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Routing Rules

Decide who gets the next conversation

Routing determines wait time and experience. This page covers the common strategies and how to avoid queues piling up during peaks.

Choose a strategy

Round-robin suits balanced teams, skill matching suits specialized teams, and ownership priority suits relationship-driven businesses.

  • Round-robin
  • Skill and tag matching
  • Returning customer priority

Caps and status

Concurrency caps plus busy, away and break states keep new work away from agents who cannot respond.

  • Concurrency caps
  • Status-aware routing
  • Overflow to backup group

FAQ

Can rules vary by time?

Yes — for example, night hours route to the on-call group only.

Do rule changes affect live conversations?

No. Rules apply only to new assignment.

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