DISTRIBUTION ENGINE
See intelligent distribution work in real time.
See intelligent distribution work in real time.
Distribution Engine evaluates each lead, opportunity, or task as it arrives, builds the eligible rep pool, applies the right distribution strategy, assigns ownership, and tracks the first response.
Distribution Engine evaluates each lead, opportunity, or task as it arrives, builds the eligible rep pool, applies the right distribution strategy, assigns ownership, and tracks the first response.
Distribution Engine evaluates each lead, opportunity, or task as it arrives, builds the eligible rep pool, applies the right distribution strategy, assigns ownership, and tracks the first response.
See Distribution Engine in action
See Distribution Engine in action
Automated distribution. Adaptive by design.
Automated distribution.
Automated distribution. Adaptive by design.
Every assignment starts with a real-time decision.
Every assignment starts with a real-time decision.
Distribution Engine analyses each lead, opportunity, or task as it enters LeadSquared, checks it against your rule criteria, builds the eligible rep pool, and assigns ownership using the logic configured for that record.
Eligibility is evaluated at the time of assignment, including whether the rep is available to act.
Distribution Engine analyses each lead, opportunity, or task as it enters LeadSquared, checks it against your rule criteria, builds the eligible rep pool, and assigns ownership using the logic configured for that record.
Eligibility is evaluated at the time of assignment, including whether the rep is available to act.
Distribution Engine analyses each lead, opportunity, or task as it enters LeadSquared, checks it against your rule criteria, builds the eligible rep pool, and assigns ownership using the logic configured for that record.
Eligibility is evaluated at the time of assignment, including whether the rep is available to act.
Evaluate every record
Use CRM fields and rule criteria to determine which routing flow applies.
01
Evaluate every record
Use CRM fields and rule criteria to determine which routing flow applies.
Evaluate every record
Use CRM fields and rule criteria to determine which routing flow applies.
Evaluate every record
Use CRM fields and rule criteria to determine which routing flow applies.
Build the eligible pool
Identify the reps who meet the conditions required to receive the record.
02
Build the eligible pool
Identify the reps who meet the conditions required to receive the record.
Build the eligible pool
Identify the reps who meet the conditions required to receive the record.
Build the eligible pool
Identify the reps who meet the conditions required to receive the record.
Check availability
Route only to reps who can act when the record arrives.
03
Check availability
Route only to reps who can act when the record arrives.
Check availability
Route only to reps who can act when the record arrives.
Check availability
Route only to reps who can act when the record arrives.
Assign and notify
Move the record from arrival to assigned owner in under 10 seconds.
04
Assign and notify
Move the record from arrival to assigned owner in under 10 seconds.
Assign and notify
Move the record from arrival to assigned owner in under 10 seconds.
Assign and notify
Move the record from arrival to assigned owner in under 10 seconds.
Routing and prioritization
Routing and prioritization
Route each segment according to what matters most.
Once the eligible rep pool is established, choose how records should be distributed within it. Different rules can use different strategies, so each team, segment, or type of work can follow the approach that fits it best.
Once the eligible rep pool is established, choose how records should be distributed within it. Different rules can use different strategies, so each team, segment, or type of work can follow the approach that fits it best.
By experience
Use weighted distribution to give experienced or specialist teams a larger share.
By experience
Use weighted distribution to give experienced or specialist teams a larger share.
By performance
Prioritize reps performing strongest against the CRM goal that matters for that segment.
By performance
Prioritize reps performing strongest against the CRM goal that matters for that segment.
By capacity
Balance incoming work using assignment count or current workload.
By capacity
Balance incoming work using assignment count or current workload.
SLA, fallback and operational control
SLA, fallback and operational control
Stay in control after the record is assigned.
Distribution Engine can track the expected first response, apply the configured fallback or reassignment action when required, and maintain a view of how distribution is performing.
Distribution Engine can track the expected first response, apply the configured fallback or reassignment action when required, and maintain a view of how distribution is performing.
First-response SLA
Define the action that counts as first response and how quickly it should happen.
Fallback protection
Set a fallback owner so a record still has a destination when an eligible recipient cannot be found.
Reassignment
Configure what should happen when the expected first response is not met.
Assignment intelligence you can inspect
Track assignment success, fallback usage, distribution methods, and SLA performance.
Monthly Revenue
Jan
Feb
Mar
Apr
May
Jun
0
20000
40000
60000
80000
Total Conversations
+12.5%
Alicia Brown
Request product details
Can you share more info on the Pro plan features? I’d like to know if it includes team collaboration.
