Orqys documentation

Run your dealership's phone line on autopilot.

Orqys is an AI voice operator and CRM built for Indian car dealerships. It answers missed calls, follows up on leads in Hindi, English and Hinglish, and keeps every conversation in one place, so no enquiry goes cold. This guide explains how to sign in and use every part of the platform.

Signing in

Orqys is a hosted web app. There is nothing to download. Open app.orqys.com in any modern browser (Chrome, Safari, Edge or Firefox) on desktop or mobile.

Two ways to sign in

1. Continue with Google: the fastest option. Click the Google button, choose your work account, and you're in. Because Google has already verified your email, your account is created and linked automatically the first time.
2. Email and password: enter your work email and a password. If it's your first time, you'll set a password; afterwards you sign in with the same details.

Staying signed in & signing out

Orqys keeps you signed in on a trusted device, so you won't have to log in every visit. To sign out, open the account menu at the bottom of the left sidebar and choose Sign out. Do this on shared or showroom computers.

Your first 10 minutes

A quick path from "just signed in" to "seeing it work":

1. Take the tour. The left sidebar is your map: Dashboard, Leads, Contacts, Vehicles, Campaigns, Voice demo, Calls, Reports and Settings. See The cockpit.
2. Hear the AI. Open Voice demo and run an inbound call. Speak to it like a customer would; it answers in Hinglish and captures the enquiry. No real phone call is made.
3. Add a lead. Go to Leads → New lead and add a test enquiry, or import a CSV of existing leads.
4. Set up your dealership. In Settings, confirm your dealership name, branches and team members.
5. Plan a campaign. Build a draft outbound campaign and use Demo this campaign to preview exactly how the AI will sound to your customers.

Organizations & workspaces

An organization (also called your workspace) is the top-level container for everything you do in Orqys. It holds your dealerships, your team, your leads, your campaigns, and your settings. Think of it as your dealer group's private space inside Orqys.

How many organizations do I have?

Most customers operate inside one organization: your group lives in a single workspace, and everyone on your team works in it together. You can belong to more than one (for example, a consultant who helps several dealer groups), and you switch between them from the workspace switcher in the top of the sidebar.

Data isolation

Each organization is fully separated from every other. Your leads, recordings and customer data are never visible to another organization, only to members you've invited into yours. When you switch workspaces, the whole app re-scopes to show only that organization's data.

Dealerships & branches

Inside an organization you set up your dealerships. A dealership usually maps to a brand or business unit (for example, your Maruti showroom business). Each dealership can have multiple branches: the individual rooftops, showrooms or service centres where customers actually walk in.

• Dealership: the brand/business. Carries its own calling number and compliance setup.
• Branch (rooftop): a physical location under a dealership. Leads, test drives and calls can be attributed to a branch so you can compare performance across locations.

You manage dealerships and branches in Settings → Workspace. The Settings overview shows a count of your dealerships, members and calling numbers at a glance.

Members & roles

Your members are the people on your team who can sign in to the organization: sales managers, telecallers, service advisors, and owners. You invite teammates by email; once they accept and sign in, they see the organization's leads and campaigns.

Members are managed under Settings → Members. Invite the people who need access, and remove anyone who leaves so your data stays in trusted hands.

The cockpit

Everything is reachable from the left sidebar. Here's what each area is for:

On mobile, tap the ☰ menu to open the same navigation.

Dashboard

The Dashboard is your morning view. It surfaces what needs a human today: hot leads waiting on a callback, calls happening right now, and the headline numbers for your organization. Start here, act on what's flagged, then dive into Leads or Campaigns.

Leads

A lead is a single sales opportunity: someone interested in buying, a test drive, an exchange, service, finance or accessories. Leads are the heart of Orqys. Every missed call the AI answers, every CSV you import, and every walk-in you add becomes a lead you can track to a result.

Lead status

Each lead moves through a pipeline. The status tells you where it stands:

Leads flagged duplicate or invalid are kept out of your active pipeline automatically.

Temperature

Alongside status, every lead carries a temperature so you know what to chase first:

Where leads come from

Orqys tracks the source of each lead so you can see what's working: walk-in, website, OEM portal, missed call, inbound call, WhatsApp, CarDekho, CarWale, CarTrade, OLX, Meta/Google ads, referral, exchange or event.

Working a lead

• Filter & search: narrow the list by status, temperature, source or branch to build a call list.
• Open the lead: the lead sheet shows the contact, the vehicle of interest, the full activity timeline, and call recordings.
• Update status: move it forward (e.g. Contacted → Test drive scheduled → Won), or mark it Lost with a reason. Every change is recorded in the lead's history.
• Add a lead: use New lead for a single walk-in, or import a CSV for a batch.

Contacts

Where leads are opportunities, contacts are people. The Contacts list is the de-duplicated master record of everyone in your organization, so the same customer who enquired twice and bought once shows up as one person, not three.

