When Operator qualifies your leads, you can automatically assign them round robin style so that they’re shared evenly among your sales team.
Note: If you choose an inbox with round robin assignment, Operator will assign your qualified leads in a circular manner and in alphabetical order to available teammates.
Opt out of round robin
Teammates can temporarily remove themselves from the round robin by turning on ’away mode’. If a teammate comes back from ‘away mode’ or newly adds themselves to the rotation, they’ll have to wait until their turn comes around in the round robin queue before they receive a newly qualified lead.
Note: Assigning your qualified leads by round robin requires Inbox.
Automatically assign your qualified leads
To assign your qualified leads round robin style, go to ‘Contact and qualify’ in your Operator settings:
Next, select 'Contact and Qualify', and choose the qualification data you’d like Operator to collect:
Then, create a follow up rule to assign your qualified leads to a team based on the data provided.
For example, you could assign leads who work in companies with over 500 employees to your VIP sales team.
You can automatically assign these conversations by round robin in the inbox.
Turn on ‘away mode’ to opt out
If a teammate is out of office or on holiday, they should temporarily remove themselves from round robin by turning on ‘away mode’:
You can also turn on ‘away mode’ for your teammates in teammate settings if they forget to turn it on while they’re out of office:
This will remove them from all round robin assignments, ensuring your qualified leads route only to available teammates who can answer them quickly.
Here are a few ways to better manage your leads in Intercom: