Most operational failures happen before the workflow even starts.

Intake automation is turning inbound work into structured Salesforce records automatically, so a person does not have to read each message and create the record by hand. Native tools like Web-to-Case cover one channel into one object. Ortoo Orchestrator covers email, web forms, chat, portal submissions, and attachments into any object, and classifies, enriches, and account-matches each record on arrival. Email-to-Anything is the email intake engine inside it.

Email-to-Case captures email into the Case object and stops there. Intake orchestration captures email, web forms, chat, portal submissions, and attachments, creates records on any standard or custom object, and classifies, enriches, and account-matches each one on arrival. Email-to-Anything is the email intake engine inside it; the same model covers every other channel.

Yes. Email, web forms, chat, portal, and attachments are all captured into one intake model, each with its own rules. Threads stay intact, and replies route back to the originating record.

Any standard or custom object: Case, Lead, Opportunity, Work Order, and custom objects such as Patient, Claim, or Application. Native intake tools are limited to a single object; this is not.

AI runs only at the intake steps the operations team configures, classification, extraction, account matching, document understanding. Deterministic logic handles routing and decisions. Every AI decision is logged on the record, and Ortoo Orchestrator supports any LLM provider through your own API key.

Account matching resolves the right Salesforce record from any signal in the message, a URL in a signature, a domain in the cc list, a name in the subject line, not just structured fields. When a match cannot be made confidently, the record is flagged for review rather than guessed.

No. It runs on top of what you already have. Existing channels, Email-to-Case, Flows, and routing rules continue to operate; intake orchestration standardises what reaches them. Start with one channel, expand as the team is ready.

Every intake decision, extraction, classification, account match, and routing handoff, is logged on the Salesforce record. The audit trail lives where compliance teams already look for it, with no separate store.

In the channel that creates the most rework: the shared inbox, the form that generates junk records, or the attachments nobody reads. Teams usually have one intake channel running within days.

You pay for work completed, not the steps required to complete it. For specifics, the commercial team can walk through it.

Web-to-Case captures web forms into cases, a specific job it does well. Intake orchestration adds the channels it does not cover and the classification, enrichment, and matching that turn any inbound channel into a workflow-ready record on the right object, then coordinates the follow-on process.