• One person, one record: Orqys matches by phone number so duplicates are merged into a single contact.
• Contact preferences: each contact tracks how you're allowed to reach them (call, WhatsApp, SMS, email) and where that consent came from.
• Do-not-disturb: contacts on DND are respected automatically; campaigns will skip them.

Vehicles

The Vehicles area covers two things:

• Inventory: the cars you're selling, with stock status (available, reserved, sold). Link inventory to leads so you always know which model an enquiry is about.
• Owned vehicles: the cars your customers already own. This powers service-due reminders and exchange offers.

Vehicle details capture the essentials: make, model, variant, fuel type (petrol, diesel, CNG, electric, hybrid) and transmission (manual, automatic, AMT, CVT, DCT).

Campaigns

A campaign is an outbound effort where the AI calls a list of people with a specific goal: a festive offer, a service-due reminder, a win-back, or an exchange drive. You define who to call and what to say; Orqys handles the calling.

Anatomy of a campaign

• Audience: the list of contacts or leads to reach, built from your filters.
• Script / goal: what the AI should say and try to achieve on the call.
• Channel: voice today; SMS, WhatsApp and email are on the roadmap.
• Compliance setup: the approved DLT template and a healthy calling number (see Compliance basics).

Campaign status

Results & intent

As a campaign runs, Orqys rolls up what happened: who answered, what they said, and the intent the AI detected (interested, callback requested, not interested, and so on). You can read individual responses and act on the warm ones straight away.

Voice demo

The Voice demo lets you have a real, live conversation with the Orqys AI, right in your browser, with your microphone. No phone call is placed and no customer is contacted. It's the safest way to hear how Orqys sounds and to fine-tune scripts.

Two directions

How to run it

1. Open Voice demo from the sidebar.
2. Pick a direction (Inbound or Outbound) and a dealership. For outbound, paste or tweak the script.
3. Allow the microphone when your browser asks. Audio stays in your browser session.
4. Talk to it. Speak naturally in Hindi, English or Hinglish. The live transcript appears as you go.
5. Hang up. The conversation's transcript and the detected intent are saved so you can review them.

Calls

The Calls area is your record of every conversation: inbound answered by the AI, outbound from campaigns, and demo sessions. Each call entry carries its direction, outcome, and a transcript you can read. Use it to audit quality, train your team, and confirm what was promised on a call.

Reports

Reports turn day-to-day activity into trends. See call volumes, how leads move through the pipeline, conversion to test drives and bookings, and how each campaign performed. Use it to spot which sources and branches deliver, and where enquiries are leaking.

Settings

Settings is where you set up the workspace: dealerships, branches, members, and compliance. The overview shows your dealership, member and calling-number counts, and links to the deeper setup areas below.

DLT templates

In India, outbound commercial messaging runs through the operator DLT (Distributed Ledger Technology) system. A DLT template is the content of an outbound message, pre-registered and approved so it's allowed to be sent.

In Orqys you keep your templates here and track their status:

Only approved templates can back a live campaign. Orqys uses this as a guardrail. It won't let a campaign go out on a template that isn't approved.

Calling numbers (DIDs)

A DID is an outbound calling number. Your DID pool is the set of numbers Orqys uses to place campaign calls. Spreading calls across healthy numbers, and respecting limits, keeps your dialing reputation good.

Each number has a status so you can see its health at a glance:

Numbers that draw complaints get flagged and rested automatically, protecting the rest of your pool.

Suppression list

The suppression list is your "never call" list. Any number on it (because the person asked not to be contacted, or for any other reason) is skipped by every campaign, no matter what audience it's in. It's the backstop that keeps you on the right side of customers and regulators.

Compliance basics

Outbound calling in India is regulated by TRAI through the operator DLT framework. You don't have to be an expert (Orqys builds the guardrails in), but it helps to know the moving parts:

FAQ

Do I need to install anything?

No. Orqys runs in the browser at app.orqys.com on desktop and mobile.

What languages does the AI speak?

Hindi, English and Hinglish, the natural mix Indian customers actually use. It understands and replies in the same blend.

Does the Voice demo make a real phone call?

No. The demo is a live conversation in your browser using your microphone. No number is dialed and no customer is contacted. It's purely to hear and tune the AI.

Can my whole team use one account?

Each person should sign in with their own email. Invite teammates as members of your organization so everyone shares the same leads and campaigns under their own login.

Is my customer data shared with other dealers?

Never. Each organization is fully isolated. Only members you invite can see your data.

What happens to leads from missed calls?

The AI answers, captures the enquiry, and creates a lead with the source set to missed_call or inbound_call, ready for your team to follow up.

How do I know my campaign is compliant?

Use an approved DLT template, keep consent current on your contacts, and let Orqys honour DND, windows and caps. See Compliance basics.

Glossary

Getting support

Stuck, or have an idea? We'd like to hear from you.

• Email: reach the team at hello@orqys.com.
• The app: open app.orqys.com and use the in-app help if available.
• Learn more: visit orqys.com for an overview of what Orqys does.