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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.

  • 130 Topics
  • 266 Replies
130 Topics
kerstin
kerstinConversationalist
asked in Workflows discussion
Require tag rule for large groups of tags

One of the rule features that I love is requiring a tag before an email can be moved or archived. However, I’m struggling with how to utilize this with a large number of tags.Our company works with hundreds of schools, and routing emails to teams is partially based on the school that the email is regarding. We have rules set up to automatically tag emails with the relevant school tag, however there are times when an email needs to be manually tagged.Since school tags are required to ensure messages are routed to the correct team, I want to set up a rule to require the school tag be added on an email before it can be moved. However, listing all of our 1,000+ school tags in the rule is not practical, and it’s difficult for team members to pick from when the list is that long.We do have additional subsets of these tags based on where the school is located (ex. Canada, UK, etc) that are added automatically when one of the school tags is added. I had initially looked at using these tags ins

1103
Javier - Developer Relations
annawetmore
annawetmoreHelper
asked in Workflows discussion
Shifts + Round Robin Assignment

Does anyone use unique setups to mimic shifts by shared inbox? This is not currently available (idea submitted), only shifts by workspace. Our support team is scheduled on specific shared inboxes based on day of the week. Example:Mon: Voicemail InboxTues: Voicemail InboxWed: Main Email InboxThur: Main Email InboxFri: Voicemail + Email InboxesWe use teammate groups in round robin assignment rules, and add shifts based on reps working hours.Reps are assigned to teammate groups based on the inboxes they are trained on (example using the above schedule, the associate would be assigned to teammate groups: Voicemail Reps, Main Inbox Reps).The issue we have is that reps will receive assignments from the Voicemail Inbox and Main Inbox every day, vs only receiving Voicemail conversation assignments M/Tu and Email Wed/Th. The only workaround I have come across is creating a daily assignment rule per shared inbox which requires frequent updating, and overall is not scalable for our team. Does any

1051
sadie_mcdaniel
anna
annaRookie
posted in Workflows discussion
Load Balancing

Hi,  Oftentimes, the responses to emails from our clientele are derived from previously scheduled requests. Since there is no way to predict if the request is going to be a new request, a rescheduling request, or something for a complete department adding on the load balancing seems like it would put us a disadvantage. What ways have you found are the best rules or reasoning for implementing the balancing in that case? 

561
sadie_mcdaniel
bernard2024
bernard2024Rookie
posted in Workflows discussion
ROUTING

Hello friends,I am impressed with workflow when using Front. Immediately I finish writing my prayer, I send it both to the recipient and to the archive box for safety. This facilitates my workflow. I just do it instantly and it is easy to retrieve. For me workflow is the most beautiful thing using Front.

471
helena
annawetmore
annawetmoreHelper
posted in Workflows discussion
Front X Zoom Phone

Our CS org is about to transfer to Zoom phone, and it’s my understanding the Front <> Zoom integration focuses on video conferencing/scheduling vs. the phone app. Have any teams using both platforms come across recommendations on how to leverage the two systems together?

1895
Cori
bernard2024
bernard2024Rookie
posted in Workflows discussion
TAGGING AND WORKFLOW

Hi friends,In our company we deal with prayer requests. Front knowledge base has facilitated my workflow in the smooth response to prayer requests.I have used tagging teammates to so that we work together and help each other. And this has been very effective indeed. 

371
Javier - Developer Relations
marissahazen
marissahazenConversationalist
asked in Workflows discussion
Automating individual responses

We’re working on beefing up a few of our review websites and are struggling a little bit with the cadence of sourcing these.  Right now, we have emails come in from our NPS letting us know when we have a 10/10 come in. It then gets assigned to the the relationship manager and they are supposed to reach out via a template.  I’m curious if there is a way to remove the manual email outreach for each relationship manager and automate that template sending and still including the individualized signatures (so it looks like a personal email from the “account rep” in the eyes of the customer)

1244
marissahazen
gabbi_samadi
gabbi_samadiConversationalist
asked in Workflows discussion
Round Robin Question

We’re just about to launch Front with our team (YAY!) and one of the key features we’ll be using is Round Robin. I was just wondering, if one of our team members goes on leave and turns on their ‘time off’ settings, what happens with emails that would normally go to them in the round robin routing?  I hope this makes sense! I thought there was a learning path that covered it, but I can’t seem to find it. Thanks in advance! 

