Docs/Client Management/Tag-Based Routing

Tag-Based Routing

Route calls and messages to the right agents using tags.

Overview

Tag-based routing lets you direct incoming calls and messages to specific agents based on contact tags in GoHighLevel.

Setting Up Routes

Configure tag-based routing:

  1. 1Go to Sub Account settings
  2. 2Navigate to Routing Rules
  3. 3Create a new rule
  4. 4Select the trigger tag
  5. 5Choose the destination agent
  6. 6Set priority order for multiple rules

Use Cases

Common routing scenarios:

  • VIP customers to premium support agent
  • Spanish speakers to bilingual agent
  • Sales inquiries to sales-focused agent
  • Support requests to technical agent