Automations

A lead comes in at 11pm. Who follows up — and when do they find out it’s theirs? With Automations, that’s already decided: the moment a contact is created, A2V2.ai assigns the right owner and drops them into the right pipeline stage, no manual triage required. Open your agent and choose CRM → Automations in the sidebar. The page is titled CRM Automations, with the subtitle “Configure what happens automatically when a contact is created.”

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Prerequisites

• An agent (see Create an agent).
• For assignment rules, the team members you want to assign should already be admins of your organization.

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The trigger

Automations run on a single trigger — Contact created: “Runs the automations below every time a new contact enters this chatbot.” Whether the contact was added by hand or captured by the agent, the rules below decide what happens next. The settings are configured per agent, split across two tabs: Admin Assignment and Contact Stage.

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Admin Assignment

This tab decides who owns a new contact. A2V2.ai distinguishes how the contact was created, because the right owner is often different for each:

• Manually created contact — “An admin adds the contact.”
• Agent captured contact — “Captured from the chatbot.”

For each method you set a Primary Admin and an optional Secondary Admin (a backup, assigned alongside the primary). Each is filled using one of these strategies:

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Round Robin

Choose Round Robin to share leads fairly across a team. You define a rotation order of admins (add at least two), and each new contact advances to the next admin in the list. Primary and Secondary rotations are set independently, and an admin can’t sit in the same slot twice — used admins are greyed out so a contact never gets the same person as both primary and secondary.

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Contact Stage

This tab sets the pipeline stage a new contact starts in — “The pipeline stage a new contact is placed in.” You can set a different default for manually added versus agent-captured contacts:

• Lead — “Top-of-funnel, not yet qualified.”
• Prospect — “Qualified and being pursued.”

Whatever the starting stage, admins can move a contact along the pipeline manually at any time (see stages on a contact).

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Save your changes

Automation changes are staged until you save — the page shows an Unsaved marker while you have pending edits. Select Save changes to apply them, or Discard to revert. Every change is recorded in your organization’s audit log (what changed, who changed it, and when).

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Automation Logs

To see automations in action, select View logs. The Automation Logs drawer shows “When automations ran, what changed, and how long they took.” Each run records the contact, the Process (Admin Assignment or Contact Stage), the Trigger (Manual or Agent), a Status of Success or Failed, and the time taken. Filter by Process, Trigger, Status, and Time range, and open any run for full details of what changed.

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Use cases

• Fair lead distribution — set captured contacts to Round Robin across your sales team so inbound leads rotate evenly.
• Owner-led manual entry — set manually created contacts to Creator of the contact, so whoever adds a contact owns it.
• Clean pipeline — start captured leads as Lead and manually added, pre-qualified contacts as Prospect.

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Troubleshooting

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