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 routing dropdown at the top of the page.
4. Select New Routing.
5. Enter a name for the routing configuration.
6. Click Save.

This creates a separate routing configuration.

Your default routing remains unchanged.

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 5: Set Meeting Duration

Within the routing rule: Select the meeting duration.

Available options:

• 15 minutes
• 30 minutes
• 45 minutes
• 60 minutes

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

On this page

• Create a New Meeting Routing
• Default Routing Behavior
• How to Create a New Routing
• Step 1: Create a Routing Configuration
• Step 2: Create a Routing Rule
• Step 3: Assign Reps
• Step 4: Select Booking Logic
• Step 5: Set Meeting Duration
• Step 6: Connect a Scheduling Link
• How Routing Is Applied
• FAQ: Create a New Meeting Routing in Knock