The "Assign Record" action makes it easy to automatically assign Leads, Contacts, Accounts, Deals, Tickets, and more in your Servis.ai automation. Whether you want assignments based on specific conditions or simply spread evenly across your team, this action has you covered.
You can define the field to store the assigned user, choose between assignment styles like Rules (for logic-based routing) or Round Robin (for balanced distribution), and quickly set up your automation to match your process. It’s a flexible tool designed to save time and keep your team organized.
How to Set Up the Assign Record Action
Name: Enter a name for the action so you can easily identify it later.
Field: Choose the field where the selected user (from your Servis.ai instance) will be stored. This user will be set as the assignee.
Style: This lets you select the style that will be used in assigning the user to the record:
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Rules: Enables conditional logic within the action setup. Based on the conditions you define, different users can be assigned to the same record depending on the scenario.
- For example, you can set two conditions:
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- If the Lead Stage is Partner, assign the record to one user.
- If the Lead Stage is Converted, assign it to a different user.
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- Round Robin: This style evenly distributes records or tasks across selected users or teams. Unlike condition-based assignment styles, this approach focuses on fairness and workload balance.
How It Works:
- Choose one or more user groups (e.g., Sales, Support).
- When a new record comes in, it’s automatically assigned to the next user in line.
- The system rotates through the group in a continuous loop, ensuring equal distribution over time.
When to Use It: Round Robin is best when there are no special conditions for assignment. It’s perfect for teams that need an equal share of tasks, like support tickets or sales leads.
If you want to know more about other actions for the automation builder, check this article.