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How Meeting Routing Works in Knock (Setup, Segments, and Booking Logic)

How Meeting Routing Works in Knock (Setup, Segments, and Booking Logic)

How Meeting Routing Works in Knock (Setup, Segments, and Booking Logic)

What Is Meeting Routing in Knock?

Meeting Routing is the system that determines how meeting scheduling works in Knock. It evaluates lead and CRM data in real time to decide whether a meeting can be booked and which calendar the meeting is scheduled on.

It determines:

  • Which leads are allowed to book
  • Which rep receives the meeting
  • How calendar availability is selected
  • How long the meeting lasts

Each scheduling link is connected to one routing configuration.

A routing configuration includes:

  • Lead segments
  • Rep assignments
  • Booking logic
  • Meeting duration
  • Optional CRM owner routing

You can create multiple routing configurations for different use cases such as webinars, ABM campaigns, inbound SDR qualification, or region-specific scheduling.

Default Meeting Routing Behavior

When you enable Knock Scheduling:

  • A default routing configuration is automatically created.
  • All scheduling links use this default routing unless another routing is selected.

Creating a new routing does not modify your default routing.

Each scheduling link can use only one routing configuration at a time.

Click drop down menu - Select ‘New Routing’

How Lead Segments Work

Lead segments define which leads match which routing rule.

Segments can be based on:

  • Company size
  • Industry
  • Company headquarters
  • Lead location
  • Device type
  • CRM fields (lifecycle stage, owner, status, custom fields)

Each segment controls:

  • Which reps are assigned
  • Which booking logic is used
  • What meeting duration applies

Segments are evaluated based on the criteria you configure.

For detailed ICP setup instructions, see How to Allow Only ICP Leads to Book Meetings in Knock.

If No Segment Matches

If a lead does not meet the criteria of any routing rule:

  • Calendar availability is not displayed
  • The lead cannot book a meeting

Knock only schedules meetings for leads that match at least one configured segment.

For detailed ICP configuration guidance, see How to Allow Only ICP Leads to Book Meetings in Knock.

Assign Reps to a Routing Rule

For each segment, you assign:

  • One rep
  • Or multiple reps

Reps are selected from your Slack members.

A rep does not need to have their calendar connected at the time of assignment.

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If a rep’s calendar is not connected:

  • Knock can send them an invite to connect it.
  • That rep is temporarily skipped.
  • Once connected, the routing rule becomes active for that rep automatically.

Unconnected calendars do not block other routing rules.

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Booking Logic Options (How Availability Is Selected)

Booking logic determines how availability is shown when multiple reps are assigned to a segment.

You configure booking logic per routing rule.

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Single Rep Assignment

If only one rep is assigned:

  • Leads see only that rep’s availability.
  • The meeting is scheduled on that rep’s connected calendar.

Best for territory ownership and named accounts.

Any Calendar

If multiple reps are assigned:

  • Leads see time slots from any rep in the group.
  • The meeting is booked on the selected rep’s calendar.

This increases scheduling availability. Best for inbound leads and speed-to-meeting.

Round-Robin

If multiple reps are assigned:

  • Knock automatically selects one rep.
  • The rep with the fewest upcoming meetings is prioritized.
  • Only that rep’s availability is shown.

Best for fair distribution of meetings.

All Calendars Must Be Free (Group Booking)

If multiple reps are assigned:

  • Knock shows only time slots where all selected reps are available.
  • All selected reps are added to the calendar invite.

Best for technical demos, onboarding calls, or multi-stakeholder meetings.

Route Meetings to the CRM Owner

Knock can route meetings to the existing owner of a contact or account in your CRM.

When enabled, Knock checks for a mapped CRM owner before applying routing rules. If the owner has a connected calendar, their availability is shown.

If no valid owner is found, Knock falls back to your configured routing rules.

For setup details, see How to Route Meetings to the CRM Owner in Knock.

Set Meeting Duration by Segment

Meeting duration is configured per segment.

Available durations:

  • 15 minutes
  • 30 minutes (default)
  • 45 minutes
  • 60 minutes

If no custom duration is set, the default duration applies.

Duration applies only to the segment where it is configured.

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FAQ: Knock Meeting Routing

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Does every scheduling link require a routing configuration?
‣
What happens if no segment matches a lead?
‣
What happens if multiple segments match?
‣
What happens if a rep’s calendar is not connected?
‣
How does Round-Robin booking work?
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How does CRM Owner Routing interact with routing rules?
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Do routing changes affect existing meetings?
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Can meeting duration be different by segment?