Q-assign is an advanced Salesforce-native application designed to transform team efficiency by deploying intelligent work-assignment systems across various Salesforce objects, including Cases, Leads, Opportunities, Work Orders, and custom objects. It serves as an enterprise-level solution that routes work items to the most suitable Salesforce user by considering critical factors such as expertise, availability, and current workload. The platform enables code-free configuration of dynamic assignment rules, leveraging AI-driven algorithms to auto-triage, prioritize, and assign tasks. This intelligent automation eliminates manual cherry-picking, reduces time-to-first-response for cases, and ensures high-value leads are matched with the best sales representatives. By providing data-centric insights and flexible solutions, Q-assign significantly increases operational efficiency, effectiveness, and overall team performance across multiple business units, ensuring that the right agent is assigned the right task at the right time with the right data. It can also create a Salesforce-native ticketing system for support requests and automate work order creation and assignment from emails.

Features & Benefits

• Dynamic Assignment Rules
  • Enables code-free, intelligent, and dynamic routing of work items based on various criteria.
  • Attribute-based Routing (skills, experience, product, language)
  • Workload-based Routing (load-balance for maximum effectiveness)
  • Availability-based Routing (assign to first available Salesforce user)
  • Weighted Round Robin
  • Automated Prioritization
  • Dynamic Escalations
• Comprehensive Object Support
  • Automates assignment for Salesforce Leads, Cases, Opportunities, Work Orders, Support Requests, and any custom object.
• AI-Driven Algorithms
  • Leverages AI for auto-triage, prioritization, and intelligent task allocation.
  • AI Sentiment Analysis
  • AI-powered actions
• Automated Reassignment
  • Automatically reassigns neglected leads and opportunities or rebalances workloads.
• Omni-channel Routing
  • Routes work items seamlessly across various communication channels.
• Territory Management
  • Automatically allocates work items based on predefined geographic territories.
• Account Matching
  • Matches work items to agents based on existing account relationships.
• Code-Free Configuration
  • Allows users to set up and manage assignment rules using a point-and-click interface without coding.
• Increased Efficiency & Effectiveness
  • Drives rapid, real-time matching and assignment, ensuring the right agent handles the right task at the right time, leading to faster resolution and improved outcomes.
• Slack & Teams Notification
  • Provides notifications for assigned tasks and updates directly within collaboration platforms.