What to Ask Leina to Do with Ortto
Copy a prompt, add your details, and send it to Leina in your connected team chat.
Retrieve selected contacts and the fields requested.
Retrieve Ortto contact IDs [IDs] with fields [field IDs], then summarize missing values.
Create or update people using the merge rules you specify.
Merge these Ortto people [people with fields JSON], matching by [field IDs], using strategy [append/overwrite/ignore], and report the result.
Get Started with Ortto
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Connect Your Account
Connect using your Ortto Custom API Key.
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Try a Task
Tell Leina what you need in your team chat. Include the source, destination, and expected result.
Set Up Leina in Your Chat → -
Check the Result
Review the result and any changes in the connected app.
Supported Ortto Capabilities
Ortto person operations let an AI assistant inspect customer fields and create or update records with an explicit merge policy.
- Review customer profiles
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Retrieve selected contacts and the fields requested.
- Get People By Ids
- Merge contact data
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Create or update people using the merge rules you specify.
- Merge People
View All 3 Actions
- List People
- Get People By Ids
- Merge People
Frequently Asked Questions
Can I update existing contacts only?
merge_people supports skip_non_existing to skip creation of new contacts.
How many people fit one merge request?
Each merge request accepts 1 to 100 people.
Does async merge mean the updates are complete?
The async option queues processing. Report the returned queue result rather than assuming every record is already updated.
Your AI employee for Ortto
Tell Leina what you need in your team chat. Include the source, destination, and expected result.