Complete Feature Reference

Everything OrCube AI does

A factual, comprehensive list of what OrCube AI offers today — no roadmap items, no aspirational specs. This reflects the deployed state of the platform.

Questions? hello@orcube.com

Section 1 — AI Chat Core

Embeddable chat widget

One script tag embeds the OrCube chat widget on any website. The widget is fully customisable: bot name, primary colour, greeting message, and position (bottom-left or bottom-right). Chat sessions persist across page reloads.

Knowledge base AI

Tenants upload articles organised by category. The AI searches the knowledge base before every response and answers from the actual content — not from general training data. This prevents hallucination on business-specific topics. Tenants can create, edit, activate, deactivate, and delete articles from the portal.

Multiple AI providers

OrCube supports Google Gemini, Anthropic Claude, and OpenAI GPT. Providers are selectable per tenant in the portal — no code changes or redeployment required. Different tenants can use different providers.

Custom API integrations

Tenants register their own backend API endpoints in the portal. The AI calls these during conversations to retrieve live data: order status, inventory levels, pricing, tracking information, booking status, and any other business-specific data. Auth requirements and OTP-gating are configurable per integration.

OTP verification

For sensitive actions (viewing order details, confirming bookings, accessing account information), the AI can require a one-time passcode sent to the customer's email before proceeding. OTP verification is automatic and integrated into the conversation flow.

Session persistence

Customer conversations survive page reloads. If a customer refreshes the page mid-conversation, the chat history is restored and the conversation continues from where it left off.

Section 2 — Live Agent Handover & WhatsApp Relay

WhatsApp Business API

OrCube uses the official Twilio WhatsApp Business API. All agent notifications, booking confirmations, and system alerts are sent through official WhatsApp channels. Approved message templates allow notifications to reach agents even outside the 24-hour customer-service messaging window.

Agent handover notification

When a customer requests a human agent, OrCube sends a WhatsApp notification to available agents for that tenant, with a preview of the customer's last message and interactive Take/Decline buttons — no typing required.

Live two-way relay

Once an agent accepts a handover, the customer's messages are forwarded to the agent's personal WhatsApp number in real time. The agent replies from their WhatsApp normally, and their replies appear in the customer's chat widget — bidirectionally, with no delay.

No separate app required

Agents use their own personal WhatsApp number. They do not need to install a separate app, open a dashboard, or use a shared inbox to manage customer conversations during handover.

Voice note transcription

During an active handover, agent WhatsApp voice notes are transcribed and delivered to the customer as text in the chat widget — hands-free replies while driving between jobs.

Voice mode

Agents can activate voice mode during a handover by sending "VOICE". Customer text messages are converted to audio and sent to the agent as WhatsApp voice notes; agent voice notes are transcribed to text for the customer. Agents return to text mode with "TEXT".

AI resumes automatically

When the agent types "DONE", the handover ends and the AI automatically resumes the conversation, without referencing the agent's messages or the handover itself.

Real-time portal monitoring

The tenant portal shows live chat sessions with real-time updates via Server-Sent Events. Portal users can see new messages, takeover events, and release events as they happen, and can take over or send messages from the portal if preferred.

Section 3 — Agent WhatsApp Copilot ("hey cubee")

Completely separate from the customer relay above, agents can send natural language commands to the OrCube AI from their WhatsApp at any time to manage their working day.

Schedule queries

"schedule today", "schedule tomorrow", "schedule next week", "next booking", or "schedule 25 june" for bookings on a specific date.

Availability management

"block today", "block 25 june 9am-1pm", "unblock 25 june", and "blocked dates" to list all current blocks.

Booking management

"cancel ABC12345" (with a confirmation prompt), "confirm cancel ABC12345", and "reschedule ABC12345" to send the customer a reschedule request link.

Calendar export

"calendar", "calendar today", or "calendar next week" sends bookings as a .ics file that imports directly into iPhone Calendar, Google Calendar, or Outlook.

