Front - Staff Mailbox Configuration

Automate Shipping with Front & Tai TMS: Effortless Data Entry & Email Management.

Table of Content

• Connect to Front using OAuth
• Permissions
• Post Processing Actions

Connect to Front using OAuth

To connect the TMS with your Front email account, find the "Edit Mailbox Config" option located in the top right corner of the screen.

This will open the "Edit Mailbox Connection" modal, giving you the option to choose Front as the platform to connect with.

Permissions

• Send Emails Only: Emails sent from the TMS will appear in your sent folder in Front.
• Send and Read All Emails: Emails sent from the TMS will appear in your sent folder and you will allow the system to read from your mailbox.
  
  The system can classify your emails in the following way:
  
  • Quote/Pickup Request: The system will first check if your email contains enough details to be classified as a quote or pickup request. If it does, the system will automatically create a shipment and assign it to the LSP Staff associated with the email connected to the TMS.
  • Operations: If the system determines that an email does not have enough details to be classified as a quote, but it does contain a Shipment ID, indicating that someone may be inquiring about a shipment. In this scenario, the system will generate a shipment activity log with the received email and assign it to the LSP Staff associated with the email connected to the TMS.
  • Attachments: If attachments are found within the email, the system will transfer them to the document processor tool for later matching with the correct shipment.
  • Other: If the system is unable to classify the email into any of the mentioned categories, it will not perform any actions.

Post Processing Actions

This section allows you to define the tags you want the system to add to your emails in Front after processing. This are the following options:

• Archive
• Mark As Read
• Delete
• Do Nothing (No tag will be generated for this action)

These tags will be displayed after the email has been processed to guide you on the what actions to take with the email.

The TAI BROKER TMS tag is a confirmation that the system processed the email.

Once you have set up your permissions and post-processing actions, you can proceed to sign in. This will prompt the OAUTH page to open for you to authorize the connection.