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Community topics about Front features and workflows

638 Topics
helena
helenaCommunity Manager
published in Welcome & resources
Introduce yourself

Hey Front community!  I’m Helena, Product Education Manager on our Education team at Front. I previously worked on the Support team, so I might have responded to some of your emails if you ever corresponded with Support 🤓 I’m excited to meet you all now here on a different forum where we can talk to each other even more. Before coming to Front, I was a classroom teacher, so I love learning about anything and everything, especially how you use Front.  Please introduce yourself in the comments below and share anything you’d like: your hobbies, what your work in Front looks like, your role, your favorite book, and more. Welcome to our community! 👋

115656
nathan_musonda
helena
helenaCommunity Manager
published in Workflows discussion
How to use this forum

This forum is the home base for all things workflows in Front, which we define as:An automation or rule you’ve set up to increase efficiency A series of automated rules and/or manual actions that enable individuals or teams to be more productiveThe type of posts you might expect to find here are:Our team showcasing our customers’ or Front’s own internal workflows Users sharing their own impactful workflows Questions from users for ideas on how to build workflows to achieve their goalsWe hope you find lots of inspiration here and also share any workflows that have helped you!If you have specific questions about how to use a feature in Front, head over to Product Q&A.

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helena
helena
helenaCommunity Manager
published in Product Q&A
When to post in this forum versus contacting Support

This forum is the primary way to receive assistance using Front. Post questions about our product in this forum, not via the community DMs with our support team members as DMs are not actively monitored. Posting questions in our Product Q&A and other discussion spaces allows other Front users to learn from your question and allows the broader Front Community to suggest innovative solutions or respond with follow-up questions of their own. However, there are times when you should contact Front Support instead. These include:Reporting bugs or performance issues When you need changes made to your Front account When you need to share private information to troubleshoot a problem  If your issue does not fall into one of those categories, then please post in this forum. Rest assured our Support team and community gurus will see your question and respond before you know it!

7360
helena
helena
helenaCommunity Manager
published in Welcome & resources
Welcome to the Front Community! Learn about our guidelines

    Welcome to our community! We’re excited to see the customer relations and workflows you’ll power with Front. We hope that this community will help you get up and running with Front as quickly as possible. Use it to get the help you need, share your ideas with us, and connect with your peers.Mission StatementEnable people to work happier. Step 1: Take a quick tour through our community Got a question about using Front?Make use of our awesome search function 🔎 You can find it at the top of every page. Find inspiration for how to solve your business challenges using workflows, or share your own in How do you use Front? Still not finding what you need? Post a question to our Product Q&A.Have product feedback?Let us know how we can improve Front.Want to know what we’ve been working on?Subscribe to our Product Updates section to get the latest news about Front features.Looking for educational content and training?Enroll in our Academy for hands-on training courses. Visit our Help Ce

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helena
sophiegandar
sophiegandarConversationalist
asked in Product Q&A
Logo in signature - not working

Hi there,We’re a small team and half of us have a break in the logo that’s been working fine in our signatures for years. Any ideas? The code appears consistent across the team.

204
sophiegandar
mrussell
mrussellRookie
asked in Workflows discussion
Possible to pull text from attachments natively within Front?

Hello, Seeing if anyone has found a way natively, or if there is a feature that will pull text from attachments within Front, to create rules off of?Thank you!

111
Javier - Developer Relations
mrussell
mrussellRookie
asked in Workflows discussion
ERP integration with Front questions

For anyone who has connected your ERP with Front via API.What is the most valuable (and usable) information you have found that you need to have available, within Front, that you pull from your ERP that is connected to Front?What is the information that you wish you had earlier before your integration with Front, and what problems has it solved now that you are connected? 

40
mrussell
kkukhar
kkukharRookie
asked in Get started on Front
Reopening the archived conversation

Hello Team,  Could you please advise on whether the archived conversation will be reopened after tagging the team members? Thanks 😍

20
kkukhar
kkukhar
kkukharRookie
asked in Get started on Front
Trash or Archive

Hey team, Could you please clarify the difference between Trash the conversation and Archiving it? Thanks 😍

70
kkukhar
BT_Bnokes
BT_BnokesConversationalist
asked in Workflows discussion
Can Front parse information from attachments and summarize?

