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Concept prototype · simulated records

Lead Routing Sandbox

Routing logic is easier to agree on when people can see it work. This sandbox lets you submit a sample enquiry, adjust the rules and watch the decision — with every reason shown.

Concept prototype · simulated records

Sample enquiry

Routing rules

Decision

Submit the sample enquiry to see each step of the routing decision.

Purpose

What this demonstrates

  • Validation before anything is routed
  • Transparent, rule-based scoring you can explain to a team
  • Routing by service interest with a triage fallback
  • A visible reason for every decision, which makes workflows easier to debug

Constraints · not production-ready

  • All records are simulated and stay in your browser
  • No CRM is written to and no notifications are sent
  • Rules are deliberately simple for demonstration

What a production version would need

  • Access to your CRM's API and agreed field mapping
  • Rules defined and approved with your sales or operations team
  • Error handling, retries and an audit log
  • Consent and data-retention decisions

Want to adapt this idea?

Share the context and we'll help define a sensible first step.