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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

Overview

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

  • 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

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

Categories

Business Needs
Productivity
Lead & Opportunity Management
Case Management
Industries
Horizontal Product
Financial Services
High Tech
Personas
Business Operations Manager
Sales Representative / Manager
Service Agent / Supervisor
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

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