Assignment rules

Route by country, language and team โ€” automatically.

Rules, round-robin and manager queues put every lead in front of an agent who speaks their language.

Build assignment rules once and let Alphorix do the routing. Leads are matched by country, language, source or campaign and shared fairly across reps, teams and regions.

See it in action
Assignment rules
What's included
Country & language rules

Send Arabic speakers in MENA to your MENA desk, Spanish speakers in LATAM to theirs โ€” no manual triage.

Round-robin & weighting

Distribute fairly across agents or teams, skipping anyone who is inactive.

Manager queues

Route to a manager's queue and let them hand-pick, with bulk re-assign tools.

Regional sub-admins

Regional admins manage only their regions' rules, users and leads.

Assignment audit

See exactly which rule assigned each lead and when โ€” great for disputes.

SLA timers

Every new lead starts an SLA clock; breaches are flagged to the agent and manager.

How it works
  1. 01
    Create rules for countries, languages or sources
  2. 02
    Pick agents, teams or a manager queue
  3. 03
    Watch leads assign in real time and review the audit
Read the guides
Related features
Alphorix

The CRM built for forex brokers, prop firms and financial marketing teams. Route leads, run pipeline, ship growth.

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