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Hey folks,

Our CS and TS teams work primarily through our CRM software (sonar) to respond to tickets via phone calls, but we do assign out messages through front was well. However, because our team mainly “lives” in our CRM software, sometimes front assignments get overlooked. I wanted to see if anyone had any bright ideas on best practices for notification rules or ways to make notifications more prominent/ increase the likelihood a team member is aware they have messages to respond to?

Hey Cole, thanks for posting about this! 

 

A couple of ideas you can try would be Advanced notification settings for those teammates (like including an email notification perhaps) or using rules to notify teammates when they get assigned a conversation. 

Are you assigning the conversations manually or rather using a rule?

 

If you’d like us to look at any examples for you, please don’t hesitate to reach out to our Support team here! ✨


Hi ​@cole_madray,

 

In an ideal scenario, your users are doing the bulk of their work from Front, but we understand that is not always possible if their work isn’t purely communication management. If your team uses Slack, you can consider creating a single rule that will send a Slack notification to a team member whenever they are assigned to a conversation. To make this scalable, you’ll want to use a Rule Set.
 

Before you can convert a rule to a rule set, you’ll have to add values to each input. To make this rule more restrictive, consider adding more conditions in the ‘IF’ section of the rule.

 

When you convert the rule to a rule set, the values are not automatically created. Delete the existing columns and add your own. When creating the “Assignee” variable make sure to set the type to “Teammate.” When creating the Slack Username variable set the type to ‘Text’. Add more rows as you need. Note, there is a limit of 500 rows per rule set.


Hope that helps!


Hey, I really like this idea. Thanks for the response. We primarily use Teams for interoffice communications. Is there a way to implement a similar notification rule for Microsoft Teams?


hey ​@cole_madray gotcha! We don’t have any native Microsoft Teams integrations at this time. There might be ways to use middleware solutions like Zapier to facilitate a similar workflow but I haven’t looked into myself.


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