Front's company rule library

Use Front’s company rule library to quickly explore and set up automations that apply to both individual and shared inboxes across your entire organization. Leverage company rules to ensure consistent implementation across all workspaces.

To create rules that apply to a specific workspace, see this article to check out Front’s workspace rule library.

You must have company admin permissions to create company rules. This article assumes you’re familiar with using company rules.

Step 1

To navigate to the rule library, click the gear icon, then select company settings. Go to the Rules and macros section and click Create rule. 

Step 2

You'll see a pop-up with a list of rule templates. Search the library, scroll down the list, or use the category filters to browse rules related to specific rule actions and outcomes.

Step 3

Once you find a rule that fits your needs, hover over the template and click Create, and we’ll create a pre-filled rule for you.

Step 4

Add a name for your rule, and edit the rule to fit your team’s needs. You can further customize your rule with additional triggers, conditions, and actions.

Step 5

Click Create to finish. To discard the rule draft, click Cancel.

Use these rules to manage sending, visibility, and labeling across all workspaces.

Automatically make conversations in individual inboxes visible in shared inboxes, so they appear in both places without moving them.

Example: When an email arrives in a Customer Success Manager’s individual (personal) inbox, mirror the conversation in the “Customer Success” shared inbox. All Customer Success Managers can view the conversation and jump in and respond when their teammate is out of office.

Check out this article to learn more about the mirror in inbox rule action.

Add safeguards to prevent outbound messages from being sent under specific conditions. 

Example: When a teammate sends an outbound message outside of business hours, they’ll see an error and their message will stay in draft mode.

Check out this article to learn more about the block outbound messages rule action.

Automatically tag conversations arriving in your inboxes. Tagging rules ensure all your conversations are labeled to help power your team’s workflows. 

Example: Apply an “Urgent” tag every time the message subject or body contains the word “urgent”. Teammates can quickly scan the conversation list and prioritize these messages.

Use these rules to send and receive data from third-party integrations.

Automatically bring third-party data into Front and attach it to conversations using application objects.

Check out this article to learn more about application objects.

Add application objects or comments with carrier information from Highway.

Check out this article to learn more about Highway Connectors.

Add application objects or comments with carrier information from Tai.

Check out this article to learn more about Tai Connectors.

Company rules are available on the Enterprise plan. Some legacy plans may also have this feature.