Ortto Talk (Live Chat)

AI-powered live chat, seamlessly integrated with marketing automation and customer data for personalized support.

by Ortto · Live Chat & Messaging

Executive Summary

Ortto Talk is an AI-powered live chat solution designed to enhance customer support by connecting directly with Ortto's comprehensive marketing automation and customer data platform. This integration allows businesses to provide personalized, context-rich support experiences, leveraging unified customer profiles to understand user history, preferences, and behaviors in real-time. The platform unifies customer data from various sources, enabling agents to have a complete view of the customer during live chat interactions. This deep integration facilitates proactive engagement, targeted messaging, and efficient problem resolution, ultimately improving customer satisfaction and operational efficiency. Ortto Talk aims to transform live chat from a reactive support channel into a strategic tool for customer engagement and growth.

Use Cases

  • Providing personalized, context-aware customer support
  • Proactively engaging website visitors based on their behavior
  • Qualifying leads and driving conversions through real-time interaction
  • Onboarding new users and providing in-app guidance
  • Collecting immediate customer feedback and resolving issues quickly

Features

Visibility

  • Unified Customer Profile View: Access a complete customer history, including past interactions, purchases, and behaviors, directly within the chat interface.
  • Agent Performance Metrics: Monitor individual and team performance metrics like response time, resolution rate, and customer satisfaction.

Intelligence

  • AI Chatbots: Deploy AI-powered chatbots to handle common queries, provide instant answers, and qualify leads 24/7.
  • Smart Routing: Automatically route chats to the most appropriate agent or department based on rules, customer data, or AI analysis.
  • AI-Powered Agent Assist: Provide agents with real-time suggestions for responses, knowledge base articles, and next best actions.
  • Sentiment Analysis: Analyze customer sentiment during conversations to prioritize urgent issues and improve agent responses.

Support

  • Proactive Chat Triggers: Set up rules to automatically initiate chats with visitors based on their behavior, page views, or time on site.
  • Canned Responses & Shortcuts: Enable agents to use pre-written responses and shortcuts for faster, consistent communication.
  • File Sharing: Allow customers and agents to share files directly within the chat interface.
  • Chat Transcripts & History: Maintain a searchable history of all chat conversations for future reference and training.

Technical Specifications

Architecture
Cloud-native, integrated CDP and marketing automation platform
Deployment
SaaS
API Available
Yes

Integrations

  • Stripe
  • Segment
  • AWS S3
  • Zapier
  • Salesforce

Security & Compliance

Certifications: SOC 2, ISO 27001, HIPAA

Encryption: Data encrypted in transit and at rest.

Pricing

Starting Price
Contact sales
Target Customer
SMB,Mid-Market,Enterprise
Free Trial
Yes, 14 days (no credit card required)

About Ortto

Ortto is a customer data and marketing automation platform for data-driven businesses. The platform combines CDP, marketing automation, and analytics to help companies understand and engage their customers.

Founded: 2011 · Headquarters: San Francisco, USA · Employees: 51-200 · Private