CUSTOMER SUPPORT
Daily Front Sentiment Digest per CSM
Each morning summarizes the prior day's Front conversations by owning CSM, ranks accounts by sentiment trend, and posts each CSM a personalized digest of who needs attention.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekday morning schedule
- ActionPull prior-day Front conversationsFront
- ActionScore and aggregate sentiment per accountOpenAI
- LogicGroup by CSM and rank by risk
- OutputDM each CSM their personalized digestSlack
What it does
Runs on a daily schedule, pulls the previous day's resolved and active Front conversations, scores and aggregates sentiment per account, then sends each CSM a personalized Slack digest ranking their accounts from happiest to most at-risk.
When to use it
Use it when you want proactive, calm triage instead of real-time alarms — a once-a-day read on which relationships are trending the wrong way so CSMs can plan outreach rather than firefight.
How it works
- 1A scheduled trigger runs every weekday morning.
- 2Front returns all conversations touched in the previous 24 hours with their contacts.
- 3OpenAI scores each conversation and rolls scores up into a per-account sentiment trend.
- 4A logic step groups accounts under their owning CSM and sorts each list by risk.
- 5The flow renders a per-CSM digest highlighting the top declining accounts.
- 6Slack delivers each CSM their own digest as a direct message.
Set it up
What you configure once, before turning it on.
- 1Connect FrontShared inbox, conversations.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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