Smart Lead Assignment

Every lead, in the right hands.

Round robin, shotgun, skill or territory — Raion auto-assigns every lead by your rules, respects work schedules, and re-routes the moment a rep is unavailable.

Routing pipeline
Live
New lead
Ahmad · WhatsApp · Kuala Lumpur
Routing engine3 rules
Working hoursOn shift
Skill matchBahasa · KL
Round RobinNext: Sarah
Picks
SR
AK
JT
2/3 eligible
SR
Sarah+1
WA · KL · Bahasa · 1.4s
Evaluating rules…Auto-routed

From shouting matches to fair routing.

Stop the loudest rep from drowning in leads while quiet reps starve.

TRADITIONAL

All leads land on the loudest rep’s WhatsApp.

  • Star rep drowns; everyone else starves
  • Off-shift agents still get pinged at 11pm
  • Reassignment is a manual Slack message
  • No one knows who owns which lead
Raion HUB

Auto-routed by your rules. Always fair, always covered.

  • Round robin / shotgun / skill / territory
  • Respects shifts — only on-duty reps get leads
  • No reply in 5 min? Auto-bump to next rep
  • Chatbot covers off-hours and holidays

What's inside Smart Lead Assignment.

Six rules that turn random WhatsApp pings into a fair, predictable assignment engine.

Round Robin

SR
AK
JT
1 → 2 → 3

Even rotation across the team — every agent gets the same number of leads, no favouritism, no forgotten reps.

Shotgun assignment

SR
AK
JT
First to claim

Every available rep is notified at once — first to claim wins. Best for hot inbound where speed matters most.

Work schedules

M
T
W
T
F
S
S

Each agent has shifts and time-off baked in. Leads only land on someone who is actually on the clock.

Skill & territory routing

KL SelangorBahasaRM 1M+Sarah

Route by region, language, product line, or deal size — leads always reach the rep best equipped to close.

Auto-reassignment rules

no reply 5mnext rep

No reply in 5 minutes? Bumped to the next rep. Sick day? Re-routed automatically. You set the rules, Raion enforces them.

Chatbot working hours

09:00 — 18:00 humans18:00 — 09:00 bot

Your AI chatbot covers off-hours and holidays. Comes back online for humans the moment your team’s shift starts.

<0s

Assignment latency

Lead arrives → agent notified

0

Wrong-inbox leads

Routing rules eliminate misfires

0/7

Coverage with bot

Chatbot fills off-hours gaps

0+

Routing rule types

Round robin, shotgun, skill, more

FAQ

Frequently asked questions

The most common questions about how routing actually works in practice.

Round robin cycles each new lead to the next agent in sequence — agent A, then B, then C, then back to A — so every rep gets an even share. Shotgun notifies every available agent at once and the first to claim the lead wins it. Round robin is fairer; shotgun is faster. You can mix them per team or per source channel.

You set the rules: most teams use "no reply in 5 min" (bump to next agent), "no claim in 30 sec" (for shotgun), or "agent goes offline / on leave" (instant re-route). You can also build custom triggers — e.g. "if lead value > RM10k and no qualifying message in 2 min, escalate to team lead".

Each agent (or team) has a configurable schedule — Mon-Fri 9-6, Sat half-day, etc. — plus time-off blocks for leave or breaks. The router only assigns to agents currently on shift. Outside everyone's hours, the AI chatbot covers handover automatically.

Yes — depending on role permissions. By default, agents see their own pipeline. Team leads and admins see everyone's. Sales managers can manually reassign or override any lead. Permissions are set in Team Management.

When a shotgun lead drops, every available agent gets a notification on desktop, mobile, and WhatsApp simultaneously. The first agent to tap "Claim" or send the first reply locks the lead. Other agents see "claimed by Sarah" and the lead disappears from their inbox.

Built quietly. Now it’s your unfair advantage.

Stop losing leads to the wrong inbox.

Assign every lead by your rules, respect every shift, and let your AI chatbot cover the gaps.