Build and Maintain Inbox Rules and Routing Logic
We configure Front's rules engine to route incoming messages to the right inbox, team, or individual based on sender, subject, tag, or message content. This includes building rule sequences with multiple conditions and actions, testing them against real message samples, and documenting the logic so your team understands what fires and why. When routing breaks or your team structure changes, we update the rules without requiring you to dig into settings yourself.
Set Up and Organize Shared Inboxes and Teams
We create and configure shared inboxes in Front, assign teammates, set availability, and establish ownership conventions so messages don't fall through the cracks. This includes naming conventions for inboxes and teams, defining who can see what, and aligning inbox structure with how your support, sales, or ops workflows are actually divided. We document the setup so new teammates can be onboarded without confusion.
Design Tagging and Conversation Categorization Systems
We build out Front's tag library to match your reporting and triage needs, whether that means categorizing by topic, urgency, customer segment, or pipeline stage. Tags are only useful if they're applied consistently, so we also configure auto-tagging rules and create internal guidelines your team can follow. The result is a tagging system that makes filtering, searching, and reporting on conversations actually reliable.
Create and Manage Message Templates and Sequences
We write, format, and organize Front message templates for your most common reply types, whether those are support responses, sales follow-ups, or internal handoff notes. For teams using Front Sequences, we build multi-step outreach flows with appropriate delays, personalization variables, and exit conditions. Templates are stored in the right team folders with clear naming so the right person can find and use them without hunting.
Integrate Front with CRMs, Help Desks, and Internal Tools
We connect Front to external tools using native integrations, Front's API, or middleware like Zapier or Make. Common integrations include syncing conversation data to HubSpot or Salesforce, pushing Front activity to Slack channels, or triggering tasks in Asana or ClickUp when a conversation is tagged or resolved. We map the data flow, build and test the connection, and document how each integration behaves so you know what's automated and what still requires a human.
Audit Existing Front Setups and Clean Up Inherited Configurations
If you've inherited a Front account that's grown without a plan, we conduct a structured audit covering inbox structure, rule logic, tag usage, teammate permissions, and integration health. We flag what's broken, redundant, or inconsistently applied, then present a prioritized cleanup plan before touching anything. This is especially useful after team changes, a merger, or a period of rapid growth where the Front setup stopped keeping pace with how your team actually works.
