Get every new lead to the right rep in seconds with an AI agent that applies your territory, segment, and round-robin rules automatically as leads arrive.
What's Included
- Rule builder: Route by region, company size, industry, or lead score in plain language.
- Round-robin balancing: Spreads leads evenly so no rep is overloaded or starved.
- Fallback owners: Reassigns leads when a rep is out or capacity is hit.
- Routing log: Shows why each lead landed with each owner for clean handoffs.
How To Use
- Clone the agent and connect your CRM and team roster.
- Define your routing rules and territory map.
- Test with a sample of recent leads to confirm assignments.
- Turn it on so every inbound lead routes the moment it lands.
Pair it with the AI Lead Scoring Agent to route hot leads first. Connect it to your stack through Taskade Automations.