Design Lead Routing Logic in Natural Language: immedio’s AI Inside Sales Platform Adds 'AI Routing Node' to Flowcharts for Instant Updates by Marketing and IS Teams

Immedio Inc. (Headquarters: Shibuya-ku, Tokyo; CEO: Hideki Hamada) has enhanced its AI-powered inside sales platform 'immedio'—designed to automatically increase qualified sales meetings—by introducing the 'AI Routing Node' into its lead routing flowchart system. This new feature enables 'human-like sales judgments'—such as scoring, complex conditional logic, and exception handling—that were previously difficult to express with standard conditional nodes, to be automated through a single natural language prompt—without any coding.

Lead routing design in inside sales becomes increasingly complex as organizations grow. As more conditions are added, flowcharts become bloated and eventually unreadable except by their original creators. This leads to operational challenges: every rule change requires engineering support, and routing logic often fails to transfer when team members leave.

The AI Routing Node was developed with the philosophy of not transferring operational complexity into system complexity. It empowers marketing and inside sales (IS) teams to write and update routing logic in their own words—turning real-world intent directly into automated workflows.

Development Background: Capturing 'Sales Judgment' Beyond Simple Conditional Logic

immedio has long provided automated lead routing through its flowchart router, using lead attributes, behavioral history, and external CRM data from platforms like Salesforce and HubSpot.

However, real-world routing decisions often involve 'human judgment'—such as combining multiple conditions, weighting different fields, or applying context-sensitive exceptions. For example:

- Prioritize routing if job title includes 'CEO' or 'CTO' and company size exceeds a threshold - Block routing for test emails sent from the company’s own domain - Score multiple lead attributes and assign teams based on total score

Implementing such logic using stacked conditional nodes made flowcharts increasingly complex and difficult to maintain.

Multiple customers expressed the need for a way to express these nuanced decisions without increasing flowchart complexity.

Three Key Values Supporting 'Maximized Sales Opportunities' Across Departments

Marketing Teams

Rapid Routing Logic Design

Complex rules can be updated instantly by rewriting prompts—aligned with campaign changes—eliminating the need to wait for engineering support.

Consolidation of Complex Conditions

Scoring and multi-attribute logic can now be defined in a single prompt, without chaining multiple conditional nodes.

Inside Sales (IS) Teams and Managers

Immediate Implementation of Operational Changes

IS team members can update routing rules themselves—no-code—freeing them from the cycle of requesting engineering support for every change.

Reduction of Knowledge Silos

Since routing logic is documented in natural language, it’s easier to hand over when team members change roles.

DX and IT Teams

Operation Design Led by Business Teams

Solves the common problem: 'We automated sales processes, but still need engineers for every rule change.' Enables business teams to autonomously improve operations.

Transparency in Decision Quality

The AI outputs the reasoning behind each routing decision, avoiding black-box logic and enabling continuous improvement of routing rules.

Overview of the 'AI Routing Node' Feature

The AI Routing Node is placed within the flowchart router. Users define routing logic by simply writing a natural language prompt in a text field. Lead data and routing destinations can be embedded using dedicated tag syntax.

Primary Use Cases

Scoring-Based Routing

Assign points to various attributes and determine assignees or teams based on total score.

Complex Condition Evaluation

Consolidate multiple property-based conditions into a single prompt.

Exception Handling

Exclude specific domains, detect missing required fields, or block routing under certain conditions.

Handoff to Subsequent Nodes

Skip routing for non-qualifying leads, passing control to the next node in the flow.

When to Use Conditional Nodes vs. AI Routing Nodes

| Feature | Conditional Node | AI Routing Node | |--------|------------------|------------------| | Definition Method | Select condition types and set values individually | Define logic using natural language prompts | | Complex Logic | Requires multiple chained nodes | Can be consolidated into one node | | Scoring | Difficult to implement | Easily defined via prompt | | Typical Use Cases | Simple, deterministic splits | Complex conditions, scoring, exceptions |

Simple splits can continue to use conditional nodes, while complex decisions can be handled by the AI Routing Node—used together for optimal flexibility.

Pre-Deployment Testing

The flowchart router’s testing function allows users to adjust prompts while reviewing the AI’s reasoning for each routing decision. This enables repeated validation before going live, ensuring confidence in the final logic.

Future Outlook

immedio will continue to deliver products that align with real-world operational needs, guided by its mission: 'Expanding meaningful connections that shape the future.'

For more details on the feature, visit:

Immedio Inc.

immedio’s mission is to 'expand meaningful connections that shape the future' by providing an AI-powered inside sales platform that increases qualified sales meetings.

We believe in a world where creators—who love what they build and strive to change society—and users—who seek better futures through innovation—can meet seamlessly and stress-free at the right moment.

A world where people can fully focus on understanding each other and co-creating the future. Through imagination and technology, we are building that world.