Sending Slack Notification
This article will help you understand how to send slack notifications. With the Slack Notification component, you can send direct notifications to your users on assignments Send notifications in authorized slack channels send notifications to managers For using the slack notification component in the workflow you need to set up Slack Integration in the Settings […]
Converting Leads into Accounts, Contacts and Opportunities
In this article you will understand how to conversion leads into accounts, contacts and opportunities. In PowerRouter, conversion of lead can be done with the help of two components: Steps to use Convert Lead component:
Matching a record with another record
This article aims to explain how to match one record with another record using PowerRouter. Match Components are utilized in PowerRouter to perform functions on records by matching them with other records. Matching is based on predefined rules in the match settings, and additional conditions can be added to the match component to refine the […]
Segmenting Records Based On Capping, Availability or Percentage – Dynamic Segment
This article helps you understand how to segment records to multiple paths based on capping, team availability, and percentage of records. The Dynamic-Segment component helps in segmenting records dynamically based on the team properties like: Capping of teams Availability of teams Percentage distribution between teams. The Dynamic-Segment component switches between paths based on the current […]
Routing records to different paths based on certain criteria
This article aims to explain how to route records to different paths based on specific criteria using PowerRouter. In PowerRouter, Decision Components are utilized to partition data into multiple paths based on specific requirements. The conditions for routing can be based on the data fields of the records. The available decision components in PowerRouter are […]
Making records eligible for routing
This article aims to help you understand how to make records eligible for routing. In PowerRouter, Trigger Components are utilized to make records eligible for routing when there is an insert or update on the record. If there are no trigger components in the workflow, the records will not be selected for routing. PowerRouter offers […]
How to add a member in a team?
This article will help you understand how to add new members to an existing team. Steps to add a member in a team: Click on the People’s Section. Click on the team in which you want to add a new member. Click on the Settings icon and click on Edit members. Edit members dialog box […]
What are reassignment hours in a team?
This article will help you understand how to set up reassignment hours in a team. Reassignment hours are the time period selected for reassignment of records to other team members, users or queues when the team is not in its business hours(not active). This is the time period when the team’s SLA policy for outside business hours will be […]
Capacity Dashboard
The Capacity Dashboard offers a comprehensive view of team and user capacities across various profiles. By providing detailed statistics, pie charts, and graphical representations, it enables efficient monitoring of team and individual workload capacities, allowing users to track assignments, pending tasks, and capacity utilization at a glance. Here is a step-by-step guide to access the […]
How to Create Capacity Profiles from Capacity Profile Page?
This article explains how to create capacity profiles from the team page in PowerRouter rather than using the ‘Route to Team’ component through workflows. How to Access the Capacity Page? Click on the People icon on the left navigation bar of PowerRouter. Choose Capacity Profiles to access the Capacity Page. On the Capacity page, you […]