Lead distribution
The right agent, in seconds — every time.
Assignment rules that read the project, locality, budget and language of each lead, with round robin, caps and shifts — plus rotation, lead pools and an SLA ladder when someone doesn’t respond.
Included on every plan. See pricing
- 01
Rules, first match wins
Source, project, locality, budget band, language, time of day.
- 02
Fair and on shift
Round robin, weights, caps and availability built in.
- 03
Nothing goes cold
Untouched leads rotate; breaches escalate up the ladder.
Lead distribution
Assignment rules
Ordered rules route each lead the moment it arrives. Methods include round robin, weighted, load-balanced, availability-based, sticky owner and first-to-claim.
- Daily caps, capacity and a fallback member
- Hold until the next shift, or assign anyway
- A simulator to test rules on real leads before saving
- An audit log of every rule change
Lead distribution
Rotation and second chances
If nobody calls a lead within the shift minutes you set, it moves to the next agent — never back to someone who already had it — with alerts before and after.
- Maximum rotations, then a pool
- Second chance after attempts without connecting
- Optional rotation eligibility by accountability score
Lead distribution
Lead pools
Pools per team or source let agents claim leads within daily limits; untouched claims return automatically and managers get low-pool alerts.
- Claim limits per user and day
- Auto-return after X hours
- “Give N leads” random distribution
Lead distribution
SLA ladder
First response, first call, first visit and stage dwell — measured on business-hours clocks — with escalation at 75%, on breach and after repeated breaches.
- Branch calendars and holidays respected
- Clock pauses while waiting on the customer
- An SLA dashboard and manager digest
Questions
Lead distribution, answered.
Can leads go to whoever is free right now?
Yes. Availability-based routing considers shifts, whether the app is active, check-ins and leave, and first-to-claim offers a lead to a group with a timeout.
Which plan includes rotation and SLAs?
Assignment rules are on Starter. Rotation, lead pools and the SLA ladder are on Growth and above.