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Lead Routing Orchestrator

The Lead Routing Orchestrator agent intelligently assigns leads to the right sales rep based on territory, industry expertise, current capacity, and product line specialization. It includes conflict resolution logic and provides transparent explanations for every routing decision. This ensures maximum lead coverage and minimizes dropped opportunities.

The Problem

  • •Manual lead routing is slow and inconsistent
  • •Leads get assigned to wrong reps
  • •No visibility into routing logic
  • •Dropped leads due to poor routing

Benefits

  • •Automatically routes leads to the right rep
  • •Considers territory, capacity, and expertise
  • •Provides transparent routing explanations
  • •Maximizes lead coverage and conversion
Trigger
1

New lead assigned or requires routing

2

Gather lead attributes including territory, industry, and product interest

3

Enrich with rep capacity, expertise, and current workload data

4

Analyze best-fit rep based on territory, expertise, and capacity rules

5

Evaluate routing conflicts and apply resolution logic

6

Assign lead to optimal rep with transparent explanation

7

Notify assigned rep with lead context and routing rationale

How It Works?

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