Morning
◎ CRM
ACAvery Cole
Customer brief
Put your tools to work.
Just ask Orbit.
Find the customer context. Draft the follow-up. Prepare the next action.
Your AI assistant, right inside Spacebrain.
Orbit AI
YOU
Help me follow up with Avery.
◎ CRM Context found ✓▤ Inbox Conversation read ✓
FOLLOW-UP DRAFTReady to review
AC
Avery ColeRe: Your brand refresh
Hi Avery,
Thanks for sharing your plans for the brand refresh. Would you like to find a time to talk through the next steps?
✓ Draft prepared
Works with the tools already in your workspace.
LESS CATCHING UPThe right context.
The right context.
A better next step.
Orbit brings the customer record and latest conversation into your next reply.
Explore your connected CRM ↗CRM · AVERY COLEBrand refreshInterested · Next step needed
✓INBOX · LATEST MESSAGE“We’re ready to get started.”Keep the conversation going.
✓
ORBIT AIYour follow-up, ready to review.Customer context included.
ORBIT AI · EXAMPLE ACTIONAwaiting review
Prepare Avery’s discovery call
- Action
- Create a task
- Customer
- Avery Cole
- Owner
- You
- Due
- Tomorrow
Try the review step. This example won’t change your workspace.
YOU DECIDE WHAT HAPPENSSee the action.
See the action.
Then give the go-ahead.
Check the details. Approve the next step when you’re ready.
A DAY WITH ORBIT
Less catching up. More moving forward.
Midday
▤ Inbox
To: Avery Cole
Hi Avery,
Ready to talk through your plans?
Email draft
Draft the reply
Ready to reviewAfternoon
▦ Calendar
11:30
Avery + Jamie
Meeting task
Prepare the call
Ready to reviewNext step
⌘ Automations
◎▤☑
Automation draft
Build the follow-up
Ready to reviewWhat is Orbit AI?
Orbit AI is the assistant inside your Spacebrain workspace. Ask about customers, conversations and work in progress. It can find supporting context and prepare supported actions for you to review.
What happened to Ask Spacebrain?
Ask Spacebrain is now called Orbit AI. It is the same workspace assistant, with a name that matches the Orbit you see across Spacebrain.
Which tools can Orbit use?
Orbit can work with supported context from CRM, Inbox, Calendar, Tasks, Automations, Email, Payments, SEO and Social Media. What it can access and do depends on your active workspace, plan, role and permissions.
Can Orbit send messages or change records?
For supported actions, Orbit presents a proposal or takes you to the relevant tool. Review the details and confirmation step before customer-facing or record-changing work runs.
Is Orbit the same as AI Copilot?
Orbit is where you ask questions and prepare work in a conversation. AI Copilot provides controls for specific assisted and automated flows, including their modes and guardrails.
How do I get started, and what does it cost?
Create a Spacebrain workspace, then open Orbit AI. AI access, credits and available actions depend on your plan. Compare the current plans and AI allowances.
What can Orbit AI help me do?
Find customer context, draft a reply and prepare supported actions for review.
Can I collect leads on my website?
Yes. Publish a form, share its link or connect it to your website. Mapped responses can create or update CRM contacts.
Can my team work together?
Yes. Invite your team into a shared workspace. Starter and higher plans include unlimited team seats.
Can I use email and social media together?
Yes. Plan campaigns, prepare emails and schedule posts for connected social accounts in Spacebrain.
Are payments and agreements included?
Spacebrain has Payments and Agreements modules. Compare the plan details for availability and usage.
Where do I get help getting started?
Visit the Help Center for setup guides and help choosing your next step.
YOUR NEXT TASK IS A GOOD PLACE TO START