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Workflows discussion

Find inspiration from fellow Front users on their setup, workflows, or other creative ways they solved problems with Front.

  • 99 Topics
  • 216 Replies
99 Topics
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.

1290
helena
1 year ago
L
lifanConversationalist
asked in Workflows discussion
Hire an Front expert to setup our customer support

Hello! I'm seeking someone experienced with setting up Front for customer support. If you have expertise in configuring Front for efficient customer service operations, please reach out. We're eager to streamline our support processes and would appreciate your help. Thanks!

0
L
3 days ago
lora_brasser
lora_brasserConversationalist
posted in Workflows discussion
Knowledge Base Use Cases

Hey folks,We started using the knowledgebase for internal tips and tricks about Front. I’m bringing in other team members to brainstorm how it can be used across our organization internally, and where it might also be useful externally. How are your teams using the knowledgebase? 

6
chaseleone
5 days ago
chaseleone
chaseleoneConversationalist
posted in Workflows discussion
Consolidating Channels

Recently our team has been working to consolidate our various communication channels (Whatsapp, Text, Email, etc.) and using Front to consolidate channels into a single source has helped our Support Team increase efficiency AND decreased the time it takes to respond to internal users and external customers!

1
helena
6 days ago
mspfs
mspfsRookie
asked in Workflows discussion
Viewing Front tags in HubSpot contact

I’d like to be able to view tags that are applied in Front <> to be visible in HubSpot when viewing a contact and vice versa: if a tag is applied to a contact in HubSpot we’d like to see this in Front (e.g. customer segment). For now, I’ve been able to create custom contact properties in Hubspot and we can now label accordingly there (e.g. apply multiple feature request labels to the same contact), however despite choosing the multi-select checkbox this doesn’t translate to Front: Front only seems able to offer the options as a single select dropdown list so we can't apply multiple Hubspot tags via Front. What would be the best way to view the tags in both Front <> HubSpot? Thanks!

1
cat_apac
10 days ago
Amélie
AmélieConversationalist
asked in Workflows discussion
Tag set ups, tips and tricks

Hi Front experts!I am onboarding my teams in Front, and I would like to know more about your experiences with Tag. Do you have different tags coming up in one conversation? if so, what does your SLA Dasbhoards look like? What would be your recommendation on tags management and the most effective way? My team has asked me to set up many tags, and I am not sure yet if we will all use them… Any insights from your experience? ThanksAmélie

1
D
15 days ago
bianca_stefan
bianca_stefanRookie
posted in Workflows discussion
Front-end data analysis.

Hello, esteemed Front community,In my desire to monitor my own performance, I wanted to understand how to interpret the data obtained through Front analysis, what it relates to in my case, and how to improve processes to have a clear vision of my activity.How can we balance workload and response times within the team to ensure both operational efficiency and customer satisfaction, considering individual differences in handling and response times of team members?Interpretation of DataMessages sent: 30 Average reply time: 59m 20s Average first reply time: 1h 14m Average handle time: 6m 17s Archived conversations: 45Methodology of Calculation and Definition of Indicators Messages sent: Definition: The total number of messages sent by Agent A in the specified period. Calculation: All messages sent by Agent A within the specified time frame (July 16-22, 2024) are summed up. Reply time: Definition: The average time it takes for Agent A to respond to received messages. Calculation: (Total

1
sadie_mcdaniel
1 month ago
bianca_stefan
bianca_stefanRookie
posted in Workflows discussion
Utilizing Chatbots for Customer Responses and Order Processing

Hello Front Community,In an effort to streamline our customer service processes and enhance efficiency, we've been exploring the use of chatbots to handle customer inquiries and process orders. Here's an overview of our approach and some insights into how we monitor customer satisfaction using Service Level Agreements (SLAs).Utilizing Chatbots for Customer Responses and Order ProcessingChatbots for Customer InquiriesWe have implemented chatbots to manage routine customer inquiries. These chatbots are programmed to provide instant responses to common questions, freeing up our human agents to handle more complex issues. This not only reduces response times but also ensures that customers receive prompt assistance at any time.Automated Order FormsOne of the key functionalities we've developed is the use of chatbots to process customer orders. When a customer sends an email with an order, our chatbot extracts essential information such as:Order details Weight of the goods Origin and destin

0
bianca_stefan
1 month ago
daniel_smith
daniel_smithRookie
posted in Workflows discussion
Customer Success Rules

Hello, Curious if anyone has seen any rules (outside of the “standard” rule set that really helps CS teams perform well? I am aware of the SLA features and love those, but any creative workflows or sequences anyone has seen work really well for Customer Success teams?

7
razvan_anghelescu
1 month ago
jessejin
jessejinConversationalist
posted in Workflows discussion
Slack Front Utilization

Hey Folks, What is the best way to utilize front when also using a ticketing system with slack? How do you utilize slack to integrate with Front? 

