Routing & assigning conversations to the right owners

course
Routing & assigning conversations to the right owners

About the Course

In this course, you’ll learn how to route conversations to the right work queues (inboxes) inside Front so the right conversations get to the right people faster. Front can automate routing to reduce response times and ensure conversations don't fall through the cracks; whether you want to automatically route client messages to their account manager, distribute your support queue evenly across 10 agents, or finally understand who should own the reply to a customer.


By the end of this lesson, you'll understand how setting up a routing workflow can help power your business — and, if you’re up for it, you’ll even have your very first automatic routing rule in place.

Course Instructor

Matthew Meeks
Matthew Meeks
Not started
Enroll
Course Outline
  1. Overview
    1. How routing solves your business problems
  2. Move conversations manually
    1. Move conversations to the correct inbox
  3. Assign Conversations
    1. Assign conversations to the right teammate
  4. Automate your routing
    1. Introduction
    2. Routing to an inbox versus routing to a teammate
    3. Assigning to specific teammates
    4. Balancing workload across the team
  5. Hands-on Activity
    1. Build your first routing rule
  6. Use routing to escalate priority and urgent requests
    1. Reroute conversations to escalate urgency
  7. Quiz
    1. Check your understanding
  8. Extra Credit
    1. Extra credit
  9. Feedback
    1. What did you think of this course?
Routing & assigning conversations to the right owners

About the Course

In this course, you’ll learn how to route conversations to the right work queues (inboxes) inside Front so the right conversations get to the right people faster. Front can automate routing to reduce response times and ensure conversations don't fall through the cracks; whether you want to automatically route client messages to their account manager, distribute your support queue evenly across 10 agents, or finally understand who should own the reply to a customer.


By the end of this lesson, you'll understand how setting up a routing workflow can help power your business — and, if you’re up for it, you’ll even have your very first automatic routing rule in place.

Not started
Enroll
Course Outline
  1. Overview
    1. How routing solves your business problems
  2. Move conversations manually
    1. Move conversations to the correct inbox
  3. Assign Conversations
    1. Assign conversations to the right teammate
  4. Automate your routing
    1. Introduction
    2. Routing to an inbox versus routing to a teammate
    3. Assigning to specific teammates
    4. Balancing workload across the team
  5. Hands-on Activity
    1. Build your first routing rule
  6. Use routing to escalate priority and urgent requests
    1. Reroute conversations to escalate urgency
  7. Quiz
    1. Check your understanding
  8. Extra Credit
    1. Extra credit
  9. Feedback
    1. What did you think of this course?

Course Instructor

Matthew Meeks
Matthew Meeks
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