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Create a Routing Configuration for Your Sales Prospecting Bot

Routing configurations let you determine how work items are routed to your reps. Create a routing configuration for your sales prospecting bot that prioritizes the relative importance and size of leads That way, leads are handled accordingly, and work is evenly distributed to your sales reps.

Required Editions

Available in: Lightning Experience
Available with Sales Engagement, which is included with Sales in Performance, Einstein 1, and Unlimited Editions, and available for an extra cost in Professional and Enterprise Editions. Sales Engagement is also available for an extra cost in Service and Lightning Platform.
User Permissions Needed
To set up Omni-Channel: Customize Application
Note
Note The Prospecting Bot is in maintenance mode. Existing bots continue to be supported. However, no new features or enhancements will be added. Looking for information about Agentforce Prospecting instead? We recommend using that agent when implementing AI for your prospecting needs. See Learn About Agentforce Prospecting to get started.
  1. From Setup, in the Quick Find box, enter Routing Configurations, select Routing Configurations, and then click New.
  2. For the Routing Configuration Name field, enter Sales Routing — Leads.
  3. For the Units of Capacity field, enter 1.
  4. Specify the remaining settings for your routing configuration and save your changes.

See Also