Routing Engine Guide

The Routing Engine is the brain of PULSE. It decides in real-time which client receives a lead.

1. Campaigns Configuration

A Campaign is what you sell. It is attached to a Vertical.

Distribution Types

When creating a Campaign, you must choose a Distribution Strategy:

• Exclusive (Waterfall):

  • Logic: The lead is sold to only one client.
  • Priority: The engine checks assignments from Priority 1 to 100. The first eligible client (Open, Budget OK, Filters OK) wins.
  • Use Case: High-ticket leads (Real Estate, Wealth Management).

• Shared (Multi-Client):

  • Logic: The lead is sold to multiple clients simultaneously.
  • Max Buyers: defined by max_shared_count (default: 3).
  • Use Case: Insurance comparison, Home improvement works.

2. Assignments (Rules)

An Assignment connects a Client to a Campaign. This is where you fine-tune the distribution.

Key Settings

• Priority: (Integer) 1 is the highest priority. Used for Waterfall ordering.
• Status: Active, Paused, or Pending (Marketplace request).
• Price Override: Force a custom price for this specific client (e.g., VIP rate).
• Filters (JSON/UI): Restrict leads based on data criteria (e.g., zip_code starts with 75, budget > 10000).
• Schedule: Define opening hours (e.g., "Mon-Fri 09:00-18:00"). Leads outside these hours are Queued.

Creating an Assignment

1. Go to Campaigns > Select Campaign > Assignments tab.
2. Click Assign New Client.
3. Select Client, Priority, and Price.
4. Use the Filter Builder to add rules.
5. Use the Schedule Builder to set hours.

3. Smart Features

Night Mode (Queue)

If a client's schedule is closed when a lead arrives: 1. The lead is NOT rejected. 2. It is marked as queued in lead_distributions. 3. It is automatically delivered (and billed) when the schedule opens (via Cron Job).

Suppression Lists

The engine automatically checks the Client's Suppression Lists (Blacklists) before distribution. If the lead's email or phone is found, the distribution is skipped for that client.