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Initio
Smart routing

Send every chat to the
right team

No more "let me transfer you." Initio reads the topic, sends each conversation straight to the department that owns it, and notifies only that team, so customers get the right answer the first time.

Routes by topic

Sales

2 agents

Support

3 agents

Billing

2 agents

Notified

Topic in, right team out, every time, with zero manual transfers.

How it works

Set it up once, route forever

Three steps to a routing system that runs itself and keeps every team focused on what's actually theirs.

01

Build your departments

Group agents into teams like Sales, Support, and Billing, each with its own queue and members.

02

Visitors pick a topic

A short topic list lets visitors self-route in one tap, so the chat starts in the right place.

03

Initio routes & notifies

The conversation lands in the right department and pings only that team, no cross-team noise.

The business case

Right team, first time, and the numbers move with it

75% of customers expect a fast answer. Sending each chat to the person who can actually give one is how you deliver it.

First-contact resolution

The right specialist answers from the start, fewer escalations.

Average handle time

No transfers, no repeated context, no "let me check with the team."

CSAT

Customers feel a quick, confident answer instead of a runaround.

Cross-team noise

Agents only see the chats that are genuinely theirs to handle.

Directional outcomes reported across the industry for skills-based and department routing.

On the ground

Less chaos, faster answers

When a billing question lands in the billing queue and a sales lead lands with sales, nothing gets dropped and nobody steps on each other. Customers feel it as a quick, confident answer, your team feels it as a calmer day.

  • Focused queues, agents see only their department
  • Clear ownership, every chat has a team accountable for it
  • Clean handoffs when a chat does need another team

Departments & routing are available on Growth and above.

Initio routing a conversation to the right department with team-only notifications

Route every chat to the right team

Set up departments in minutes and let Initio handle the rest, first time, every time.