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Smart Dispatch

Smart Dispatch · Auto-Assign by Rule

Emails customers send to support@ shouldn't have the whole team scrambling to reply. Route them to the right rep by rules like sender / keyword / subject prefix, so every email has a "dedicated handler" — no missed replies, no duplicate replies, no buck-passing.

📑
Rules Engine
📥
Auto-Assignment
Round-Robin Load Balancing
Capabilities

Not Simple Forwarding — Rule-Based Routing

Conditions, actions, priorities — rules work like programming, but configuration is entirely no-code

🔍 Multi-Condition Matching

Match by combinations of sender email / domain, subject keywords, words in the body, attachment type, receiving account and more — with AND / OR support

👤 Assign to Person / Group

On a match, assign to one person or a group; within a group, enable "round-robin" / "least loaded" / "all receive" strategies

📌 Auto-Tagging

Auto-add business labels (such as "After-Sales" / "Complaint" / "Inquiry") on dispatch for easy later filtering and stats

🔔 Notify on Dispatch

On completion, notify the assignee in real time via desktop popup / in-app message / WeChat Work, so nothing is missed

🎛 Toggleable Rules

Enable / disable each rule independently — temporary breaks or testing don't affect live config; rules are sorted by priority and stop on first match

📜 Dispatch Logs

A full trail of which rule matched each email, who it was assigned to, and when it completed — evidence for reviews

mail.shangbangke.com/dispatch/rules6 rules
D
Smart Dispatch Rules
ImportNew Rule
PriCondition → Assign ToStatus
1Subject "order" → Mgr WangOn
2Subject "complaint" → Support poolOn
3To support@ → by initialOn
elseNo rule matched → SupervisorDefault

Matched top-down by priority; first hit wins

Rules Like Building Blocks — Endless Combinations

"Sender domain is @xxx.com and subject contains 'order'" goes to Manager Wang; "subject contains 'complaint'" all enters the service group's round-robin; "sent to support@" is split among three people by sender's initial — all rules are configured visually by drag-and-drop in one panel.

  • Rules match top-down by priority, stopping on the first match
  • A fallback action for "no rule matched" (e.g. assign to a manager)
  • Bulk import / export rules for reuse across accounts
  • Rule changes take effect instantly, no service restart needed
mail.shangbangke.com/dispatch/teamRound-robin
T
support@ Team Load
StrategyLeast Load

8 emails today by least-load strategy

Agent · Li
3 assigned
Agent · Wang
3 assigned
Agent · Zhang
2 assigned
Agent · Zhao (off)
Skipped
8To Dispatch
3Online Agents
1Skipped

Even Shared Inboxes Get an Owner

Shared inboxes like support@ / sales@ / hr@ used to mean "whoever sees it replies"; now it's "auto-assigned to whoever's on duty." Under round-robin, today's 8 emails are split evenly — 2–3 each to three team members — so workload is naturally balanced.

  • Define employee groups like "5 frontline agents / 3 backline agents"
  • Round-robin auto-skips employees who are on leave / offline
  • Least-loaded strategy: assign to whoever has the fewest open emails
  • All-receive strategy: for group-collaboration scenarios like department notices
Use Cases

Which Teams Need Smart Dispatch Most

Service Centers

Emails to support@ are auto-assigned by "product line + agent duty roster," with an agent starting on new mail within 10 seconds

Sales Leads

Inquiry emails to marketing@ are auto-assigned to the relevant regional sales by "customer location" — zero leads wasted

Finance Reconciliation

Emails with "statement" in the subject or a PDF attachment auto-assign to a finance specialist — HR / sales never "open them by mistake"

HR Recruiting

Resume emails to resume@ are assigned by "applied-position keyword" to the right HRBP — resumes no longer pile up forgotten in one inbox

Related Features

Dispatch Is Just the Start — What Comes Next

After an email is assigned there's follow-up / archiving / approval / reply — the whole email collaboration chain needs to connect

Bring Order to Shared Inboxes

Sign up to try smart dispatch for free and end the "nobody replies to the email" awkwardness