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Understanding the flow and volume of messages across inboxes is critical to auditing your workflow and supporting your customers. That’s where the conversations report comes in.
The conversations report is the primary way to understand and compare the flow of messages across inboxes. It monitors your message backlog, displays how messages are moving throughout the workday, and gives you insight into the efficiency of your conversation workflow.
There are 3 main benefits to this dashboard:
Get a day-by-day or week-by-week view of of conversation volume by team to help you know if the backlog of work is decreasing or increasing – so you can better staff and support your team.
Understand the flow of conversations, like how many were replied to, which weren’t, and which are still in progress or in queue
Compare the volume of messages per inbox and see the movement between them. This is great if you divide inboxes by channel, client value, or tier.
To view the definition of every metric you can measure in the Conversations dashboard, visit our Analytics Glossary.
It’s crucial to know which messages have fallen through the cracks, or which inboxes are seeing a surge of activity. Team and department leaders can use the conversations report to gather these insights, visualize traffic and answer questions like:
What inboxes had the most activity and movement?
What conversation backlog, if any, did we start the given report period with?
How much backlog was left at the end of the report period?
How much new work came in, and what did we accomplish each day?
By answering these questions, managers can help their team better optimize their processes, resources, and ensure their work yields the greatest impact.
Within the conversations report there are three sections you can reference to understand and optimize your workflow.
Use this section to visually understand the efficacy of your team. The ‘what happened’ chart shows the number of new, closed, and open conversations based on the selected filters. It helps you visualize by day, week or month the total number of new, closed and open messages.
By digging into these metrics, you can understand your busiest times and identify when additional staffing might be needed to meet demand.
Some key translations for you:
One day = the full 24-hour period from 12:00AM to 11:59PM.
New workload = New conversations + Moved in inbox + Reopened convo.
Closed workload = Archived + Moved out.
Key use case:
By noticing a high number of open conversations from a previous time period, you see that your team isn’t clearing out the inbox everyday. You notice this number is increasing day-by-day, and you want to stop it before the backlog becomes unmanageable. By getting ahead of this, you can reprioritize your team for the day to clear the conversations. And, you can click into the metric to see what conversations are piling up – perhaps there’s a trend there that will help you prevent this from happening in the future.
Use the ‘conversation flow’ section to visualize the actual flow of conversations from one stage into another during your report period. The chart displays the flow of conversations between different statuses.
Quickly see relative magnitudes or areas with the largest opportunities –the wider the flow, the larger the volume of messages, so dominate ones stand out. This diagram offers you a fresh way to look into conversations in a targeted way.
Here are some key trends you may see – and how to take action:
Spike in Unreplied: See what's being left untouched
New conversations: are they not touched yet because your team doesn’t have the time?
Old conversations: often these are complex messages requiring deeper investigation
Open: still at risk of being unreplied
Spike in new conversations: Click into the details drawer to further investigate what’s causing the spike in communication
Sudden increase in closed conversations: See if there was a massive clean up happening (such as archiving all remaining convos manually)
Key use case:
You’re the Support Manager and you notice your team has over 500 messages that have been open from over a week ago that still aren’t closed – typically that number is under 100, your team is pretty on top of it. You click into the metric and are able to see exactly what’s holding up your team – there’s a bug. You create a tag to organize those messages that are relating to the bug and build a rule that sends a canned response to those customers alerting them of the bug and that your team is on top of it.
Here, you’ll see a breakdown of volume metrics by inbox. The table shows how many conversations move in and out of specific inboxes and provides visibility into how the inbox volumes changed over the course of the period. You can view all inboxes at once to ensure nothing falls through the cracks, or drill down into a specific one to learn more.
Interact with the report by hovering over the tooltip to learn how the metric is calculated, sorting the table, or clicking on a number to investigate which conversations are contributing to that calculation.
Key use case:
You split your inboxes up by tier, and notice a lot of movement recently from the tier 1 inbox into tier 2 – which means the pressure’s on for your team. To learn what’s top-priority, you click into the inbox from the chart and view the conversations that have moved to tier 2. Ultimately, you notice that many people are moving tier 1 conversations into the tier 2 inbox, so you’re able to chat with your team about redefining what that means – so only the most urgent messages make their way to tier 2.