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What is Orbis?

Orbis is Data4Sales' AI layer: it uses your business data and context to analyze, create audiences, craft messages, serve customers, and achieve goals.

Orbis

Orbis is Data4Sales’ suite of artificial intelligence features. It’s not just a generic chatbot: it draws on a 360° view of your customers—including their purchases, their lifecycle, and the platform’s predictions. That’s why its responses and actions are based on what’s actually happening in your business, not on assumptions.

Why does it matter?

Marketing and e-commerce teams have more data than they have time to use. Creating a segment, preparing a report, or writing personalized messages often requires hours of manual work. An AI that understands your data reduces that effort and lets you focus on deciding what to do, not on preparing spreadsheets.

Story mode

Lucía heads up marketing for an online sports store. On Monday, she asks Orbis which customers bought running shoes more than six months ago and haven’t returned. Orbis sets up the audience and explains each filter to her. Then it drafts a different message for each customer based on what they bought. Lucía reviews and approves the messages, saving herself half a morning’s worth of work.

How to Use It with Data4Sales

  • Orbis Copilot: Ask your data questions in natural language and receive automated reports.
  • Orbis Audiences: Create audiences by describing them in your own words, and Orbis explains each filter it applies.
  • Orbis Creative: Write a unique message for each customer based on their data.
  • Orbis Support: Provide 24/7 customer service via WhatsApp and other channels, with full context, and escalate complex cases to your team.
  • Orbis Pulse: It works on a mission-based approach. You tell it what you want to achieve, and Orbis plans, executes, and optimizes it.
  • Opportunities: Shows you actions and workflows that you haven't activated yet, ready to be executed.
  • AI Reporting: You request a report using natural language, and you receive it automatically via email.
  • Data4Sales on ChatGPT and Claude: Bring your data to the tools you already use, via MCP.

Related terms

  • Context-Aware AI
  • AI Co-Pilot
  • AI Agent
  • MCP

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