# The Front video, as text The setup video on https://askpilot.com/integrations/front.html, written out step by step for AI agents. It is a drawn copy of the real screens of Claude, Askpilot and Front, played by a script; below is that script in words, in the order it plays: each chapter, each caption (in bold), and under it every screen, click, typed text and message. The firm (Meridian Freight), its people, its customers and every value are made up. ## The full setup, and a first conversation In the hero · 3:08 · 7 chapters In short: Askpilot with Front, from setup to a booked job. Askpilot is added to Claude as a connector; Claude creates the Front source; it is connected in Askpilot; Askpilot is added to Front as an AI agent with the webhook URL and the credentials Front gives; Claude creates the Quote requests workflow; a quote request is assigned to Askpilot in Front, which prices it, holds a collection slot and replies; the customer asks for a discount, it is approved, and the job is booked and confirmed in Front. ### Chapter 1: Add Askpilot to Claude (0:00) - Screen: Claude, a new chat (claude.ai/new). - On screen: Good morning, Sam Project Opus 5.5 **"In Claude, open Customize, then Connectors."** - Clicks "Customize". - Screen: Claude, Settings, Connectors (claude.ai/new#customize/connectors/yours). - On screen: Good morning, Sam Project Opus 5.5 Settings Search Preferences General Account Privacy Billing Usage Capabilities Memory Claude Code Claude in Chrome Customize Skills Connectors Plugins Platform API keys Connectors Yours Discover Search Add Connector Type Status Gmail Web Google Calendar Web Google Drive Web Notion Web **"Click Add, then Add custom connector."** - Clicks "Add". - In Claude: Shows: Add custom connector - Clicks "Add custom connector". - In Claude: Shows: Add custom connector Connect Claude to your data and tools. Learn more about connectors or get started with pre-built ones. Shown in the connectors list. The HTTPS address where the server accepts MCP requests, for example https://mcp.example.com/mcp. Only use connectors from developers you trust. Anthropic does not control which tools developers make available and cannot verify that they will work as intended or that they won’t change. Cancel Continue **"Name it Askpilot and paste the Askpilot MCP address."** - Types "Askpilot" in "Name". - Types "https://mcp.askpilot.com/mcp" in "MCP server URL". - Clicks "Continue". - In Claude: Shows: Askpilot Web Custom Connect - In Claude: Highlighted: Askpilot Web Custom Connect **"Askpilot is in your connectors. Click Connect to sign in."** - Clicks "Connect". - In the Askpilot sign-in window: Shows: signin.askpilot.com/oauth2/authorize Claude wants to access your Askpilot account SC Sam Carter sam@meridianfreight.co.uk Claude will be able to set up, run and manage workflows, sources and sessions in your organizations, with your role and permissions. Cancel Allow **"Sign in to Askpilot and allow Claude to use your account."** - Clicks "Allow". **"Connected. Claude can now set up Askpilot for you."** ### Chapter 2: Connect Front (0:20) **"Now ask Claude to connect your Front."** - Clicks "Close (x)". - Screen: Claude, a new chat (claude.ai/new). - Types "Connect our Front to Askpilot." in "Claude's message box". - Clicks "Send". - Screen: Claude, the chat (claude.ai/chat/9a1e4c27-3f6b-4d82-b5e0-7c2d8f1a6b39). - On screen: Connect Front to Askpilot Share Opus 5.5 Claude is AI and can make mistakes. Please double-check responses. - In Claude's sidebar, under Recents: Connect Front to Askpilot **"Claude reads how Front works in Askpilot and creates the source."** - Claude: Working with Askpilot - Claude's step: Loaded Askpilot - Claude's step: Askpilot: Article get get-started - Claude's step: Askpilot: Organization list - Claude's step: Askpilot: Article get sources - Claude's step: Askpilot: Source type get Organization id: 8f3b2a61-4c7e-4d19-a0b5-6e2f9c1d7a43, Type: front - Claude's step: Askpilot: Source create Name: Front, Type: front, Organization id: 8f3b2a61-4c7e-4d19 - Claude writes: "Front is now a source in Askpilot. Two steps are left, both for you:" - Claude writes: "Open it in Askpilot and click Connect to sign in to Front." - Claude writes: "To let your team assign or @mention Askpilot in Front, add it as an AI agent on the source’s Bring your AI agent tab." - Claude adds a link: "Open Front in Askpilot" - Clicks "Open Front in Askpilot". - Screen: Askpilot, the Front source (app.askpilot.com/org/8f3b2a61-4c7e-4d19-a0b5-6e2f9c1d7a43/sources/b41d6e2c-90f7-4a35-8c12-d7e3f5a9b068/front-tools). - On screen: Front Our shared inboxes in Front: Sales, Customs and Operations. Tools Webhook events Bring your AI agent Settings Connect Front Connect your Front account to read, reply to, tag and assign conversations. Connect **"In Askpilot, click Connect and sign in to Front."