ORCA Opti Assist
Your Information. Your Safe Zone.
Opti Assist keeps AI inside your governance boundary. Your data stays in your tenancy. Your interactions are never logged externally or used to train third-party models. Every query is captured as a governance record, visible to your team, not to a vendor.
That's the structural difference between governed AI infrastructure and consumer tools operating under foreign jurisdiction with no audit trail.
Summarise our supplier onboarding policy for the new vendor.
Onboarding requires a signed NDA, current ISO 27001 evidence, and a completed risk assessment before any data is shared with the vendor.
How Opti Assist Works
Why Opti Assist exists
The everyday gaps that quietly become risk
The problem
People don't ignore policy, they can't find it fast enough when it matters.
Opti Assist
Approved guidance delivered in the conversation, in the moment.
The problem
When experienced staff leave, their operational knowledge leaves with them.
Opti Assist
Institutional knowledge stays in the system, surfaced from your existing documentation.
The problem
Most governance records are created from memory, not at the time decisions are made.
Opti Assist
Every interaction is recorded as a structured governance record automatically.
The problem
Staff are already using ChatGPT, the organisation just has no visibility into what's exposed.
Opti Assist
A governed AI layer inside Microsoft 365. Sovereign, private and auditable.
The problem
When compliance sits alongside operations, teams treat it as paperwork.
Opti Assist
Compliance happens as a byproduct of work, not a separate exercise.
And that's just the beginning
The interface to a complete ecosystem
Opti Assist is the interface to a complete ecosystem of specialist AI tools, automated workflows and pre-built compliance programs, all running inside your Microsoft 365 environment.
Ask Opti: your AI, your choice
Ask Opti: your AI, your choice
The conversational front door to everything inside ORCA Opti. It works with the LLM your organisation prefers: OpenAI, Anthropic, Google or others. Same experience, same governance. You choose the engine.
Agents: always working
Agents: always working
Agents don't wait to be asked. They monitor for changes, act on triggers and keep things moving in the background. They notify owners, escalate overdue items and complete tasks within guardrails.
Workflows: your processes run as you set them
Workflows: your processes run as you set them
Incident response, vendor onboarding, policy approval, access reviews, every step assigned, every action logged, every decision timestamped, and the entire history recorded as auditable evidence.
Knowledge Packs: structured and searchable
Knowledge Packs: structured and searchable
Turn any body of knowledge into something your whole team can access through a simple conversation: customer information, system rules, internal procedures, or pre-built frameworks like ISO 27001.
Pearls: specialist expertise on demand
Pearls: specialist expertise on demand
Pearls are specialist AI modules, each an expert in a specific domain. Install the Defence Industry Pearl and your team has a DISP expert. Or create a bespoke Pearl to track tender applications or grants.
Tools: how Agents get things done
Tools: how Agents get things done
Tools allow Agents to interact with the platforms your business already runs on, completing tasks, syncing information and taking action across your entire business ecosystem.
Get started in minutes
Sign in with your Microsoft 365 work or school account. No installation, no IT ticket. Opti Assist runs inside your existing environment so your data never leaves your tenant. Once you're in, a short 10-question onboarding interview helps Opti Assist understand your organisation and your goals, then recommends the readiness assessment most relevant to your situation.
Pricing
You're in. Now here's what's possible.
Your free account gives you everything you need to start. When your team is ready for more, upgrading takes seconds.
Opti Assist Free
Free Forever
One user. 50,000 credits per month. Everything you need to see where you stand.
- Frontier AI models inside your M365 safe zone. Ask anything without worrying where your data goes or who can see it.
- Permissions enforced across SharePoint, OneDrive and Entra automatically on every interaction. Your team only sees what they're authorised to see.
- No data training, no external logging. Your conversations stay yours. Nothing leaves your tenant.
- Internal audit trail. Every question asked, every answer given, every source referenced. Logged automatically.
- ISO 42001 governance framework built in from day one. Not an add-on, not a configuration step.
- Readiness assessments tailored to your industry. Over 100 available across defence, healthcare, NDIS, aged care and more.
Opti Assist Solo
AUD $29.95 / month
1 Navigator with full features of the AI Toolset. Pearls. Workflows. Agents. 200,000 credits. SharePoint / OneDrive.
- Everything in Free inside your M365 safe zone. No data leaks. Internal audit trail. ISO 42001. Sovereign.
- The full power of AI, built for one. Opti Assist becomes your team.
- Ready to work with the tools you need. Seamless SharePoint and OneDrive access.
- Always your data, no external logging or sending information out of your safe zone.
- Subject matter experts. Pearls are experts you train, always available, and they remember what you said.
- Agents and Workflows to get the work done correctly and consistently.
- Your tools, many AI models. Run the top commercial models with your history, knowledge, Pearls, Agents and workflows available to any model, any time.
- Big project? Top up your credits any time.
Opti Assist Teams
AUD $149.95 / month
5 Navigators. 10 Standard Users. 500,000 tokens per month. A 15-person team, one platform.
- You outgrew Solo. That's a good thing. Give your team a governed AI platform that moves with them.
- One platform. Fifteen people. Zero compromise. The same sovereign, M365-safe environment, shared across your whole team.
- Your knowledge, multiplied. Shared Knowledge Packs, trained Pearls and Workflows keep your team consistent and compliant.
- Collaboration without the risk. Every user works inside your safe zone. No data leaves. No exceptions.
- Scale when you need to. Hit a big project? Top up your credits and keep going.
Add a protection layer to every conversation
AI Guardian sits between your team and the AI, inspecting every interaction in real time, before it reaches the model and before the response reaches your team.
Learn More About AI Guardian- Inspects every prompt against 30+ known AI threat vectors including prompt injection, jailbreak attempts and data extraction
- Blocks sensitive or policy-violating content before it reaches the AI model
- Ensures responses are grounded in your approved documentation
- Logs every interaction for audit and compliance traceability
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