:
- Remy, the voice SDR, calls new form leads back in about 90 seconds and books meetings from your real availability.
- Tess, the email chaser, drafts bumps for threads that have gone 3 or more days quiet.
- Wes, the closer, nudges unsigned proposals on day 3 and day 7.
- Mia, the briefer, hands you a one-page brief 75 minutes before each meeting.
- Ray, the collector, chases overdue invoices, polite on day 3, firm on day 14.
Can Claude be my sales assistant too?
Yes. Orbit ships a built-in MCP server, so Claude on web, desktop, mobile, or Claude Code can read and update your CRM through revocable per-workspace keys. Ask Claude to summarize your pipeline, log a call, or draft follow-ups, and it works against your real workspace data.
That puts your sales assistant wherever you already work: inside Orbit through the in-app chat, or inside Claude while you plan your week. Same data either way, with keys you can revoke per workspace at any time.
A chat that answers questions is a search box. A chat that can queue a call with your brief attached is an assistant.
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Frequently asked questions
What is an AI sales assistant?+
An AI sales assistant is software that handles sales busywork through conversation: finding records, drafting follow-ups, queueing calls, and updating the pipeline. The useful ones act on the CRM rather than just answering questions about it, and the safe ones queue every action for human approval.
Can Orbit's assistant make calls by itself?+
No. When you ask for a call, the assistant queues a voice agent like Piper with your brief, and the call waits as an approval card. Voice agents are off by default, only call inside hours you set, respect a daily cap of 25 by default, and honor do-not-call lists.
Whose phone number do the calls come from?+
Yours. Voice runs on your own Vapi account and number, never a shared line. Every call is logged on the contact with the recording, the transcript, and what was learned.
How does Claude connect to Orbit?+
Orbit has a built-in MCP server. You create a revocable per-workspace key, add it to Claude on web, desktop, mobile, or Claude Code, and Claude can then read and update your CRM: pipeline summaries, contact lookups, logged interactions, drafted follow-ups.
Is the assistant on the free plan?+
Yes. The in-app assistant and all 16 agents are included in Orbit's free plan, which is free forever with no credit card. MCP access is part of the upcoming Pro plan. You bring your own AI key and pay the provider at cost, typically cents to a few dollars a month for solo use.
Tell the assistant what you need done
One chat drives contacts, deals, tasks, emails, and the voice team. Every action queues for your approval first.
Free forever plan. No credit card. No spam.