DEMOSynthetic demo dataCRM simulatedAI deterministic demo modeNo external messages are ever sent
Systems · routing engine DEMO
Routing
Deterministic account routing. Rules are data, evaluated in a fixed order, and every decision records which rules matched, which lost and why, so an owner assignment can always be explained.
Active rules
7 / 7
Decisions
1,342
all time
Assigned
1,080
Kept existing owner
0
Fallback queue
200
14.9% claimed by no rule
Unowned
0
every account has an owner
Reps over capacity
1
of 10 active
Routing simulator
Describe an account and see exactly how the live rules would route it: winner, owner, explanation and conflicts
Pick a preset or describe an account, then simulate to see which rule wins, who gets it, and why.
Speed to first touch
601 lead-event assignments with an SLA over 90 days
Met the SLA
79%
472 of 600 whose clock has run out
Touched late
105
worked, but after the promise
Never touched
23
the clock ran out and nobody reached out
Median time to first touch
4.4h
assignment → first outbound touch
SLA performance by routing rule
Rule
Assignments
Met
Late
Never touched
Still pending
SMB & mid-market → SDR pool
264
216
43
Rules
Evaluated in priority order · decision counts over 90 days
Conflict resolution: when several rules match, the lowest priority number wins; on a tie the more specific rule (more conditions) wins; then the rule key alphabetically. Existing active owners are kept unless the winning rule overrides ownership. A named account is assigned by agreement and no rule can move it; anything no rule claims goes to the fallback queue rather than to nobody.
Routing rules ordered by priority
Priority
Rule
When
Assign to
First touch SLA
Owner
Decisions · 90d
10
Existing customer → Account Management
Customers are expansion motions owned by AMs, even if an AE sourced them.
existing-customer
Is customer is yes
Account Management pool
Least-loaded active member
48h
Overrides
Team capacity
Open accounts vs capacity · pools assign to the least-loaded active member
First outbound touch (email, call, LinkedIn or meeting) after the routing decision, against the SLA the winning rule promised. Accounts with no touch at all are counted separately from late ones: a late touch is a process problem, no touch is a leak.
10
20
High-intent strategic → Senior AE
Our best-fit, highest-intent large accounts get the senior AE immediately.
strategic-high-intent
Segment is one of Strategic, Enterprise
andICP score ≥ 80
andIntent score ≥ 55
Sam Okoro
Direct · falls back to Strategic pool
4h
Respects
1
30
Enterprise EMEA → EMEA AE pool
Territory rule for EMEA enterprise accounts.
enterprise-emea
Segment is one of Strategic, Enterprise
andRegion is EMEA
Enterprise EMEA pool
Least-loaded active member
24h
Respects
87
30
Enterprise NA → Enterprise AE pool
Territory rule for North American enterprise accounts.
enterprise-na
Segment is one of Strategic, Enterprise
andRegion is NA
Enterprise NA pool
Least-loaded active member
24h
Respects
168
40
High-intent mid-market NA → Enterprise AE pool
Hot mid-market accounts skip the SDR stage.
midmarket-high-intent
Segment is Mid-Market
andRegion is NA
andIntent score ≥ 60
Enterprise NA pool
Least-loaded active member
8h
Respects
2
50
SMB & mid-market → SDR pool
Everything else in covered regions starts with an SDR.
smb-midmarket
Segment is one of Mid-Market, SMB
andRegion is one of NA, EMEA
SDR Pool pool
Round robin · the account id picks the seat, so a replay lands on the same rep
48h
Respects
275
999
Unrouted → RevOps triage queueFallback queue
Accounts no territory rule claims. A queue someone works, not an absence of an owner.
revops-triage
Account Management pool
Least-loaded active member
72h
Respects
95
34%
Avery Brooks
Enterprise NA
140 / 220
64%
Chris WalkerInactive
Enterprise NA
13 / 220
6%
Jordan Patel
Enterprise NA
143 / 220
65%
Riley Chen
RevOps
0 / —
Not routable (no capacity)
Casey Nguyen
SDR Pool
198 / 450
44%
Drew Martinez
SDR Pool
190 / 450
42%
Maya Lopez
SDR Pool
147 / 450
33%
Sam Okoro
Strategic
13 / 60
22%
Recent decisions
Latest 50 · expand a row to read the recorded explanation
Also matched 'SMB & mid-market → SDR pool' → team:SDR Pool; lost: lower priority (50 vs 10).
Least-loaded member of Account Management: Morgan Reyes (244/150 open accounts). All members are at capacity; assigned to the least loaded anyway (capacity alert).
First touch is due within 48h of this assignment (Existing customer → Account Management SLA).