** - Clicks "Connect". - In Front's sign-in window: Shows: app.frontapp.com/oauth/authorize Askpilot wants to access your Front account SC Sam Carter Meridian Freight Askpilot will be able to read and reply to conversations, add comments and tags, and assign conversations in the inboxes you can access. Cancel Authorize **"Front asks you to let Askpilot work in the inboxes you can access."** - Clicks "Authorize". - In Askpilot: Shows: Name Enabled add_comment Add an internal comment to a conversation. assign_conversation Assign a conversation to a teammate or team. create_draft Create a draft for an existing conversation or a new outbound conversation. create_task Create a task. read_conversation Read a conversation: its messages, comments, and activity entries. search_conversations Search conversations by query and/or filters. search_message_templates Search the message templates (saved replies) the user can access. send_message Send a draft message created via create_draft. tag_conversation Add or remove tags on a conversation. update_conversation_status Update a conversation’s status. **"Connected: Askpilot can read, reply to, tag and assign your Front conversations."** ### Chapter 3: Add Askpilot to Front (0:43) **"Now make Askpilot a teammate in Front. Open Bring your AI agent."** - Clicks "Bring your AI agent". - Askpilot shows the Bring your AI agent tab: Use Askpilot as an AI agent in Front. Front lets your company bring its own AI agent into Front as a teammate, and Askpilot can be that agent. Assign a Front conversation to Askpilot, or @mention it in a comment, and Askpilot runs your workflow. You’ll need company admin rights in Front. https://webhook.askpilot.com/front/agent-events/8f3b2a61-4c7e-4d19-a0b5-6e2f9c1d7a43/b41d6e2c-90f7-4a35-8c12-d7e3f5a9b068 In Front, go to Settings → Company → Agents and click Create agent. Name it, choose External, and paste this webhook URL. Copy the Auth URL, Client ID, Client secret and Signing secret from Front into the fields below, then click Save. Back in Front, click Send test event. The status below changes to Connected. Auth URL Client ID Client secret Signing secret Save Not connected **"Copy the webhook URL. Front will send Askpilot its events there."** - Clicks "Copy (the webhook URL)". - Copied. - Clicks the Front tab. - Screen: Front, Settings, Company, Agents (app.frontapp.com/settings/global/ai-teammates/list). - On screen: Company Agents Agents AI disclosure Search Create agent Name Enabled Workspaces Triage assistant Tags and routes new support emails. M Meridian Freight **"In Front, open Settings, Agents, and click Create agent."** - Clicks "Create agent". - Screen: Front, Settings, Agents, Create agent (app.frontapp.com/settings/global/ai-teammates/new). - On screen: Company > Agents Create agent 1 Identity 2 AI engine 3 Credentials 4 Permissions 5 Escalation Identity Name your AI agent and describe what it’s for. Avatar and name * Username * Description What external users see The sender name and avatar shown to external users depend on the channel. The avatar, username, and role description above are only visible inside Front. Learn more Back Continue **"Give it the Askpilot logo, its name, and a username your team will @mention."** - Clicks the avatar box (it uploads the Askpilot logo). - Types "Askpilot" in "Avatar and name". - Types "askpilot" in "Username". - Clicks "Continue". - Create agent, screen: AI engine. - Front shows the next screen of Create agent: AI engine Choose what powers this AI agent. Autopilot Add-on Front’s own AI, set up with your knowledge and instructions. External Bring your own AI agent. Front sends it events through a webhook, and it works in Front through Front’s MCP server. **"For the AI engine, choose External: your own agent, Askpilot."