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Getting Started

Quick Start Guide
Installing Kubaru
Managing Licenses
User Permissions
Kubaru Utility
Activating Kubaru

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

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

Billing

Billing FAQs
How to Purchase
Adding and Removing Licenses
Update Payment Method
How to Cancel Kubaru
How to Uninstall Kubaru
Kubaru Software License Agreement

Upgrades

Release Notes
Upgrading to the Latest Version

Support

Granting Temporary Support Access
Service Level Agreement
Troubleshooting

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Upgrades

Release Notes
Upgrading to the Latest Version

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