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Private ListingThis listing is private and can't be found by searching or browsing AppExchange.

Case Assignment on Steroids: Dynamic Assignment Rules, Omni-Channel Routing + AI

Case Assignment Rules, Case Distribution, Omni-Channel Routing, Case Triage

Starting at $38   USD/user/month

Discounts available for nonprofits

Try It
Industries
Horizontal Product
Financial Services
High Tech
Business Need
Customer Service
Case Management
Field Service
Requires
Sales Cloud
Service Cloud
Platform Cloud
Compatible With
Sales Cloud
Service Cloud
Platform Cloud

The gold standard in intelligent Case Assignment systems, built on the five-star-rated Q-assign platform. Automated case triage, dynamic case assignment rules, case deflection, load-balancing, Omni-Channel routing, Smart Actions + AI prompt builder

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
Platform Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Platform Cloud
Salesforce Editions
Enterprise
Unlimited
Developer
Additional Requirements
No additional requirements. Q-assign for Service is 100% native to Salesforce and is available on a free 30-day trial

App Details

Version
Q-assign: Case and Lead Assignment | Advanced Round Robin/4.808 4.808.0
Listed On
12/01/2023
Latest Release
12/01/2023
Supported Features
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.
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.
No Limits
Lightning Ready
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: 32
Custom Tabs: 13
Custom Apps: 2
Lightning Components
Global: 13
App Builder: 1
Community Builder: 0
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 gold standard in intelligent Case Assignment Systems. Delivers AI-powered Case routing solutions to high-performance Service Teams TEAM MANAGEMENT ✅ Code-free case assignment rules ✅ Unlimited point-&-click attributes ✅ Dynamic load-balancing ✅ Caps & quotas ✅ Live agent availability ✅ Active shift management ASSIGNMENT MODELS ✅ SLA-based routing ✅ Skills-based lead routing ✅ Attribute-based routing ✅ Workload-based routing ✅ Availability-based routing ✅ Omni-channel routing ENTERPRISE FEATURES ✅ Automated Case triage ✅ Advanced Case assignment rules ✅ Automated Case deflection ✅ Dynamic Actions with AI extensions ✅ AI-powered sentiment analysis ✅ Complex, high-volume scenarios ✅ Segmented Business Units ✅ Advanced territory assignment ✅ Automated prioritization ✅ Automated escalations & notifications ✅ Auto-Reassignment ✅ Weighted round robin ✅ Email automation USE CASES ✅ Case assignment; Case routing; Case distribution; Case management ✅ Omni Channel routing ✅ Work order assignment ✅ Tickets, Support Requests ✅ Territory assignment ✅ Eliminate queues ✅ Assign standard or custom objects To learn more, go to www.ortooapps.com

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