Hello All, We have multiple outside vendors that provide us with tracking information for products we ship.  The problem we face is that ever one of them does it differently.  We are currently having to go through multiple emails, attachments and other systems to put things together.  Most of the relevant information is available in Front in one manner or another. My question is, can Fronts AI function parse information from attachments as well as the email body and make summaries based on information found?  Alternately is there an API solution for being able to extract information from the shipping companies?  Im looking for any suggestions as we spend a lot of man hours sending the tracking information to our customers and feel like we spend too much time digging for the information prior to sending to customers. Any help is appreciated, Thank You!

343
Javier - Developer Relations
Seal0906
Seal0906Rookie
asked in Workflows discussion
Parsing Emails

Hello everyone. We are trying to pull information off of incoming emails that are requesting quotes. We want to take what they send us, compare it to our quoting system’s requirements to generate said quote, and then either automatically email the sender the information we are missing or if we have everything we need, we simply send them the generated quote automatically. Can this be done solely within Front?

102
Javier - Developer Relations
alexas
alexasEnthusiast
asked in Product Q&A
Microsoft Blocking Sequence Emails

I’ve been using the sequencing feature to do some marketing / sales outreach. The last round of sequences I sent out went to around 800 contacts in total and I had no issues with bounces or spam.This time around, the email we were using got marked as spam by Microsoft just before the last sequence went out and they all bounced. Has anyone run into this before? Any recommendations on where to go from here? The sequences we build for the next couple of months are supposed to be sent with this email. 

101
sadie_mcdaniel
loriking
lorikingConversationalist
asked in Product Q&A
Signature

My signature line has disappeared and I cannot find a place within Front to work on this

353
bestrada
Joe Lopez
Joe LopezConversationalist
asked in Workflows discussion
Creating Routing Macros Based On Tags

Looking for feedback on possible options in creating an automated method of tagging emails based on which workspace the email lands in and then based on which inbox the workspace contains.The idea is to assign a company level tag if an email lands in one of the two workspaces. Which is a simple enough company level rule. If email lands in any of Workspace A inboxes then assign Workspaces A Division Tag. The next step is to assign the department that’s currently responsible for handling the email. There are multiple main inboxes with each workspace and each main inbox containing sub-inboxes. Therefore, if an inbound email arrives or is moved from a different main inbox then the tags that should remain are the Workspace Main Tag and Only the Department Level Tag. If an email lands in one of the sub-inboxes the workspace tag and department tag remain along with any other specific tags that have been applied.The challenge that I’m facing is that if the email exists within two inboxes of th

191
sadie_mcdaniel
P
Product MarketingCommunity Manager
published in Announcements
📣 What do customers really want from support?Announcement

Customer expectations are evolving fast. Are you ready to meet them? Join us for The State of Service Expectations, a live panel discussion with top customer experience leaders. We’ll unpack brand-new research, share honest customer feedback, and give you real strategies to elevate your support game. ✨ What you'll learn:What customers won’t compromise on — and how to exceed those expectations How people really feel about AI-powered support (and how to do it right) Easy, impactful tactics to stand out from your competition 🎙️ Featuring:Mercer Smith (VP, Community + Education at PartnerHero, author of CXOXO) Neal Travis (Head of Customer Experience at AIHR, host of Growth Support) Kenji Hayward (Head of Support at Front) 📅 Don’t miss this one — register now and take your customer experience to the next level. 

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P
P
Product MarketingCommunity Manager
published in Announcements
How Front aligns product and support through quarterly syncsAnnouncement

Want a closer connection between customer feedback and product decisions? At Front, we’ve built a system that works: quarterly Support Fix meetings. These syncs help surface recurring support issues, highlight customer pain points, and drive actionable product improvements. ✅ Align on customer impact✅ Track fix progress with a shared spreadsheet✅ Empower support to influence product decisions 💡 Check out the article to see how to run your own Support Fix meeting👉 Download the template 

320
P
ward
wardConversationalist
posted in Workflows discussion
Best Practices for Tags

Hey everyone,I’m new to Front and really excited to explore everything it can do - both internally and externally. There’s clearly a lot of potential, and so I’m curious:What’s helped your team build consistent habits with tags, rules, or shared inboxes?I’d love to hear any best practices or little things that have made a difference in adoption or team workflows.

91
sadie_mcdaniel
jweiny3
jweiny3Rookie
asked in Workflows discussion
CC address line always available?

