Plauti

Highlights

• Assign any standard or custom object with precision Route leads, cases, or accounts, one at a time or in bulk. Salesforce native, flexible, easy to integrate, no-code configuration for instant case routing and record assignment.
• Use round robin, weighted assignment, and capacity capping Automate record distribution using Round Robin or weighted distribution across multiple groups using customizable rules. Balance workloads to prevent overload or pause assignments.
• Skills, territory, distance, schedule, or multi-team criteria Assign each record to the right owner based on skills, location, availability, or team structure, ensuring the best fit for your business scenario.
• Automate custom workflows with plugins and SDK Easily extend assignment automation to match your organization’s needs by using plugins or SDK customization. Support complex assignment rules and advanced workflows.
• Pair with AI for context-aware routing Use Plauti and/or AI models for context‑based routing (history, behavior, segmentation), case categorization and triage, enrichment, intent detection, sentiment analysis, and more.
• Extreme flexibility, built for admins but also power users Let power users or managers access speed to lead details and KPI dashboards, eliminating extra admin work. No code, rapid updates, extremely flexible logic.
• SLA controls, tracking, and audit trails Monitor SLA performance and assignment activity for full team accountability. Set reassignment limits, choose where a record can go, and define what happens when it's reassigned too often.
• Routing log to see what happened and why See the complete routing journey for each record: diagnose issues, understand why a route was taken or skipped, and check if an SLA was missed or a record was rejected.
• Add users in bulk and save time Quickly add users to MatchGroups in bulk based on roles, divisions, or Chatter Groups. Streamline setup and scale team assignment in seconds.