I’m having an issue integrating front with individual users who receive direct communication from clients on new requests and ensuring these requests are handled within our dedicated SLA times. The team dedicated to handling new incoming orders (Client Service) should be the primary team that receives all new requests, while the other handles updates on existing order (Client Experience). The issue that we’re facing is that the client services team has one inbox that handles all incoming orders, while the client experience team each use their own unique inbox to respond to client concerns or requests for updates. I’d like to utilize Front to mirror this set up within our client experience team, but still allow transparency when clients are reaching out to ensure SLA’s aren’t breached our missed by each Client experience rep. In addition, there are times that clients will email new orders to the client experience rep and exclude the client services team what would be best method to ensure that orders that are sent exclusively to the client experience reps make it to the client services team?
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Hi Joe! SLA rules can only apply to conversations in Shared Inboxes. The recommendation would be to have a dedicated inbox for each team, if possible and a rule in place to move conversations from the Individual inbox to the Shared inbox, based on sender. You could even build out an Empty Inbox and only grant access to the Client Service team!
I’ve included a bit more information about SLAs and Rules below!
https://help.front.com/en/articles/2107
https://help.front.com/en/articles/2105
If you’d like a more in depth explanation of workflow, I’d recommend reaching out to our Support Team directly to assist!
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