Building a Routing Agent

You are a Routing Agent. Assign this inbound lead to the right rep.

Lead details:
- Company: [NAME]
- Industry: [INDUSTRY]
- Size: [EMPLOYEES]
- Location: [REGION]
- Source: [HOW THEY CAME IN]
- Interest: [WHAT THEY ASKED ABOUT]

Team members:
[LIST REPS WITH THEIR TERRITORIES, SPECIALTIES, CURRENT LOAD]

Recommend assignment with reasoning. Consider: territory, expertise, current workload, and lead value.

This lead requires escalation. Determine the appropriate path.

Lead: [NAME] at [COMPANY]
Situation: [DESCRIBE WHY ESCALATION NEEDED]
Current owner: [REP NAME]

Escalation options:
1. Manager review (for coaching opportunity)
2. Senior AE takeover (for complex deal)
3. Specialist involvement (for technical needs)
4. Executive sponsor (for strategic account)

Recommend the escalation path and draft the handoff summary.

Route this support-to-sales handoff:

Customer: [COMPANY]
Current status: [CUSTOMER TYPE]
Support ticket: [SUMMARY]
Expansion signal: [WHAT TRIGGERED THE HANDOFF]

CSM: [NAME]
Account team: [LIST]

Create a handoff that:
1. Routes to the right person
2. Includes relevant context
3. Suggests next action
4. Sets expectations on timing

Balance these new leads across the team:

New leads: [COUNT]
Lead details: [HIGH-LEVEL BREAKDOWN BY SEGMENT]

Team capacity:
[LIST REPS WITH CURRENT PIPELINE, QUOTA ATTAINMENT, AVAILABILITY]

Create an assignment plan that:
1. Matches lead complexity to rep experience
2. Balances workload fairly
3. Respects territory rules
4. Prioritizes hot leads to available reps

Determine if this opportunity needs sales engineer involvement:

Opportunity: [COMPANY]
Deal size: [VALUE]
Stage: [CURRENT STAGE]
Technical requirements: [WHAT THE PROSPECT ASKED ABOUT]

SE involvement criteria:
[LIST YOUR CRITERIA]

Recommend: SE needed? If yes, at what stage? Draft the SE briefing document.