Manage who is Out of Office

Never let a customer call or message go unanswered! Managers can now delegate client conversations to other team members whenever someone is out of office, ensuring that no communication is missed.

What This Feature Does

With this feature, managers can:

• View the Out of Office status for every employee.

• Delegate customer conversations to another team member when someone is absent.

• Ensure that calls, texts, and emails continue smoothly even during absences.

How It Works

When an employee calls in sick or takes time off:

• You can transfer all their customer communications to another employee of your choice.

• When they return, they can mark themselves as “Back in Office”, and all their assigned conversations will automatically return to them.

• Once the returning employee is back in office, the temporary assignee will no longer receive those communications.

How to Set Up an Out of Office Delegate

1. Go to Settings in the myKaarma web app.

2. Click Manage Users.

3. Select the name of the user who will be out.

4. Click the Out of Office button.

5. In the new window that appears:

   • Choose the start and end dates for the absence.

   • Select another user to delegate their threads to.

6. Click Save.

💡 Tip: The delegate will automatically start receiving any new customer communications assigned to the absent user.