Front Onboarding

2 min read

What is Front?

Front is a collaborative CRM platform designed to centralize interactions with customer, achieved by seamlessly integrating emails, messages, chats, and other communication channels into a single interface. This makes it easier for teams to collaborate, respond to carrier/shipper queries in real-time, and maintain a consistent customer experience.

State of our Front integration

Drumkit supports Front Shared Inboxes, which is a feature that helps with team collaboration. Common Shared Inboxes are email categories like Operations, Customer Success, Billing, etc.

Authentication

Drumkit users in Front can signup/signin to the sidebar without going to Drumkit Portal.

Steps for onboarding a new Front customer

Create a sidebar plugin and point to our backend
  1. Navigate to the settings page through the top-right navbar icon
  1. Select the Developers tab on the left menu and click “Create app”
  1. Fill in the basic information such as the app name, description and avatar
  1. Head into the “Features” tab
  1. Click “Edit sidebar plugin”
  1. Add https://verona.drumkit.ai as the URL and give the sidebar “Clipboard” component permissions

Setup Front ingestion webhook
  1. Starting from the previously mentioned settings page, head into the “Rules and Macros” menu item Note: rules can be set for each shared and/or individual inbox, or simply as a company-wide rule.
  1. Click the “Create rule” button. Make sure earlier rules in the list order don’t stop the cascading execution.
  1. Setup the rule as
    1. When: inbound message is received OR inbound message is received (new conversation)
    1. If: Conversation is in Any inbox
    1. Then: Send to webhook, then paste URL for our Front Ingestion Lambda https://4s6nibbmowjitmscgu3mzblrii0suucl.lambda-url.us-east-1.on.aws/

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