WhatsApp CRM

The right person on the right lead

Auto-route leads to agents by rule, territory or workload, and reassign in a click when priorities shift — with full visibility into who owns what.

See routing rules

Assignments

Priya Sharma Rhea K.

Arjun Mehta Sam D.

Fatima Noor Rhea K.

Auto-routing on arrival

To reassign a conversation

Ownership visibility, always

Workload across the team

Auto-route leads to agents by rule, territory or workload

Reassign manually in a click when priorities shift

Full visibility into who owns which conversation

Routing that fits how your team works

A simple routing rule

If region = North

and source = Broadcast

then assign to Rhea K.

Workload at a glance

Rhea K. 12 active

Sam D. 6 active

Priya M. 9 active

Territory-based sales

Leads reach the rep who covers that region or language.

Tiered support

Escalate a flagged conversation straight to a senior agent.

Leave and coverage

Reroute a whole queue in a click when someone's out.

Routing used to be a spreadsheet someone forgot to update. Now leads land with the right rep the moment they come in.

Sam D'Souza

Ops Manager, Petal & Bloom