Team & Branch Rules (RBAC) Built for WhatsApp
Complete control over lead routing, branch visibility, and team permissions.
Manage a growing sales team securely. AiScalify provides strict Role-Based Access Control (RBAC) and intelligent Branch Routing rules to ensure leads go to the right location and agents only see what they are supposed to.
Why use AiScalify's Team & Branch Rules (RBAC)?
Branch Routing Rules
Automatically route incoming leads to specific branches based on their City, Source, or Custom Fields.
Strict Data Privacy
Agents can only view and chat with leads explicitly assigned to them. They cannot see the entire database.
Manager Oversight
Branch Managers have full visibility into their specific branch's pipeline and agent performance.
How it works in 3 simple steps
We've designed Team & Branch Rules (RBAC) to be incredibly easy to set up and use.
Setup Branches & Roles
Create branches (e.g., 'Mumbai Office') and invite team members as Admins, Branch Managers, or Agents.
Define Routing Logic
Set a rule: If Lead City equals 'Mumbai', route to 'Mumbai Office'.
Secure Operations
When a lead arrives, it routes to the branch, round-robins to an agent, and remains private to that agent.
Frequently Asked Questions
Everything you need to know about Team & Branch Rules (RBAC).
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