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Forwarding slots tell your AI agent how to route calls to the right person. Each slot handles specific case types and has up to 3 priority levels for fallback routing.

How it works

  1. A caller describes their issue to the AI agent
  2. The agent matches the issue to a forwarding slot based on the cases field
  3. The agent tries to reach Priority 1 first
  4. If Priority 1 is unavailable, it tries Priority 2, then Priority 3
  5. If no one is available, the agent handles the call based on its prompt instructions

Slot configuration

Managing slots in the Dashboard

Forwarding slots are configured per agent on the agent detail page:
  1. Open Agenten > click an agent
  2. Scroll to Weiterleitungsregeln (Forwarding Rules)
  3. Add, edit, or remove slots
  4. Changes are saved when you click Speichern

Example setup

Bulk sync via API

If you manage routing in an external system, use the PUT endpoint to replace all slots at once:
See Forwarding Slots API for details.