Smart Routing

Auto-route & handoffs

Automatically route each form submission to the right team, queue, or person. AI reads the content, matches it to your routing rules, and hands it off in seconds.

What it does

Automatically route form submissions to the right team or person. AI reads content, matches routing rules, and hands off in seconds.

Intelligent routing logic

The AI reads each submission and routes it based on content, urgency, topic, and your custom rules. No more manual assignment or submissions falling through the cracks.

Team-aware handoffs

Route to specific teams, individuals, or queues based on the submission content. Support issues go to support, billing queries go to finance, bug reports go to engineering.

Multi-channel delivery

Hand off submissions via Slack, email, Jira, Zendesk, or any connected integration. The right person gets the right submission in the tool they already use.

How it works

Three steps from raw submissions to actionable intelligence.

1

Define your routing rules

Set up rules that map topics, keywords, urgency levels, or field values to specific teams, queues, or individuals. The AI can also suggest rules based on your historical data.

2

AI routes each submission

As responses arrive, the AI analyses the content, matches it against your routing rules, and assigns it to the correct destination. Each routing decision includes an explanation.

3

Teams receive and act

Routed submissions appear in the assigned team's queue, Slack channel, or ticketing system. No manual triage step. Response times drop because the right people see items immediately.

Use case examples

See how teams use auto-route & handoffs to work faster and smarter.

Multi-department support

A general contact form receives billing questions, technical issues, and partnership enquiries. AI routes each to the correct department — no shared inbox chaos.

Lead distribution

Demo request forms are routed by company size and industry. Enterprise leads go to senior account executives while SMB leads go to the self-serve onboarding flow.

Facilities management

Maintenance request forms are routed by issue type. Electrical problems go to the electrician, plumbing to the plumber, and safety hazards trigger an immediate escalation.

Frequently asked questions

You can route based on any form field value, AI-detected topic or sentiment, urgency score, submission metadata (time, source), or combinations of these. Rules support AND/OR logic and fallback destinations.
You can configure a default destination (e.g. a general inbox or team lead) for submissions that don't match any rule. The AI also flags unmatched submissions so you can refine your rules over time.
Yes. You can set up fan-out rules that send a submission to multiple teams or channels simultaneously. For example, a critical bug report can go to both engineering and the customer success team.
Routing integrates with all connected tools including Slack, Jira, Zendesk, Notion, and email. Each destination can be a different integration, so you can route support tickets to Zendesk and bug reports to Jira from the same form.

Try it free

Create a form, enable auto-route & handoffs, and see AI-powered analysis in action. No credit card required.

Free to start · No credit card · Cancel anytime