Product Update
March 4, 2026
Intelligent Lead Routing: Connect Faster
Get the Right Lead to the Right Person
Not all leads are created equal, and neither are your sales reps. Intelligent Lead Routing ensures that every incoming inquiry is handled by the best possible resource.
Customizable Logic
- Skill-Based Routing: Route commercial HVAC leads to your commercial specialists, and residential plumbing leads to your residential team.
- Value-Based Routing: If the AI identifies a high-ticket enterprise inquiry, it can instantly bypass the standard booking flow and patch a live manager directly into the call.
- Round-Robin & Weighted Distribution: Distribute standard leads fairly among your team, or prioritize your highest-converting reps.
Configure your routing rules in the new Workflows tab to optimize your conversion rates.