4
mary
1 month ago
vyanko
vyankoRookie
posted in Workflows discussion
Make the SLA rule work only after adding specific tag manually

Is there is any way to force this rule to work after the priority tag was added to the conversation manually?What we trying to do:P1 - SLA is hourly updatesSLA Warning - Add "SLA Warning" tag after 45 minutes after the conversation arrives and notify indicated users that the SLA deadline is approaching SLA Breach - After 1 hour remove the "SLA Warning" tag, add the "SLA Breach" tag and notify indicated users that SLA was breachedP2 - SLA is daily updatesSLA Warning - Add "SLA Warning" tag after 23 hours after the conversation arrives and notify indicated users that the SLA deadline is approaching SLA Breach - After 24 hours remove the "SLA Warning" tag, add the "SLA Breach" tag and notify indicated users that SLA was breachedP3 - SLA is weekly updatesSLA Warning - Add "SLA Warning" tag after 144 hours after the conversation arrives and notify indicated users that the SLA deadline is approaching SLA Breach - After 168 hours remove the "SLA Warning" tag, add the "SLA Breach" tag and noti

1
PhoebeatFront
2 months ago
joshualindsey28
joshualindsey28Rookie
posted in Workflows discussion
Seeking Best Practices and Advice for Using Front's Analytics to Optimize Team Efficiency

Hi everyone,I’m reaching out to gather some ideas and best practices on how to effectively use Front's analytics features to optimize team efficiency in our accounting firm. We’ve started leveraging Front's analytics to improve our operations, but I’m sure there are many more ways to enhance our use of these tools.Here are a few areas where we’ve found Front's analytics helpful, and where I’m seeking your advice:Tracking Response Times: We’ve been monitoring our response times and setting benchmarks (e.g., responding to all client emails within 24 hours). This has helped us improve client satisfaction, but I’d love to hear how others are using response time data effectively. Workload Distribution: Analyzing the distribution of messages across our team has helped us balance workloads and identify peak times. What strategies do you use to ensure an even workload distribution? Identifying Bottlenecks: We’ve been able to pinpoint delays in our communication process by examining message han

2
R
2 months ago
vyanko
vyankoRookie
posted in Workflows discussion
Automatically linking the conversations by key words in subject

Looking for all possible methods of linking the conversations if we need to link the conversations if only one word in the subjects matches.Example:Conversation#1Subject: Load Number <T001945718> of Customer <Test customer1> booked with DNU Carrier <Test carrier2>Conversation#2 (arrived after Conversation#1)Subject: Load Number <T001945718> of Customer <Customer test2> booked with DNU Carrier <Carrier test2>The load number matched on both conversations and it is a unique number.So when Conversation#2 is arrived we need Front to recognize that we have other conversations in the same inbox with the same Load Number and link these conversations.At this time we are not able to use the Dynamic Objects that can link to externally-stored information.

1
D
2 months ago
jessietsuei
jessietsueiConversationalist
posted in Workflows discussion
Multiple copies of the same email assigned to multiple recipients in a shared inbox

Our current workflow has been designed so that emails are routed to a shared inbox based on custom account fields and then assigned back to the inbox owner. We often have email chains that have multiple recipients.Example below:3x users that are recipients + 2x users that are cc’d = Up to 5 copies of the email in the shared inboxThis has caused issues with merging and email assignment which has led to:- People missing emails because they have been archived - Multiple internal threads across the different copies- Half of the copies auto-merging and the others remaining seperateAnother thing to note is that email ‘assignee’ often changes as different people will respond within the same chain.What workflow automations / changes could work to solve this?

1
cat_apac
2 months ago
jdekruijf
jdekruijfConversationalist
asked in Workflows discussion
Custom fields use for multiple inputs

We're planning to use order number as a dynamic object. A few of the things we would like to see in that dynamic object are the product name, price, quantity. However, sometimes somebody orders 1 product and other times 2, 3, 4 or 7 products (with each having it's own name, price, qty etc.) Does that mean we’d have to make X amount of product name, product price, product quantity fields just in case someone orders more or is there a better to accomodate this?Another possible solution I was thinking about, which doesn't sound ideal either, is to make 1 field for each option and if there are more product names, prices, qty in the order to place them in the same field in Front. This will get very cramped but that should at least make it so that we can see everything, correct?Wondering if anyone has faced this issue before and if they were able to fix it. Hope to hear from you ;)

1
sadie_mcdaniel
3 months ago
tchristler
tchristlerConversationalist
asked in Workflows discussion
Knowledge base Ranking

Does anyone have suggestions or a workaround for users rating a knowledge base article (a simple 😀 or 😩) or something similar? We want to ensure that our users are finding value in the articles they are using. 

