Distribution Rule - Automatic Work Distribution

Automatically assign conversations to consultants, ensuring fairness and effective teamwork.

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How the distribution rule works

The distribution rule is implemented in 2 stages: classifying customers and then routing them to the responsible agent.

01.
Customer Classification
Diverse customer classification criteria, which can be customized to the needs of each business. For example: customer stage, customer tag, location, interaction channel, work shift, old/new customer, support request...
02.
Rules for assigning to agents
Various rules for distributing conversations to individual agents or groups of agents. For example: assign to a specific agent, assign to a group of agents, assign sequentially, assign to the least busy agent, assign old customers to the agent who previously supported them...

Some common rule-sharing methods

By branch

For example, assign customers in the North to agents at the Northern branch, and customers in the South to agents at the Southern branch.

By customer stage

For example, assign walk-in and potential customers to the sales team, and assign the group of customers who have already purchased to the customer care team.

By product category

Suitable for businesses that sell many product categories. For example, assign customers interested in home appliances to the home appliance sales agent.

Round-robin

Distribute conversations sequentially according to the list of agents, ensuring even work distribution.

By interaction channel

For example, conversations from the website are assigned to agent/group A, conversations from Zalo are assigned to agent/group B, phone calls are assigned to agent/group C...

To the least busy agent

Prioritize assigning conversations to the agent handling the fewest conversations, ensuring customers are responded to quickly, while balancing the workload among agents.

By work shift

Recognize the working hours of each agent, ensuring that conversations are only assigned to agents who are online.

To the agent who previously supported the customer

Prioritize assigning conversations of old customers to the agent who previously supported them, in order to create a seamless customer experience.

Frequently Asked Questions

How many distribution rules can a Subiz account create?

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There is no limit to the number of distribution rules in a Subiz account.

On which channels does the Subiz distribution rule work?

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The Subiz distribution rule works on both the call center and messaging channels, including: website, fanpage, Zalo, Instagram, Email, Google Business and information forms.

How to create a distribution rule?

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You can see instructions on how to create a Subiz distribution rule here. If you have any questions, please contact our team for prompt support.

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