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Oris Work
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Oris Work

CRM, projects, communication, and client portal - unified in one workspace by Oris Work.

India

Product

  • Features
  • Pricing
  • CRM & Pipeline
  • Project Management
  • Team Chat
  • Client Portal
  • Integrations
  • Custom Objects

Industries

  • Professional Services
  • Restaurants & F&B
  • Healthcare & Clinics
  • Real Estate
  • Universal

Compare

  • vs Zoho One
  • vs Perfex CRM
  • vs Bigin by Zoho
  • Tally Integration

Resources

  • Documentation
  • API Reference
  • Blog
  • Resources
  • Help Center

Company

  • About
  • Careers
  • Contact
  • Privacy Policy
  • Terms of Service
  • Cookie Policy

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← All docs

Getting Started

  • Quick Start Guide
  • Inviting & Managing Team Members
  • Your First-Day Checklist
  • Roles and Permissions
  • Custom Roles
  • Switching Between Organisations
  • Sessions and Staying Signed In

Clients & Contacts

  • Adding a Client
  • Importing Clients from a CSV
  • Merging Duplicate Records
  • Client Groups
  • Client Services Card and Turning a Service On
  • Do Not Chase: Pausing Automated Reminders

CRM

  • Contacts & Companies
  • Deals & Sales Pipeline
  • Lead Management

Invoicing & Money

  • Invoicing
  • Payments & Receipts
  • Setting Invoice Due Dates
  • Estimates and Proposals
  • Payment Links
  • Overdue Reminders and Dunning
  • Recurring Invoices and Retainers
  • Vendor Bills
  • E-way Bills
  • GST Basics in Oris Work

Practice Management

  • Client Engagements
  • Client Portal
  • Tasks: Create, Assign and Track Work
  • Timesheets: Submit, Approve and Lock
  • Time Budgets Report
  • Notices and the Notice Reply Service
  • Compliance Calendar
  • Document Requests
  • Sign-off Pipeline: Partner, Client, Filed

Communication

  • WhatsApp inbox setup
  • Linking a WhatsApp line by QR code
  • WhatsApp logged out or disconnected
  • Auto-link WhatsApp numbers to clients
  • Email setup
  • Team chat basics
  • Threads, mentions and reactions in chat
  • Files, search, pins and saved messages in chat
  • Messaging AI bots in chat
  • Client chat

Reputation

  • Requesting reviews
  • How review ratings are routed

Growth

  • Lead routing and the first-response SLA
  • Segments
  • Campaigns basics

AI

  • Oris AI assistant
  • AI bots and their approval gate

Projects

  • Project Management

Modules

  • Payroll with PeopleOS
  • Books Module (ThynkBooks)
  • Tax Module (ThynkTax)
  • Audit Module (ThynkAudit)
  • Filings Module (ThynkFile)

Integrations & API

  • Accounting Connectors
  • REST API Overview

Security & Privacy

  • Data Encryption and PAN Handling
  • DPDP Consent and the PII Access Log
  • How Workspaces Are Kept Separate
  • Exporting Your Data

Troubleshooting & FAQ

  • "Too many requests" or "Rate limit exceeded"
  • "Reset token is invalid or expired"
  • "Your session expired"
  • WhatsApp Messages Are Not Coming In
  • Review Link Shows "404 Not Found"
  • "This may already exist" Duplicate Warnings

For your clients

  • Signing in to your client portal
  • Setting a password from your link
  • Messages with attachments
  • Paying your invoices online
  • Signing documents online
  • Leaving a review
Docs/Communication/Threads, mentions and reactions in chat

Threads, mentions and reactions in chat

Keep discussions tidy with threads, tag people with @mentions, react to messages and track what is unread.


Reply in a thread

  • Hover a message and click the speech-bubble icon ("Reply in thread"), or open the ... menu and choose "Reply in thread".
  • A Thread panel opens with the original message and its replies. The reply count is shown, for example "3 replies".
  • Type in the box that says "Reply in thread…" and send.
  • Use plain "Reply" (the arrow) to quote a message in the main conversation instead.
  • Threads are not available in a conversation with an AI bot.

Mention people

  • Type @ in the message box. A list of people in the conversation appears (up to six, filtered as you type).
  • Pick a name to insert the tag. Only people still tagged in the final text are counted as mentioned.
  • A mentioned person gets a notification and a mention count on that conversation in the sidebar.

React to a message

  • Hover a message to see quick reactions, or open the ... menu for the full set and a "+" for more emoji.
  • The quick set is thumbs up, heart, laugh, party, surprised and folded hands.
  • Click a reaction chip under a message to add or remove your own. Hover it to see who reacted.

Edit and delete

  • You can Edit your own messages from the ... menu. Press Enter to save or Esc to cancel. Edited messages show "edited".
  • You can Delete your own messages. Channel owners, channel admins and firm admins can delete other people's messages in channels they manage.
  • Deleting removes the message for everyone in the conversation.

Unread

  • Conversations with new messages show a count in the sidebar; opening the conversation clears it.
  • Mentions are counted separately so you can spot messages meant for you.
  • Read markers are shown under messages so others can see who has seen them.

Formatting tips

The message box has buttons for Bold, Italic, Code and a bulleted list, plus an emoji picker. Messages are shown as plain text with simple formatting only, never as raw HTML.

Related guides

Team chat basics

Message teammates directly, create group channels, and organise channels into teams.

Files, search, pins and saved messages in chat

Attach files, search message history, pin important messages and save messages for yourself.

Messaging AI bots in chat

Hire an AI bot persona and give it instructions in a one-to-one chat conversation.