Plauti - Instantly assign & route leads, cases, any Salesforce object

Highlights

• Assign any standard or custom object with precision
  Route leads, cases, or accounts, one at a time or in bulk. Salesforce native, flexible, easy to integrate, no-code configuration for instant case routing and record assignment.
• Use round robin, weighted assignment, and capacity capping
  Automate record distribution using Round Robin or weighted distribution across multiple groups using customizable rules. Balance workloads to prevent overload or pause assignments.
• Skills, territory, distance, schedule, or multi-team criteria
  Assign each record to the right owner based on skills, location, availability, or team structure, ensuring the best fit for your business scenario.
• Automate custom workflows with plugins and SDK
  Easily extend assignment automation to match your organization’s needs by using plugins or SDK customization. Support complex assignment rules and advanced workflows.
• Pair with AI for context-aware routing
  Use Plauti and/or AI models for context‑based routing (history, behavior, segmentation), case categorization and triage, enrichment, intent detection, sentiment analysis, and more.
• Extreme flexibility, built for admins but also power users
  Let power users or managers access speed to lead details and KPI dashboards, eliminating extra admin work. No code, rapid updates, extremely flexible logic.
• SLA controls, tracking, and audit trails
  Monitor SLA performance and assignment activity for full team accountability. Set reassignment limits, choose where a record can go, and define what happens when it's reassigned too often.
• Routing log to see what happened and why
  See the complete routing journey for each record: diagnose issues, understand why a route was taken or skipped, and check if an SLA was missed or a record was rejected.
• Add users in bulk and save time
  Quickly add users to MatchGroups in bulk based on roles, divisions, or Chatter Groups. Streamline setup and scale team assignment in seconds.

What Plauti - Instantly assign & route leads, cases, any Salesforce object does

Easily automate assignment for leads, cases and any Salesforce objects.

Go beyond simple round robin with criteria-based rules that intelligently assign leads (or other objects) based on capacity, even or weighted distribution, and custom user fields.

Flexible capacity models: Capacity-based, even, or weighted round robin.

Custom fields and time management: Assign the Owner and/or Custom User Fields, with options for working hours, shifts, and out-of-office status.

Dynamic assignment: Add users in bulk based on roles, divisions, and Chatter Groups.

Pause assignments when needed.

Geolocation-Based routing: Route to the closest rep.

SLA management: Reassign on SLA miss.

Advanced options: Editable email templates, sophisticated matching rules (skills, profile, territory and more), performance dashboards and audit logs.

Free consultancy and 5 * support: Our expert consultancy offers setup optimization, advanced automation, or Salesforce audits to fit your needs.

Plauti scales with your business, seamlessly managing multi-stage sales processes across teams, time zones, and pipeline stages.

Less time managing leads, more growth. Experience it yourself, try it for free.

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