Choose the conditions
Match channel, region, opportunity value or the team responsible for the enquiry.
OWNERSHIP WITHOUT GUESSWORKThe right next step.
The right next step.
The right person.
Distribute incoming leads with clear rules and a dependable human fallback. Balance workload, respect expertise and keep an unassigned queue visible.
Human-first. AI optional.
leadvera.Interactive exampleDETERMINISTIC BY DESIGN
The next owner, explained.
Website enquiryNorth District · $850,000 budget
Optional AIOff
Local illustration only. No CRM records change.
01
Choose deterministic rules that run without an AI provider.
02
Preview a decision before applying it to unassigned records.
03
Route AI-off or provider-failure cases directly to a human.
THE EVERYDAY CHALLENGEA good opportunity
A good opportunity
shouldn’t get lost.
New enquiries wait while the team decides who should handle them, or they are assigned to an unavailable person.
A connected way forward.
Evaluate ordered rules using source, geography and value, then select an eligible owner or send the lead to the fallback queue.
See it in the CRMHOW IT COMES TOGETHERA clear process.
A clear process.
A useful next step.
The workflow is visible, understandable and available to your team without AI.
Choose the assignment method
Use round robin, least active leads or direct assignment. Check availability and capacity before choosing an owner.
Define the fallback
Choose a human owner or monitored queue for no-match, unavailable-agent and AI-outage cases.
THE DETAILS THAT MAKE IT WORKGive the team clarity.
Give the team clarity.
Keep the controls close.
Rule priority
The first matching enabled rule determines the route.
Capacity awareness
Avoid assigning beyond the configured active-lead limit.
Routing simulator
Test a sample enquiry and inspect the rule and fallback used.
Human override
Managers can change ownership at any time within their permissions.
Human-first is a working principle.
Explore AI optionality Manual entry, qualification, assignment and progression remain available. Optional AI can assist without controlling the core journey.
Is routing an AI feature?
Core routing is deterministic. Source, region, capacity and round-robin rules can operate without AI.
What if an AI-first rule matches while AI is off?
The configured human fallback or manual assignment queue receives the lead. AI availability does not stop intake or progression.
What if every agent is busy?
The enquiry waits in a visible unassigned queue with its received time preserved, and your escalation rule decides who is alerted.
PUT THE PICTURE TOGETHER
Your next chapter starts with a clear view.
Explore the workspace, then shape it around the way your team sells.