AssignAI

Close more deals with AssignAI

Assign the right sales rep to the right lead. Every time.

Don’t leave your lead assignments to chance. With 98% accuracy, AssignAI predicts the revenue outcome of each lead as it would be assigned. AssignAI gives you the power to match the lead to the sales rep who is most likely to generate the highest revenue outcome.

Key features

AssignAI is the most advanced lead scoring & allocation platform for home pros.

Predictive lead assignment

Intuitive rep routing

Business intelligence dashboards

Real-time data enrichment

Predictive analytics

Sales rep management tools

Unleash the potential of predictive lead assignment

AssignAI harnesses the power of machine learning. By analyzing historical sales rep performance, we build a robust model that identifies the patterns and key factors contributing to successful deals. This powerful insight enables you to assign leads with the highest potential to the right sales representatives, setting the stage for unparalleled success.

Optimize your sales process with enriched data

AssignAI gives you access to enriched appointment data. With AssignAI, you can be confident that your sales reps are equipped with the right information to drive meaningful conversations and build lasting relationships with your prospects.

Boost revenue per lead issued by as much as 12%

AssignAI is designed to revolutionize your sales operations by accurately assigning the right sales rep to each lead. AssignAI achieves near-100% accuracy in determining the sales representative who will close the deal with the highest revenue potential.

What makes our lead assignment platform different?

Traditional lead scoring

Relies on industry benchmarking
Only gives a range of value
Manual & inexact
Dependent on guesswork
Considers a small subset of behavioral data
Does not provide enriched data insights
Rarely includes lead assignment features

AssignAI

Relies on artificial intelligence & machine learning
Utilizes your company’s historical performance data
Accurately predicts lead value as assigned
Algorithm custom-built for your organization
Technology is constantly learning
Enriched data accessible on dashboard
Scheduling features to streamline your process

Field Name	Field Definition
GENDER	Known gender – Male, Female. The gender of an individual is typically gathered from self-reported or public information sources or can be assigned based on the individual’s name and/or title. In cases where the individual’s first name and title are unknown/ambiguous and no additional sources reflect gender, the gender will be coded as “Unknown.”
AGE	Adult Estimated Age is calculated from date of birth data. Age data is applied at the individual level and is compiled from a variety of sources that may include public data, buying activities, and self-reported information. This is a calculation of age based on the individual’s Year of Birth. The calculation is current year less the YOB.
DOB	The known month and Year of birth of the individual and date where availabe. The Adult Date of Birth select will identify members of the household that meet the given birth date criteria. Dates must be entered for the birth month and year. Age data is applied at the individual level and is compiled from a variety of sources that may include public data, buying activities, and self-reported information. Exact age data is considered sensitive in nature and may require contractual restrictions.
LATITUDE	The geometrical location north or south of the equator assigned to the address. A value in decimal degrees to an accuracy of 4 decimal places is accurate to 11.1 meters, a value of 6 decimal places is accurate 0.111 meters.
LONGITUDE	The geometrical location east or west of a north-south line, called the prime meridian, assigned to the address. A value in decimal degrees to an accuracy of 4 decimal places is accurate to 11.1 meters, a value of 6 decimal places is accurate 0.111 meters.
PHONE	Public directory assistance and household based telephone number 1
FIRST NAME	First Name of the Individual
LAST NAME	Last name of the individual
ADDRESS	All address components, including House Number, Directional, Street Name, etc.

