# 7. How to Automate Affiliate Hubs

Automating your affiliate hubs lets you route incoming clients to the right desks without manual intervention, ensuring timely follow-up, consistent SLA adherence, and clear ownership. You can choose a simple “all leads go here” approach, or build sophisticated rules based on the time of day or the source channel.

The **Automation** section allows you to set up automated client assignment to relevant desks.

To begin, **enable automation**:  
1\. **Open the Automation tab** within your affiliate hub.  
2\. **Toggle on** **Active automation** so it turns blue.

[![Affiliate hub automation.png](https://wiki.wi.services/uploads/images/gallery/2026-05/scaled-1680-/affiliate-hub-automation.png)](https://wiki.wi.services/uploads/images/gallery/2026-05/affiliate-hub-automation.png)

> **Tip:** Flip this switch off any time to pause automation and fall back to manual desk assignments.

<p class="callout info">Note: To disable automation, click the toggle again. If disabled, you will need to assign clients to desks manually. Instructions on manual assignment can be found [\[here\]](https://wiki.wi.services/books/wifox-business-core-solution-wbcs/page/9-how-to-manually-assign-leads-to-desks).</p>

**To automatically assign all new clients to one desk** (with no conditions):  
1\. In **Distribute leads by Default→** Select Project and Desk from the dropdown.  
2\. Click **Save** to apply changes.

*All new leads will now land on that desk, straight out of the box.*

**To set up custom automation**:  
Use time-based rules when, for example, you have different support teams on different shifts.  
1\. Under **Custom automation by**, choose one of the options, **Time** or **Source**.

<p class="callout info">Note: You can choose automation based on either time or source, but not both simultaneously.</p>

For custom automation **by time**:  
1\. Select the **Affiliate Hub Fallback** desk from the drop-down list. Clients that do not match within the specified time periods will be assigned here.  
2\. Set the **Start time** and **End time** to specify the time period. Then select the **Project** and **Desk** for that period from the drop-down list and click the plus icon (**+**).

<p class="callout info">Note: Time periods may overlap if entered that way (e.g., 8:00–14:00 and 6:00–16:00). In such cases, the first matching period in the list will be selected.</p>

3\. You can add an unlimited number of time periods to separate clients. A new line for adding a period will appear once you have added the previous one.  
4\. You can **edit** or **delete** all created periods by clicking the relevant icons.

For custom automation **by source**:  
Route based on where the lead came from (e.g., “Twitter” vs. “Affiliate A”).  
1\. Select the **Affiliate Hub Fallback desk from the drop-down list. Clients that do not match within the specified sources will be assigned here.  
2\. Select the **Source**, Project, and **Desk** from the drop-down lists. Then click the plus icon (**+**).  
3\. You can add as many sources as you have set up in [Configurations](https://wiki.wi.services/books/wifox-business-core-solution-wbcs/page/6-how-to-configure-affiliate-hub). A new line for adding a source will appear once you have added the previous one.  
4\. You can **edit** or **delete** all created sources by clicking the relevant icons.  
5\. Once your default desk, time windows, or source mappings are in place, click **Save** at the bottom of the panel. All new leads into this affiliate hub will immediately flow according to your rules.

By leveraging affiliate hub automation:  
**Reduce manual work**—no more one-by-one desk assignments.  
**Enforce SLAs**—ensure leads always land with the right team at the right time.  
**Adapt on the fly**—update time windows or source mappings in seconds.

Automated routing keeps your pipeline moving smoothly, so your teams can focus on closing rather than chasing down new leads.