Case study · Oris

Oris closed enterprise in week three.

Oris (useoris.xyz) ships agent payment infrastructure for fintech. Buyers arrive at hour zero with questions about chains, custody, and compliance. Incito agents answer live. The Oris team closes the deals already qualified.

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3 days pilot to live

80% Q&A self-served

Pro tier from day one

What changed

What changed. By the numbers.

Three weeks into deployment, here is what the Oris funnel looked like compared to the month before.

01 · Time to first aha

90 seconds to first aha

Buyers land on a narrated demo of the live Oris dashboard. They understand agent fleet management, treasury rails, and the compliance posture in 90 seconds. The earlier baseline was a 30-minute call.

20× faster

02 · Self-served Q&A

Eight in ten questions resolved live

Chain coverage, custody flow, withdrawal limits. The agent retrieves from the Oris docs and answers in under a second. The Oris team joins only for the last two in ten, with the conversation already in context.

Pro tier · grounded

03 · Hot-lead push to Linear

Hot leads push straight to Linear

When a buyer's questions cluster on enterprise terms, Incito flags the lead and pushes the full transcript to Linear. The Oris team picks up qualified buyers without a calendar booking.

Linear · CRM push

04 · Paperwork in two weeks

DPA in week two

Oris runs on the Pro tier. The Incito DPA and SCCs were signed in two weeks. Per-tenant Qdrant collection means the Oris knowledge base never bleeds into another tenant's retrieval space.

DPA · per-tenant KB

Why it worked

Fintech buyers ask harder questions.

Oris sells into compliance-first teams. Their buyers want chain support, custody mechanics, and an SLA before they read past the homepage. The agent answers without flinching, cites the docs that ground every claim, and refuses to invent when the docs are silent.

✓Hard anti-speculation. When the docs do not have the answer, the agent says so and offers a human handoff.
✓Per-tenant Qdrant collection. The Oris knowledge base never bleeds into another tenant's retrieval space.
✓Audit logs prove every answer came from a cited chunk. The compliance review took two weeks instead of twelve.

How Oris shipped

Three days. Three milestones.

Script tag installed, knowledge indexed, demo shipped. Three days from start to live.

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Day 1: script tag installed

The Incito script tag landed in the Oris dashboard head. Domain verification cleared inside the hour. The Pro tier unlocked Q&A and CRM push the same afternoon.

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Day 3: docs indexed

Agent fleet docs, treasury runbook, compliance brief. Chunked, embedded, citable. The first narrated demo shipped to the homepage.

→

Day 21: enterprise closed

The first enterprise contract signed. The buyer asked the agent about chain coverage and custody before the team ever joined the call.

3 days

Pilot to live

Script tag, knowledge base indexed, first demo shipped.

80%

Q&A self-served

Eight of every ten buyer questions resolved live.

2 wks

DPA signed

Compliance review and DPA closed in two weeks.

21d

First enterprise close

From homepage land to signed MSA, agent in the loop.

Same shape, your product

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Three days from kickoff to first narrated demo. Run on Pro for $249 per month, or move to Sovereign for white-label, custom volumes, and procurement-ready paperwork.

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3-DAY PILOT SOC 2 · DPA PRO TIER