Setting up Front as a Source
Connecting Front as a source in Guru enables teams to seamlessly centralize and surface customer conversations and shared inbox knowledge directly within their workflow.
Access RequiredGuru Access: You need to be an Admin, Source Creator, or relevant custom role to set up Sources
Front Access: You'll need your Front Admin credentials.
Setting Up Front as a Source
- Navigate to Manage > Sources.
- Select Front from the icon menu.
- Click Authorize Access.
- Follow the prompts to Login and connect your Front account to then Authorize access.
- Once connected, you will have the option to rename your Source before selecting Connect.
- The next screen will allow you to set Permissions.
Objects Synced from Front
Primary objects are the objects used to generate the search record.
| Common Model / What You'll See During Setup | Objects/Data Brought In | Key Fields |
|---|---|---|
| Ticket | Primary Objects: Email conversations, messages, and discussions | ā¢ Name (subject) ā¢ Description (message body) ā¢ Status (Enum: archived/open/deleted/spam) ā¢ Status ID ā¢ Status category (open/waiting/resolved) ā¢ Ticket IDs (Array) ā¢ Assignees (Array) ā¢ Contact (UUID - recipient) ā¢ Tags (Array) ā¢ Ticket URL ā¢ Remote created at ā¢ Remote ID ā¢ Remote data |
| Comment | Comments/replies within conversations | ā¢ Body ā¢ HTML body ā¢ User (UUID - teammate) ā¢ Contact (UUID - external sender) ā¢ Ticket (UUID) ā¢ Remote created at ā¢ Remote ID ā¢ Remote data |
| Attachment | File attachments on messages | ā¢ File name ā¢ File URL ā¢ Content type ā¢ Ticket (UUID) ā¢ Remote ID ā¢ Remote data |
| Contact | External contacts (customers, leads) | ā¢ Name ā¢ Email address ā¢ Phone number ā¢ Details ā¢ Account (UUID) ā¢ Remote ID ā¢ Remote data |
| Account | Companies/organizations associated with contacts | ā¢ Name ā¢ Domains (Array) ā¢ Remote ID ā¢ Remote data |
| User | Internal team members/agents | ā¢ Name (first_name + last_name) ā¢ Email address ā¢ Is active (Boolean) ā¢ Username ā¢ Teams (Array) ā¢ Remote ID ā¢ Remote data |
| Team | Groups of teammates | ā¢ Name ā¢ Remote ID ā¢ Remote data |
| Tag | Labels for conversations | ā¢ Name ā¢ Remote ID ā¢ Remote data |
| Collection | Shared inboxes for team collaboration | ā¢ Name ā¢ Access level (Enum) ā¢ Remote ID ā¢ Remote data |
| Project | Inbox groupings (deprecated - use Collections) | ā¢ Name ā¢ Remote ID ā¢ Remote data |
Permissions
- When you connect Front as a source in Guru, you'll permission that content in Guru. Learn more here.
- If someone is not provided with access in Guru to this source, they will not see Front results in searches or when chatting with Guru.
Updated 4 months ago
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