Lost: SMB & mid-market → SDR pool → SDR Pool pool (lower priority (50 vs 10))
Also matched 'SMB & mid-market → SDR pool' → team:SDR Pool; lost: lower priority (50 vs 10).
Least-loaded member of Account Management: Morgan Reyes (157/150 open accounts). All members are at capacity; assigned to the least loaded anyway (capacity alert).
First touch is due within 48h of this assignment (Existing customer → Account Management SLA).
Lost: SMB & mid-market → SDR pool → SDR Pool pool (lower priority (50 vs 10))
Also matched 'Enterprise NA → Enterprise AE pool' → team:Enterprise NA; lost: lower priority (30 vs 10).
Least-loaded member of Account Management: Morgan Reyes (163/150 open accounts). All members are at capacity; assigned to the least loaded anyway (capacity alert).
First touch is due within 48h of this assignment (Existing customer → Account Management SLA).
Lost: Enterprise NA → Enterprise AE pool → Enterprise NA pool (lower priority (30 vs 10))
Also matched 'Enterprise NA → Enterprise AE pool' → team:Enterprise NA; lost: lower priority (30 vs 10).
Least-loaded member of Account Management: Morgan Reyes (206/150 open accounts). All members are at capacity; assigned to the least loaded anyway (capacity alert).
First touch is due within 48h of this assignment (Existing customer → Account Management SLA).
Lost: Enterprise NA → Enterprise AE pool → Enterprise NA pool (lower priority (30 vs 10))
Also matched 'Enterprise NA → Enterprise AE pool' → team:Enterprise NA; lost: lower priority (30 vs 10).
Least-loaded member of Account Management: Morgan Reyes (227/150 open accounts). All members are at capacity; assigned to the least loaded anyway (capacity alert).
First touch is due within 48h of this assignment (Existing customer → Account Management SLA).
Lost: Enterprise NA → Enterprise AE pool → Enterprise NA pool (lower priority (30 vs 10))
Also matched 'SMB & mid-market → SDR pool' → team:SDR Pool; lost: lower priority (50 vs 10).
Least-loaded member of Account Management: Morgan Reyes (224/150 open accounts). All members are at capacity; assigned to the least loaded anyway (capacity alert).
First touch is due within 48h of this assignment (Existing customer → Account Management SLA).
Lost: SMB & mid-market → SDR pool → SDR Pool pool (lower priority (50 vs 10))
Also matched 'Enterprise NA → Enterprise AE pool' → team:Enterprise NA; lost: lower priority (30 vs 10).
Least-loaded member of Account Management: Morgan Reyes (190/150 open accounts). All members are at capacity; assigned to the least loaded anyway (capacity alert).
First touch is due within 48h of this assignment (Existing customer → Account Management SLA).
Lost: Enterprise NA → Enterprise AE pool → Enterprise NA pool (lower priority (30 vs 10))
Also matched 'Enterprise NA → Enterprise AE pool' → team:Enterprise NA; lost: lower priority (30 vs 10).
Least-loaded member of Account Management: Morgan Reyes (257/150 open accounts). All members are at capacity; assigned to the least loaded anyway (capacity alert).
First touch is due within 48h of this assignment (Existing customer → Account Management SLA).
Lost: Enterprise NA → Enterprise AE pool → Enterprise NA pool (lower priority (30 vs 10))
Also matched 'SMB & mid-market → SDR pool' → team:SDR Pool; lost: lower priority (50 vs 10).
Least-loaded member of Account Management: Morgan Reyes (241/150 open accounts). All members are at capacity; assigned to the least loaded anyway (capacity alert).
First touch is due within 48h of this assignment (Existing customer → Account Management SLA).
Lost: SMB & mid-market → SDR pool → SDR Pool pool (lower priority (50 vs 10))
Also matched 'SMB & mid-market → SDR pool' → team:SDR Pool; lost: lower priority (50 vs 10).
Least-loaded member of Account Management: Morgan Reyes (247/150 open accounts). All members are at capacity; assigned to the least loaded anyway (capacity alert).
First touch is due within 48h of this assignment (Existing customer → Account Management SLA).
Lost: SMB & mid-market → SDR pool → SDR Pool pool (lower priority (50 vs 10))
Also matched 'Enterprise NA → Enterprise AE pool' → team:Enterprise NA; lost: lower priority (30 vs 10).
Least-loaded member of Account Management: Morgan Reyes (159/150 open accounts). All members are at capacity; assigned to the least loaded anyway (capacity alert).
First touch is due within 48h of this assignment (Existing customer → Account Management SLA).
