Idea Router

The Idea Router helps you keep your innovation process organised by automatically placing new ideas in the most relevant idea funnel. Every time a new idea arrives in a funnel, the system evaluates the content of the idea, compares it with the setup of your funnels, and decides which funnel is the best fit. This saves time, avoids manual sorting, and ensures that ideas always reach the right Power Users.

The entire process is powered by AI. The router analyses the idea description, compares it with your funnel definitions, calculates a confidence score per funnel, and routes the idea when confidence is strong enough.

This feature is configured per funnel and becomes available in the Funnel settings under the Idea Router tab.

Whenever a new idea enters a funnel through any method, the router immediately evaluates the idea. This includes ideas that arrive from the Company Idea Box, ideas submitted through a Campaign, and ideas moved from one funnel to another.

The router looks at the content of the idea and compares it with every funnel that is part of the routing scope. It evaluates the funnel title, description, department, category, tags, topics, and the optional context fields. Based on this information the AI determines how well the idea matches each funnel and assigns a confidence score.

The funnel with the highest confidence score becomes the suggested destination. When the confidence is above the threshold, the idea is automatically moved. When the confidence is below the threshold, the fallback behaviour applies.

Routing also triggers all normal funnel notifications and any configured follow up automation such as task creation, communication, status updates, and change of owner.

The Idea Router can only perform well when your funnel definitions are clear and complete. Make sure that every idea funnel has:

This section explains every setting available on the Idea Router tab.

Turn the router on for this specific funnel. When enabled, every new idea in this funnel will be analysed and optionally moved to another funnel.

Choose which funnels the router should consider.

This allows you to emphasise which elements of the funnels are more important for routing.

You can choose mixed mode or prioritise department, category, funnel, or tag or topics.
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When a priority is selected the AI gives additional weight to that element in the matching process. All other elements remain part of the evaluation.

Auto move threshold
This is the minimum confidence required for automatic routing.
Default is 70 percent and it is not recommended to go lower. A higher threshold ensures more reliable routing and prevents unintended moves.

Fallback action
When confidence is below the threshold, you decide what should happen.
The available options are:

If confidence is above the threshold the idea is auto moved.
If confidence is below the threshold the fallback action is used.
The system logs every routing decision including situations where the idea stays in the same funnel.

This panel shows the router activity for this funnel.
You can see the idea name, the result, the confidence score, key signals that influenced the decision, and the time.

Power Users with access to the funnel can open the detailed view to see the Funnel Candidates list with confidence scores and key signals per funnel.

These logs help you verify accuracy and improve your funnel descriptions when needed.

The AI generates a confidence score by comparing idea content with the attributes of each eligible funnel.

Factors include relevance of text, department alignment, category fit, topics, tags, and your context fields. When you set a priority in the Priority basis, that element receives an additional boost.

Choose your threshold carefully.

When an idea is routed, all notification and automation settings of the receiving funnel are applied.
These include: Owner notifications, Communication templates, Task creation, Status changes, Other configured automations

The Idea Router does not change notification settings. It only triggers them through the normal funnel logic.

Innovationlands is a fictional theme park used throughout our demonstrations. The park uses the Innovation Portal to invite employees and visitors to submit ideas for new rides, technologies, guest experiences, marketing improvements, and more.

All incoming ideas arrive first in the General Idea Funnel. This funnel has the Idea Router turned on. The router evaluates each new idea based on the descriptions and context fields of all funnels in Innovationlands. Funnel examples include Team Attractions, New Technologies, Future of Innovationlands, and Team Marketing.

Here is a typical routing scenario.
A visitor submits an idea for a new interactive ride concept. The Idea Router reviews all funnel profiles. It recognises that the idea aligns with the theme park attraction strategy and assigns the highest confidence score to the Team Attractions funnel. Since the confidence is above the threshold the idea is automatically routed. The Team Attractions Power Users receive their usual funnel notifications and can start evaluating the idea immediately.

Another example is a new drone technology concept submitted by an employee. This idea scores highest in the New Technologies funnel and is moved automatically. If an idea does not meet the threshold, for example when information is unclear, the fallback applies and the idea stays in the General Idea Funnel for manual review.

With a well defined router setup Innovationlands keeps its innovation process clean and structured and every idea reaches the right team without manual sorting.

Review your routing decisions regularly to validate accuracy.
Improve funnel descriptions and context fields when decisions do not match expectations.

Use clear naming for funnels to help your Power Users recognise their purpose.

Avoid choosing thresholds that are too low.
Keep departments, categories, and tags up to date.