MenuAgentExchange
SalesforceSlack

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

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

By Ortoo

Intelligent Lead & Case Routing Engine | Assignment Rules + Round Robin

Paid  

Discounts available for nonprofits

Try It
Industries
Horizontal Product
Financial Services
High Tech
Business Need
Productivity
Lead & Opportunity Management
Case Management
Requires
Sales Cloud
Service Cloud
Revenue Cloud
Compatible With
Marketing Cloud Engagement
Financial Services Cloud
Health 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

  • Q-assign in 60 Seconds | Complex Salesforce Routing Made Easy

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
Revenue Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Marketing Cloud Engagement
Financial Services Cloud
Health Cloud
Salesforce Editions
Enterprise
Unlimited
Developer
Additional Requirements
Q-assign is 100% native to Salesforce. Optimized for Sales Cloud, Service Cloud, Revenue Cloud. Solutions for insurance, software, internet, technology, leasing, automotive, telecoms, media, oil & energy, retail & more

App Details

Version
Q-assign: Case and Lead Assignment | Advanced Round Robin/4.910 4.910.0
Listed On
09/29/2010
Latest Release
07/23/2026
Supported Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Salesforce Mobile
Supports Salesforce for iOS and Android.
Native App
No Limits
Lightning Ready
Community Builder
Managed Package
Salesforce Mobile
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 58
Custom Tabs: 23
Custom Apps: 2
Lightning Components
Global: 32
App Builder: 1
Community Builder: 1
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
4.776.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
04/10/2023

Additional Details

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 www.ortooapps.com

Need help?

Ortoo

London, UK

For technical support, please email: support@ortooapps.com For volume pricing please email: sales@ortooapps.com For pre-sales questions about any aspect of lead & case assignment systems (including best practice): ask@ortooapps.com

Other ResourcesEmailTerms & Conditions