How to connect Orion
- Open Connectors in RevampKey and search for Orion.
- Click Connect and approve access on Orion's own sign-in page.
- Come back and ask in plain English. The agent asks before it changes anything.
Tools the agent can use (19)
orion_connect_generate_report_rb3orion_connect_get_current_valueorion_connect_get_household_addressorion_connect_get_report_parametersorion_connect_list_household_accountsorion_connect_list_reportsorion_connect_lookup_account_ownerorion_connect_search_accountsorion_connect_search_householdsredtail_add_activityredtail_add_opportunityredtail_create_noteredtail_get_activityredtail_get_contactredtail_list_activity_reference_dataredtail_list_opportunity_reference_dataredtail_search_activitiesredtail_search_contactsredtail_search_opportunities