David Chen
Update billing info
I need to update my billing information. Could you confirm once the new card is saved?
Sofia Martinez
Track my order
Has my order been shipped yet? Please send me the tracking link if it’s available..
Hi, can you tell me where my order #4521 is right now?
Of course. Give me a moment while I look this up.
Fetching customer information
Checking shipping status
Verifying delivery estimate
Generating response
Resolved automatically
First-response SLA
Define the action that counts as first response and how quickly it should happen.
Fallback protection
Set a fallback owner so a record still has a destination when an eligible recipient cannot be found.
Reassignment
Configure what should happen when the expected first response is not met.
Assignment intelligence you can inspect
Track assignment success, fallback usage, distribution methods, and SLA performance.
Monthly Revenue
Jan
Feb
Mar
Apr
May
Jun
0
20000
40000
60000
80000
Total Conversations
+12.5%
Alicia Brown
Request product details
Can you share more info on the Pro plan features? I’d like to know if it includes team collaboration.
David Chen
Update billing info
I need to update my billing information. Could you confirm once the new card is saved?
Sofia Martinez
Track my order
Has my order been shipped yet? Please send me the tracking link if it’s available..
Hi, can you tell me where my order #4521 is right now?
Of course. Give me a moment while I look this up.
Fetching customer information
Checking shipping status
Verifying delivery estimate
Generating response
Resolved automatically
First-response SLA
Define the action that counts as first response and how quickly it should happen.
Fallback protection
Set a fallback owner so a record still has a destination when an eligible recipient cannot be found.
Reassignment
Configure what should happen when the expected first response is not met.
Assignment intelligence you can inspect
Track assignment success, fallback usage, distribution methods, and SLA performance.
Monthly Revenue
Jan
Feb
Mar
Apr
May
Jun
0
20000
40000
60000
80000
Total Conversations
+12.5%
Alicia Brown
Request product details
Can you share more info on the Pro plan features? I’d like to know if it includes team collaboration.
David Chen
Update billing info
I need to update my billing information. Could you confirm once the new card is saved?
Sofia Martinez
Track my order
Has my order been shipped yet? Please send me the tracking link if it’s available..
Hi, can you tell me where my order #4521 is right now?
Of course. Give me a moment while I look this up.
Fetching customer information
Checking shipping status
Verifying delivery estimate
Generating response
Resolved automatically
First-response SLA
Define the action that counts as first response and how quickly it should happen.
Fallback protection
Set a fallback owner so a record still has a destination when an eligible recipient cannot be found.
Reassignment
Configure what should happen when the expected first response is not met.
Assignment intelligence you can inspect
Track assignment success, fallback usage, distribution methods, and SLA performance.
Monthly Revenue
Jan
Feb
Mar
Apr
May
Jun
0
20000
40000
60000
80000
Total Conversations
+12.5%
Alicia Brown
Request product details
Can you share more info on the Pro plan features? I’d like to know if it includes team collaboration.
David Chen
Update billing info
I need to update my billing information. Could you confirm once the new card is saved?
Sofia Martinez
Track my order
Has my order been shipped yet? Please send me the tracking link if it’s available..
Hi, can you tell me where my order #4521 is right now?
Of course. Give me a moment while I look this up.
Fetching customer information
Checking shipping status
Verifying delivery estimate
Generating response
Resolved automatically
First-response SLA
Define the action that counts as first response and how quickly it should happen.
Fallback protection
Set a fallback owner so a record still has a destination when an eligible recipient cannot be found.
Reassignment
Configure what should happen when the expected first response is not met.
Assignment intelligence you can inspect
Track assignment success, fallback usage, distribution methods, and SLA performance.
Monthly Revenue
Jan
Feb
Mar
Apr
May
Jun
0
20000
40000
60000
80000
Total Conversations
+12.5%
Alicia Brown
Request product details
Can you share more info on the Pro plan features? I’d like to know if it includes team collaboration.
David Chen
Update billing info
I need to update my billing information. Could you confirm once the new card is saved?
Sofia Martinez
Track my order
Has my order been shipped yet? Please send me the tracking link if it’s available..
Hi, can you tell me where my order #4521 is right now?
Of course. Give me a moment while I look this up.
Fetching customer information
Checking shipping status
Verifying delivery estimate
Generating response
Resolved automatically
Bring us your routing requirements.
We will show you how Distribution Engine can be configured around your teams, rules, distribution strategies, and first-response expectations.