Category-Based Routing
Sometimes the right move isn't the single best-scoring stop nearby, it's every Healthcare lead in the area, in one focused trip. One tap narrows the route down to just one category.
In short
Category-Based Routing narrows AI Visit Planning down to one business category, Healthcare, Industrial, or Professional Services, before scoring and routing, so a rep can run a focused, single-vertical sweep of a territory using the same scoring and routing engine as any other plan.
A rep working a healthcare-focused book of business, or spending a day prospecting industrial parks, doesn't want their route watered down with strong-scoring leads from an unrelated vertical. Category-Based Routing takes the exact same scoring and routing engine behind AI Visit Planning and narrows the candidate pool first, to just Healthcare, Industrial, or Professional Services, before anything gets scored or routed.
Why staffing teams need it
Staffing agencies often split their sales effort by vertical. One rep or one day dedicated to healthcare facilities, another to industrial and warehouse clients. A generic best nearby leads route mixes categories together, which works fine for a generalist but actively works against a rep trying to run a focused, vertical-specific push.
It also matters for territory coverage planning. A sales manager who wants to know how strong the industrial pipeline is in a region gets a much clearer answer from a category-filtered view than from wading through a mixed list by hand.
How it works
The quick-filter pills next to Generate AI Visit Plan (All Categories, Healthcare, Industrial, Professional Services) pass an optional category straight into the same planning engine used for every other AI Visit Plan. When a category is picked, only companies matching it get considered at all. They're the ones filtered by distance, scored by confidence and proximity, checked for shared-building bonuses, and finally reordered into a route.
Because the underlying engine doesn't change, it's the identical Lead Scoring and Route Optimization logic, a category-filtered route is just as explainable and just as well optimized as an unfiltered one. There's no separate, simplified path for the filtered case.
How It Works
- 1
From the Sales Visits page, pick a category pill, Healthcare, Industrial, or Professional Services, instead of All Categories.
- 2
FreshStaff filters nearby clients down to just that category before doing anything else.
- 3
The filtered list gets scored and ranked using the same Lead Scoring Engine weights.
- 4
The top-ranked, same-category stops get reordered into an optimized route, just like an unfiltered AI Visit Plan.
Why It Matters
A rep running a vertical-specific sales push gets a route that actually matches that day's focus, instead of manually skipping over strong leads from the wrong category.
Because the filter sits in front of the existing scoring and routing engine instead of replacing it, category-filtered routes get the same quality of optimization as any other AI Visit Plan.
Category-Based Routing in FreshStaff
How Category-Based Routing Compares
| Capability | FreshStaff | Legacy ATS | Manual Processes |
|---|---|---|---|
| Vertical-specific routing | One-tap category filter | Not available | Manually skip the wrong-category leads |
| Scoring quality when filtered | Identical engine, just a narrower pool | N/A | N/A |
| Categories supported | Healthcare, Industrial, Professional Services, and more | N/A | N/A |
| Cost | Free, same offline engine | N/A | N/A |
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