Auto Assignment
Automatically route feedback to the most qualified team members based on their skills, department, current workload, and expertise areas, ensuring optimal distribution and faster resolution times.
How Smart Assignment Works
Feedbackview's intelligent assignment system analyzes both the feedback content and your team members' profiles to make optimal assignment decisions that balance expertise, workload, and availability.
Content Analysis
AI analyzes feedback type, keywords, and technical details to understand requirements.
Skill Matching
Compares feedback needs with team member expertise, department, and work types.
Scoring Algorithm
Calculates assignment scores based on relevance, availability, and workload capacity.
Capacity Tracking
Monitors each team member's current workload and assignment capacity.
Fair Distribution
Prevents overloading individuals by considering active assignments and workload status.
Dynamic Adjustment
Adapts assignment strategy based on team availability and changing workloads.
Assignment Strategies
Choose from three assignment strategies that determine how the system selects the best team member for each feedback item.
How it works:
- Calculates skill relevance for each team member
- Weighs department alignment with feedback type
- Factors in current workload capacity
- Selects highest-scoring available member
Best for:
Teams with specialized roles where expertise matching is critical for quality outcomes.
How it works:
- Identifies team members with capacity
- Prioritizes by workload capacity level
- Considers active assignment count
- Assigns to least busy qualified member
Best for:
Teams where workload distribution is more important than perfect expertise matching.
How it works:
- Tracks assignment history for each member
- Assigns to member with fewest recent assignments
- Skips overloaded or unavailable members
- Ensures fair rotation across team
Best for:
Teams with similar skill levels where equal exposure to different feedback types is valuable.
Skill & Department Matching
The assignment system uses sophisticated matching algorithms to align feedback requirements with team member capabilities and organizational structure.
Feedback types are automatically matched to the most relevant departments:
Team members' work types are matched against feedback needs:
Workload Management
The system intelligently manages team workloads to prevent burnout and ensure sustainable assignment distribution.
Max active assignments
Max active assignments
Max active assignments
No new assignments
Configuration Options
Fine-tune the assignment algorithm with these configuration options to match your team's workflow and priorities.
Max Assignments per User
Set the maximum number of active assignments per team member (1-50).
Workload Consideration
Enable workload-based assignment limits using team members' workload status.
Fallback Strategy
Assign to next best match if the primary choice is unavailable.
Department Weight (40%)
How much department alignment influences assignment decisions.
Work Types Weight (60%)
How much specific work type expertise affects assignment choices.
Setting Up Auto Assignment
Step-by-Step Setup
Ensure team members have completed their profiles with department and work types
Go to Automation → Create Rule → Select "Auto Assignment" type
Specify which feedback types, impact scores, or keywords should trigger assignment
Choose between Best Match, Least Loaded, or Round Robin strategies
Enable the rule and monitor assignment patterns to ensure desired outcomes