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helena
Community Manager
January 23, 2024
AMA

Rules AMA: automate routine tasks

  • January 23, 2024
  • 24 replies
  • 1102 views

Did you know you could use rules to categorize messages, route them to the right team members, resolve issues faster, power analytics, and more? Your team’s productivity will skyrocket once you understand which manual tasks you can take off their plates and allow them to focus on the most important work 🧠 

If you want to learn more about how rules can help your team multiply their efficiency, you’re in luck: Front Product Manager @Baptiste is here to answer all your questions about rules and automation.

Here are some additional resources to help you get started: 

📣 Now, ask away! Whether you’re just getting set up, or you have a deeper technical question you’d like answered – we’re here to help (and we’ll be adding some rules FAQs below that we’ve gotten from customers). Baptiste will answer all questions on Thursday, February 22. Questions posted after that date will be answered as well, so don’t be shy!

 

24 replies

Front User
Fronteer
January 23, 2024

I see there’s a new UI in rules. What’s new in this update?

Front User
Fronteer
January 23, 2024

I’ve never used rules before. What are easy rules I can use to get started?

JohnW
Smart Cookie
February 15, 2024

Need A Newsletter Workflow Solution

One of the types of emails many of us get a ton of is “Newsletters.”  Front does a great job with tags and rules triaging important emails.  I am looking for tips on how to best handle these newsletter emails.

When I used Outlook, I had a rule that would route newsletter emails to a folder for later reading.  Obviously, with Front, we don’t have folders anymore.  The rule-driven workflow I would like as an alternative would be to Tag incoming newsletters, based on sender, then ‘Snooze’ them for a week.  If I don’t read them and manually archive / delete them within a week, I want to purge every message with the ‘Newsletter’ tag that’s > 1wk old.

Together We Can Do More!
Front User
Fronteer
February 20, 2024

Is it possible to create an SLA rule to have a custom SLA IF tagged with a certain tag (say 24 hours) - otherwise, apply a default SLA (say, 48 hours). Or would these have to be broken out into separate rules?

Front User
Fronteer
February 20, 2024

Regarding CSAT, our customers send in purchcase orders to Front. It would be cumbersome to send out a survey on every thread. Can we set up rules on how to apply survey rules to non-PO threads and randomly apply to a % of PO threads?

Front User
Fronteer
February 20, 2024

I like the create a draft feature. Can I do it backwards? Trigger a rule once a template is used?

Front User
Fronteer
February 20, 2024

Can these rules also be used for Chat?

Front User
Fronteer
February 20, 2024

Can the auto-assignment be based on the team members who have previously interacted with a conversation? For instance, if the person who has most recently responded is out of office, could a person who has previously responded be prioritised? Or is it purely based on the number of conversations?

Front User
Fronteer
February 20, 2024

When a draft is created, can it be a linked conversation?

Front User
Fronteer
February 20, 2024

How to deactivate the SLA for just one team member (so as not to have a breach SLA that affects the whole group or the project)