What is an agent session?
An Agents session is where you talk to Orbid AI: upload tender files, lock a product, and run scan → match → fill → deliverables in one conversation thread. Session context (files, match state, downloads) drives the tool loop. Sessions are not a multi-module CRM—they are task workspaces.What lives in a session
- Chat prompts and tool runs
- Uploaded tender packages
- Match/fill drafts and downloads
What stays outside the session
- Buyer portal submission
- Company SSO and billing setup
- Legal final approval process
Everyday path
- Open Agents and start a session.
- Upload the tender package.
- Say what you want in plain language (see What to say).
- Review outputs; continue in the same session for fill/deliverables.