Round Robin

Distribute leads or assignments fairly among team members

How Round Robin Works

Distribute leads or assignments fairly among team members using a rotating selection algorithm. This ensures equal workload distribution and prevents any single team member from being overwhelmed.

Configuration

Inputs

Team Member Options · string[] · required

Array of team member IDs that are eligible for assignment. The round robin will randomly select one of these team members with equal probability.

Outputs

selected_team_member_id · string · required

The ID of the team member that was selected by the round robin algorithm for the current assignment.

Use Cases

Lead Distribution

Team Member Options: ["sales_rep_1", "sales_rep_2", "sales_rep_3"]
Logic: Equal distribution
Context: New qualified leads assigned to sales team

Support Ticket Assignment

Team Member Options: ["support_agent_a", "support_agent_b", "support_agent_c"]
Logic: Round robin rotation
Context: Incoming support requests distributed evenly

CSM Assignment for New Customers

Team Member Options: ["csm_john", "csm_sarah", "csm_mike"]
Logic: Fair distribution
Context: New enterprise customers assigned to available CSMs

Content Review Assignment

Team Member Options: ["reviewer_1", "reviewer_2"]
Logic: Alternating assignment
Context: Content pieces requiring review distributed evenly

Best Practices

Team Selection

• Only include team members who are currently available
• Consider expertise and specialization when creating pools
• Update team member pools regularly based on availability

Workload Management

• Monitor actual workload distribution over time
• Adjust pools based on team member capacity and performance
• Consider integrating with capacity planning tools

Assignment Tracking

• Track assignment patterns to ensure fair distribution
• Monitor completion rates by assigned team member
• Use assignment data to optimize team performance

Pool Management

• Create different pools for different types of assignments
• Maintain separate pools for different skill sets or departments
• Consider time zones and working hours when creating pools