Routing Strategies
Routing strategies determine how incoming calls are distributed among squad members.Sequential
Calls go through assistants in a defined order. If the first can’t handle it, it passes to the next. Best for: Linear workflows (greeting → qualification → closing)Parallel
Multiple assistants are available simultaneously. The system picks the best match based on caller intent. Best for: Multi-department support where any specialist could handle the callConditional
Route based on explicit rules and triggers. Most flexible but requires more configuration. Best for: Complex flows with clear routing rulesHandoff Rules
Handoff rules define when and how calls transfer between assistants:| Rule | Description |
|---|---|
escalation_triggers | Keywords that trigger escalation |
fallback_assistant | Who handles if no rule matches |
routing_rules | Keyword → assistant mapping |
Assigning a Squad to a Phone Number
Once your squad is configured, assign it to a phone number:A phone number can be assigned to either one assistant OR one squad — not both.

