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

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

Overview

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

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

  • INTELLIGENT CASE ASSIGNMENT ✅ Code-free case assignment rules ✅ Auto-Escalation & Prioritization ✅ Track and manage SLA-bound Cases ✅ Active shift management ✅ Manage critical situations ✅ Automate customer reminders ✅ Trigger autoresponders

  • AUTOMATED CASE TRIAGE ✅ Auto-triage inbound emails ✅ Auto-triage new cases ✅ Auto-classify of categorize each case ✅ Deploy AI for case enrichment ✅ Score and prioritize each case automatically ✅ Trigger "next best action" via automation and/or AI

  • TRIGGER A SENTIMENT ANALYSIS ON AN INBOUND CASE ✅ Triage cases automatically, as soon as they arrive ✅ Integrated "Plug-in Actions" can trigger "next best action ✅ e.g. call for a sentiment analysis (AI) prior to assignment

  • CASE DEFLECTION ✅ Resolve simple cases via self-service knowledge bases ✅ Automatically present relevant articles or FAQs ✅ Deflect other cases to AI-powered chatbots ✅ Trigger automated email replies via plug-in actions ✅ Deploy sentiment analysis (AI)

  • AI-POWERED PLUG-IN ACTIONS ✅ Trigger ChatGPT calls from any field update ✅ Sentiment analysis ✅ Ultra-personalised human responses ✅ Personalised auto-responders ✅ AI-driven enrichment Cases and Accounts ✅ AI-driven Case scoring & prioritization

  • ASSIGN CASES TO THE FIRST AVAILABLE SERVICE AGENT ✅ Instantly route incoming cases to first available agent ✅ Shorten response times ✅ Increase customer satisfaction

  • MATCH CASES TO THE MOST SKILLED SERVICE AGENT ✅ Intelligently match cases to skill-sets ✅ Accelerate time-to-resolution due to improved agent capability ✅ Filter out overloaded or OOO agents ✅ Increase customer satisfaction

  • ESCALATE HIGH PRIORITY OR COMPLEX CASES AUTOMATICALLY ✅ Prioritize urgent (e.g. SLA-bound) Cases automatically ✅ Route complex cases straight to specialized agents or teams ✅ No more hold-ups, just the fastest possible response in a critical situation

  • OMNI-CHANNEL ROUTING ✅ Overcome Omni-Channel limitations ✅ Code-free case assignment rules ✅ Control and balance workloads ✅ Deploy Automatic Reassignment ✅ Manage unlimited attributes ✅ Dynamic case management ✅ Manage complex skill-sets

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

Categories

Business Needs
Customer Service
Case Management
Field Service
Industries
Horizontal Product
Financial Services
High Tech
Personas
Administrator
Business Operations Manager
Service Agent / Supervisor
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

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