Right lead, right rep, every time
Assigns every lead to the optimal rep based on CRM ownership, territory, product interest, workload, and real-time availability. Eliminates territory conflicts, account owner mismatches, and load imbalances that destroy deals. Every routing decision is logged with full reasoning for audit.
What goes in, what comes out.
Routing Agent
Combine this agent with others for a complete pipeline.
Gate your calendar with AI intelligence
Deep context on every lead, automatically
Book meetings in conversation, not on a form
This agent is included in the following pre-built teams.
Powered by UpBookIt. Replaces the SDR function for inbound lead scheduling. Books meetings with branded pages and AI chat, qualifies every lead, enriches with company context, routes to the right rep, prevents no-shows, delivers pre-meeting briefs, and closes the loop with AI follow-up.
SDR Replacement Savings
$53k-$102k/yr
Built for outside sales reps who meet prospects in person. Adds geographic territory routing and travel-time-aware scheduling to the core SDR pipeline. Clusters meetings by location, calculates drive times, and delivers morning route briefs.
Route Efficiency Gain
28-35%
End-to-end client intake pipeline. Qualifies prospects based on fit and urgency, routes to the right team member, schedules with service-type intelligence, and reduces no-shows with smart reminder sequences.
No-Show Reduction
20-40%
Automates the recruiting pipeline from candidate screening through interview scheduling. Screens candidates, matches to interviewer panels, coordinates multi-host scheduling, delivers prep briefs, and handles post-interview follow-up.
Recruiter Time Saved
4-6 hrs/week
Routing Agent is expected undefined. Join the waitlist to be first in line.