Getting Started with OrbitShift
March 25, 2026
Your GTM narrative changes the moment you plug into OrbitShift.
OrbitShift functions as a multi-agent GTM intelligence hub designed to surface signals, simplify decisions, and convert action into momentum across selling, targeting, and response workflows.
Who OrbitShift is for
The platform targets enterprise go-to-market teams where precision, timing, and intelligence drive success:
- Account Executives & Sales Leaders
- Bid and RFP Teams
- Marketing & Growth teams
- RevOps professionals
If revenue is your responsibility, OrbitShift is your advantage.
What OrbitShift does
OrbitShift operates through multi-agent intelligence with four primary modules:
accountOS — your opportunity engine that surfaces live deals, buying groups, and stakeholder maps while monitoring signal changes.
knowledgeOS — transforms internal content into on-demand insight through natural language queries, delivering instant answers and auto-generated content.
rfpOS — streamlines proposal cycles by automating RFP response creation and tailored submissions for bid teams and account executives.
marketingOS — identifies high-intent accounts showing relevant signals and enables precision-targeted campaign activation.
Before You Begin
Make sure you have the following before starting:
- Secure workspace access via email or SSO
- Role-based permissions approval
- Optional: CRM and content library connections
None of your data is used to train public AI models.
First-Time Setup
Step 1: Sign into OrbitShift
Navigate to app.orbitshift.ai using your work email or SSO credentials.
Step 2: Select your primary agent
First-time users choose their primary module. Your dashboard will be customized based on this selection:
- Sales → accountOS
- RFP Response → rfpOS
- Knowledge & Content → knowledgeOS
- Campaigns → marketingOS
Step 3: Connect your tools
Integration options include:
- CRM platforms (Salesforce, HubSpot, Dynamics)
- Email and calendars
- Knowledge repositories (SharePoint, Drive)
- Collaboration tools (Slack or Teams)
What to Do First
For Sales teams (accountOS users)
- Open the Opportunity Radar
- Review signals including hiring, org changes, funding, technographics
- Click accounts to view stakeholders and recommended plays
For Bid/Proposal teams (rfpOS users)
- Upload past RFP or proposal documents
- Generate response drafts using the agent
- Edit and export for submission
For Marketing teams (marketingOS users)
- Search for live signals based on campaign themes
- Generate persona-level outreach lists
- Auto-draft context-rich emails
For Sales Enablement/Pre-Sales (knowledgeOS users)
Ask positioning questions or request competitor battle cards using natural language. Responses can be saved in Collections for team-wide reuse.
Pro Tips
- Pin key accounts on accountOS for sidebar quick-launch
- Configure email or Slack signal change notifications
- Bookmark winning responses and proposals
Need Help?
Visit the full Help Center, use in-platform chat, or email us at support@orbitshift.ai.