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Private ListingThis listing is private and can't be found by searching or browsing AppExchange.

Intelligent Case Management: AI-Driven Triage, Case Distribution + Deflection

Hyper-Optimized Case Management for Maximum Service Team Productivity

No Ratings
Starting at $38   USD/user/month

Discounts available for nonprofits

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Industries
Horizontal Product
Business Need
Customer Service
Field Service
Case Management
Requires
Sales Cloud
Service Cloud
Compatible With
Sales Cloud
Service Cloud
Platform Cloud

A hyper-optimized case management system, built on the acclaimed Q-assign platform. Maximize Case velocity via AI-powered enrichment, triage, sentiment analysis & Case deflection. Deploy dynamic, automated assignment, workload balancing & more

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Platform Cloud
Salesforce Editions
Enterprise
Unlimited
Additional Requirements
100% native to Salesforce. Our enablement team is on hand to help with configuration (e.g. for email integration and AI setup). Optimal for businesses with established customer service processes seeking automation and efficiency enhancements

App Details

Version
Q-assign: Case and Lead Assignment | Advanced Round Robin/4.822 4.822.0
Listed On
01/05/2024
Latest Release
01/05/2024
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Managed Package
Salesforce Mobile
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 32
Custom Tabs: 13
Custom Apps: 2
Lightning Components
Global: 13
App Builder: 1
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
4.776.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
04/10/2023

Additional Details

Our Advanced Case Management app (Case Orchestrator) redefines Service team effectiveness by hyper-optimizing and automating each & every stage of the case management process. This app can dramatically increase both customer satisfaction & Service team productivity by accelerating every Case through the Case Management process. This powerful, Salesforce-native app automates case creation & deploys Plug-in Actions (including AI actions) to triage, categorize & enrich cases as they flow into the business. It features advanced SLA monitoring, ensuring priority cases are handled promptly. For simpler inquiries, it can deflect cases to chatbots or knowledge bases, optimizing agent workload. The dynamic case assignment system intelligently assigns each case to the best available agent, leveraging Q-assign’s robust features. Additional capabilities include plug-in actions for automated case resolution post-assignment, making it a comprehensive tool for any service-oriented team in the Salesforce ecosystem. See over 80 five-star reviews on our Q-assign listing, from the likes of Sage, Slalom, Accenture, Liberty Life & many more high-performance clients www.ortooapps.com

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