Lost: Enterprise NA → Enterprise AE pool → Enterprise NA pool (lower priority (30 vs 10))
Also matched 'SMB & mid-market → SDR pool' → team:SDR Pool; lost: lower priority (50 vs 10).
Least-loaded member of Account Management: Morgan Reyes (210/150 open accounts). All members are at capacity; assigned to the least loaded anyway (capacity alert).
First touch is due within 48h of this assignment (Existing customer → Account Management SLA).
Lost: SMB & mid-market → SDR pool → SDR Pool pool (lower priority (50 vs 10))
Also matched 'SMB & mid-market → SDR pool' → team:SDR Pool; lost: lower priority (50 vs 10).
Least-loaded member of Account Management: Morgan Reyes (201/150 open accounts). All members are at capacity; assigned to the least loaded anyway (capacity alert).
First touch is due within 48h of this assignment (Existing customer → Account Management SLA).
Lost: SMB & mid-market → SDR pool → SDR Pool pool (lower priority (50 vs 10))
Also matched 'SMB & mid-market → SDR pool' → team:SDR Pool; lost: lower priority (50 vs 10).
Least-loaded member of Account Management: Morgan Reyes (193/150 open accounts). All members are at capacity; assigned to the least loaded anyway (capacity alert).
First touch is due within 48h of this assignment (Existing customer → Account Management SLA).
Lost: SMB & mid-market → SDR pool → SDR Pool pool (lower priority (50 vs 10))
Also matched 'SMB & mid-market → SDR pool' → team:SDR Pool; lost: lower priority (50 vs 10).
Least-loaded member of Account Management: Morgan Reyes (212/150 open accounts). All members are at capacity; assigned to the least loaded anyway (capacity alert).
First touch is due within 48h of this assignment (Existing customer → Account Management SLA).
Lost: SMB & mid-market → SDR pool → SDR Pool pool (lower priority (50 vs 10))
Also matched 'SMB & mid-market → SDR pool' → team:SDR Pool; lost: lower priority (50 vs 10).
Least-loaded member of Account Management: Morgan Reyes (259/150 open accounts). All members are at capacity; assigned to the least loaded anyway (capacity alert).
First touch is due within 48h of this assignment (Existing customer → Account Management SLA).
Lost: SMB & mid-market → SDR pool → SDR Pool pool (lower priority (50 vs 10))
Also matched 'SMB & mid-market → SDR pool' → team:SDR Pool; lost: lower priority (50 vs 10).
Least-loaded member of Account Management: Morgan Reyes (171/150 open accounts). All members are at capacity; assigned to the least loaded anyway (capacity alert).
First touch is due within 48h of this assignment (Existing customer → Account Management SLA).
Lost: SMB & mid-market → SDR pool → SDR Pool pool (lower priority (50 vs 10))
Also matched 'SMB & mid-market → SDR pool' → team:SDR Pool; lost: lower priority (50 vs 10).
Least-loaded member of Account Management: Morgan Reyes (256/150 open accounts). All members are at capacity; assigned to the least loaded anyway (capacity alert).
First touch is due within 48h of this assignment (Existing customer → Account Management SLA).
Lost: SMB & mid-market → SDR pool → SDR Pool pool (lower priority (50 vs 10))
Also matched 'SMB & mid-market → SDR pool' → team:SDR Pool; lost: lower priority (50 vs 10).
Least-loaded member of Account Management: Morgan Reyes (174/150 open accounts). All members are at capacity; assigned to the least loaded anyway (capacity alert).
First touch is due within 48h of this assignment (Existing customer → Account Management SLA).
Lost: SMB & mid-market → SDR pool → SDR Pool pool (lower priority (50 vs 10))
Also matched 'SMB & mid-market → SDR pool' → team:SDR Pool; lost: lower priority (50 vs 10).
Least-loaded member of Account Management: Morgan Reyes (252/150 open accounts). All members are at capacity; assigned to the least loaded anyway (capacity alert).
First touch is due within 48h of this assignment (Existing customer → Account Management SLA).
Lost: SMB & mid-market → SDR pool → SDR Pool pool (lower priority (50 vs 10))
Also matched 'Enterprise EMEA → EMEA AE pool' → team:Enterprise EMEA; lost: lower priority (30 vs 10).
Least-loaded member of Account Management: Morgan Reyes (189/150 open accounts). All members are at capacity; assigned to the least loaded anyway (capacity alert).
First touch is due within 48h of this assignment (Existing customer → Account Management SLA).
Lost: Enterprise EMEA → EMEA AE pool → Enterprise EMEA pool (lower priority (30 vs 10))