What it does
A routing automation an agency runs for its clients. Leads from Meta and Google lead forms are checked for duplicates and fake numbers, then routed by the client's rules: branch by location, then round-robin between the reps on duty. The lead gets an instant WhatsApp message and the rep gets an alert. If no one calls within fifteen minutes, the branch manager is told. Reps mark each lead as qualified, not qualified or sold, and that outcome is sent back to Meta and Google so the campaigns optimise for real customers instead of form fills.
The problem
Leads sat in a spreadsheet or an inbox for hours, many were never called, and the ad platforms kept finding cheap leads that never bought because they only knew about form fills.
Approach
Routing rules belong to each client and are easy to change. Duplicates and invalid numbers are removed before a rep sees them. The response timer is visible to managers. Sending qualified and sold outcomes back to the ad platforms closes the loop, so the agency optimises for revenue, not lead volume.
- Input
- Rules or code
- Person decides
- Result
Screens
Swipe sideways to see the whole screen.
Client work is shown under confidentiality agreements: no client names, and screens are recreated with sample data.
Stack
- Meta and Google lead APIs
- Routing rules
- WhatsApp and CRM integrations
- Conversions API feedback
Impact
Typical for systems like this.
