About the Course
Front rules are powerful tools that allow you and your team to automate workflows and processes. Whether you want to automatically reply to customers, add tags based on the content of a message, or build an auto-assignment based on the sender; all of this can be done through Front’s rules. This course will show you how to build standalone rules as well as stack them together to create larger workflows to achieve your business goals.
📌 You may see a different version of the rules UI in your Front, as we are progressively rolling out updates to our users. The underlying framework and logic of rules remains the same, so you can still apply the principles from this course, but the exact interface may differ from what you see here.
Course Instructor
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Rules automate your work
- Overview
- Template Library
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Tag or archive your conversations
- Qualify your conversations first to determine the next step
- Tag your conversations for categorization and analytics
- Tagging rule example
- Archive conversations that don’t require action
- Archiving rule example
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Move your conversations to the correct inbox
- Route your conversations to exactly where they should be
- Routing rule example
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Ensure every conversation has an owner
- Assign every conversation so all work has an owner
- Assign rule example
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Resolving your conversations: handle seamlessly with SLAs, CSATs, and auto-replies
- Resolve your conversations with guardrails and tools
- Set up SLAs so nothing falls through the cracks
- SLA rule example
- Capture customer satisfaction to deliver world-class service
- CSAT Rule Example
- Automatically reply to customers with an update
- Auto-reply rule example
- Automatically forward messages to another email address
- Integration-based rules
-
Build workflows to reach your business goals
- String your rules into a workflow
- Example workflow: improving business reputation
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Quiz
- Check your understanding
-
Feedback
- What did you think of this course?
About the Course
Front rules are powerful tools that allow you and your team to automate workflows and processes. Whether you want to automatically reply to customers, add tags based on the content of a message, or build an auto-assignment based on the sender; all of this can be done through Front’s rules. This course will show you how to build standalone rules as well as stack them together to create larger workflows to achieve your business goals.
📌 You may see a different version of the rules UI in your Front, as we are progressively rolling out updates to our users. The underlying framework and logic of rules remains the same, so you can still apply the principles from this course, but the exact interface may differ from what you see here.
-
Rules automate your work
- Overview
- Template Library
-
Tag or archive your conversations
- Qualify your conversations first to determine the next step
- Tag your conversations for categorization and analytics
- Tagging rule example
- Archive conversations that don’t require action
- Archiving rule example
-
Move your conversations to the correct inbox
- Route your conversations to exactly where they should be
- Routing rule example
-
Ensure every conversation has an owner
- Assign every conversation so all work has an owner
- Assign rule example
-
Resolving your conversations: handle seamlessly with SLAs, CSATs, and auto-replies
- Resolve your conversations with guardrails and tools
- Set up SLAs so nothing falls through the cracks
- SLA rule example
- Capture customer satisfaction to deliver world-class service
- CSAT Rule Example
- Automatically reply to customers with an update
- Auto-reply rule example
- Automatically forward messages to another email address
- Integration-based rules
-
Build workflows to reach your business goals
- String your rules into a workflow
- Example workflow: improving business reputation
-
Quiz
- Check your understanding
-
Feedback
- What did you think of this course?
