Echo + MCP
Echo drafts the ticket. You click approve.
A signal used to end with a Slack ping and a to-do. Connect the MCP servers your teams already run, and Echo, Orca's Customer Intelligence Agent, drafts the next step inside them: the Jira ticket, the Salesforce task, the story outline in Drive.
Drafts work in · Jira · Google Drive · Salesforce · Slack
and any MCP server
Echo · drafting in Jira
Gong call · Cedar Ridge Care · quarterly review
Willis R. at 14:21
“If exports went straight to PDF, my whole team would use this daily.”
jira · create_issue · Approval required · Project · PROD · Summary
Export reports straight to PDF
Account · Cedar Ridge Care · Evidence
Call quote at 14:21, linked
Waiting for Priya K.Product manager
Approve · Dismiss
Salesforce
Echo · drafting in Salesforce
Snowflake · Lakeshore Health
Usage down eight weeks
Renewal risk
Weekly active users down eight straight weeks. Renewal in 62 days.
salesforce · create_task · Related to · Lakeshore Health renewal · Subject · Exec check-in · Assigned to · Walt F. · Attached
Usage trend, matched reference
Waiting for Walt F.Customer success manager
Google Drive
Echo · drafting in Google Drive
Gong · Bluepeak · onboarding review
Yogi B. at 09:41
Customer story
“We were live in six weeks, not six months.”
drive · create_file · Folder
Customer stories / Drafts
Title
Bluepeak: live in six weeks
Includes
Quote, metric, logo request
Guardrails
Consent on file · not asked in 90 days
Waiting for Phil S.Customer marketing
Why MCP
The signal took a minute. The ticket took until tomorrow.
Echo already gets the moment to the right person. Then that person opens Jira, looks up the account, scrubs the recording for the quote and files the ticket, if they get to it.
The signal ends as a to-do
- 2:15 PM A Slack ping: feature request on the Cedar Ridge Care call
- 2:40 PM Open Jira and start a ticket
- 3:05 PM Look up the account and its renewal date
- 3:20 PM Scrub the recording for the quote
- Tomorrow Ticket filed, if someone remembers
With MCP · drafted for Priya to approve
- 2:15 PM Ticket drafted in Jira with the quote, the account and the renewal date
- 2:16 PM Priya approves it. PROD-482 is created.
Cedar Ridge Care
Renewal in 5 months
Call quote at 14:21
Approved by Priya K.
Signal in, action out
What Echo drafts, team by team.
Each recipe pairs a signal Echo catches with a tool your team already runs. The AE, CSM or PM who owns the work approves the draft.
Customer successRisk and expansion moments turned into drafted plays and tasks.
Recipes · Customer success
When · Snowflake
Usage down, renewal near
Then · Gainsight · Check-in play drafted
Eight weeks of falling usage inside the renewal window drafts an exec check-in, with a matched reference attached.
When · BigQuery
Active users past licensed seats
Expansion opportunity drafted
The opportunity and a short brief, drafted for the account manager to review.
When · Jira · Escalation opened · Advocate pause drafted
The CSM gets a drafted hold on that account's advocates until the case closes.
MarketingStories, quotes and asks drafted the day the moment happens.
Recipes · Marketing
A result with a number in it
Then · Google Drive
Story outline drafted
Quote and metric attached, with the logo approval request ready to send.
Praise from a happy customer
Review request drafted
Written in the customer's own words, for the CSM to send before the moment passes.
When · Gainsight
NPS 10 from someone never asked
Consent request drafted
A one-click opt-in, drafted for the CSM who owns the relationship.
ProductCustomer requests drafted as tickets, with the evidence attached.
Recipes · Product
Feature request on a call
Then · Jira · Ticket drafted
With the transcript moment, the account and its renewal date, so product sees who is asking.
Friction raised on a call
Then · Jira · Bug report drafted
The customer's own description and the account attached, ready for triage.
The same ask across accounts
Theme digest drafted
Every account asking, with their quotes, in one doc for the roadmap review.
Recipes · Sales
When · Google Meet
“Who else like us?” on a call
Then · Slack
Matched reference, intro drafted
The AE gets a rested advocate who fits the deal, with the intro already written.
When · Gong · The call ends · Then · Salesforce
Fields and next steps drafted
Qualification fields, next steps and notes drafted on the opportunity for one-click push.
When · Salesforce · Closed-won · Then · Teams · Win wire drafted
How it was won, drafted for the team channel and saved to the library once approved.
Control
Nothing runs until a person says yes.
For the person who has to approve an AI agent in your stack.
Drafted, never sent on its own
Every action waits for the person who owns it.
Only the servers you connect
Echo drafts work in the MCP servers your team adds. You decide which ones.
Your guardrails run first
Consent, caps, cooldowns and open cases are checked before a draft reaches anyone.
Can Echo take an action on its own?
No. Every action is drafted for a person to approve before it runs.
Which tools can Echo work in?
Any tool that runs an MCP server your team connects: tickets, messages, docs and CRM updates. No fixed list to wait on.
Is this live today?
Yes. Echo can act through any MCP server you connect today.
Do our guardrails still apply?
Yes. The checks that protect every ask run first: consent on file, caps, cooldowns and open cases.
Which AI model does the drafting?
Yours. Orca's AI layer is bring-your-own-key: OpenAI, Anthropic, Google Gemini, AWS Bedrock or Azure OpenAI, under the terms your security team already signed.
Where can our security team review Orca?
Reports, policies and subprocessors are current and public at trust.orcaforce.co.
Put your signals to work in the tools you already run.
Thirty minutes with your own signals. We map the first actions with you.