Sell
Lead distribution: the right lead, the right agent
Stop assigning leads by hand. Set rules once and each new enquiry goes to the agent best placed to close it, while absent agents are skipped automatically.
5 rule types
round-robin, skill, geo, source, load
Instant
assignment on arrival
Leave-aware
skips absent agents
Rules builder
Build routing rules without code
Combine conditions such as source, city, budget or product, then pick who receives the lead. Rules run in order, with a fallback pool at the end, so no enquiry is left unassigned because nothing matched.
- Ordered rules with fallback
- AND/OR conditions
- Test a rule before saving
Round-robin
Fair turns for every caller
Round-robin shares new leads in equal turns across a team, with optional weights so a senior agent takes two for every one a trainee gets. Everyone gets a fair shot, and nobody hoards the best leads.
- Equal or weighted turns
- Per-team rotation
- Daily caps per agent
Round-robin
- Equal or weighted turns
- Per-team rotation
- Daily caps per agent
Skill and geo
Match by language, city and product
Send Hindi enquiries to Hindi speakers, Pune leads to the Pune team, and loan enquiries to the loan desk. Skills and territories are set on the agent profile, and rules read them directly.
- Language and skill tags
- City, pincode or branch
- Product-wise teams
Skill and geo
- Language and skill tags
- City, pincode or branch
- Product-wise teams
Source and load
Balance by source and workload
Premium sources can go to your best closers, while cold sources go to a larger pool. Load-based routing checks open follow-ups, so an agent already buried in tasks is skipped for the next lead.
- Source-specific pools
- Open-task load check
- Cap on untouched leads
Source and load
- Source-specific pools
- Open-task load check
- Cap on untouched leads
Leave handling
Absent agents never block a lead
Mark leave or a shift end and the agent drops out of rotation. Their open leads can move to a backup or a pool, and returning agents rejoin the turn order without anyone reconfiguring rules.
- Leave and shift calendar
- Backup owner for open leads
- Auto rejoin on return
Leave handling
- Leave and shift calendar
- Backup owner for open leads
- Auto rejoin on return
Re-assign
Pull back leads nobody touched
If a lead sits uncontacted past your limit, Gandiv takes it back and routes it again, and the original owner is notified. Slow response stops costing you enquiries that a faster colleague would have won.
- Untouched-lead timer
- Re-route to next agent
- Audit trail of every move
Re-assign
- Untouched-lead timer
- Re-route to next agent
- Audit trail of every move
How it works
- 1
Add teams and skills
Create teams and tag agents with language, city and product skills.
- 2
Write your rules
Order the rules, set caps and pick a fallback pool for unmatched leads.
- 3
Leads route themselves
New leads are assigned on arrival and the owner is alerted on mobile.
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Frequently asked questions
Can I assign manually and still use rules?
Yes. Managers can reassign any lead by hand at any time, and bulk reassign from a filtered list. Rules only apply when a lead is created or returned to the pool.
What if no rule matches a lead?
It goes to the fallback pool you define, and a manager can be alerted. Leads are never left without an owner by default.
Does routing look at who is online?
Rules can consider leave and shift status. Real-time presence on calls is used by the dialer, while lead routing relies on the schedule you set.
Can a lead return to the same agent if they enquire again?
Yes. A repeat enquirer can be routed back to the previous owner, or to the pool, depending on the rule you choose.
Is there a limit on rules?
Plans may cap the number of rules, and the pricing page lists current limits. Most teams run well with a handful of ordered rules.
See Gandiv on your own leads
Start free, or book a short demo and we will set it up with your pipeline.