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Installing Kubaru
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Router Management

What Are Routers?
Creating Routers
Round Robin Routers
Load Balance Routers
Territory Routers
Rule-Based Routers
Skill-Based Routers
Shark Tank Routers
User Lookup Routers
Duplicate Matching Routers
Connecting Queue(s)
Adding Filters
Adding Members
Prioritizing Your Router
Testing Your Router
Activating Your Router
Cloning Routers
Migrating Routers
Deleting Routers
Assignment Logs
How Routers Work
Advanced Features

Schedules

Distribution Schedules
Assign to Logged In Users Only
Holiday Schedules
Out of Office Schedules
Toggling User Availability

Member Settings

Weights
Time-Based Assignment Limits
Max Active Load
Load Evaluation Method
Load Evaluation Scope
Salesforce Calendar Sync
Backups for Out Of Office Users
Inactive Users

Territory Management

Creating Territories
Assigning Territories
Territory Object Mapping
Territory Groups
Bulk Updating Territories
Import/Export Territories

Skill Management

Creating Skills
Mapping Skills
Assigning Skills

Notifications

Assignment Notifications
Notification Context Schedules
Delayed Assignment Notifications
Unworked Record Notifications
Modifying the Email Template
Mobile Notification Setup
Slack Integration Setup
Enabling Email Notifications in Sandbox

Admin Settings

Admin Settings Overview
Kubaru Running User
Trigger-Based Assignments
Kubaru Admin Alerts

Miscellaneous

Custom Phone Integrations
Calculate Workloads in Real Time
Disabling Inactive Record Assignment
Assign Converted Leads
Future Router Schedules
Assign to Custom Text Field

Billing

Billing FAQs
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Adding and Removing Licenses
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How to Cancel Kubaru
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Kubaru Software License Agreement

Upgrades

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Upgrading to the Latest Version

Support

Granting Temporary Support Access
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Home
Help Center
Router Management

Router Management

What Are Routers?
Creating Routers
Round Robin Routers
Load Balance Routers
Territory Routers
Rule-Based Routers
Skill-Based Routers
Shark Tank Routers
User Lookup Routers
Duplicate Matching Routers
Connecting Queue(s)
Adding Filters
Adding Members
Prioritizing Your Router
Testing Your Router
Activating Your Router
Cloning Routers
Migrating Routers
Deleting Routers
Assignment Logs
How Routers Work
Advanced Features
- Assignee Field
- Reassignment
- Reimbursement
- Tracking Response Times
- Assignment Matching
- Overflow Behavior
- Ordering Assignments
- Field Updates
- Creating Team Members
- Managing the Priority Queue
- Router Description Field
- Router History

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