Agentic workflow orchestration for Salesforce

Your Salesforce team shouldn't be the system.

Work gets stuck, bounces between teams, and gets patched by hand. Your flows, routing, and AI tools all run. Nothing runs them as one. So your team does.

Ortoo Orchestrator is that system. It runs your existing flows, routing, AI steps, and integrations as one workflow, so case triage, lead routing, and claims run end to end, natively in Salesforce.

Book a demo Map your workflow

TRUSTED BY OPERATIONS TEAMS USING SALESFORCE

The problem

Work gets stuck, bounced, and patched by hand.

Your Salesforce has flows, routing rules, queues, AI tools, integrations. Each one was built to solve one problem. Nothing was built to run them as one system.

Ortoo Orchestrator is that system.

Workflows your team can change without filing a ticket, that hold up at volume and complexity.

Ortoo Orchestrator case orchestration view, showing intake, routing, agent steps and outcomes

Before and after

The same team, a very different week.

Most ops and IT teams still hold Salesforce together. Manual fixes are the operating model. Workflows stall at the handoffs no one owns. Cases bounce between teams. With Ortoo Orchestrator, workflows run as one system. The team gets back the hours they were spending on reconciliation.

Before

Without Ortoo Orchestrator

Flows in one place. Routing rules in another. AI tools bolted on. Integrations stitched between them.
Workflows that stall at the handoffs between teams.
Manual fixes that quietly become the operating model.
No clear view of what is actually running, end to end.

of senior agent time

60%

Absorbed by manual operational work.

Cars.com, pre-Ortoo

After

With Ortoo Orchestrator

01Workflows defined step by step, end to end.
02Each step handled by a specialist agent. Each handoff explicit.
03Decisions consistent across volume, language, region, and team.
04The full execution trail in one place. Every step. Every decision.

Reduction in time to resolve cases

50%

Sage Intacct

The capabilities

Build it once. It runs the same way every time.

Automation handles one step. Orchestration runs the whole workflow.

Your flows and rules already automate individual steps. Ortoo coordinates them into one workflow that runs end to end, so nobody has to keep pushing it along by hand.

You build the workflow in Salesforce once. Ortoo Orchestrator runs it consistently. Operations team can see and change how it runs without filing a ticket.

Build

Steps defined by operations, not engineering
Mix deterministic actions with AI-assisted steps in the same workflow
Reuse the flows, rules, queues, and integrations you already have

Execute

Event-driven triggers across Salesforce and beyond
Specialist agents handle classification, enrichment, decisions, and handoffs
Hybrid execution: deterministic, AI-assisted, or both

Operate

Full audit trail in the system of record
Versioning, testing, and safe rollout for changes
Operations teams own the workflow lifecycle and updates, not just tickets

Build

Steps defined by operations, not engineering
Mix deterministic actions with AI-assisted steps in the same workflow
Reuse the flows, rules, queues, and integrations you already have

Execute

Event-driven triggers across Salesforce and beyond
Specialist agents handle classification, enrichment, decisions, and handoffs
Hybrid execution: deterministic, AI-assisted, or both

Operate

Full audit trail in the system of record
Versioning, testing, and safe rollout for changes
Operations teams own the workflow lifecycle and updates, not just tickets

IN SALESFORCE AND BEYOND

Sits in Salesforce. Reaches across your stack.

Ortoo Orchestrator runs inside Salesforce, on your data, using the flows and Agentforce capabilities you already have. Your data stays in Salesforce. The execution layer reaches outside it, to ERP systems, billing platforms, data warehouses, and the team tools where your work continues after Salesforce.

Ortoo Orchestrator architecture: orchestrator coordinates Salesforce native capabilities and connected systems.

Extends Omnichannel, Flow, and Agentforce.

Works inside the platform you already run, using the capabilities you have already built.

Reaches ERP, billing, and data platforms.

Connects to the systems outside Salesforce through APIs and MCP.

Closes the loop in Slack, messaging, and email.

Closes the loop where your team actually works.

Runs on any AI model you choose.

Bring your own model, your contract, your governance.

IN PRODUCTION

Workflows already running on Ortoo Orchestrator.

Service, revenue, claims, omnichannel, and custom. Different teams, different vocabulary, one execution model. Every workflow follows the same path.

SupervisorEvery step observed. Every exception caught. Every decision logged.

TriggerEmail, form, call, message, signal

IntakeCaptured with full context

ClassifyType, urgency, account identified

RouteAssigned to the right owner

ExecuteHandled by the right agent or team

ResolveClosed with audit trail

Service workflow orchestration

Trigger: a customer emails support.

Intake, triage, enrichment, resolution, and escalation handled as one workflow. The team handles judgment calls; the system handles the rest.

See service workflow orchestration

Revenue workflow orchestration

Trigger: a lead submits a form.

Lead handling, enrichment, qualification, assignment, and follow-up running as one workflow. Speed to lead stays consistent. The pipeline does not depend on who is at their desk.

See revenue workflow orchestration

Claims workflow orchestration

Trigger: a claim is filed with documents attached.

Intake, document extraction, classification, validation, and approval handled as one workflow. Exceptions surfaced where decisions get made, not buried in a queue.

See claims orchestration

Omnichannel workflow orchestration

Trigger: a message arrives in any channel, in any language.

Work arrives across channels. Workflows continue across teams, languages, and regions, with capacity and skills accounted for at every handoff.

See omnichannel orchestration

Custom workflow orchestration

Trigger: any signal you define, webhook, record change, scheduled event.