1
Javier - Developer Relations
3 months ago
L
Lisa FRookie
asked in Workflows discussion
How can we append messages to all signatures in organization

What is the best way to append a message to the end of all company signatures without updating each one manually?

4
Javier - Developer Relations
3 months ago
joshualindsey28
joshualindsey28Rookie
posted in Workflows discussion
Utilizing Front Tools for Colletive Team Collaboration in the Financial Services Industry

Hello everyone,I'm currently using Front as part of my workflow in an accounting firm, and I'm looking for some advice and inspiration. Our team consists of several accountants, administrative staff, and interns, and we seeking seamless methods to manage client communications, schedule appointments, and share important updates within our team.I've started utilizing Front's shared inbox feature to streamline client inquiries and ensure that no message goes unanswered. However, I'm curious about how other firms are maximizing their use of Front for internal communication and task management. Specifically, I'm interested in:Automated Workflows: Are there specific rules or automations you have created that have significantly improved your efficiency? Integration with Other Tools: We use a few different tools for client records, billing, and financial analysis. How have you integrated Front with other tools in your tech stack? Team Collaboration: Any tips on using Front's tagging, commentin

1
Luke
3 months ago
zrichardson
zrichardsonConversationalist
asked in Workflows discussion
"This conversation is assigned to...are you sure you want to archive" don't show again

Hi! Excited to be part of the Front community, as there’s a lot of things I love about the application.During the weekdays, we have one box the whole team uses and responds to, but a lot of the members don’t sign out, so conversations still get assigned to them.On the weekend, it’s just me and one other person taking turns managing the box, and it’s SOP to clear out 100+ emails at a time as they are “inquiries”- in other words, people asking to do a job for us, where hundreds of emails will come in, but then only one of them actually gets it, and it’s unnecessary to even respond to the others (they know that).I need to stay in open view so I see all conversations, even ones that are assigned, but when I try and close out a ton at a time, I keep getting this popup saying that the conversation is assigned to someone else, am I sure I want to close it out.I’m 100% sure that I need to close all these out every day, is there some kind of “don’t remind me”, “don’t bug me”, “don’t ask again”

4
Luke
3 months ago
DKSci
DKSciConversationalist
asked in Workflows discussion
Need Consulting Help for Front

We are a small company and going above Starter plan would be huge overkill. Given that this plan does not include dedicated onboarding, I need to hire someone expert in Front for like an hour to just look at what we’re doing, what we’re trying to do, and give us advice on how to do it. We can do the grunt work, I just need someone who is really expert in the software to help guide us properly. I tried searching on Upwork, via various terms, and cannot find anyone with “Front” as a tag or in their profile. Thanks for your help trying to find a resource.

6
helena
3 months ago
Dinesh
DineshRookie
posted in Workflows discussion
Managing inboxes

How do you effectively manage and prioritize incoming messages in FrontApp to ensure timely responses and maintain high-quality customer support apart from the typical SLA method?

1
sadie_mcdaniel
4 months ago
Dinesh
DineshRookie
posted in Workflows discussion
Using Front for Optimization

"In what ways can FrontApp users leverage advanced automation features, such as custom rules and API integrations, to orchestrate complex workflows and optimize team productivity across diverse communication channels?"

1
sadie_mcdaniel
4 months ago
kuldeep_41
kuldeep_41Conversationalist
posted in Workflows discussion
Custom emoji in tags

Dear Front Support Team,I hope this message finds you well. I am writing to report an issue I am experiencing with custom emoji not displaying correctly in tags within the Front app.Despite adding custom emoji to tags, they do not appear as expected when used in conversations or messages. This inconsistency is impacting our team's communication and would greatly appreciate your assistance in resolving this matter.Could you please investigate this issue and provide guidance on how we can ensure that custom emoji are displayed correctly in tags within Front?Thank you for your attention to this matter. I look forward to your prompt response and assistance.Best regards

1
patrick_v
4 months ago
Zmudel
ZmudelConversationalist
posted in Workflows discussion
Custom gamechanger rules in customer care?

Hey everyone!I'm curious: What's your game-changing rule that you've implemented yourself, which genuinely adds value to your day-to-day operations? How did you come up with it, what problems does it solve, how does it support your mission, and what's the real impact of this rule?I'm asking because I believe sharing such best practices can help us all improve our workflows and achieve our goals more effectively. So, let's share experiences and learn from each other!Looking forward to hearing your insights and stories.

1
Javier - Developer Relations
4 months ago
bthompson
bthompsonRookie
posted in Workflows discussion
email receipients

Is there a way to have Front recognize email addresses that are frequently used ?Also can they be tied to email addresses of people on that team?

1
andersen
4 months ago

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