Bulk Assigned Agent Feature

The Bulk Assigned Agent Feature is designed to improve operational efficiency when managing large numbers of companies within the system. Previously, agents could only be assigned to companies or contacts individually, which worked for small volumes but became time-consuming and inefficient at scale. This enhancement introduces bulk assignment capabilities at the company level, allowing teams to assign responsibility faster and with greater control.

With this feature, users can now select multiple companies from the Directory or from predefined Groups, then apply the “Assign Agent” action in bulk. This supports real-world workflows where a call center agent, on-ground representative, or operations manager needs to handle dozens or even hundreds of companies at once — such as during live events or large campaigns.

The system provides flexible assignment logic with three key options:

• Append – Adds new assignees without removing existing ones
• Replace – Removes previous assignees and assigns new ones
• Exclude – Removes specific assignees if they are already assigned

Assignments made through this feature are reflected system-wide, including:

• Company Directory
• Meeting Agenda
• Match List

Filtering capabilities further enhance usability. Teams can filter companies, meetings, or match lists by assigned agent to monitor workload, follow up on meetings, or track responsibilities — especially useful for on-ground teams during events.

Overall, this feature transforms agent assignment from a manual, repetitive process into a scalable, structured workflow that supports collaboration, accountability, and faster operations.