1751
andersen
brie.bissett
brie.bissettEnthusiast
asked in Workflows discussion
Dynamic Objects Implementation

Hi there everyone!A fellow coworker and I are brainstorming ideas for how we can use Dynamic Objects within our workflow. We have started using it in a few small cases and would really like to see how much farther we can go with it.What are some ways in which you use dynamic objects in your workflow? We have a few applications that don’t have existing plugins in Front that I could see being extremely helpful via dynamic objects. I believe there is a way to build those out ourselves, or am I mistaken?Thanks for any help!

662
robby_p
evan_zaske
evan_zaskeEnthusiast
asked in Workflows discussion
Using Front as an Internal IT Ticketing system

Hey everyone,Has anyone used Front as an internal IT Ticketing system, if so please share the experience and would you recommend it? Secondly, if you have done it, please share some of your assistance on the way you got it set up and running. (Best idea of how it should be set up)

6886
gregkn
NS2
NS2
asked in Workflows discussion
Harnessing Front's Power with Slack Integration: Streamlining Communications and Boosting Efficiency

Harnessing Front's Power with Slack Integration: Streamlining Communications and Boosting Efficiency 1. Does Front's Slack Integration Reduce Direct Slack App Usage? Have companies observed a decrease in direct Slack App usage after implementing the Front Slack Integration, especially for common tasks like interdepartmental communications about order fulfillment and invoice payment? 2. Centralized Action in Front: How has the Front Slack Integration, in conjunction with Front’s comment and Dynamic Object features, enabled companies to streamline action and conversation within Front, promoting centralized activity and increased efficiency? 3. Advocating for Front: What strategies have worked successfully to promote Front as the primary communication platform and central hub for workflows, instead of the Slack App itself? 4. Efficiency and Cultural Adoption: How has the Front Slack Integration impacted your team's efficiency?  Furthermore, how have you culturally encouraged its adoption,

1132
Javier - Developer Relations
chloe_knatz
chloe_knatzFronteer
asked in Workflows discussion
Dynamic Objects

Does anyone have specific use cases of how they have added in dynamic objects to increase efficiency of their teams? 

130
chloe_knatz
lisad
lisadConversationalist
posted in Workflows discussion
New to the Front Community

I am new to the Front Community, but my employer has been using Front for approximately 4 years now.I am in the process of completing the FCA exam and needed to add a post. 

531
helena
gareth
garethRookie
asked in Workflows discussion
How do I stop new emails attaching to archived threads?

HiOur team of 5 receive email requests into the shared inbox from a defined pool of around 50 service users. Sometimes it might be two or three months between an email from the same person.Currently, we’re finding that a new email request will often attach to an old thread from that same service user, even if that thread was previously archived (sometimes months, even years ago!) The new email will also be assigned to the same person who dealt with the original thread.Similarly, if the same service user sends over multiple requests in a short period, they all end up attaching to each other and being assigned to the person who dealt with the original request.This can make it harder to spot the new requests, as it looks they are already assigned and being dealt with by another team member.I suppose what I’m asking is, is there an easy way to prevent new emails attaching to old archived threads? Thanks for any ideas!GarethPS We are on a legacy plan, not the Growth plan or above.

1151
andersen
shannmre
shannmreRookie
posted in Workflows discussion
How to Implement SLAs Across Different Time Zones

Hello!I’m very curious on how as a remote team we could potentially manage a SLA across team members across different time zones? I really think that SLAs would really benefit our account managers, but unsure how we could implement the standard across our team with us being so spread out.Thanks!

