Question

Setting Up Automation to Individual Users

  • 29 December 2023
  • 1 reply
  • 80 views

Badge

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?


1 reply

Userlevel 2
Badge +3

Hey Shannon! 

I think setting up an Accounts-based rule workflow would be a good fit for what you’re describing. Within Front contacts, you can assign each contact to an Account, and specify an Account Manager. 

More on Accounts in Front can be found here

To set up a rule that assigns a conversation to the Account Owner, you can either use a Rule Template or, if you are on our Scale plan or above, create a custom rule. We have detailed instructions on setting up an Account-based rule here

Reply