Define your own workflow. Same system, same governance, same audit trail. Operations teams configure it without code.

See custom workflows

THE DIFFERENCE

Operational AI that stays bounded, traceable, and cost-predictable.

Specialist agents, hybrid execution, multi-LLM freedom, and predictable per-outcome pricing. The pieces that make agentic AI safe to run in production.

No single AI tries to do everything. Each agent has one responsibility with clear boundaries. Failures stay contained. Decisions stay explainable.

Hybrid execution: deterministic logic and agent reasoning overlap in Ortoo Orchestrator.

Pricing model

Pay per work item. Not per token.

Most agentic platforms bill per action and per token, so costs climb with activity. Ortoo prices per work item handled, so spend tracks outcomes.

One case resolved. One lead handled. One claim processed. One approval completed. That is what you pay for. All agents and all steps inside that work item are included.

Typical agentic pricing

Per action, per token.

You pay for:

Every agent action triggered
Every token consumed per call
Idle retries and tool loops
Overage tiers as usage grows

Costs scale with activity, not outcomes.

Standard approach

Ortoo Orchestrator

Per work item handled.

case resolved, lead routed, request handled

You pay for:

Cases handled and assigned
Leads routed to the right owner
Requests handled to completion
Renewals and approvals executed

Map your workflow

Proof in production

Proven in production.
Not AI pilots.

These are complex workflows handling thousands of cases and records every day.

50%

Faster case resolution

Sage Intacct

33,600 hrs

Reclaimed annually

Cars.com

120,000+

Records processed in 3 months

Assent

Customer reviews

Loved on Salesforce AppExchange

Improved visibility and case management

Since implementing, I receive notifications whenever a Data Services ticket is created, allowing me to track progress from creation through completion.

Amon Kimutai

Efficient and reliable experience

Overall, a good experience. It improved visibility, automated case assignment, and supported more balanced workloads.

Shaik Farooq

Improving workload distribution

The process of assigning cases has become more structured and efficient, which has contributed to better coordination and visibility across the team.

Wish Wanjala

Responsive team, efficient product

With over 1,000 cases coming in daily, we needed a structured approach to ensure cases are directed to the right teams.

Mercy Kiprono

Transformative product and great team

Highly configurable and has met our complex needs for case handling. From start to end the team was heavily invested in delivering a solution.

Louisa Barrett

Powerful tool with fantastic support

An incredibly helpful tool when dealing with a large volume of cases. Its ability to assign cases to the best possible agent is an asset to any support organization.

Dylan Pendexter

Improved visibility and case management

Since implementing, I receive notifications whenever a Data Services ticket is created, allowing me to track progress from creation through completion.

Amon Kimutai

Efficient and reliable experience

Overall, a good experience. It improved visibility, automated case assignment, and supported more balanced workloads.

Shaik Farooq

Improving workload distribution

The process of assigning cases has become more structured and efficient, which has contributed to better coordination and visibility across the team.

Wish Wanjala

Responsive team, efficient product

With over 1,000 cases coming in daily, we needed a structured approach to ensure cases are directed to the right teams.

Mercy Kiprono

Transformative product and great team

Highly configurable and has met our complex needs for case handling. From start to end the team was heavily invested in delivering a solution.

Louisa Barrett

Powerful tool with fantastic support

An incredibly helpful tool when dealing with a large volume of cases. Its ability to assign cases to the best possible agent is an asset to any support organization.

Dylan Pendexter

Improved visibility and case management

Since implementing, I receive notifications whenever a Data Services ticket is created, allowing me to track progress from creation through completion.

Amon Kimutai

FAQ

Common questions from operations teams.

Does this replace our existing flows and routing rules?

No. Ortoo Orchestrator calls existing Flows and routing rules as steps in orchestrated workflows. Your team's investment in Flow stays valuable. Most customers extend what they have rather than replace it.

How long does first deployment take?

Most teams stabilise their first workflow in weeks, not months. Implementation timelines depend on the complexity of the workflow and the readiness of the surrounding data. We do not propose multi-quarter rollouts.

Do operations teams need developer support to make changes?

No. Rule changes and routing updates happen in Salesforce setup, by the people closest to the work. Adding a new skill, lifting a capacity limit, or rerouting a region does not require a release cycle, an admin queue, or a developer ticket.

Can we keep using Agentforce?

Yes. Ortoo Orchestrator and Agentforce work together. Agentforce handles conversational interfaces. Ortoo Orchestrator handles multi-step operational workflows.

What happens if AI gets a decision wrong?

You set confidence thresholds per agent. Above the threshold, the agent acts. Below it, the workflow drafts for human review or asks for input. Deterministic logic runs alongside AI for the steps where certainty matters more than interpretation.

How is this different from Omnichannel?

Omnichannel handles channel-driven routing. Ortoo Orchestrator handles multi-factor routing with capacity, skills, SLA, and language awareness. The two can run together, channel routing on one side, capacity-aware assignment on the other.

Where does our data go?

Ortoo Orchestrator calls LLMs through your own API keys, under your contract with the AI provider. No customer data is retained by Ortoo . Your choice of LLM provider processes your data under the contract you hold with them. You control which providers are allowed per workflow. If your security policy excludes a provider, that provider does not get called. Data residency follows your provider's data handling arrangements. You can build and operate Ortoo Orchestrator workflows without any AI, fully deterministic.

See it on your Salesforce.

Most teams stabilise their first workflow in weeks. Start with one workflow to stop the manual fixes. Expand use cases from there.
No 9-month rollout. No platform overhaul.

Book a demo Map your workflow

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