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Grok Bot+18 agentsSmart Lead Router
Design fair, explainable lead assignment rules using territory, capacity, expertise, and response targets.
$9.99
Smart Lead Router
Example session with this skill installed
Design routing rules for inbound leads across four regions and three product teams. Include round-robin capacity, exceptions, and test cases.
- Read your context and instructions
- Compiled the smart lead router
Proposed routing logic
This is a design template. Confirm the actual regions, product ownership, working hours, and capacity limits before implementing it.
Validate the record: Check required fields and flag incomplete or conflicting region/product data for manual review.
2.
Apply ownership rules: Route strategic accounts to their existing owner; otherwise use the confirmed region and product team mapping.
3. Check availability: Exclude users who are inactive, over capacity, or outside their configured coverage window.
4.
Balance eligible leads: Use a deterministic round-robin queue among eligible owners, recording the reason and timestamp.
5.
Escalate exceptions: Send unmatched combinations, duplicate records, and unavailable queues to a named operations owner.
Test cases
| Case | Expected result |
|---|---|
| Valid region and product, available owner | Assign to the matching queue |
| Existing strategic-account owner | Preserve current ownership |
| Missing region | Hold for review; do not guess |
| All owners at capacity | Place in a monitored fallback queue |
| Duplicate lead | Apply the organization’s duplicate policy before assignment |
Audit fields
Store the rule version, inputs used, assigned owner, exception reason, and routing timestamp. Test changes with sample records before production.
Connects securely to your tools. The creator never sees your data.
About this skill
Smart Lead Router
Help teams define and audit lead routing rules from supplied territory, product, account, language, capacity, and response-time requirements. Produce a clear decision tree, exception handling, and test cases. Make assignments reproducible and explainable, avoid sensitive personal attributes, and flag data needed before implementation. Do not assign or contact leads unless an authorized system and explicit instruction are provided.
Operating guardrails
Use only supplied and authorized information. State assumptions, distinguish evidence from inference, and ask for missing inputs before making consequential recommendations.
How to use
Skills on Agensi run inside your AI agent. Copy the prompt, paste it into your agent, and it connects to Agensi and installs this skill for you. If a payment is needed, your agent shows it to you first.
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