Orchestrator Help Docs
Getting Started with Orchestator: Your Guide to Automated Workflows and Customizable AI Agents
Welcome to Orchestrator This guide will help you set up and automate your business or treasury from one command center. Orchestrator turns your policies and reports into automated workflows, executed securely and logged for audit.
With these docs, you’ll learn how to:
Connect your wallets, exchanges, and payment processors
Configure policies for rebalancing, approvals, and reporting
Use AI-driven agents to automate routine treasury operations
Start here, and you’ll be up and running in minutes.
Quick Start
Login/Sign Up: Create your Orchestrator account.
Set Up Agents: Choose pre-built agents, modify, or build your own.
Integrate: Connect with tools like CoinBase, OpenNode, Blockstream, and Strike.
Deploy: Add the AI widget to your website with a simple script or share a link.
Core Features
AI Agents: Policy-driven agents that run workflows automatically, following the rules you define.
Data Training: Enrich those agents with your data and regulatory context so they act in line with your compliance and reporting requirements.
Automated Workflows: Streamline settlements, reconciliations, and reporting. Extend to countless other treasury tasks using the low-code studio or pre-built templates.
Plugin Library: Access various plugins for agents.
Why Orchestrator?
Human-in-the-Loop Approvals: Keep control with configurable workflows and full audit trails.
Role-Based Permissions: Enforce segregation of duties with enterprise-grade, SOC 2 compliant access control.
Custom AI Agents: Fully customizable agents for treasury workflows
Documents & Web Scraping: Ingest contracts, reports, and web data to drive automation and eliminate silos.
Use Cases
Cross-Border Settlements: Settle global payments in real time with audit trails.
Reconciliation Reporting: Move from month-end closes to continuous, real-time reconciliation.
Invoice: Bitcoin, Lightning, Stablecoins, Banks - automated invoicing workflow, send to payments.
Payment Receiving: Accept global payments with automated BTC settlement.
Treasury Ops: Manage your entire business from one non-custodial dashboard.
News Gatherer: Public or private data sources inform other AIs, schedule by the minute.
Portfolio Balancing: Move across hot and cold wallets or covert to stablecoins based on triggers.
Tips for Success
Regular Updates: Keep prompts, data, and tasks current.
Feedback Loop: Regularly review agent performance.
Team Involvement: Engage your team in setting up and using agents.
Troubleshooting
Integration Issues: Check connection settings and permissions.
Agent Errors: Update training data.
Performance Lags: Optimize task schedules and roles.
Support
Help Center: Access guides and FAQs.
Contact Us: Reach out for personalized support.
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