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Load Balancing Within Zip Codes

New load distribution variables
are now available for advanced lead assignment and booking rules.
Previously,
{users.lead_counts}
and
{users.appointment_counts}
gave you rolling 30-day totals per user across the whole account, which worked well for general load balancing. Now, you can also use
{users.lead_counts_by_zip}
and
{users.appointment_counts_by_zip}
to balance within specific zip-code territories.
This means rules like “
for these 25 zip codes, assign to the user with the fewest leads in that territory
” are now supported. Just go to your Agent's
Booking/Goal
tab or your Lead Source's
Assignment
tab and
tell Ava what you want and Ava will help configure your rules and write them into a reliable script.
It’s especially useful for teams that divide work by service area, sales territory, or local market, while still keeping distribution appropriate inside each region.
Screenshot 2026-05-28 at 4
Screenshot 2026-05-28 at 4