Does anyone know how to make it so that the CC address line is always available and I don’t have to click CC to open the line?

161
Luke
Joe Lopez
Joe LopezConversationalist
asked in Workflows discussion
Transparency amongst Two Teams With Multiple Unique Inboxes

I’m having an issue integrating front with individual users who receive direct communication from clients on new requests and ensuring these requests are handled within our dedicated SLA times. The team dedicated to handling new incoming orders (Client Service) should be the primary team that receives all new requests, while the other handles updates on existing order (Client Experience). The issue that we’re facing is that the client services team has one inbox that handles all incoming orders, while the client experience team each use their own unique inbox to respond to client concerns or requests for updates. I’d like to utilize Front to mirror this set up within our client experience team, but still allow transparency when clients are reaching out to ensure SLA’s aren’t breached our missed by each Client experience rep.  In addition, there are times that clients will email new orders to the client experience rep and exclude the client services team what would be best method to ens

171
sadie_mcdaniel
helena
helenaCommunity Manager
published in Announcements
Front Product Improvements & Roadmap Webinar: April 2025 EditionEvent

Big things are coming to Front, and we’re giving you an exclusive first look! Rewatch our live webinar below to explore our latest product roadmap and discover new features designed to supercharge your team’s collaboration and productivity.  Here’s what we covered:✅ Recent Product Improvements – A deep dive into the latest enhancements and how they can benefit your team.🎨 Modernized UX – A sleek, intuitive design to help your agents work smarter and faster.📮 Ticketing – Updates like portal enhancements, bulk replies, and task management to streamline workflows.🤖 Self-Service Support – Improved chatbot capabilities, including outbound messaging and mobile SDKs.🧠 AI & Automation – Smarter agent assistance and insights to boost efficiency.📞 Omnichannel Integrations – Deeper voice and WhatsApp integrations, plus Connector improvements for a seamless workflow. Who should tune in?👉 Front users who want to maximize their toolkit.👉 Leaders focused on improving communication and team

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markm
bad
badRookie
asked in Product Q&A
How Does Front work with Microsoft DLP?

How does Front work with Microsoft DLP, aka Purview?  For compliancy, outbound messages need to be scanned for sensitive information, leakage, and security.  Also, things like labels for content, etc.

121
R
iris_musukwa
iris_musukwaConversationalist
posted in Get started on Front
Inviting guests to your Front conversations or internal discussions

As a new Front user, I have just recently begun to experiment with the "Invite guests to conversations or internal discussions" feature. This feature allows you to bring external collaborators—such as clients, vendors, or contractors—into specific email threads or internal discussions without granting them full access to your inbox or workspace.Benefits I’ve noticed: Improved collaboration: Instead of forwarding long email chains or creating new threads, you can bring a guest directly into an existing conversation. This helps reduce confusion and ensures everyone is aligned. Streamlined communication: It keeps all related messages and participants in one place, cutting down on scattered emails and improving response times. Controlled access: Guests only see the conversations they’re explicitly invited to, which helps maintain security while still enabling collaboration. Challenges as a new user: Understanding permissions: Initially, it wasn’t entirely clear how much visibility a gu

91
Javier - Developer Relations
alysha
alyshaConversationalist
asked in Product Q&A
Single Best Tip

What has been the single BEST tool you have used in Front?

62216
ward
kevin_pursuit
kevin_pursuitEnthusiast
asked in Workflows discussion
Managing backlog of work in both Front and ClickUp

Our organization is using ClickUp to manage work by creating a ticket for each task. In the case that we are using Front as the primary communication tool with clients, how do we ensure seamless transition between ClickUp tasks updates and collaboration comments in Front?

242
Joe Lopez
quinn_miller
quinn_millerConversationalist
asked in Get started on Front
Looking for a Front Consultant

Anyone know where I can find a Front Consultant?  Front was already in place when I started here about two years ago and has been problematic since day one.  Our Front setup is a hot mess and generates way too many helpdesk tickets for all kinds of different reasons.  I really need someone that can look at our setup, analyze it, suggest and make changes.  I’m an IT Manager but I don’t have the bandwidth to revamp our whole Front setup.  A Google search turned up nothing and Front doesn’t seem to offer such a service that I can tell.  Any insight would be greatly appreciated. Thanks

1483
quinn_miller

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