Praxis TruePair™: the right rep for every lead and the day dispatched, with the reasons shown and a manager deciding
Predictive lead assignment and dispatch. For each new lead Praxis TruePair weighs dozens of signals across every available rep and recommends who should take it, with the reasons in one line a manager can read in a second: the drive from the rep's last appointment, whether they are free at that hour, their close rate on that type of lead, how many appointments they already have that day, and whether they carry that product line. The manager taps Assign, picks another rep, or overrides; every decision is recorded, and auto-assign is there for managers who want it and starts off. The same ranking plans the day’s dispatch, so assignment and dispatch are one decision, not two.
Five families of signals. Praxis TrueEdge, each rep’s one score (above): training-manual mastery from Training combined with sales performance from Report cards. Product and segment fit: the product lines a rep sells and their record on that type of lead. Schedule and commitments: appointments already booked, workload, and approved time off, which takes a rep out of the running automatically. Travel time: the drive from the rep's previous appointment, and territory. Communication compatibility: the customer's stated contact and time preferences and the history of prior interactions with the company — nothing else.
- 18-minute drive from the rep's previous appointment.
- Strongest close rate in the office on this product.
- Open 2–4 PM, the window the customer asked for.
- Training 96%.
Fair pairing. Praxis TruePair never uses protected characteristics — race, color, ethnicity, national origin, religion, sex, gender identity, sexual orientation, age, disability, genetic information, marital or familial status, veteran status — or proxies for them, for customers or reps. A customer's address is used only for travel time and territory.
In the Manager and Regional portals. The same Praxis TrueEdge scores appear as rep panels: training mastery and sales performance side by side for every rep, with a coaching prompt when a module or a product line dips. Regionals compare offices on readiness, pairing outcomes and how often managers override.
Status: Preview — rolling out. Praxis TruePair’s recommendation with its reasons and time-off skipping is in the portal preview today; Praxis TrueEdge scores and communication preferences are being added to it. Live re-dispatch as the day changes is on the roadmap. The example above is illustrative, with sample values. Praxis TruePair is part of every tailored Praxion build.
- A new lead arrives. Reps on approved time off or fully booked are set aside.
- Every remaining rep is scored on Praxis TrueEdge, product fit, schedule, travel and the customer's stated preferences.
- The best pairing arrives in the manager portal with its reasons and the runners-up.
- The manager assigns, picks another rep or overrides; the decision and its outcome are recorded.
- Praxis TrueEdge panels and coaching prompts show leadership where each rep stands.
What it does, step by step
- A new lead comes in. Leaf Pair (Praxis TruePair by Praxion, tailored for the Leaf Home field-sales workflow), the predictive lead assignment and dispatch, scores every rep who could take it, using dozens of signals (27 today) in six families: Leaf Edge, the one rep score (training-manual mastery and sales results), product and lead-source fit, schedule commitments, drive time, communication preferences and workload balance.
- Hard skips come first. A rep on approved time off, already booked at that hour, at their daily limit or who can't reach the customer in time is never suggested.
- Each remaining rep gets a score from 0 to 100 with the reasons in plain language, and the runner-ups are listed under the best pairing.
- The manager confirms every assignment in the manager or regional portal, or picks a runner-up. Auto-assign is off.
- The same ranking plans the day's dispatch. Live re-dispatch as the day changes is on the roadmap.
- Reps never see each other's scores.
- Fair pairing: Leaf Pair never uses protected characteristics, such as race, religion, sex, age, national origin or disability, or proxies for them. This is enforced in the code, not left to a setting.
- Status: in preview and rolling out.
Time it saves Estimates
| Task | By hand, typically | With the app, typically |
|---|---|---|
| Working out which rep should take a new lead | 5–10 min per lead checking calendars, drive times and who sells what | A ranked list with the reasons, one tap to confirm |
| Finding out a rep can't make it after the lead is booked | Calls and a reschedule | Skipped before it is suggested |
| Keeping the load fair across the office | A gut feel and a spreadsheet | Workload is one of the signals |
Typically 2–4 hours a week for a manager assigning leads.
Typical estimates, not guarantees.
Errors it prevents Guesstimates
- A lead given to a rep who is off, booked or too far awayTime off, bookings, the daily limit and drive time are hard skips, checked before any score.Guesstimate: no more leads sent to a rep who can't go
- A lead matched to a rep who doesn't know that productProduct and lead-source fit and training-manual mastery are part of every score.Guesstimate: more sits on harder products
- An assignment nobody can explainEvery score comes with its reasons and the runner-ups, and a manager confirms it.Guesstimate: fewer disputes over who got which lead
Time figures are typical estimates for an active rep, not guarantees. Error figures are guesstimates for a rep closing about 10 jobs a month. Both vary with the rep, the office and the job.
Who it helps
- The repLeads that fit your schedule, your products and how you work.
- Office & installersFewer reschedules and a fairer spread of leads.
- The customerA rep who can get there on time and knows the product.
- The managerThe best pairing and the runner-ups, with reasons, before you confirm.
Feature LHM-F-66 · a proprietary feature of Praxion Exterior Edition™ · © 2025–2026 James Donsing · Praxion Agentic CRM Solutions. All rights reserved. Privacy policy