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Q-assign for Service

Automate Case Routing in Salesforce with Assignment Rules

Revolutionize Customer Service Delivery and Customer Satisfaction, Through Intelligent, Data-Driven Case Assignment Systems, OmniChannel Routing and AI

APPEXCHANGE LISTING
q-assign lead and case routing for salesforce
LEADS

Route leads automatically to best sales rep

OPPORTUNITIES

Match opportunities to the best available AE

CASES

Assign cases to the best available service agent

WORK ORDERS

Route work orders to the best available agent or engineer

SUPPORT REQUESTS

Create a Salesforce-native ticketing system and route SR’s to users

ANY OBJECT

Create an automated assignment system for any object including custom objects

WHAT?

  • Intelligent Case Assignment Rules
  • Match cases to very best available agent
  • Attribute-Based Routing
  • Skills, product, language etc
  • Multi-Object Support
  • Any standard or custom object

HOW?

  • Code-Free Configuration
  • Point-and-click assignment rules
  • AI-Driven Algorithms
  • Auto-triage, prioritize & assign cases
  • Advanced Load-Balancing
  • Factors in capability and workload

WHY?

  • Rapid Response Times
  • Real-time matching & assignment
  • Increased Effectiveness
  • Right agent, right time, right data
  • Informed Decisions
  • Driven by data-centric insights

Salesforce Case Assignment Rules for Optimized Service

Q-assign for Service is the leading Case Assignment app that transforms customer service operations by intelligently routing cases to the most suitable agent. By leveraging expertise, workload, availability, and other key attributes, it ensures cases are handled by the right person at the right time, improving response times and resolution efficiency.

Salesforce case assignment rules are the foundation of an effective case management system, ensuring that customer issues are routed correctly based on predefined logic. Q-assign enhances these rules by introducing dynamic, AI-powered automation that continuously adapts to real-time conditions. Instead of relying on static rule sets, businesses can implement flexible assignment logic that accounts for agent performance, specialization, and live workload balancing.

Designed for enterprise-level environments, Q-assign for Service enables seamless case management through AI-driven auto-triage, prioritization, and automated assignment. By refining Salesforce case assignment rules, it eliminates bottlenecks, prevents overload on high-performing agents, and ensures consistent service quality across the organization.

Configured through a point-and-click, code-free interface, Q-assign for Service allows businesses to fine-tune assignment rules without complex development work. Companies can implement rule-based routing for specific case types, integrate time-based escalations, and dynamically reassign cases when response SLAs are at risk. The system continuously optimizes case distribution, ensuring that every case is assigned based on the most relevant and up-to-date criteria.

With advanced assignment rules and intelligent automation, businesses can move beyond traditional case routing limitations and achieve faster, smarter, and more effective case resolution in Salesforce. Q-assign transforms case assignment into a strategic advantage, empowering customer service teams to operate at peak efficiency while delivering superior customer experiences.

START FREE 30-DAY TRIAL
We use Q-assign to route cases through to our contact centres. Excellent solution. The support is unbelievably responsive. I have no hesitation in recommending.

Philip Purdy, Global Customer Care Lead,
Elvie

USE CASES

Discover the diverse application potential of Q-assign and Email-to-anything, with our Salesforce use cases

ASSIGN CASES TO THE FIRST AVAILABLE SERVICE AGENT

Route incoming cases to the best available rep as soon as they come in, speeding up response times and keeping customers happy.

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Discover the diverse application potential of Q-assign and Email-to-anything, with our Salesforce use cases

MATCH CASES TO THE MOST SKILLED (AVAILABLE) SERVICE AGENT

Maximize the effectiveness of your service team by smartly matching cases to skill sets. Result? Faster resolution, better outcomes, happier customers.

