Automatically Assign Events to the Right Team Member

December, 2024

Let the system automatically assign events to the right team member. It uses rules like availability, location, or skills.

Key Updates

  • Smart Assignments: Automatically pair clients with the best-suited team member.
  • Customizable Rules: Set specific criteria for routing, such as expertise or location.

How It Works

  1. Set your rules for routing in the admin panel.
  2. The system will assign events automatically.
  3. Review and make changes if needed.

Where It Helps

  • Assign meetings without wasting time.
  • Clients are matched with the best person for their needs

Discover how Orufy’s Routing feature can save you time and ensure clients always connect with the right person for the job.