Compass

Automation engine

The right lead, on the right desk, without anyone watching.

Compass turns lead assignment into a set of rules you can read out loud. If the score is over 80, send it to the senior team. If the budget is under 1 Cr, send it to Town Center. Capacity-aware, fair, with quiet hours, fallbacks, and a complete audit trail on every lead.

Run a rule on your dataHow leads are scored first →

Anatomy of a rule

When this is true, do that. In plain words.

Every rule has three parts: when it fires, what it checks, and what it does. We resisted the urge to build a programming language. A team lead writes a rule in a minute, reads it back the same day, and changes it the next week.

/ rule · hot-leads-to-senior-teamActive

When

A lead is created or re-scored

If

score ≥ 80 AND budget ≥ ₹2 Cr AND source = website

Then

  1. Assign to Senior Sales (round-robin, capacity ≤ 12/day)
  2. Set SLA: first-touch within 15 min
  3. Send WhatsApp template welcome-priority
  4. If untouched after SLA, escalate to Anika (team lead)

The condition library

Conditions are everything the lead is, and everything the day is.

You can branch on what the lead carries (the score, the extracted profile, the source) and on what the world is doing (capacity, time of day, day of week, who is on shift). Combine with AND or OR. Negate with NOT. Group with parentheses.

  • Score

    Intelligence-engine score

    Hot, warm, cold, or a numeric threshold (≥ 80, ≤ 40).

  • Profile

    Extracted preferences

    Layout, location, budget band, urgency, financing signal.

  • Source

    Where the lead came from

    Organic, paid campaign, partner, referral, walk-in.

  • Language

    Detected from form or browser

    Routes Hindi or Marathi leads to a rep who speaks them.

  • Company

    Which Compass company

    Cross-company rules are vendor-admin only.

  • Project

    Project interest, if expressed

    Map to the team that owns the project.

  • Time of day

    And day of week

    Different rules for weekends, late nights, festivals.

  • Capacity

    Live team capacity

    Skip teams over their daily ceiling, fall through to the backup.

The action library

Assignment is the first action, but never the last.

A rule can route a lead, set an SLA, post a WhatsApp message, pin a follow-up, escalate after a quiet window, or all of the above in sequence. Actions are composable. They run in the order you list them. Failures fall through to the next rule.

  1. 01

    Assign to a team

    Round-robin or weighted, capacity-aware, with named fallbacks.

  2. 02

    Assign to a specific rep

    For high-value leads with a relationship history, or for VIPs.

  3. 03

    Set or shorten the SLA

    Hot leads inherit a 15-minute clock, cold leads a 24-hour clock.

  4. 04

    Send a templated message

    WhatsApp, email, or SMS. Templates are versioned and approved.

  5. 05

    Escalate on silence

    If untouched after the SLA, route up. Twice, then to the company admin.

  6. 06

    Tag and segment

    Apply tags that downstream reports and exports can group on.

Fairness primitives

Routing is easy. Routing fairly is the work.

An assignment system that always picks the same star rep burns out the star and starves the bench. Compass ships with the fairness primitives you would otherwise rebuild yourself, the hard way, three times.

Round-robin

Even distribution by default.

Within a team, leads cycle through reps in order. The newest joiner gets their share from day one.

Capacity ceilings

Daily limits per rep.

When a rep is at their cap, the engine skips them. Caps are set by the team lead, not a ticket.

Quiet hours

Respect the clock.

No assignments after 9pm. Held leads release at 9am, with the SLA recalculated.

Fallbacks

Every rule names its backup.

If the primary team is at capacity, the fallback team is named in the rule itself, not improvised at midnight.

Worked examples

Three rules a team actually writes on day one.

  1. Rule 01

    Hot leads go to the senior team

    On lead create or re-score

    If

    • score ≥ 80
    • budget ≥ ₹2 Cr

    Then

    1. Assign to Senior Sales (round-robin, cap 12/day)
    2. SLA: first touch in 15 minutes
    3. WhatsApp 'priority-welcome' template
    4. Escalate to team lead on silence

    Score-based priority routing for the leads most likely to convert.

  2. Rule 02

    Sub-1 Cr leads go to the Town Center team

    On lead create

    If

    • budget < ₹1 Cr
    • project interest in Town Center or unspecified

    Then

    1. Assign to Town Center Sales (round-robin)
    2. SLA: first touch within 30 minutes
    3. Tag 'affordable'

    Budget-based routing to the team that owns affordable inventory.

  3. Rule 03

    Late-night leads wait until morning

    On lead create

    If

    • time between 21:00 and 09:00 IST

    Then

    1. Hold lead in queue, do not assign yet
    2. At 09:00, run the standard routing rule
    3. Send 'received-overnight' acknowledgement to the buyer

    Respect quiet hours. Hold the lead, ping the rep at 9am.

The audit trail

Every routed lead knows which rule sent it where, and why.

When a rep asks "why did I get this lead," the answer is one click away. When a manager asks "why didn't I get this lead," the answer is also one click away. The audit trail records the rules that fired, the rules that considered the lead and skipped it, and the final disposition.

/ lead 84217 · audit09:14 → 09:29
  • 09:14:02Lead createdSource: website, score 92
  • 09:14:02Rule evaluatedhot-leads-to-senior-team · matched
  • 09:14:02Rule skippedsub-1cr-to-town-center · budget condition failed
  • 09:14:02AssignedSenior Sales · @priya (round-robin)
  • 09:14:02SLA setFirst-touch · 15 min
  • 09:14:03WhatsApp sentpriority-welcome v3
  • 09:29:11First touchCall connected · 47s · disposition: callback

Keep reading

Routing is half the battle. The other half:

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