Load Balancing Assignment

Peasy Sales provides a round-robin auto-assignment system for conversations. The assignment follows the logic mentioned below.


Note: Round robin assignment is enabled by default.

  1.  If there are agents online who have access to the inbox in which a conversation is created, the system would distribute the conversations equally among the online agents.
  2. If all the agents are offline, the system would distribute the conversations equally to all agents.

Enable round-robin assignment


To enable round-robin assignment in your inbox, follow the steps below.

  1. Go to Settings -> Inboxes.
  2. Click on the inbox settings link of the inbox you want to enable round-robin assignment.
  3. Scroll down to see the setting for Round-robin, as shown below.
  4. Change it to “Enabled” and click on “Update”.
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Updated on October 3, 2022

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