383
L
c_kelly
c_kellyConversationalist
asked in Workflows discussion
How can I keep accounts on a user level instead of the whole company?

Hello - we have a strict need to know policy at my company. We’d like to take advantage of the Accounts section but we would like it to be on a user/admin level only. Is this possible?

741
helena
shannmre
shannmreRookie
asked in Workflows discussion
Setting Up Automation to Individual Users

Hello! We currently have 4 account managers spread over 100+ clients. I’m curious what you may suggest as to how we can route these to the appropriate account manager? Currently the AMs monitor one singular inbox and assign the messages as appropriate, but I think if we may trigger them to automatically send to the AMs, it will help reduce our main inbox.Thoughts?

851
PhoebeatFront
c_kelly
c_kellyConversationalist
asked in Workflows discussion
Business hours based on location?

We have teams from all over the world working but we want to keep responses to those individual time zones separate based on the team. How can we set up different working hours per team?

1841
JohnW
nina_schaefer
nina_schaeferConversationalist
asked in Workflows discussion
Rule doesn't work anymore

Hi,We have set up two rules for automatic receipt confirmations. These worked without any problems until yesterday. Now the message no longer goes out via email, but it still works on WhatsApp. When I look at the time of the last rule application, both show December 14th. 17:**. I can't find any reason why the rule no longer works today. Can you help me there?

541
sadie_mcdaniel
mike_hill
mike_hillFronteer
published in Workflows discussion
How Front Support uses Front - Follow up questionsVideo

Thank you so much to all who attended our webinar on Dec 12th - “How Front Support uses Front”We had a lot to cover so would encourage any questions during or after the event to be added as replies to this post. We will respond to all by Thursday Dec 14th!For any chatbot specific questions, we encourage you to head to the Chatbot AMA where our Product Manager and Front Support Chat Manager will be addressing questions on Thursday Dec 14th.If you didn’t make it to our webinar, here’s the recording of it: Thank you!

25610
abarder
helena
helenaCommunity Manager
published in Workflows discussion
New features that improve logistics agent productivityVideo

Front is making it easier for logistics companies to access essential quote or shipment details and manage conversation follow-ups — right in Front. Learn how logistics industry professionals including brokers, 3PLs, and carriers can use Front’s newest features, linked conversations and dynamic objects, to dramatically improve agents’ process flows. In this webinar recording, you’ll learn how to:Link conversations to easily handle related to-do’s  Save time by bringing data into Front from other systems Use these features together for maximum productivity If you have further questions about the topics presented in the webinar, feel free to leave a comment below or visit these specific AMAs: 

380
helena
maddy_church
maddy_churchRookie
posted in Workflows discussion
Front Automations for Tourism Companies

I work for a tourism company where guests book trips with us. We use Front as a way to manage customer questions. Does anyone have any suggestions on ways to link those conversations directly to the guests's bookings? I’ m also wondering if anyone else in the same industry has any additional suggestions for automations using dynamic objects?

343
L
tchristler
tchristlerConversationalist
asked in Workflows discussion
Chat Survey

Is there a way to automate a survey to users following a chat conversation? 

1021
H
nina_schaefer
nina_schaeferConversationalist
asked in Workflows discussion
Custom Views and Tags

Hi,We work with custom views to divide inboxes because we don't have teammates for individual topics, but we have different teams for different areas. We sort these views using tags and corresponding rules. If we remove such a TAG, the conversation will, of course, immediately disappear from the view. It is then relatively difficult to find them again, e.g. to archive, reply or set another TAG.Do you have any suggestions for solutions to this? BestNina

411
D
tom_karena
tom_karenaConversationalist
asked in Workflows discussion
Process for requesting information from another team

Hi there, I’m wanting to setup a workflow where our @sales team requests our @production team for a piece of information (e.g. lead time to get an order out) but I want the conversation to stay in the @sales inbox.Is there a good way to do this? Using tags and views for the @production team members? Thanks,Tom

1444
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