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Q-assign

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

By OrtooCustomer Service

Rating
5.0
Reviews
140
Pricing
Paid
Listed since
2010

About Q-assign

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

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

Highlights

  • 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

Screenshots and videos

Q-assign is the most advanced lead and case routing app on the Salesforce AppExchange

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Q-assign is the most advanced lead and case routing app on the Salesforce AppExchange

Pricing

Paid.

For details of our full pricing matrix, including Enterprise pricing and volume price breaks, please email: sales@ortooapps.com

The publisher offers discounts.

Compatibility

Works with
  • Marketing Cloud
  • Financial Services Cloud
  • Health Cloud
Requires
  • Sales Cloud
  • Service Cloud
  • Revenue Cloud
Salesforce editions
  • Enterprise
  • Unlimited
  • Performance
  • Developer
Lightning Experience
Supported
Salesforce mobile app
Supported
Salesforce security review
Passed on April 10, 2023
Industries
  • Horizontal Product
  • Financial Services
  • High Tech
Languages
  • English

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