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Distribute Leads with Round-Robin in Knock

Distribute Leads with Round-Robin in Knock

Distribute Leads with Round-Robin

Use round-robin to share inbound chats and booked meetings fairly across your team. In Knock, chat round-robin is automatic when you assign multiple reps to a segment, and meeting round-robin is available when you select multiple reps and use the One calendar at a time option. This guide shows how to configure both.

Set up round-robin for chats

Round-robin for chat happens automatically when a segment assigns more than one rep.

  1. Open the Knock Dashboard → Routing Rules.
  2. Create or edit a rule, then add a Segment with your conditions (e.g., Intent type = Buying, Company Size > 200).
  3. Under Assign to, select multiple reps (2+).
  4. Save the rule and attach it to the relevant Knock Link.

Result: Each new chat that matches the segment is routed to the next rep in turn. Slack notifies the assigned rep and posts to your Monitoring channel.

Set up round-robin for booked meetings

Round-robin for meetings is enabled when you select multiple reps and choose One calendar at a time.

  1. Open the Knock Dashboard → Routing Rules (meeting routing).
  2. Create or edit a rule, add a Segment for meeting qualification.
  3. Under Assign to, select multiple reps whose calendars should be considered.
  4. Enable the option One calendar at a time.
  5. Save and assign the rule to the relevant Knock Link.

Result: Knock checks availability one rep at a time (rotating across the selected reps). A meeting is booked with the next rep in the rotation whose calendar fits.