RXFLOW MODULE
Smart Assignment
Salesforce-grade lead routing, without the per-seat tax. Nothing goes cold overnight.
The Problem
Manual assignment is slow, uneven, and leaves the best leads dying in a queue while agents cherry-pick.
How it works
From chaos to order, step by step.
01
Score
Every lead is scored on value and urgency the moment it arrives.
02
Match
Routed by skill, capacity, and caps. Batch distribution plus continuous refill.
03
Balance
Absent agents are skipped, loads rebalance, supervisors can mass-reassign in one tap.
Capabilities
Everything you need, nothing you don't.
Value/urgency scoring
Capacity-aware routing
Batch + refill distribution
Absence-aware
Mass reassignment
Full audit trail
Outcomes
Numbers that move the needle.
<60s
time-to-first-touch (live)
0
leads left unassigned
fair
by design
Part of the OCLT engine
Every product works better together.
Ready to see Smart Assignment in action?
Book a 30-minute demo and we'll map it to your exact operations.
Book a demo