Assigner

How it works

What lead and ticket routing is, and how Assigner assigns work in three steps

Routing is how incoming work reaches the right available person instead of sitting in a shared queue. When a ticket, lead, or ops request comes in, Assigner reads it, checks skill, workload, and availability, and hands it off using the rules you control. Here is exactly what happens at every step. The AI assists; the rules stay yours, and every assignment is explainable.

In one paragraph

Assigner works by watching for incoming work, a support ticket, a sales lead, or an ops request, from your help desk, CRM, form, or spreadsheet, and routing each item to the right available person. It reads the item for skill and priority, checks who is free and how loaded each person is, and applies the rules you set: round-robin, load-balanced, skill-based, or priority, with capacity caps and availability skips. Then it dispatches the item to one person and rebalances the workload, so nothing sits unassigned and no one gets cherry-picked. The AI assists; the rules stay yours, and every assignment carries its reason in plain words like skill match plus lowest load plus available. It is designed to help distribute work more fairly and faster, not a guarantee of a specific outcome.

01

Work comes in

A ticket, a lead, or a request lands in the inbox lane, from a help desk, a CRM, a form, or a spreadsheet. Assigner sits beside the tools you already use rather than locking you into one, so any kind of incoming work can be routed and nothing sits unassigned in a shared queue.

  • Tickets, leads, and ops tasks
  • From help desk, CRM, form, or spreadsheet
  • Sits beside your stack
  • Nothing sits unassigned
02

Assigner matches it by your rules

Assigner reads the item for skill and priority, checks who is available and how loaded each person is, and applies the rules you set: round-robin, load-balanced, skill-based, or priority, with capacity caps and availability skips. The AI assists by suggesting the best match; the rules stay yours.

  • Reads skill and priority
  • Checks availability and workload
  • Round-robin, load-balanced, skill, priority
  • Capacity caps and availability skips
03

It is assigned, with the reason shown

The item is dispatched to exactly one available person and the workload rebalances, so nothing sits unassigned and no one gets cherry-picked. Every assignment carries its why in plain words, so you can trust it and tune it.

  • Dispatched to one available person
  • Workload rebalances automatically
  • Every assignment shows its why
  • You can trust it and tune it
// NO BLACK BOX

The honest part

Rules you control, no black box, on purpose

Assigner is designed to help distribute work more fairly and faster; it does not promise a specific number. In a category where buyers fear opaque routing, keeping the rules yours and showing the reason for every assignment is the honest choice.

We explain the why

Every assignment shows its reason in plain words, like skill match plus lowest current load plus available. You get a rationale you can read and audit, not an opaque AI deciding in the dark. It is a reason, not a black box.

The rules stay yours

Round-robin, load-balanced, skill-based, priority, and capacity caps that you set. The AI assists by suggesting the best match; it does not take over. You decide how work is distributed, and Assigner applies it.

Designed to help, not a promise

It is designed to help distribute work more fairly and faster. We do not claim it is one hundred percent fair or advertise a specific number. Speed-to-lead figures are general industry context attributed to sources like LeanData and Velocify, not a guarantee.

// ROUTING STUDIO

See it live

Watch a work item get routed and assigned

Routing Studio
Assigned

Routed by your rules - illustrative sample
Inbox
Assignees load
Skipped

Stop hand-sorting your incoming work

Assigner routes every ticket, lead, and ops task to the right available person, by skill, workload, and availability, using rules you control. Self-serve from $12 per user a month, and every assignment shows why. Rules you control, no black box.