Answer questions
About 60 kinds of CRM lookup, answered with tables, charts and scores. Files, images and web search too.
AI Intelligence & Business Knowledge Platform
Intelligence That Works
With Your Business.
The AI copilot built into your CRM. Ask in plain English, by typing or by voice, and Ore answers from live CRM data, within each person’s role.
At a glance
Six kinds of work.
One copilot on live CRM data.
Every capability reads the CRM as the signed-in person, so nobody can see more through Ore than they could in the CRM itself.
Take action
Tasks, status changes, bulk updates and emails from your own mailbox, with an admin’s approval first.
Sell solar
A site record for any address, customer-ready proposals with a copilot beside them, and single-line diagrams.
Create
Slide decks from a sentence, PDF, Word and Excel reports, exact CRM exports and data analysis in code.
Watch the pipeline
A predictive dashboard, forecasts with a range, and alerts for stuck deals and overdue work.
Work where you are
Voice from any screen, and your email, Slack and Microsoft Teams beside your CRM.
Previews show illustrative sample data.
Ask the CRM anything
Answers from live data.
Not from memory.
Ask in plain English and Ore looks it up in your CRM, then answers in the right shape: a headline number, a table or chart, one insight and one next step.
Asks instead of guessing
When a request is ambiguous (“which John?”), it asks with a pick-one card.
Follow-ups keep context
“And last quarter?” works without repeating the subject.
Shows its work
A thought process panel lists every lookup it ran and how long each took.
Checks its own numbers
A figure it can’t trace to the data it fetched is marked as possibly wrong or out of date.
Try asking
Answered with illustrative sample data from a fictional solar installer’s CRM.
Working in chat
One chat that reads,
remembers and shares.
Chat also reads files and images, searches the web, remembers personal preferences and can be shared with teammates.
Files and images
Up to 4 files a message. Images and PDFs are read directly; Word, Excel, PowerPoint, CSV and text as text.
Web search
Optional. A Search mode answers from the web with numbered sources, and never fills gaps in CRM data.
Deep Think
A mode that thinks longer on hard questions and shows its reasoning as it goes.
Memory
“Remember I only handle rooftop jobs” saves a preference. Memories are private, and passwords are refused.
Charts
Bar, line, area, stacked, pie, scatter and funnel charts, on request or automatically.
History
Chats are titled for you and can be pinned, archived and searched. Long chats keep their context.
Share and hand off
Share as Viewer or Collaborator, transfer ownership, or hand a thread to a teammate with a note.
Personas
Pick a persona an admin set up, such as a proposal persona, with its own instructions and tools.
Get work done, with approval
Real work, done for you.
Approved before it happens.
Ore creates tasks, updates status, changes up to 500 records at once and sends email from your own mailbox. By default an admin approves each request first.
Previews show illustrative sample data.
Sell solar
From any address
to a customer-ready proposal.
Assess a site from about 17 data sources, build the proposal in one click, refine it with a copilot and draw the single-line diagram. Every figure shows its source.
Previews show illustrative sample data.
Create
Decks, documents and data,
ready to share.
Ask for a report and get a file. Ask for an export and get the exact CRM records, written by the server, so the AI can’t alter or invent a row.
Presentations
A finished deck from one sentence, your documents or an outline you edit first, in PowerPoint or PDF.
Documents
PDF, Word, PowerPoint or Excel reports with tables, KPI tiles, callouts and your company letterhead.
On-screen reports
Deal Summary, Pipeline Report, Site Dossier and Team Activity, one click each.
Exports
Deals, leads and to-dos, up to 5,000 rows in Excel or CSV, with a tab per owner or status.
Edit a spreadsheet
Attach an Excel file and ask for up to 20 changes. You get a new file; the original is never touched.
Data analysis with code
Optional. Short Python analyses over the deals you can see, run in an isolated sandbox with no internet.
Watch the pipeline
Know which deals need you.
Before they slip.
A predictive dashboard forecasts closes with a low-to-high range and shows how past forecasts landed. Alerts flag stuck deals and overdue work.
Previews show illustrative sample data.
Voice assistant
Talk to your CRM from any screen.
Optional. Ask out loud and hear answers from live data, under your own role, and interrupt at any time.
Always at hand
A floating button on every screen, with live captions, a typing box, mute and end.
The same data as chat
Deals, tasks, teams, finance, tickets and pipelines, plus personal memory.
Safe actions
Tasks, status changes and emails need an on-screen Approve, then join the approval queue.
English, Hindi or Hinglish
English by default. It switches to Hindi or Hinglish when asked.
Integrations
Your inbox and team chat, inside Ore.
Each person connects only their own accounts, and every password and token is stored encrypted.
Email
Gmail, Outlook or any IMAP mailbox, with Summarize with Ore and Write with Ore.
Email from chat
Thread summaries and drafted replies, sent from your own mailbox after approval.
Slack
Channels, threads and direct messages with your own login. The AI never reads or posts there.
Microsoft Teams
Chats, upcoming meetings and recent OneDrive files with your own Microsoft login.
Admin controls
Shape Ore to your company.
See how it is used and set how it works. Usage screens show tokens, response times and counts, never AI costs.
Usage dashboard
Conversations, active users, tokens and tool calls, over 7 to 60 days.
Analytics
The most-repeated questions, each tool’s errors and response times, and thumbs-down answers.
Personas
Up to 12 named personas, each with its own instructions and allowed tools.
Company settings
Your own vocabulary, standing instructions for every chat, and tools hidden from the team.
Approvals and alert rules
Which actions wait for approval, and the rules for stuck deals and overdue work.
Security and trust
It sees only what you could see.
Ore keeps each company’s data separate and records every action.
Same permissions as the CRM
Every request runs as the signed-in person. No service account, no superuser.
One database per company
Each company’s data lives in its own database, and its caches are kept apart.
No silent changes
Changes and emails wait for approval, and every step goes into a permanent audit log.
Sensitive data stays out
Social Security, card, passport and IBAN numbers are masked before the AI provider sees them.
Outside text is data
Records, files, web results and memories can’t give Ore orders.
Refuses rather than guesses
An answer written without looking anything up is held back and retried.
Usage limits
Messages per minute, a daily allowance per person and a monthly budget per company.
Reliable AI
A fast model for lookups, a stronger one for analysis, and a backup provider if one fails.
Product vision