Ortoo Orchestrator | Agentic orchestration for Salesforce
Agentic workflow orchestration for Salesforce
Agentic workflow orchestration for Salesforce from intake to resolution
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 runs your existing flows, routing, AI steps, and integrations as one coordinated workflow, so case triage, lead routing, and claims run end to end, natively in Salesforce.
New case
Enrichment agent
Triage agent
Routing agent
Case resolved
TRUSTED BY OPERATIONS TEAMS USING SALESFORCE
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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 the missing coordination layer.
It orchestrates workflows that your team can change easily in Salesforce without filing a ticket or touching code, that hold up at volume and enterprise complexity.
Before and after
The same team, a very different week.
Most ops and IT teams still hold Salesforce together by hand. Manual fixes are the operating model. Workflows stall at the handoffs no one owns. Cases and leads bounce between teams. With Ortoo Orchestrator, workflows run as one process. 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 a process runs without filing a ticket.
01
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
02
Execute
- Event-driven triggers across Salesforce and beyond
- Specialist agents handle classification, enrichment, decisions, and handoffs
- Hybrid execution: deterministic, AI-assisted, or both
03
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
01
Build
02
Execute
03
Operate
IN SALESFORCE AND BEYOND
Ortoo Orchestrator 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 records stay 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.
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
Salesforce workflows already coordinated by 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.
123456
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
Specialized execution, not generalist agents
No single AI tries to do everything. Each agent has one responsibility with clear boundaries. Failures stay contained. Decisions stay explainable.
Hybrid by design
Faster to value
Multi-LLM freedom
Predictable cost
Enterprise control
Pricing model
Pay per work item handled.
Most agentic platforms bill per action, 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
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
Amazing product and support
I was initially skeptical about relying on a third-party app for routing instead of Salesforce's out-of-the-box Omni-Channel, but the solution has exceeded my expectations. Stable, reliable, and the support team has been exceptional at every step.
Jessica Combs
Streamlined case management
The interface is user friendly and the automation features reduce manual effort while keeping tasks accurate. It has streamlined case management and made it easier to track and prioritise work.
Tarun D Chalam
Exceptional support team
I have never had a better experience with a customer success team from a third-party vendor. They proactively worked to optimise our setup while remaining receptive to our priorities and bandwidth. They listen, and they resolve.
Lisa Koeck
A customer-centric team
The Ortoo team is exceptional at responding to customer requests in a timely fashion. Anything we have asked for, they are quick to address, whether resolving an issue or adjusting the tool to fit our use case. Great team to work with.
Kevin McDaniel
A huge thumbs up for Ortoo Orchestrator
Our experience with Ortoo has been outstanding. Orchestrator has worked seamlessly for our team, delivering automated assignment routing that has significantly improved our workflow. Its email capability has become an essential part of our Salesforce org with its intuitive functionality and upgraded interface.
Angela McGuire
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
Dylan Pendexter
Amazing product and support
Jessica Combs
Streamlined case management
Tarun D Chalam
Exceptional support team
Lisa Koeck
A customer-centric team
Kevin McDaniel
A huge thumbs up for Ortoo Orchestrator
Angela McGuire
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?+
Nowhere, unless you connect an external service. Your records stay in your Salesforce org, and Ortoo does not host, copy or retain your data. When a workflow step uses AI, Ortoo Orchestrator calls only the LLM provider you chose, on your own API key and under your contract with them. You control which providers each workflow may use; if your security policy excludes a provider, it is not called. Residency for your records follows your Salesforce data centre, and for AI calls, your provider's terms. Workflows can also be configured with no AI at all, fully deterministic.
How Ortoo handles security and data→
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.
Resources
Featured resources
Guide How Ortoo Orchestrator handles a workflow end to end \ \ Walk through intake, routing, agent steps, human checkpoints, and outcome reporting in a single execution model with shared context.\ \ Read the guide Guide Specialist agents under one execution model \ \ See how scoped agents handle classification, drafting, lookups, and approvals while humans stay in control of judgement calls.\ \ Meet the agents Comparison Orchestrator vs a DIY agent stack \ \ What you trade when you wire LLMs, queues, and dashboards yourself, and where a managed orchestration layer pays back.\ \ See the comparison