Email-to-anything is a Salesforce Email Automation solution which streamlines workflows, reducing manual input and improving overall efficiency
Deploy AI/GPT to any Sales or Service/Support process in Salesforce affordably with Smart Actions. Featuring a Prompt Builder and powerful customization options Smart Actions lets you automate manual and complex tasks and launches at the click of a button with integrations like ChatGPT, Gemini, Claude, and Einstein.
Smart Actions is a freemium app designed to bring AI and GPT automation to your Salesforce workflows. It features an intuitive Prompt Builder and extensive customization options which enables you to streamline complex and repetitive tasks. With integrations like ChatGPT, Gemini, Claude and Einstein, Smart Actions empowers you to deploy AI-driven processes with just a click – enhancing efficiency and productivity.
By automating data management and enabling personalized communication, Smart Actions helps you engage more effectively with prospects and customers. The app’s ability to summarize use cases and other critical information ensures you deliver targeted content boosting conversion rates and optimizing your overall business performance.
Transform your Salesforce experience with Smart Actions – the ultimate tool for next-generation automation.
For anyone that’s built a custom GPT via OpenAI, building a Smart Action is a very similar process. You use Ortoo’s prompt builder to create the prompt. You give it context, tell it what fields you want it to analyze, and then tell it where to put the output.
James Wright, CMO,
Ortoo
In high-volume sales teams, deploy a dynamic assignment system to prioritize the hot leads and high-value opportunities and assign them to the very best available sales rep. Eliminate cherry-picking and even reassign or escalate neglected leads and opportunities.
AI automation allows you to effortlessly reassign leads to the most suitable sales representative based on skills, availability or workload with just one click. Ensure optimal lead management and improved conversion rates.
Instantly notify your sales team of new leads, updates or important changes through AI-driven alerts. Keep everyone informed and ready to act enhancing team coordination and response times.
AI-powered automation classifies and prioritizes cases based on urgency and importance. Ensure critical cases are addressed promptly – maintaining service quality and customer satisfaction.
Automatically escalate cases requiring higher-level attention with AI-driven precision. Achieve timely intervention for complex issues with a single click reducing resolution time and improving customer outcomes.
Route simple customer inquiries to AI-powered chatbots effortlessly. Provide instant answers and free up your agents for more complex issues with just one click enhancing overall efficiency
Use AI to score and prioritize leads based on their potential value and likelihood to convert. Ensure high-priority leads are fast-tracked through your sales process with just one click.
Gather a team of experts to collaborate on high-stakes cases or leads using AI automation. Leverage collective expertise to deliver superior service and close deals faster with a single click.
AI automatically analyzes customer communications to gauge sentiment and mood. Use these insights to tailor responses and improve customer interactions with just one click.
Automatically schedule follow-up tasks and reminders for your sales team with AI efficiency. Ensure timely and consistent communication with prospects enhancing engagement and conversion.
AI automation matches cases or leads to the best-suited agent based on skills, experience and availability. Improve response times and service quality resulting in better outcomes for customers.
Add Case Comment
Add to Case Team
Add User to Case Team
Add to Opportunity Team
Auto-convert Lead
Call ChatGPT Text
Call Flow
Create Task
Email Notifications
MS Teams Webhook Notification
Salesforce Notification
Slack Webhook Notification
Update Field Using AI Prompt
“Easy to learn, easy to implement and, if we are ever in doubt, the support team jumps in and helps us to deliver. The best customer support in the industry.”
You can use this limited solution for free but must pay to increase usage, users or features. Discounts available for nonprofits.
In the Freemium version Smart Actions can be run on-demand. Users can run up to 5 action runs per day for free.
When deployed with one of our flagship apps Q-assign & Email-to-anything, Smart Actions can be triggered automatically.
You can get started at $0. This includes:
✅ Unlimited AI prompts
✅ 5 Action runs per user per day
✅ Email support
Smart Actions is a freemium app that integrates AI and GPT automation into Salesforce processes enabling users to streamline and automate tasks such as lead enrichment, case triage and more with ease.
Smart Actions seamlessly integrates with Salesforce allowing you to deploy AI-powered automation directly within your existing Salesforce workflows enhancing productivity and efficiency.
Smart Actions can automate a variety of tasks including lead enrichment, case triage, reassignment, notifications, sentiment analysis, follow-up scheduling and more.
Yes, Smart Actions is available as a freemium app offering a range of powerful AI automation features at no cost – with premium options available for advanced functionalities.
Yes, Q-assign offers customizable, code-free dynamic assignment rules that can be tailored to meet the unique requirements of different business units.
Smart Actions integrates with leading AI technologies such as ChatGPT, Gemini, Claude and Einstein to provide advanced automation and intelligent task management capabilities.
Yes, Smart Actions features a Prompt Builder that allows for extensive customization enabling you to tailor the AI automation to fit specific business processes and requirements.
Deploying a Smart Action is simple and can be done with just a click of a button. For advanced automation Smart Actions can be fully integrated with Ortoo’s flagship apps like Email-to-anything and Q-assign.
Smart Actions benefits marketing teams by automating the generation of personalized content and use case summaries ensuring relevant and targeted communication with prospects leading to higher conversion rates.
Smart Actions helps with customer service by automating case creation, triage, enrichment and escalation as well as deflecting simple inquiries to chatbots thereby improving response times and customer satisfaction.