** - Clicks "External". - Selected: External. - Clicks "Continue". - Create agent, screen: Credentials. - Front shows the next screen of Create agent: Agent connection Developer documentation 1 Front → Agent Webhook URL Send test event Signing secret •••••••••••••••••••••••• 2 Agent → Front Auth URL https://meridianfreight.frontapp.com/oauth/token Client ID 4e9b17c2d08a63f5b1e2 Client secret c7a2f9e14b6d0835a1c9e7f2b4d6a8e0 Copy it now. Front shows the client secret only once. **"Paste the webhook URL from Askpilot."** - Types "https://webhook.askpilot.com/front/agent-events/8f3b2a61-4c7e-4d19-a0b5-6e2f9c1d7a43/b41d6e2c-90f7-4a35-8c12-d7e3f5a9b068" in "Webhook URL". **"Front gives back an Auth URL, a Client ID and two secrets. Copy each into Askpilot."** - Clicks "Copy (the Auth URL)". - Copied. - Clicks the Askpilot tab. - Screen: Askpilot, the Front source (app.askpilot.com/org/8f3b2a61-4c7e-4d19-a0b5-6e2f9c1d7a43/sources/b41d6e2c-90f7-4a35-8c12-d7e3f5a9b068/front-agent). - Types "https://meridianfreight.frontapp.com/oauth/token" in "Auth URL". - Types "4e9b17c2d08a63f5b1e2" in "Client ID". - Enters the Client secret (hidden). - Enters the Signing secret (hidden). **"Save. Askpilot now waits for Front’s test event."** - Clicks "Save". - In Askpilot, the AI agent's status: Saved. Waiting for Front’s test event… - Clicks the Front tab. - Screen: Front, Settings, Agents, Create agent (app.frontapp.com/settings/global/ai-teammates/new). **"Back in Front, click Send test event."** - Clicks "Send test event". - In Front: Test event delivered. - In Front: Installed. - In Askpilot, the AI agent's status: Connected as Askpilot (@askpilot). **"It arrives, and the agent is connected to Askpilot."** - Clicks "Continue". - Create agent, screen: Permissions. - Front shows the next screen of Create agent: Permissions Define the workspaces and inboxes this agent can work in and what it can do. Access * M Meridian Freight Permissions Organize Assign conversations Archive and update ticket status Move conversations Apply, remove tags Assist Send comment Draft message Reply Send message **"Choose the workspace it works in, and what it may do there."** - Clicks "Continue". - Create agent, screen: Escalation. - Front shows the next screen of Create agent: Escalation Define what happens when agents can’t help. Unassign agent after 10 min of inactivity When unassigning Move to Select inbox Add Select tags **"Set when Front unassigns it. Askpilot’s workflows carry on after that."** - Clicks the inactivity time (10 min). - The inactivity time is now 30 min. - Clicks "Create". - Screen: Front, Settings, Company, Agents (app.frontapp.com/settings/global/ai-teammates/list). - In Front's Agents list, a new agent: Askpilot Runs our workflows: quotes, chases and customs documents. M Meridian Freight **"Askpilot is now a teammate in Front."** ### Chapter 4: Describe the workflow (1:43) **"Back in Claude, describe the workflow in your own words."** - Clicks the Claude tab. - Screen: Claude, the chat (claude.ai/chat/9a1e4c27-3f6b-4d82-b5e0-7c2d8f1a6b39). - Types "Now set up a workflow: when a quote request in Front is assigned to Askpilot, price it from our rate card, hold a collection slot and reply. Chase after 2 days. When they say yes, book it. Ask me before any discount." in "Claude's reply box". - Clicks "Send". **"Claude checks your sources and creates the workflow in Askpilot."** - Claude: Working with Askpilot - Claude's step: Askpilot: Article get workflows - Claude's step: Askpilot: Article get process-md - Claude's step: Askpilot: Source list Organization id: 8f3b2a61-4c7e-4d19-a0b5-6e2f9c1d7a43 - Claude's step: Askpilot: Source get Organization id: 8f3b2a61-4c7e-4d19-a0b5-6e2f9c1d7a43, Id: b41d6e2c-90f7-4a35-8c12-d7e3f5a9b068 - Claude's step: Askpilot: Source type get Organization id: 8f3b2a61-4c7e-4d19-a0b5-6e2f9c1d7a43, Type: front, Event: assign - Claude's step: Askpilot: Workflow create Name: Quote requests, Description: When a quote request is assigned to Askpilot in Front - Claude's step: Askpilot: Workflow set enabled Id: 2c7e91d4-5a3b-4f08-b6e1-9d0c3a7f5e24, Enabled: true - Claude writes: "Quote requests is live and switched on. Each time a conversation is assigned to Askpilot in Front, the Ask agent will:" - Claude writes: "Read the request and price it from Rate card 2026." - Claude writes: "Hold a slot in Collections and reply with the quote in the conversation." - Claude writes: "Chase after 2 days, and book it on the Jobs board when they say yes." - Claude writes: "Ask you before any discount." - Claude adds a link: "Open Quote requests in Askpilot" - Clicks "Open Quote requests in Askpilot". - Screen: Askpilot, Workflows (app.askpilot.com/org/8f3b2a61-4c7e-4d19-a0b5-6e2f9c1d7a43/workflows). - On screen: Workflows Search… New Name Access Trigger Updated Customs documents Company Front • Inbound message 27 Oct 2026, 15:02 Haulier chase Company Front • Agent mentioned 26 Oct 2026, 11:47 Delivery delays Company API 22 Oct 2026, 09:30 Weekly collections report Only me No trigger 20 Oct 2026, 17:05 - A new row in Workflows: Quote requests Company Front • Agent assigned 2 Nov 2026, 08:52 **"Quote requests is switched on, started by Agent assigned in Front."