Set Out of Office
Set an out-of-office status to let customers and teammates know you're away. While you're out of office you're removed from new-chat routing, customers see the message you set, and any customers stuck to you can be routed to a colleague instead.
Setting Out of Office
Out of office is set from a short form. You reach it from your status menu.
Set yourself out of office
Mark yourself away until a chosen time, with a message for customers.
Steps:
- Open your status menu in the top bar and select Out of office.
- Choose an Out of office until date and time (defaults to one hour from now).
- Enter a Message shown to customers.
- Optionally pick a Delegate and add an Internal note.
- Click Save.
Result: Your status changes to out of office and shows an airplane icon with your return time across the dashboard.
| Field | Description |
|---|---|
| Out of office until | Required. When your out-of-office ends. Must be a time in the future. |
| Message shown to customers | Required. Shown to customers who reach you while you're away. |
| Delegate (optional) | If set, customers who are sticky to you route to this colleague first while you're away. |
| Internal note (optional) | Visible to teammates and supervisors only — never shown to customers. |
Change or clear your out of office
Adjust your out-of-office details, or return early.
Steps:
- Open the Out of office option again — the form is pre-filled with your current details so you can change the time, message, delegate, or note.
- To come back, pick any other status (such as Available) from your status menu.