How do I change or fire Karen?

Once Karen is hired, open Employees and click Karen. The buttons at the top of her page let you change her setup, stop her for yourself, or let her go.

Change her setup

Click Edit setup. You go through the same ten questions as when you hired her, with your current answers filled in. Change what you need, click Continue to the last step, then Save changes.

Stop her for yourself only

Click Opt out for me: Karen skips your conversations, and the rest of the team keeps her. The workspace's bill doesn't change. Click Opt back in to get her back.

Promote her to Extra Hours

Karen Base handles 40 conversations per UTC day, Karen Extra Hours 80. To switch, click Edit setup, pick Karen Extra Hours on the first step and save. When more conversations are waiting than she has left today, her page also shows Promote Karen to Extra Hours for 40 more conversations per day, which opens the same setup.

The promotion applies at once. The difference is charged right away, prorated to the end of your billing period.

Move her back to Base

In Edit setup, pick Karen Base and save. She keeps Extra Hours until your subscription renews; her page shows the date it changes, with Undo.

Fire her

1. Click Fire Karen.
2. Read the message: her existing tasks and setup stay in place, and she remains on duty until the current billing period ends.
3. Click Fire Karen at renewal.

Her page then shows the date she leaves, with Undo if you change your mind before then.

Good to know

• Firing Karen during her 7-day trial stops her right away, and nothing is charged.
• Choosing Extra Hours during her 7-day trial ends the trial: billing starts at once.
• A billing problem shows Billing issue on her card and a Retry hiring button on her page.

Related

• How do I hire Karen, the follow-up planner?
• What are AI CRM employees?
• Manage billing and add-ons