Daily schedule push

Each agent receives an automatic WhatsApp message at 7am (per their local timezone) summarising their bookings for the day.

AI side channel (during handover)

During an active customer handover, agents can ask the AI for help without the customer seeing: "hey cubee, what did the customer ask about first?"

Post-handover follow-up

Within 15 minutes of ending a handover, agents can send follow-up instructions. The AI composes a message, sends it to the agent for approval, and delivers it to the customer after confirmation.

Confirm-before-write safety

Any mutating action (cancellation, reschedule, bulk changes) requires explicit confirmation before execution. OrCube never makes permanent changes from a single unconfirmed command.

Section 4 — Appointment Booking

In-chat booking flow

Customers can browse services, select a staff member, view real-time time slot availability, and confirm a booking — all inside the website chat conversation. No separate booking page or external calendar link is needed.

Services and staff management

Tenants configure services (name, duration, price), staff members, working hours, staff-to-service assignments, and holiday/exclusion blocks in the portal. Changes take effect immediately.

Booking confirmations

Customers receive booking confirmations delivered via WhatsApp automatically after a successful booking.

Pay-on-site option

Tenants can configure a pay-on-site option per service, where payment is handled at the appointment rather than online.

Section 5 — Tenant Admin Portal

Built in Next.js, accessible at orcube.com/portal. Authentication uses httpOnly JWT cookies.

Dashboard

Sessions this month, active sessions today, pending handovers, recent session list, plan and usage summary with progress bars.

Live Chats

Session list and detail view with real-time updates, takeover and release controls, and a message composer for portal agents.

Knowledge Base

Create, edit, search, filter by category, activate/deactivate, and delete articles, with word count and status visible per article.

Agents

Invite team members by email, assign admin or agent roles, deactivate and reactivate accounts. Each agent sets their own WhatsApp number and availability status.

API Integrations

Register, edit, test, and deactivate backend API endpoints, with auth requirements and OTP-gating configurable per integration.

Settings

General (notification email, system prompt, handover toggle), AI (provider, key, model), WhatsApp (handover number, timeout, fallback message), and Booking (services, staff, pay-on-site).

Widget

Customise bot name, colour, greeting, and position with a live preview, and copy the embed snippet.

Billing

Current plan and usage, change plan, cancel or resume subscription, manage payment methods, and view invoice history — powered by Stripe with a hosted Customer Portal.

Section 6 — Billing & Plans

Both paid plans include all features — limits are on scale only. Current pricing is shown on the homepage pricing section, sourced live from the billing system. Every plan includes a 14-day free trial. Enterprise pricing is custom — contact hello@orcube.com.

Section 7 — Technical Specifications

Architecture

Backend: Node.js with Express. Frontend/Portal: Next.js (App Router). Database: MySQL/MariaDB with Drizzle ORM. Real-time: Server-Sent Events with Socket.IO fallback. WhatsApp: Twilio WhatsApp Business API. AI providers: Google Gemini, Anthropic Claude, OpenAI GPT. Payments: Stripe. Email: SMTP.

Widget embed

A single script tag, no framework required — compatible with any website including WordPress, Shopify, Wix, Squarespace, and custom HTML.

Response time

Typical AI response time: under 200ms.

Multi-tenancy

Every tenant has fully isolated data: knowledge base, configuration, AI provider keys, branding, users, and sessions.

Section 8 — Supported Industries

OrCube is industry-agnostic. Current active tenants include plumbing and gas engineering, medical and physiotherapy clinics, gyms and wellness studios, construction and concrete supply, e-commerce and retail, and software development agencies.

Section 9 — Not Yet Available

The following are planned but not currently live:

  • Overage billing for sessions above plan limit
  • Multiple WhatsApp numbers per tenant (currently one per tenant)
  • Cardless trials (signup currently goes through Stripe Checkout)
  • Bulk reschedule broadcast to all customers on a given day