Routing rulesSLA breachesTeam workload

Rules run top to bottom

The first rule that matches wins. Sources come from master data.

Leads waiting past their SLA

Open leads per rep vs capacity

Reps at capacity are skipped by round robin.
ESC
Try asking · “deals over ₹50 L closing this month with no activity”
Object: DealsValue > ₹50,00,000Close date: this monthLast activity > 7 days
3 deals match · ₹8.84 Cr totalShow results
Try asking · “unassigned jobs today with an SLA under 2 hours”
Object: Field jobsTechnician: noneDate: todaySLA < 2 h
2 jobs matchShow results
AI actions
Create an automation from a description Draft re-engagement emails for stalled deals Start voice agent campaign for new leads Auto-dispatch today's unassigned jobs Check leave clashes next week Approve this week's timesheets
Quick actions
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Workspace pages
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Test the rules

Run the rules over your leads from the last 30 days, or try one lead.