Front's rules library

Overview

Front's rules engine allows you to automate your team’s workflows and increase your team's efficiency in Front. Looking to explore options for your team’s workflow, or do you have a rule in mind, but are unsure where to start? Front’s rules library provides a place where teams can discover templates and create rules in a few simple clicks.

See here for a full guide on rule conditions


Instructions

Step 1

To navigate to the rules library, click the gear icon on the top right of Front and into the Company settings tab. Go to the Rules section and click Rules library

Step 2

Search the rules library or use the tabs below to browse rules related to specific rule actions. 

Step 3

Once you find a rule that fits your needs, simply click on the rule, 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 also click More options to add additional When, If, and Then conditions to your rule.

Step 5

Click Create rule to finish. To discard the rule draft, just click Back to library.


Rule types in the library

The following categories of rules show as sections at the top of the rules library.

Featured

This section features our most popular and newest rule templates.

Custom

Create a rule from scratch instead of using one of the template starters.

SLA

Create automations to track any SLA breaches, and warn your team about potential breaches. More information on SLAs in Front can be found here.

Assign

Set up workflows that automatically assign conversations to teammates, and ensure that no message goes unreplied.

Move

Automatically move conversations across team inboxes to organize your conversations, set up an escalation structure, and more.

Tag

Categorize your conversations automatically with tags; based on elements such as the sender, recipient, or keyword.

Notify

Automatically share a conversation with a teammate, or group of teammates, to bring their attention to important conversations and increase visibility.

 

Archive 

Archive conversations when they meet specific conditions.

Reply

Send automated messages by setting up rules that send message templates to your customers, including CSAT surveys.


Want more rule templates?

Over time, we'll be adding rules to our library based on feedback and usage from customers. Click Send feedback at the bottom of the rule page or use our contact form to send us your suggestions and ideas!

 

Reply Oldest first
  • Oldest first
  • Newest first
  • Active threads
  • Popular
Like Follow
  • 1 mth agoLast active
  • 1701Views
  • 1 Following