Product/SellMax plan
The right agent, every time.
Write the rules once. Every new enquiry is matched to the right desk or agent the moment it lands, with availability and fair share built in.
DistributionGeneralRulesTeamsAgentsHybrid modeRound robin
First match wins · drag to reorderNew rule
1
Campaign ID is alps_winter_2026
Europe Desk2
Destination is Maldives or BaliANDParty size ≥ 2
Maldives & Bali Desk3
Language is Arabic
Ana L.4
Budget over $10,000
Team manager · Maya K.No rule matched: the team that owns the destination, else the open queue
Simulate a leadTest only
DestinationMaldives
SourceMeta ad · summer_islands
Budget$6,000
Party2 adults
LanguageEnglish
Rule 2 matchedMaldives & Bali Desk → Sam R. (next in round robin)Skipped Lina M.: paused. Skipped Tom B.: at capacity.
How it works/ Match · pick · assign
01
MatchRules check the destination, source, exact ad, budget, party size, language and travel dates.02
PickAmong the agents who are free, round robin, load or weighting decides who is next.03
AssignThe lead lands with them at once, and goes back to the Queue if nobody picks it up in time.[01] Modes and fair share/ Manual to fully automatic
Choose how leads reach your team.
One setting for the whole company, from hand-assigned to fully automatic. Then decide how work is shared between the people who are free.
- Manual, Pull, Push or Hybrid, switched in one place
- Round robin, load-balanced or weighted shares
- Force-distribute any waiting enquiry on demand
- Reassign a lead, and see why it went where it did
How leads reach your team
ManualPullPushHybrid
Pushed when someone is free, claimable when not.Fair share
Round robinAgents take turns.
Load-balancedFewest open leads goes first.
WeightedSet a bigger or smaller share.
Maya K.
Sam R.
Ana L.
[02] Routing rules/ First match wins
Rules in plain language. Tested before they go live.
Stack conditions on any lead field, down to the Meta ad an enquiry came from, then send it to a team, a manager, one agent or the open queue.
- Match on destination, source, budget, party size, language and dates
- Target a Meta campaign, ad set or single ad
- No match? It falls through to the destination’s team
- Run any lead through the simulator before you save
Edit rule 2Active
WhenAd campaignissummer_islands
ANDDestinationis any ofMaldives, Bali
ANDParty sizeis at least2
+ Add conditionSend toA teamTeam managerA named agentOpen queue
Maldives & Bali Desk4 agents · round robin
SimulateSave rule
[03] Availability and capacity/ Live, at every assignment
Only people who can actually take it.
Before a lead is assigned, Tripdocks checks who is paused, off shift, on time off or already at their limit. Nobody gets buried, and no lead is dropped.
Who can take a lead right nowChecked live at every assignment
AgentTeamStatusOpen leads
MKMaya K.Europe DeskAvailable4/8
SRSam R.Maldives & Bali DeskAvailable · next up3/8
TBTom B.Maldives & Bali DeskAt capacity8/8
ALAna L.Dubai DeskTime off until Monday0/6
LMLina M.Europe DeskPaused2/8
My availability
In rotationOn
Shift09:00 – 18:00
Max open leads8
Time offNone booked
Nobody free? The lead waits in the Queue and your manager is told once.
- Skips paused, off-shift, on-leave and full agents
- Each agent sets their own shift and limit
- Untouched leads return to the Queue after your first-response time
- A full log of recent assignments, and why
Summarises every new enquiryWhoever receives the lead opens it to a two-line summary.
Early accessDrafts the first replyA WhatsApp opener in your voice, waiting for the assigned agent.
Coming nextFlags enquiries left waitingA nudge when a lead sits past your first-response time.
Coming next/ More of Sell