How it works
- A caller describes their issue to the AI agent
- The agent matches the issue to a forwarding slot based on the cases field
- The agent tries to reach Priority 1 first
- If Priority 1 is unavailable, it tries Priority 2, then Priority 3
- If no one is available, the agent handles the call based on its prompt instructions
Slot configuration
| Field | Description | Example |
|---|---|---|
| Slot number | Sequential identifier | 01, 02, 03 |
| Cases | Comma-separated topics this slot handles | Rechnungsfragen, Zahlungsprobleme |
| Slot assignment | Name of the person responsible | Max Mustermann |
| Priority 1 | Primary contact (phone or name) | +491701234567 |
| Priority 2 | First fallback | +491709876543 |
| Priority 3 | Second fallback | +491705555555 |
Managing slots in the Dashboard
Forwarding slots are configured per agent on the agent detail page:- Open Agenten > click an agent
- Scroll to Weiterleitungsregeln (Forwarding Rules)
- Add, edit, or remove slots
- Changes are saved when you click Speichern
Example setup
| Slot | Cases | Assignment | Priority 1 | Priority 2 |
|---|---|---|---|---|
| 01 | Rechnungsfragen, Zahlungen | Max Mustermann | +491701234567 | +491709876543 |
| 02 | Technischer Support | Erika Musterfrau | +491705555555 | +491706666666 |
| 03 | Vertraege, Kuendigungen | Anna Schmidt | +491701111111 | — |
Bulk sync via API
If you manage routing in an external system, use thePUT endpoint to replace all slots at once: