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Create a New Meeting Routing

Create a New Meeting Routing

Create a New Meeting Routing

Knock lets you create multiple Meeting Routing configurations to support different use cases - like webinars, ABM campaigns, strategic accounts, or region-specific scheduling. Each scheduling link can be tied to its own unique routing logic.

Before You Start At least one rep must have a connected calendar to receive meetings.

Learn more about How Meeting Routing Works.

Default Routing Behavior

When you first start using Knock Scheduling, a default routing is automatically created for you. All scheduling links are assigned to this default routing unless you select a different one.

This makes it easy to get started - but as your needs evolve, you can create new routings for specific campaigns, teams, or segments.

How to Create a New Routing

Step 1: Create a Routing Configuration

  1. Go to the Knock Dashboard.
  2. Open the Meeting Routing tab.
  3. Click the “Custom” tab at the top of the page.
  4. Select +.
  5. Enter a name for the routing configuration.

This creates a separate routing configuration.

Your default routing remains unchanged.

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Step 2: Create a Routing Rule

  1. Select the routing configuration from the dropdown.
  2. Click Add Rule (or equivalent UI action).
  3. Define the lead segment criteria.

You can filter by:

  • Company size
  • Industry
  • Region
  • CRM fields (lifecycle stage, owner, status, custom fields)

Save the rule once the segment is defined.

If a lead does not match any rule, they will not be able to book a meeting.

Step 3: Assign Reps

  1. Within the routing rule, select one or more reps.
  2. Reps are selected from Slack members.

If a rep has not connected their calendar:

  • You can invite them to connect it.
  • They will be skipped until their calendar is connected.

The rule becomes active automatically once a calendar is connected.

Step 4: Select Booking Logic

If multiple reps are assigned, choose one booking logic option:

  • Any Calendar – shows availability from all assigned reps.
  • Round-Robin – automatically selects one rep.
  • All Calendars Must Be Free – shows only shared availability.

Booking logic applies only within the rule where it is configured.

Step 6: Connect a Scheduling Link

  1. Open the Knock app in Slack.
  2. Click Generate Knock Link.
  3. Select:
    • Medium
    • Engagement method (Scheduling)
    • Routing name – select your custom routing
  4. Name the link for tracking.
  5. Copy and share the link.

The link will now follow the selected routing configuration.

How Routing Is Applied

When a lead clicks the scheduling link:

  1. Routing rules evaluate lead and CRM data.
  2. If a rule matches, assigned rep(s) and booking logic apply.
  3. If no rule matches, booking is blocked.

Using multiple routing configurations allows you to optimize scheduling for each use case - ensuring leads are matched with the right reps, at the right time, based on the context of their journey.

FAQ: Create a New Meeting Routing in Knock

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What is Meeting Routing in Knock?
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Is a default routing created automatically?
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Can I create multiple routing configurations?
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Do reps need to connect their calendar before receiving meetings?
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What data can routing rules use?
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Can meeting duration vary by routing rule?