Know what needs attention next.

ORBI is the operations side of CaseCraft Systems. It works in four steps: observe what is happening, flag what needs a decision, act through approved responses, and review the result so the next cycle improves.

No. A CRM organizes customer records and deals. ORBI focuses on operations, decisions and responses. The two do different jobs and can work side by side.

Teams whose operational signals are spread across several tools, so problems surface late and hand-offs slip. We check the fit, the data sources and the actions you want before recommending it.

ORBI can show status, activity, performance and team context. We confirm one by one which of your sources can connect.

ORBI shows the issue with its context, routes it to an owner or an approved workflow, and records what happened next. We confirm each detection and action for your setup before relying on it.

An agent is a named area of responsibility, such as intake or follow-up, with its own data access and allowed actions. We scope each agent for your business before it touches live work.

A workflow follows fixed steps and conditions. An agent reads context and suggests or coordinates a next step. For either one, we set the boundaries and human controls before it goes live.

Yes. We define the job, its inputs, its limits and its approval points, and we test that it is feasible before calling it ready to deploy.

It flags an item that needs a person to look at it, instead of burying it in a dashboard. For your setup we define who owns each decision, what evidence they see and what happens next.

Only where you allow it. We sort each step into information only, automated, or needs human approval, and we confirm the configuration enforces those rules.

That is the plan for anything sensitive. Recommending and executing are separate states, and we set up that separation with the product team and your administrators before launch.

A running record of operational events and of the steps that were proposed or completed. What it logs depends on the sources you connect.

We document your CRM, the data ORBI needs, the access rights and the direction of the hand-off. Then we check whether a native, API or custom connection exists before promising one.

Yes, that is where it helps most. Each source still needs a working connection and approved access, and we confirm those one at a time.

ORBI can bring activity and commercial numbers into one view. We agree with you on the metrics, where the data comes from and how often you review it.

Only the sources you authorize. We confirm the product controls, permissions and data retention with you before any deployment commitment.

We plan for it up front: how the team finds out, which actions pause and who fixes it. We test the product alerts for your setup before launch.

Yes. Start with one operational question, one data source, one owner, one approval rule and one result to review. Expand once that first route works.

We start by mapping context, hand-offs and controls with your team, then configure what the product supports for the systems you already use. Timing depends on that map.

WAVS is the customer workspace. ORBI handles operational signals and responses. They do different jobs, and neither replaces the other.

Yes. A customer signal in WAVS can feed an operational decision in ORBI. We confirm the connection, consent, access and actions for your setup before building it.