Use Ortto with AI Agents

Ortto stands out as a powerful customer data and marketing automation platform—but its true potential is unleashed when AI agents put insights and workflows directly in your team's communication channels. By integrating Ortto with Runbear’s smart AI agent, teams turn manual processes into seamless, conversational automation. Let's explore how your team's Ortto workflows become faster, more collaborative, and data-driven with Runbear.

About Ortto

Ortto is an all-in-one marketing automation and customer data platform (CDP), trusted by online businesses to unify data, orchestrate customer journeys, and drive personalized engagement. With Ortto, teams consolidate multichannel data, build automated campaigns via its visual journey builder, and unlock advanced analytics powered by AI. Its core features—visual journey creation, CDP, omnichannel messaging, segmentation, and real-time analytics—make Ortto a top choice for marketing, customer experience, and revenue teams striving for data-driven growth and efficiency. Companies adopt Ortto to break down data silos, scale targeted messaging, and track ROI across every touchpoint in the customer lifecycle. The intuitive interface ensures both technical and non-technical users can drive value fast.

Use Cases in Practice

Modern marketing and customer operations teams thrive on rapid insight and collaboration. Integrating Ortto’s robust data and journey tools with a Runbear AI agent brings an entirely new level of automation and efficiency. Here’s how it works in practice:

Imagine your marketing team has a weekly sync. Instead of manually compiling campaign results from Ortto, your AI agent posts a concise, Slack-native chart summarizing top-performing journeys and customer segments—right before the meeting. Need to understand how many enterprise customers opened last month’s email campaign? Just ask your AI agent in Slack, and in seconds, it fetches and analyzes data from Ortto, breaking out relevant insights in plain language. Preparing for quarterly reviews is a breeze, as the AI agent schedules delivery of Ortto exports, cleans up the data, and presents client-ready summaries.

Runbear’s Knowledge Sync feature supercharges support by syncing Ortto documentation, campaign FAQs, and playbooks with your AI agent. Team members get instant answers to recurring questions, eliminating context-switching and repetitive searches. For example, if you’re running complex audience targeting in Ortto, but a new teammate needs clarification on segment definitions, they simply ask the agent in chat and receive the latest guidance—no training sessions or hunting through help docs required.

For an even broader look at advanced reporting in chat, see how teams use Instantly Query Excel Reports in Slack—No More Manual Data Checks and How to Automate KPI Reporting for similar data-access workflows. These use cases underscore the value of AI-powered insights delivered directly to your team’s workspace.

Ortto vs Ortto + AI Agent: Key Differences

Integrating Ortto with Runbear transforms the way teams access and act on data. Instead of manual exports and siloed dashboards, your team interacts with customer, campaign, and analytics data via a smart AI agent right inside their chat platform. This automation slashes retrieval time, improves data transparency, and powers real-time collaboration across your team. Reports, answers, and analyses show up where work happens—in Slack or Teams—so everyone stays aligned and empowered to act fast.

Implementation Considerations

To succeed with Runbear + Ortto, teams should prepare for a shift in workflow habit and data governance. Initial setup involves connecting Ortto to your Runbear agent, configuring permissions, and mapping key data points for retrieval—steps that may require coordination with IT or Ops. Team members might need brief training on requesting data via AI agents and interpreting in-chat analytics, especially if they're used to traditional dashboards. Organizations must evaluate security policies for syncing sensitive customer data to AI agents operating within Slack or Teams. Regular audits of synced knowledge and access permissions help ensure confidentiality, while clear communication channels for troubleshooting or escalation will minimize adoption friction. Last, consider change management: Give teams time to build trust in automated reporting and AI insights, gradually phasing in more complex workflow automation.

Get Started Today

Integrating Ortto with Runbear doesn’t just streamline your team’s access to data—it transforms collaboration and decision-making across marketing, operations, and customer success. By embedding AI agents into your daily workflows, you eliminate manual bottlenecks and boost transparency for everyone involved. Start unlocking the full value of your Ortto investment with Runbear, and watch your team’s productivity—and campaign results—reach a whole new level. Ready to try smart automation? Deploy your first AI agent for Ortto today and see the difference for yourself.