Use clear rules to send high-intent DM leads to the right next action. Keep routing, qualification, and handoff attached to the conversation instead of the rep's memory.
Routing rules
Score, trigger, and move the lead
Signal
Pricing request from Instagram
Score: 82, objection: team approval
Rule
Pricing intent
If score is 70 or higher, assign to the closer and mark the lead ready.
Rule
Support case
If the objection is a service issue, keep the thread with the support queue.
Next action
What the system should do now
High-intent leads get assigned immediately instead of waiting for manual triage.
Stage changes happen alongside the routing rule, not after someone remembers to update them.
Unclear messages stay with the team instead of being routed blindly.
Pricing questions, objections, and stage changes can all trigger routing rules without anyone sorting messages manually.
Hot leads, warm leads, and support cases can follow different paths based on the rules you set.
The conversation moves to the next person or stage, and the full thread stays attached for the handoff.
They keep the right lead moving without turning the team into a manual sorting service.
Clear thresholds help the team spend time on the leads that are most likely to convert, not the ones still browsing.
The system can score and route conversations the moment the signals appear instead of waiting for a rep to notice them.
Everyone works from the same routing logic, so qualification does not depend on who is online when the DM lands.
When the signal is unclear, the conversation stays with the team and does not get forced through automation.
Best fit
Related features
These pages pick up where this one leaves off, so buyers can move through the product without jumping between unrelated claims.
Use scoring and routing rules to keep DM leads moving without making the team sort the inbox by hand.
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