LEARN MORE
Discover the diverse application potential of Q-assign and Email-to-anything, with our Salesforce use cases

TRIGGERING A SENTIMENT ANALYSIS ON AN INBOUND CASE, USING AI

Get on your customers’ wavelength with AI-driven sentiment analysis, then tailor the right response with Plug-in. Result? Problems solved faster and happier customers.

LEARN MORE
Discover the diverse application potential of Q-assign and Email-to-anything, with our Salesforce use cases

ESCALATING HIGH PRIORITY OR COMPLEX CASES AUTOMATICALLY

Cut out delays when it comes to urgent cases, by escalating immediately to expert agents or teams. No more hold-ups, just the fastest possible response in a critical situation.

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MORE USE CASES
MORE CASE STUDIES

Q-assign for service features

dynamic case assignment rules

Dynamic Case Assignment Rules

availability based routing

Availability-based Case Routing

account matching

Account Matching

automated reassignment

Automated Case Reassignment

omni channel routing

Omni-channel Routing

attribute based routing

Attribute-based Case Routing

territory management

Territory Management

weighted round robin for salesforce

Weighted Round Robin

dynamic escalations

SLA-based Case Escalations

ai sentiment analysis

AI Sentiment Analysis

workload base routing for salesforce

Workload-based Case Routing

ai powered actions

AI-powered actions

code free configuration

Code Free Configuration

automated prioritization

Automated Prioritization

slack teams notification

Slack & Teams Notification

hear what our customers have to say about our salesforce productivity apps

“Q-assign allows us to do routing of all of our complex cases. Easy to learn, easy to implement. The best customer support in the industry.”

Tricia – Salesforce Administrator,
Global Media Company
q-assign for service - Revolutionize customer service delivery and customer satisfaction through intelligent, data-driven case assignment

GET STARTED WITH Q-ASSIGN FOR SERVICE

From $38 per user per month

Minimum 20 users. Volume pricing available. Discounts for Not for Profits. Contact us to discuss pricing details, bundling and terms. Get started with a FREE 30-day trial.

See Q-assign pricing details

FREE 30-day trial

We offer a free, no strings, 30-day trial. That’s the full product, with all features enabled
FREE 30-Day TRIAL

Get a demo

We’d be delighted to give you a bespoke demo, tailored to your specific use case.
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Ask us anything

Questions about pricing? Need some feedback on your use case. Feel free to ask us anything
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FREQUENTLY ASKED QUESTIONS

What is Q-assign for Service?

Q-assign for Service is the gold standard Salesforce app designed to revolutionize customer service by intelligently routing cases to the best available agent. It uses advanced assignment rules and AI Actions to ensure rapid response times and data-driven effectiveness.

It enhances customer service delivery by using intelligent, data-driven case assignment systems to match cases with the best available agent based on expertise, workload, and other attributes, ensuring quick and effective case resolution.

Features include dynamic case assignment rules, availability-based routing, account matching, automated reassignment, omni-channel routing, attribute-based routing, territory management, weighted round robin, SLA-based escalations, AI sentiment analysis, and more.

Yes, Q-assign can create an automated assignment system for any standard or custom object within Salesforce, making it highly versatile for different organizational needs.

Yes, it is configured via a point-and-click, code-free interface, making it accessible for users without technical expertise to set up and customize according to their specific requirements.

The app employs AI-driven algorithms to auto-triage, prioritize, and assign cases. It also features AI sentiment analysis to understand customer emotions and tailor responses accordingly.

Benefits include rapid response times, increased effectiveness by matching the right agent to the right case, and informed decisions driven by data-centric insights, all contributing to improved customer satisfaction.

Organizations of all sizes, especially those with complex, Enterprise-level environments looking to optimize their customer service operations can benefit from using Q-assign for Service.

You can start with a free, no strings, 30-day trial by signing up on their website. This trial includes full product access with all features enabled.

Pricing starts from $21 per user per month, with a minimum of 20 users. Volume pricing, discounts for Not for Profits, and other details can be discussed by contacting their sales team.
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