What is Predictive Routing?
Predictive Routing is an intelligent call distribution system that dynamically evaluates target performance based on Earnings Per Call (EPC) - a composite metric that considers both payout AND conversion quality (duration/connection rates). Unlike simple routing that just looks at static payouts, Predictive Routing continuously learns from actual call performance to route calls to the most profitable targets.
Critical Concept: Predictive Routing operates BEFORE priority and weight calculations in the routing hierarchy. This means it acts as a pre-filter, potentially removing underperforming targets from consideration before traditional routing rules even apply.
How Predictive Routing Works - The Technical Flow
1. Performance Evaluation Window
Evaluation Window: The system evaluates performance over a configurable time period (e.g., 1 hour, 24 hours, 7 days).
Minimum Call Threshold: Targets must receive a minimum number of calls (e.g., 5 calls) within the window before being evaluated
New Target Grace Period: Targets without sufficient call history remain active until they meet the minimum threshold
2. EPC Calculation
For each target in the routing plan, the system calculates:
EPC = Average Payout × Conversion Rate
Where:
Average Payout = Actual money received per connected call
Conversion Rate = Percentage of calls that meet quality criteria (duration, connection status)
3. Performance Comparison
The system identifies the best-performing target(s) based on highest EPC, then evaluates all other targets:
If a target's EPC is X% below the best performer (e.g., 10% underperforming), it gets temporarily disabled
Disabled targets are re-evaluated continuously and can be re-enabled if performance improves
Example Routing Plan Structure:
Routing Plan: "National Sales Campaign" ├── Target 1: Static Buyer ($45 payout) ├── Target 2: RTB Individual Buyer (variable payout) ├── Target 3: RTB Group (5 buyers, competing bids) ├── Target 4: Route to IVR (overflow handling) └── Predictive Routing: ENABLED ├── Evaluation Window: 1 hour ├── Minimum Calls: 5 └── Underperforming %: 10%
How It Processes the Plan Above:
Hour 1 (Startup Phase):
All targets active (none have 5+ calls yet)
Calls distributed based on normal priority/weight rules
System collecting performance data
Hour 2 (Evaluation Begins):
Target 1 (Static): 10 calls, $45 payout, 80% conversion = $36 EPC
Target 2 (RTB Individual): 8 calls, $50 avg payout, 60% conversion = $30 EPC
Target 3 (RTB Group): 12 calls, $55 avg payout, 70% conversion = $38.50 EPC ✓ BEST
Target 4 (IVR): 3 calls (below minimum, not evaluated)
System Action:
Target 3 is best performer at $38.50 EPC
Target 2 is 22% below best (disabled - exceeds 10% threshold)
Target 1 is 6.5% below best (remains active)
Target 4 continues receiving calls until minimum met
Predictive Routing UI Configuration Guide
Field-by-Field Breakdown:
1. Name (Required)
Purpose: Labels this specific Predictive Routing configuration within the routing plan
Best Practice Examples:"Aggressive EPC Optimization"
"Conservative Daily Evaluation"
"Testing Configuration"
Important: This names the PR configuration for this routing plan only (not a reusable template)
2. Minimum Call Count (Required)
Purpose: Number of calls a target must receive before performance evaluation begins
Valid Range: Typically 5-50 calls
Examples by Use Case:5 calls: Aggressive/rapid optimization, high call volume
10 calls: Balanced approach, moderate volume
20 calls: Conservative, ensures statistical significance
Key Behavior: Targets with fewer than this threshold remain active (won't be disabled for underperformance)
3. Desired Hours (Required)
Purpose: The time window for performance evaluation
Format: Numeric value in hours
Common Settings:1: Ultra-responsive, adapts to hourly patterns
6: Quarter-day evaluation, good for shift-based routing
24: Daily performance average, smooths out variations
168: Weekly evaluation for stable, long-term optimization
4. Underperforming Percentage (Required)
Purpose: Threshold for disabling underperforming targets
Format: Percentage value (without % sign)
How It Works:System identifies best performing target (highest EPC)
Any target performing X% below the best gets disabled
Example: If best target has $40 EPC and threshold is 10, any target below $36 EPC is disabled
Recommended Settings:5-10: Aggressive optimization, only keep top performers
15-20: Balanced approach, allows moderate variance
Key Advantages:
Self-Optimizing: No manual intervention needed as buyer performance changes
Protects Revenue: Automatically disables poor performers before they waste calls
Fair Testing: Every target gets a chance to prove performance
Flexible Time Windows: Adapt to hourly, daily, or weekly performance patterns
Comprehensive Metrics: Considers both payout AND quality, not just one or the other