Lead Routing Balancer
Route leads fairly and transparently, with audit trails
Smart lead routing that actually explains its decisions. Assigns leads based on territory, specialty, and capacity — then logs exactly why each agent was picked. Includes accept/decline flow and daily routing reports.
INGREDIENTS
PROMPT
Create an OpenClaw recipe that routes inbound real estate leads using configurable rules and capacity: - Apply rules in priority order: compliance/licensing → specialty match → capacity/availability → round-robin - Notify the assigned agent and require explicit accept within X minutes - Auto-reassign on timeout; log every routing decision with reasoning - Generate a daily routing summary for the broker or team lead - Route leads missing key data to an intake queue My CRM is: [your CRM] My team chat is: [Slack / Teams / other] Number of agents: [your count]
How It Works
Every unassigned lead runs through a priority-ordered rules engine: compliance
filters first, then specialty match, then capacity check, then round-robin among
eligible agents. The assigned agent gets a notification and must explicitly accept.
If they don't, the lead auto-reassigns. Every routing decision is logged with
the reasoning.
What You Get
- Priority-based routing: compliance → specialty → capacity → round-robin
- Accept/decline flow with configurable timeout
- Full audit log for every routing decision (who, why, when)
- Auto-reassignment on timeout or decline
- Daily routing report for the broker or team lead
- Intake queue for leads missing key attributes
Setup Steps
- Connect your CRM and team chat
- Define your agent roster: territories, specialties, capacity limits, OOO flags
- Set routing rule priority order
- Configure the accept window (default: 10 minutes)
- Set up the daily report delivery (email or chat)
Tips
- Route leads with missing attributes to an "intake queue" instead of guessing
- Use distance to listing as a tie-breaker when territories overlap
- Review the daily report weekly to spot capacity imbalances
- Keep the accept window short — leads go cold fast
- Log capacity exclusions so agents understand why they were skipped