Agent Round-Robin Roster

Last auto-regenerated: 2026-03-27

The main inbound Zap assigns new inbound leads to agents via a round-robin system managed in Airtable.

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Roster Table

Base: appftI8k7agMqH4bb
Table: tblX2Z1nIj3k3iSTT

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Active Agents

Agent	Email	Calendly	Last Assigned
Annie Lieb	annie@creatorsagency.co	link	2026-03-26T19:00:02
Charlie Quinones	charlie@creatorsagency.co	link	2026-03-26T20:21:44
Henry Burreson	henry@creatorsagency.co	link	2026-03-26T20:17:40

Inactive Agents

Agent	Email	Note
Emma Mckenzie	emma@creatorsagency.co	Not in rotation
Apple Crider	apple@creatorsagency.co	Not in rotation

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How Round-Robin Works

When a new inbound email comes in and the Close lead has no existing owner:

1. Step 12 queries Airtable for all records where active = true AND Close ID is not empty
2. Sorts by last_assigned_at ascending (oldest assignment first)
3. Picks the first record (agent who hasn't been assigned most recently)
4. PATCHes that record's last_assigned_at to now
5. PUTs the agent's Close user ID to the Close lead's Lead Owner field

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How to Add a New Agent

1. In Airtable — add a row to tblX2Z1nIj3k3iSTT:
   • Full Name, agent_email, active = true, Close ID, Calendly Link, Slack ID
   • Leave last_assigned_at blank (they'll be first in rotation)
2. In the Cal.com handler — add their email to HOST_TO_CLOSE_USER and HOST_INFO in data/calcom_zapier_handler.js
3. Test — send a test email to intake@ and confirm assignment

How to Remove an Agent

Uncheck active in Airtable. Do not delete the row.