Field Name	Field Definition
LENGTH OF RESIDENCE	Length of residence indicates the probable number of years an individual/household has been located at current address. Data comes from multiple sources including real estate, public record and self-reported sources.
DWELLING TYPE	Dwelling Type is an indicator of the type of structure at a given address. Single Family Dwelling Unit (SFDU) indicates that one household resides in the structure. Multiple Family Dwelling Unit (MFDU) is one where more than one household is present in the building.
HOUSEHOLD INCOME	Estimated income level is a model and takes into consideration several known demographic attributes, self-reported information and census demographics. Data is assigned at the household level.
MARITAL STATUS	Known marital status and modeled information. The Marital Status select indicates if member of the household is likely married or single. Data is applied at the household level where available and then the married or single designation is inferred at the Zip+4 or to provide more thorough coverage.
SINGLE PARENT	Potentially single parent determined by model of known demographic information. The Single Parent Household select is used to identify households with a potentially single parent present. Data is applied at the household level and is sourced from self-reported survey data.
SPANISH SPEAKER	Indicator of an individual who has reported speaking Spanish in the household
VETERAN IN HOUSEHOLD	Compilation of signals and self-reported data indicating an individual within the household has served or is serving in the armed forces.
NET WORTH	The net worth selection is a demographically based analytical model which predicts the ranges for household net worth. Net worth is calculated by the total assets estimated to be associated with a household (such as deposit accounts, investments, and home value) minus liabilities (such as loans, mortgages, and credit card debt).
DONOR	Known donor to charitable causes received from self-reported and other transactional sources
HOME MARKET VALUE	The estimated market value of the home as indicated by the County Tax Assessor and deed records. The Home Market Value indicates the relative Home Market Value as compared to all of the homes within the same county. This data is applied at the address level.
EDUCATION	Education is defined as the level of education completed by the consumer. This is a probabilistic attribute based on self-reported information, surveys, and census sources.
OCCUPATION	Derived from self-reported data and/or state license bureaus indicating an individual’s occupation code.
ETHNICITY	Ethnicity of an Individual as proved by self reported participante and overlays from participating source data
RELIGION	Religion of individual as provided by self reported participants and overlays from participating source data
LANGUAGE	Languages spoken by an individual as provided by self reported participants and overlays from particpating source data
PRESENCE OF CHILDREN	The Presence of Children, children’s age ranges and number of children selections reflects the probable presence of children under age 18 in a given household. Information is sourced from children’s age and gender data which is gathered from a variety of sources that includes public records where they may be available, survey data as well as modeled census-based information.

Field Name	Field Definition
YEAR BUILT	Year dwelling was built based on real estate transaction and deed records County Assessor or County Recorder based
POOL OWNER	Residence has a pool as indicated by Real Estate transaction and deed records County Assessor or County Recorder based
HOME WITH FIREPLACE	Residence has a fireplace as indicated by Real Estate transaction and deed records County Assessor or County Recorder based
HOME VALUE	–
APPRAISED VALUE	–
PROPERTY FOOTPRINT	Home square footage, property square footage, property acreage.
LOAN INFORMATION	Amount of loan, name of lender, mortgage initiation date, LTV
NUMBER OF ROOMS	Number of bedrooms, number of stories, number of baths
PROPERTY TYPE	Single-family, commercial, condominium, apartment, mobile home
PROPERTY CONDITION	Excellent, very good, fair, poor, unsound, under construction
OWNER-OCCUPIED	–
PROPERTY CONSTRUCTION	Wood, brick, stucco, metal frame, concrete, masonry
ROOF TYPE	Clay tile, aluminum, shake
PROPERTY FEATURES	Garage, basement, pool, fireplace
PROPERTY STYLE	Colonial, bungalow, art deco, coach, A-frame, victorian, tudor, spanish, mediterranean
UTILITIES	Fuel type, air conditioning, heating type, water type
ACCESSOR PARCEL NUMBER	–

