Some workflows do not fit the standard playbook. Run them anyway.

Ortoo Orchestrator runs the workflows that do not fit a template.

Unstructured intake becomes structured records.

The workflow runs as a defined sequence: intake, classification, enrichment, routing, action, follow-up. Each step is handled by a specialist agent. AI is applied where interpretation helps, extracting intent from an email, classifying a document, matching an account from a URL or domain. Deterministic logic handles decisions and actions. Every step is traceable.

Everything in one workflow definition.

The workflow uses existing Salesforce data, Flows, queues, and security model. External systems (ERPs, billing platforms, data lakes, messaging tools, AI providers) are called inside the same workflow definition. No middleware bolted on. No second source of truth. Logic that is currently scattered across Flows, Apex, assignment rules, and integrations is brought into one place. Existing components are not replaced; they become steps inside the orchestration.

Operations teams control the workflow without engineering cycles, all from the product UI: no Setup access, no code, no IT queue.

Steps, rules, and AI behaviour are configurable without a development sprint. Workflows version, branch, and adapt as conditions change. When the business changes, the team that owns the work adjusts the workflow. Not the IT team. Not after a six-week change request.

One way to handle the work, whatever the workflow.

Service and revenue workflows follow recognisable patterns. Claims intake, compliance triage, dealer support across OEM programs, document classification, subscription operations: each is different. But every one runs across Salesforce data, external systems, AI steps, approvals, and people. Ortoo Orchestrator coordinates all of it inside one workflow definition. The shape of the work changes; the way it is executed does not.

Start with the workflow that breaks most. Expand from there.

Begin with the process that costs the team the most hours or fails the most often. Validate on real production volume. Then expand step by step. No replatforming. No replacement of what is already in place. The first workflow is live in weeks, not quarters.

Salesforce-native. Cross-system by design.

Ortoo Orchestrator runs natively inside Salesforce on the existing data model, security model, and automation layer. No external workflow engine. No data duplication. Every step in every workflow logs on the Salesforce record. Where workflows reach external systems, ERPs, billing platforms, data lakes, AI providers, messaging tools, Orchestrator handles those callouts inside the same workflow definition. The result is one execution path that spans the full operational stack, with full visibility from end to end.

• 25 senior agents spending 60% of their time, 2,800 hours monthly, on manual case triage and assignment

• Account information buried in unstructured email content; URL formats varied, signatures contaminated extraction

• Multi-dealer emails requiring automatic case splitting with parent-child relationships

• Routing logic spanning POD, skills, capacity, business hours, and AWS Connect agent availability

• Subscription cancellations and privacy requests requiring manual data extraction across multiple workflow steps

• 33,600 annual hours reclaimed, 16 FTE equivalents released from administrative routing

• Near 100% first-touch routing accuracy across 6 production use cases

• 100% coverage of revenue retention signals in cancellation workflows

• Subscription cancellation processing reduced from hours to minutes

• Manager self-service control of routing logic, AI rules, and escalation thresholds, without IT involvement