Design your Front workspace

course
Design your Front workspace

About the Course

A successful Front implementation starts with the right foundation.

In this course, you’ll learn how to design your Front workspace in a way that supports efficient teamwork, clear ownership, and future growth. You’ll explore how inboxes and channels work together, how to structure shared inboxes around real workflows, and how to map communication channels intentionally before connecting them.

You’ll also learn how to connect channels, import conversation history, invite teammates with the right permissions, and prepare for a smooth go-live.

Finally, you’ll discover how contacts and accounts add valuable customer context to every conversation—helping your team collaborate more effectively today while preparing for smarter automation and reporting tomorrow.

By the end of this course, you’ll have a clear, scalable workspace structure that sets your team up for success in Front.

Course Instructor

Jessye Levy
Jessye Levy
Not started
Enroll
Course Outline
  1. Course Overview
    1. Welcome
    2. Learning objectives
  2. Designing your inbox structure
    1. Front’s omnichannel solution
    2. Quick definitions
    3. How this works together
    4. Design around workflows instead of folders
    5. Real-world example
  3. Map your channels to inboxes
    1. Before you connect—make a plan
    2. 🙌 Activity: Map your inbound system
  4. Create your inboxes & connect your channels
    1. Importing your conversation history
    2. 📽️ Bring your plan to life: How to add an inbox and connect a channel
  5. Plan your go-live
    1. Bring your team into the system
    2. Set your team up for success
    3. How to invite teammates
    4. 📽️ Invite teammates to your Front workspace
  6. Add structure to customer data with Contacts and Accounts
    1. Understand who you’re talking to
    2. What are contacts?
    3. What are Accounts?
    4. Using custom fields for better context
    5. 📽️ Structure customer data with Contacts and Accounts
  7. Best practices
    1. 🧠 Helpful tips to keep in mind
  8. Check your knowledge
    1. Quiz
  9. Continue your learning
    1. 📚 Additional resources
    2. 🤝 Need help?
    3. ⏩ Up next
  10. Feedback
    1. What did you think of this course?
Design your Front workspace

About the Course

A successful Front implementation starts with the right foundation.

In this course, you’ll learn how to design your Front workspace in a way that supports efficient teamwork, clear ownership, and future growth. You’ll explore how inboxes and channels work together, how to structure shared inboxes around real workflows, and how to map communication channels intentionally before connecting them.

You’ll also learn how to connect channels, import conversation history, invite teammates with the right permissions, and prepare for a smooth go-live.

Finally, you’ll discover how contacts and accounts add valuable customer context to every conversation—helping your team collaborate more effectively today while preparing for smarter automation and reporting tomorrow.

By the end of this course, you’ll have a clear, scalable workspace structure that sets your team up for success in Front.

Not started
Enroll
Course Outline
  1. Course Overview
    1. Welcome
    2. Learning objectives
  2. Designing your inbox structure
    1. Front’s omnichannel solution
    2. Quick definitions
    3. How this works together
    4. Design around workflows instead of folders
    5. Real-world example
  3. Map your channels to inboxes
    1. Before you connect—make a plan
    2. 🙌 Activity: Map your inbound system
  4. Create your inboxes & connect your channels
    1. Importing your conversation history
    2. 📽️ Bring your plan to life: How to add an inbox and connect a channel
  5. Plan your go-live
    1. Bring your team into the system
    2. Set your team up for success
    3. How to invite teammates
    4. 📽️ Invite teammates to your Front workspace
  6. Add structure to customer data with Contacts and Accounts
    1. Understand who you’re talking to
    2. What are contacts?
    3. What are Accounts?
    4. Using custom fields for better context
    5. 📽️ Structure customer data with Contacts and Accounts
  7. Best practices
    1. 🧠 Helpful tips to keep in mind
  8. Check your knowledge
    1. Quiz
  9. Continue your learning
    1. 📚 Additional resources
    2. 🤝 Need help?
    3. ⏩ Up next
  10. Feedback
    1. What did you think of this course?

Course Instructor

Jessye Levy
Jessye Levy