Field Name	Field Definition
ACCESSORIES	Includes shoes, purses, belts, etc.
APPAREL	Includes the purchase of clothing.
AUDIO	Includes purchases related to audio equipment.
AUTOMOTIVE	Includes purchases related to Cars/Trucks
AVIATION	Includes purchases of aviation related items.
BARGAIN SEEKERS	Includes purchases of low-cost or on-sale products from catalogs, retail and websites
BIBLE	Includes purchases of religious items
BOATING/SAILING	Includes boating, sailing, canoeing, kayaking, water skiing, rafting, etc
BOOKS COUNT	Number of distinct book company participants.
BUSINESS	Includes business news, and/or products usually associated with running a business or a career or operating an office
CAMPING	Includes camping and hiking
CATALOG PURCHASES	Number of different catalogs ordered from.
COLLECTIBLES	Includes dolls, coins, stamps, stuffed animals, plates, memorabilia, etc.
COMPUTERS	Includes Computers, software and computer accessories
COOKING	Includes recipes, cooking utensils and food products
COSMETICS/BEAUTY PRODUCTS	Includes purchases of Beauty & Cosmetic items
CRAFTS	Includes crochet, sewing, knitting, needlepoint, quilting, jewelry, ceramics, painting, etc.
CULTUREARTS	Includes art, antiques, opera, museums, the theatre, etc.
CURRENT EVENTS	Includes periodicals, news magazines, websites & blogs
DO IT YOURSELF	Includes home improvements and construction, wood working, auto repair, etc.
ELECTRONICS	Includes home and auto stereos, video equipment, etc. Does not include computers.
EQUESTRIAN	Includes purchases related to horses/horse riding
FAMILY	Includes products designed for families with children.
FICTION	Include books & magazines of fiction
FISHING	Include fishing paraphenalia as well as books & publications related to fishings
FITNESS	Includes purchases of fitness equipment, clothing, accessories as well as subscribers to publications and books.
FOOD	Includes purchases of any food item
FUNDRAISING DONATIONS	Number of different charitable organizations to which a donation was made.
GAMES	Includes computer games, traditional board games, puzzles, etc.
GARDENING	Includes purchases of gardening products, plants, seeds, books etc. Also includes subscribers to gardening publications
GENERAL MERCHANDISE	Includes catalog items not classified under any other affinity.
GIFT GIVER	Number of orders that were given as gifts.
GIFTEE	Number of orders that were received as gifts.
GOURMET	Includes upscale products, and fine foods, wines, and other expensive items.
HISTORY	Includes purchases of books/publications related to history
HOME DECORATING/FURNISHINGS	Includes furniture as well as other home décor items such as rugs, vases, pictures etc.
HOUSEWARES	Includes housewares excluding large appliance purchases
HUMOR/COMICS	Includes comic books and strips, cartoons, comedies, etc.
HUNTING	Includes purchases of all types of hunting related items (including rifles, bows etc) as well as subscribers to hunting publications
INSPIRATION	Includes non-religious products, such as new age products, astrology, etc.
CHILDREN’S APPAREL	Includes all types of children’s apparel
MAGAZINES	Number of distinct participating magazine titles.
MEN’S APPAREL	Includes all types of men’s apparel
MOTORCYCLES	Includes all types of motorcycles/motorcycle related products and subscriptions to motorcycle publications
MUSIC	Includes music, music playing equipment, and musical instruments.
OP SEEKERS	Includes moneymaking opportunities, usually of the get-rich-quick nature.
PERSONAL FINANCE	Includes all types of personal finance (including magazines)
PETS	Includes purchase of all types of pet products including cats and dogs
PHOTO PROCESSING	Includes companies that offer film processed via the mail or the Internet.
PHOTOGRAPHY	Includes products/magazines related to photography
PUBLISHING	Number of distinct publishing participants, counting individual magazines and book companies
SCIENCE	Includes products, magazines & books related to science
SPORTS	Includes products, magazines & books related to sports
TRAVEL	Includes products, magazines & books related traveling & vacations
TV/MOVIES/VIDEO	Includes purchases of videos, subscribers to streaming services as well as magazine subscribers
WILDLIFE/ENVIRONMENT	Includes purchasers of products related to Wildlife and the environment as well as donors & magazine subscribers
WOMEN	Includes generic women’s publications.
WOMEN’S APPAREL	Includes all types of women’s apparel
WOMEN’S FASHION	Includes publications related to women’s fashion.

Assign the right sales rep to the right lead. Every time.

Key features

Predictive lead assignment

Intuitive rep routing

Business intelligence dashboards

Real-time data enrichment

Predictive analytics

Sales rep management tools

Unleash the potential of predictive lead assignment

Optimize your sales process with enriched data

Boost revenue per lead issued by as much as 12%

What makes our lead assignment platform different?

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