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Use the Oro agent

How to use the Oro agent, Tomorro's AI, to ask a question about your contracts, query your Repository and track your pending actions?

Access requirements: your plan includes Tomorro's AI features, Oro is activated in your organization (depending on your plan, this is not always necessary), your role includes the Use AI permission and you are a member of the organization (Oro is not available to guests). Details: Before you start section of the article Delegate actions to the Oro agent.

The Oro agent, built into Tomorro, helps you make the most of your contracts and your Repository on a daily basis, simply by asking questions in natural language. Familiar with Tomorro's AI assistant? Oro is now an agent: it no longer just answers, it acts for you.


Access Oro

You can open Oro at any time:

  • from the Chat entry in the side menu, which opens a new conversation;

  • on a computer, from other pages, with the Open chat icon at the top of the page: Oro opens on the right, without leaving the page;

  • directly from within a contract: on a computer, Oro opens next to the document, with the Open chat icon.


On mobile and tablet, Oro remains available at the bottom of the screen.

Oro automatically adapts its responses to the displayed context.

When you are inside a contract, Oro relies on:

  • the document content,

  • the contract Summary Sheet filled in Tomorro,

to formulate its answers.

The numbered markers displayed in Oro's responses precisely indicate the source used.

By hovering over them, you can access more details about the information used, helping you understand and verify the context taken into account. For a contract excerpt, the Open in new tab icon opens the contract concerned.

While processing your question, Oro displays its reasoning steps in real time, allowing you to follow its thought process before receiving the final answer.
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Ask questions about a contract

Inside a contract, Oro analyzes both the document and the structured information in its Summary Sheet (dates, durations, smart fields, specific business logic).


You can also reference any contract in your organization using the @ mention.

Type @ + contract name to:

  • analyze a specific contract,

  • compare multiple contracts,

  • compare two versions of the same contract,

  • cross-check obligations or risks,

  • extract targeted information.

Examples:

  • "Analyze the risks of this contract."

  • "Explain the confidentiality clause."

  • "Suggest a more balanced version of this clause."

  • "Which one has the best termination terms: @ SaaS US or @ SaaS EMEA?"

  • "Show the key differences between @ Customer Agreement 2023 and @ Customer Agreement 2024."


Ask questions about your Repository

Oro can query your entire Repository or focus on specific contracts, relying on their content and on the data stored in their Summary Sheets.


Oro can also search a set of contracts, review each of them individually and combine the results into a single answer: compare clauses across contracts, identify the strictest terms or summarize the key differences between several agreements. This analysis relies on audits, a paid feature enabled with your account manager: for the number of contracts supported and for access, see the article Run a risk analysis on your contracts with audits.

Examples:

  • "Which contracts expire within 90 days?"

  • "Find all contracts that contain an exclusivity clause."

  • "List the supplier's obligations in @NDA Kestrava."

Generate a filtered view of the Repository

Describe the view you need: Oro builds the matching filters for you, including AND / OR condition combinations, without you having to set them up.

Examples:

  • "Get me all the NDAs."

  • "List the contracts in the Technical folder."

  • "My draft contracts where I am the contact or the supervisor."

The matching contracts are displayed directly in the answer. The Open in a new filtered view button opens the result as a filtered view in the Repository.


Attach a file to your message

You can attach a file to your message: click the + button in the input field, then Add file, or drag and drop the file into the chat. .docx, .pdf, Excel, and CSV files are accepted.


Then ask the Oro agent to analyze it. On a Word document, it can also suggest changes: it returns a redlined document, with comments in the margin. From the document card in the chat, you can:

  • open the Preview to read it without leaving the conversation, with the Added by Oro / Removed from original legend;

  • Download the annotated document;

  • use Open in new tab.

The annotated document is delivered to you in the chat: nothing is changed in your Tomorro contracts.


Track your pending actions with Oro

Ask Oro where you stand, from anywhere in the app: "What's on my plate?", "Which signatures are pending?", "What are my next deadlines?"
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Oro lists your pending actions: signatures, approvals, tasks, follow-ups and deadlines. Results appear as clickable contract cards, showing the date or expected action for each one.


Ask questions about using Tomorro

Oro also answers your questions about the platform, without leaving your screen: "How do I add a participant?", "How do I invite a colleague?", "How do I start a signature?"


To answer, Oro relies on the Tomorro Help Center and cites the articles used in its answer, so you can dig deeper.

On these usage questions, Oro guides you step by step without acting for you. To delegate an action to Oro (with or without a confirmation card), see the article Delegate actions to the Oro agent.


Agents

Use the agent library

You can save your most useful queries as agents and reuse them with a single click: from the + menu > Agents, or by typing / in the chat. You can also click Save as agent under a message you have sent.


The agent library allows you to:

  • save your personal agents,

  • reuse them in any conversation,

  • edit them at any time.

Administrators can also create shared agents for the entire team.

Use Tomorro expert agents

Tomorro provides a library of ready-to-use expert agents, designed for specific legal analyses:

  • Legal analysis of a contract

  • Clause analysis and optimization

  • Contract termination scenario simulation

  • Critical risk analysis of a contract

  • Legal content extraction and simplification

  • Contract validation checklist

These agents are available directly in Oro and can be used as-is.


Review conversation history

Click the Conversation history icon at the top left of the Chat page to open the History page: search for a conversation with Search conversations… or filter by Period (Last 7 days, Last 30 days, Last 12 months, All time).
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Oro keeps a history of your conversations, allowing you to:

  • continue an analysis,

  • add or remove a contract,

  • request a reformulation,

  • reuse a previously saved agent.

A conversation can be renamed and saved: the name you choose replaces the automatically generated title, and saved conversations are grouped at the top of the history, under Saved, whatever their date; the others follow under Recent.


Memory and personalization

Tailor Oro to your profile

As long as Oro has no memory yet, the Tailor Oro to my profile suggestion offers a guided welcome conversation to get to know you and your company (industry, legal form, headcount, headquarters, subsidiaries).
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Your answers build Oro's memory, which you can edit at any time. This suggestion appears on the Chat page (Train Oro on your standards group) and in the chat opened from most other pages.

What Oro remembers in the chat

Oro automatically picks up the context of your recent conversations (their topic and date) to stay consistent from one conversation to the next. If needed, it can reopen the details of a past conversation to dig deeper into a specific point.

When you share a lasting preference (a work habit, a specific context or a recurring instruction), Oro automatically detects it.

  • If the intent is clear, Oro saves it and lets you know with an explicit notice in the chat.

  • If the intent is ambiguous, Oro asks for confirmation before saving the preference for your future conversations.

Oro memory in the settings

Access this setting from Settings > Account section > Oro memory.

The Oro memory field holds your personal instructions: describe how Oro should respond, draft and adapt to your preferences, for example:

  • the language and tone to favor,

  • your field of activity or your legal focus areas,

  • your usual constraints for drafting or analysis.

These instructions are specific to each user and automatically reused across all your conversations with Oro.

📌 The Review memory field, available in the same place, is dedicated to AI review of your contracts. To learn more, see Configure contract review.


Identify what Oro has done

In the contract's activity feed and in negotiation threads, an action or suggestion made by Oro carries the label with Oro next to your name. To sign a contract yourself that has already been sent for signature, see the Sign section of the article Delegate actions to the Oro agent.


Go further with Oro

Some of Oro's capabilities are covered in dedicated articles:

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