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

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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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