Creating Skills

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Skill-based routers can be used to assign each record to the best user based on their skills. A skill is any attribute you define, such as languages, certifications, service tiers, or industry expertise. Skills can be organized into skill groups. For example, you could create a skill group for languages that includes skills like English, Spanish, French, and more.

Define Skill Groups

Follow these steps to create a new skill group:

  1. Select Kubaru from the App Launcher menu.
  2. Click the Skills tab in the navigation menu.
  3. Click Manage Skill Groups.
  4. Click the New Skill Group button.
  5. Enter a name in the Skill Group Name field (e.g., “Language”).
  6. (Optional) Select an Icon and Icon Color for the skill group.
  7. Click Save.
Create a new skill group.

Define Skills

Follow these steps to create a new skill:

  1. Select Kubaru from the App Launcher menu.
  2. Click the Skills tab in the navigation menu.
  3. Click Manage Skills.
  4. Click the New Skill button.
  5. Enter a name in the Skill Name field (e.g., “Spanish”).
  6. (Optional) Select a Skill Group (e.g., “Language”).
  7. Add one or more Object Mappings. See Mapping Skills for instructions.
  8. Click Add Users to assign the skill to one or more users.
  9. Click Save.
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