Meeting Routing Simulator: How It Works

The Meeting Routing Simulator lets you test how your routing logic will behave for any email address - before a real lead ever submits a form. Enter an email, and the simulator walks through every stage of your routing pipeline step by step, showing you exactly how a meeting would be scheduled (or why it would be blocked) and what the leads experience when they try to book a meeting with you.

💡 You can run as many simulations as you like. Each test is isolated and does not affect live data or real lead records.

Prerequisites

1. Connect at least one Google Calendar
2. Create a meeting routing rule

When to use the simulator

Configuration & Setup

• Catch misconfigured routing segments before they affect real leads and create missed opportunities.
• Ensure high-value accounts are being matched to the right segment based on firmographic criteria like industry or company size.
• Confirm no lead falls through the cracks by validating your default segment as a reliable safety net.

Troubleshooting

• Quickly identify why a qualified lead was disqualified or landed with the wrong rep - and fix it before it happens again.
• Proactively identify availability gaps that could cause leads to drop off before booking.
• Optimize for global leads by validating how timezone differences impact the bookable meeting window.

CRM & Ownership

• Protect named accounts by verifying that existing contacts always route to their designated owner.
• Ensure ownership rules hold up edge cases - like when an owner exists but hasn't connected their calendar - so no deal slips through.

Getting Started

1. Open the simulator -
1. Navigate to your ״Meeting links” page
2. Or, navigate to your Meeting routing page and click the “Run Routing Simulation”

2. Enter an email address - Type the lead's email into the input field and press Enter (or click Submit).

3. Watch the pipeline run - Each routing stage appears as a step card that streams in sequentially.

4. Review the result - The simulator ends with a booking confirmation, a disqualification notice, or an explanation of why routing stopped.
5. Reset if needed - Click "Reset Simulation" in the top-right corner to clear the results and start a new test.

✅ You can reset the simulation at any time - the Reset button is always visible once a simulation has started.

6. Change the tested routing - Change the routing tested from the routing dropdown.
7. Connected meeting links - View the connected meeting links.

Pipeline Stages

The simulator replicates your live routing pipeline. Stages run in order; if one stage fails or disqualifies the lead, the pipeline stops and no further stages run.

Stage 1 - Email Validation

The first check verifies that the email address is valid and eligible for routing.

If all three checks pass, the email is marked valid and the pipeline moves to Lead Enrichment.

Stage 2 - Lead Enrichment

After a valid email, the simulator compiles all available data about the lead.

Data shown may include:

• Name, job title, and LinkedIn URL
• Company name, domain, industry, size, and HQ location
• Annual revenue and total funding
• Lead's location (city, country)
• Lifecycle stage, lead status, and deal history from your CRM
• Existing CRM contact and company record status
• HubSpot contact and account owner names

💡 Only fields with non-empty values are displayed. If enrichment data is unavailable for a field, it is omitted rather than shown as blank.

Stage 3 - CRM Ownership (if enabled)

If CRM ownership routing is configured, the simulator checks whether the lead or their company is already owned by a rep in your CRM. Three ownership sources are evaluated in priority order:

• Company owner: The rep assigned to the company record in your CRM.
• Contact owner: The rep assigned to the contact record in your CRM.
• Knock lead owner: The rep assigned directly in Knock.

The first owner found with a connected calendar is used. If an owner is found but has no calendar connected, the simulator notes this and continues evaluating the next ownership source.

If a valid owner is found, the pipeline skips the routing segments entirely and goes directly to rep availability. If no owner is found, routing continues to the segment evaluation stage.

Stage 4 - Routing Segments

Routing segments define which reps (or rep pools) should receive a lead based on their attributes. Segments are evaluated one at a time in order, from top to bottom.

How segment matching works

For each segment, the simulator shows:

• Conditions: The rules that must be true for this segment to match (e.g. "Company Industry is SaaS").
• Detected lead data: The actual values found for the lead that were compared against each condition.
• Match result: Whether the segment matched or not.

Evaluation stops as soon as a segment matches. Subsequent segments are not evaluated.

Segment match outcomes

• Matched → Book: The lead meets the segment conditions and is eligible for booking. The assignment logic for this segment (round robin, single rep, or calendar availability) is shown.
• Matched → Disqualify: The lead meets the conditions but this segment is configured to block bookings. Routing stops.
• Not matched: The lead did not meet the conditions. The simulator moves to the next segment.

Default segment

If no custom segment matches, the lead falls through to the default segment. The default segment applies to all leads and uses its own assignment configuration. If the default segment is set to Disqualify, the lead will be blocked even if no other segment matched.

Stage 5 - Rep Assignment

Once a matching segment is identified, the simulator shows which rep (or reps) are in scope for this booking based on the segment's assignment type.

Stage 6 - Rep Availability

The availability grid shows the lead's meeting window alongside each rep's available time slots for the selected date. All times are displayed in the lead's local timezone.

You can interact with the grid to explore different scenarios:

1. Change the date using the date selector on the left to see how rep availability shifts across different days.
2. Change the lead's timezone using the timezone selector on the left to see how the lead's meeting window - and the resulting bookable slots - change based on their location.

Reading the grid

• Lead Meeting Window (green): The time range during which the lead is able to book (8:00 am - 9:00 pm in their timezone).
• Rep Availability (purple): 30-minute slots when the rep is free based on their calendar and working hours.
• Bookable Slots (purple, bottom row): Slots where both the lead window and rep availability overlap - these are the times a lead could actually book.
• Unavailable (grey): Slots that are outside the lead's window or the rep is busy.

The grid automatically scrolls to the earliest bookable slot. You can scroll horizontally to see the full day.

💡 For Round Robin assignments, the grid only shows the rep currently next in the rotation, not the full pool.

Stage 7 - Booking Confirmation

If a lead selects a slot and a meeting is booked, the simulator shows a confirmation banner with the assigned rep's name. This confirms the full routing pipeline completed successfully.

Troubleshooting

FAQ

• Meeting Routing Simulator: How It Works
• Prerequisites
• When to use the simulator
• Getting Started
• Pipeline Stages
• Stage 1 - Email Validation
• Stage 2 - Lead Enrichment
• Stage 3 - CRM Ownership (if enabled)
• Stage 4 - Routing Segments
• Stage 5 - Rep Assignment
• Stage 6 - Rep Availability
• Stage 7 - Booking Confirmation
• Troubleshooting
• FAQ