Case Orchestrator is an end-to-end case management application, native to Salesforce, designed to enhance service delivery through AI-driven case management. It aims to improve customer satisfaction and productivity by transforming the way service teams handle inquiries. The software provides capabilities for case creation, updating, enrichment, categorization, and prioritization, along with intelligent routing for dynamic case assignment to ensure the fastest resolution times. It operates on a foundation of point-and-click rules, allowing for customizable criteria that align with specific business needs, and employs advanced AI algorithms for real-time case analysis and routing. Being 100% Salesforce-native, Case Orchestrator ensures seamless integration and a unified operational experience within the familiar Salesforce ecosystem. This innovative suite of apps automates critical processes like case enrichment, triage, assignment, and resolution with unparalleled efficiency, optimizing every link in the end-to-end case management process. Its intuitive point-and-click interface empowers managers and supervisors to manage the entire workflow independently, enabling on-the-fly changes without reliance on IT support. By leveraging AI-driven workflow automation, real-time analytics, and adaptive reassignment capabilities, Case Orchestrator helps organizations maximize effectiveness, boost customer satisfaction through faster and more effective responses, and optimize resource utilization by enabling effective load-balancing and maximizing team productivity.

Features & Benefits

• AI-Driven Case Orchestration
  • Automates and optimizes the entire case management lifecycle from creation to resolution using advanced AI algorithms.
  • Case Creation & Triage
  • Dynamic Case Assignment
• Salesforce-Native Integration
  • Provides seamless operation within the Salesforce ecosystem with point-and-click configurability for managers.
  • Point-and-click rules
  • AI Actions
  • 100% Salesforce-native
• Enhanced Service Delivery & Productivity
  • Transforms service operations to maximize effectiveness, boost customer satisfaction, and optimize resource utilization.
  • Maximize Effectiveness
  • Boost Customer Satisfaction
  • Optimize Resource Utilization
• Comprehensive Case Management Capabilities
  • Case Creation
  • Case Enrichment
  • AI Services
  • Sentiment Analysis
  • SLA Monitoring
  • Attribute Management
  • Case Triage
  • Case Deflection
  • Dynamic Assignment
  • Case Escalation
  • Re-Assignment
  • Post-Assignment Automation