Q-assign: Lead, Case, Task Assignment, Dynamic Round Robin Rules - Optional AI

Highlights

• INTELLIGENT ROUTING ENGINE - ANY OBJECT
  ✅ Dynamic assignment rules which adapt to changing conditions ✅ Live agent availability ✅ Dynamic load-balancing ✅ Supports Leads, Opportunities, Cases, Work Orders ✅ Supports any object (inc. custom objects)
• SMART "AI" ACTIONS
  ✅ Automated lead & case triage ✅ AI-powered sentiment analysis ✅ AI lead scoring ✅ Real-time lead enrichment ✅ Spam detection ✅ Case deflection ✅ Real-time notifications ✅ One of the best AI apps for Salesforce
• HIGH-VOLUME SCENARIOS
  ✅ Process huge volumes per day ✅ Auto-triage ✅ AI-powered Case & Lead Distribution ✅ Assign Leads, Cases, Work Orders etc ✅ Real-world lead routing complexity ✅ Tackle volume spikes ✅ Advanced round robin ✅ Assign any Object
• INTELLIGENT LEAD ASSIGNMENT
  ✅ Code-free lead assignment rules ✅ Match to best available rep ✅ Prioritize hot leads ✅ Stop cherry-picking ✅ Dynamic load-balancing ✅ Fairer lead distribution models ✅ Skills-based lead routing ✅ Weighted round robin leads
• INTELLIGENT CASE ASSIGNMENT
  ✅ Code-free case assignment rules ✅ Auto-Escalate & Prioritize ✅ Track/manage SLA-bound Cases ✅ Active shift management ✅ Manage critical situations ✅ Customer reminders ✅ Trigger autoresponders ✅ Weighted round robin cases
• ADVANCED OMNI-CHANNEL ROUTING
  ✅ Overcome Omni-Channel limitations ✅ Code-free assignment rules ✅ Advanced case management ✅ Control and balance workloads ✅ Automated Reassignment ✅ Omni channel round robin ✅ Dynamic case management ✅ Skill-matching
• OPPORTUNITY ASSIGNMENT
  ✅ Deploy Opportunity assignment rules ✅ Match to best available sales rep ✅ Auto-create/update Opportunities ✅ Deploy AI Actions ✅ Escalate & Prioritize automatically ✅ Load-balance automatically ✅ Match on skills/experience
• TERRITORY ASSIGNMENT
  ✅ Easily define territories ✅ Use zip codes, cities, states or anything ✅ Control granularity using layers ✅ Stamp any address with a defined territory ✅ Use Address Normalization for corrections ✅ Deploy territory assignment rules
• EMPOWER MANAGERS
  ✅ Reduce dependency on IT ✅ Code-free assignment rules ✅ Point-and-click configuration ✅ Adjust rules & attributes on-the-fly ✅ Easily on-board new starters ✅ Easily deploy AI Actions ✅ Adapt to changing situations in real-time

What Q-assign: Lead, Case, Task Assignment, Dynamic Round Robin Rules - Optional AI does

The go-to app for intelligent, AI-powered assignment systems. Lead routing, Case assignment, Case Routing, Work Orders or any other object

TEAM MANAGEMENT

✅ Code-free case and lead assignment rules

✅ Unlimited point-&-click attributes

✅ Dynamic load-balancing

✅ Caps & quotas

✅ Live agent availability

✅ Active shift management

PRIORITIZATION MODELS

✅ SLA-based case distribution

✅ Skills-based lead routing

✅ Assign to BEST or FIRST available rep/agent

ENTERPRISE FEATURES

✅ Dynamic Actions with AI extensions (inc ChatGPT)

✅ Complex, high-volume scenarios

✅ Virtual routing engines for multi teams

✅ Dynamic case management

✅ Advanced territory assignment

✅ Automated escalation & notifications

✅ Auto-Reassignment

✅ Weighted round robin leads & cases

USE CASES

✅ Dynamic lead assignment rules - Lead routing; Lead distribution; Lead management

✅ Case assignment rules - Case routing; Case distribution; Case management

✅ Omni Channel routing

✅ Work order assignment

✅ Territory assignment; Territory management

✅ AI-powered lead/case triage - One of the best AI apps for Salesforce

✅ Eliminate queues

✅ Consolidate assignment rules

✅ Advanced round robin

✅ Assign any object

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