Q-assign

What Q-assign is

Q-assign is Ortoo’s web-based Salesforce routing package for directing leads, cases, work orders, and other records to owners. It matches work using skills, attributes, workload, capacity, availability, schedules, weighted round robin, priority queues, territory routing, and fallback rules. Standard and custom Salesforce objects are covered, including opportunities, tasks, and events. Teams can configure assignment rules point and click without code, with no stated limit on attributes. Q-assign tracks SLA targets and can escalate or reassign records after inactivity, stage changes, capacity shifts, or SLA risk. It runs alongside Salesforce Flow, Omni-Channel, Agentforce, Apex, and existing integrations, and can notify owners through Slack or Microsoft Teams. Optional AI actions include classification, sentiment analysis, lead scoring, enrichment, spam detection, and case deflection, using the customer’s own LLM key. As a Salesforce managed package, its code and data structures remain in Salesforce. Pricing is on request, and sandbox evaluation is available at no charge before production.