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Q-assign: Lead, Case, Task Assignment, Dynamic Round Robin Rules - Optional AI
Intelligent Lead & Case Routing Engine | Assignment Rules + Round Robin
- Industries
- Horizontal ProductFinancial ServicesHigh Tech
- Business Need
- ProductivityLead & Opportunity ManagementCase Management
- Requires
- Sales CloudService CloudRevenue Cloud
- Compatible With
- Marketing Cloud EngagementFinancial Services CloudHealth Cloud
Intelligent Routing Engine: Point & click assignment rules; Weighted round robin; Dynamic lead & case management; Load balancing; Lead Assignment, Cases, Opportunities & more. Work Order Distribution; Skill-matching. One of the best AI apps for Salesforce
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
Provider Details
Ortoo
London, UK
- Social ImpactPledge 1%This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%
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Founded
2010
Website
Email
Phone
+44 (0)203 1111 323Ortoo builds Ortoo Orchestrator, a Salesforce-native workflow orchestration system that gives organizations control over how operational work is executed. Workflows are handled by specialized agents, each designed for a specific task such as classification, triage, routing, enrichment, or resolution. AI is used where interpretation helps, while deterministic logic controls decisions and actions. Operations teams configure workflows without code, while IT maintains governance and control. Ortoo Orchestrator coordinates work across Salesforce, AI agents, AppExchange apps, and external systems, helping organizations deliver predictable execution, governed AI, and measurable operational outcomes. Built on more than 15 years of experience solving complex Salesforce routing, capacity, SLA, and workflow challenges, Ortoo helps organizations scale operational workflows.
Pricing Details
You must pay to use this solution. Discounts are available for nonprofits.
For details of our full pricing matrix, including Enterprise pricing and volume price breaks, please email: sales@ortooapps.com