Smart Dispatch

Smart Dispatch (formerly Auto Dispatch) automates the process of finding and assigning providers based on pre-set logic.

Trigger Smart Dispatch

Manually trigger the Smart Dispatch logic for a work order.

POST /workorders/smart-dispatch

{
  "work_order_ids": [1001, 1002, 1003],
  "strategy": "standard"
}

This will evaluate the work orders against your active routing rules and dispatch them accordingly.

Project Dispatch Settings

Configure dispatch automation rules at the Project level.

Get Dispatch Settings

GET /project/{project_id}/dispatch-settings

{
  "mode": "automatic",
  "rules": [
    {
      "order": 1,
      "type": "preferred_group",
      "target_id": 500,
      "delay_hours": 0
    },
    {
      "order": 2,
      "type": "marketplace",
      "criteria": { "rating": 4.5 },
      "delay_hours": 24
    }
  ]
}

Create/Update Settings

POST /project/dispatch-settings or PUT /project/{project_id}/dispatch-settings

{
  "project_id": 123,
  "mode": "automatic",
  "rules": [
    {
      "order": 1,
      "type": "talent_pool",
      "target_id": 99,
      "wait_time": 4
    }
  ]
}

How It Works

Related

• Lifecycle - Manual routing methods
• Projects - Project configuration
• Talent Pools - Targets for dispatch