** ### Chapter 5: Assign a quote request (2:13) **"Monday 2 Nov, 09:12. Hannah Cole asks for a quote in your Sales inbox."** - Clicks the Front tab. - Screen: Front, the Sales inbox (app.frontapp.com/inboxes/shared/sales/open/38412207). - On screen: Sales Hannah Cole 9:12 AM Collection from Leeds on Thursday Hi, could you collect 6 pallets from our Leeds… Oakfield Retail Yesterday Pallet rates for December Can you send us your December rates for… Harbour Trading Yesterday Delivery note for job MF-47920 Thanks, the signed delivery note is attached. Kestrel Paper Fri Re: Weekly collections Same slots next week please. Collection from Leeds on Thursday Unassigned Archive Sales Quote HC Hannah Cole to Sales Mon 2 Nov, 9:12 AM Hi, Could you collect 6 pallets from our Leeds warehouse on Thursday and deliver them to our Bristol depot? What would it cost? Thanks, Hannah Brightwater Foods **"Assign it to Askpilot, like any teammate."** - Clicks the conversation's assignee button (Unassigned). - In Front, the assignee menu opens: Assign to Unassigned Recently used SC Sam Carter LO Lena Ortiz Agents Askpilot Triage assistant - Clicks "Askpilot". - The assignee is now Askpilot. - In Front, the conversation's activity: Sam Carter assigned to Askpilot. - In Front's list, the conversation now shows its assignee: Askpilot. **"Askpilot is now the assignee, and the workflow starts."** ### Chapter 6: Askpilot quotes and replies (2:23) - Clicks the Askpilot tab. - Screen: Askpilot, Workflows (app.askpilot.com/org/8f3b2a61-4c7e-4d19-a0b5-6e2f9c1d7a43/workflows). - A new session in Askpilot's sidebar: Hannah Cole 2 Nov 2026, 09:14 **"In Askpilot, a session has started for Hannah. Open it."** - Clicks the session "Hannah Cole". - Screen: Askpilot, the session (app.askpilot.com/org/8f3b2a61-4c7e-4d19-a0b5-6e2f9c1d7a43/session/6e2a9c41-7b3d-4f58-a0e6-1d9c4b7f2a85). - On screen: Hannah Cole Enable auto-run Type a message… 4 sources enabled Workflow - In the session: Agent assigned 2 Nov 2026, 09:14 Start workflow - Workflow panel, a new task: Read the request in Front Price it from Rate card 2026 Hold a slot in Collections Reply with the quote in Front Follow up if there is no answer, Wed 4 Nov 09:00 Agree any discount, with approval Book it in Collections and on the Jobs board Confirm in Front and tag it Booked. - In the session: Ask 2 Nov 2026, 09:14 Working - Workflow panel, in progress: Read the request in Front. - Ask's step: Task assigned to Front agent **"Ask reads the request in Front, then prices it from your rate card."** - Workflow panel, done: Read the request in Front. - Workflow panel, in progress: Price it from Rate card 2026. - Ask's step: Searched Rate card 2026 - Workflow panel, done: Price it from Rate card 2026. - Workflow panel, in progress: Hold a slot in Collections. **"It holds Thursday morning in your Collections calendar."** - Ask's step: Task assigned to Collections agent - Workflow panel, done: Hold a slot in Collections. - Workflow panel, in progress: Reply with the quote in Front. **"And replies to Hannah in Front with the quote."** - Ask's step: Task assigned to Front agent - Workflow panel, done: Reply with the quote in Front. - Workflow panel, in progress: Follow up if there is no answer, Wed 4 Nov 09:00. - Ask's step: Updating workflow - Ask writes: Hannah Cole of Brightwater Foods asked us to collect 6 pallets from Leeds on Thursday 5 Nov and deliver them to Bristol. From Rate card 2026 that’s £640 + VAT. I held Thursday 08:00 to 12:00 in Collections and replied to her in Front with the quote. If she doesn’t answer, I’ll follow up on Wed 4 Nov at 09:00. I’m listening for her reply in Front. Summary 4 completed 1 in progress Work done Request read 6 pallets, Leeds to Bristol, collection on Thu 5 Nov. Priced from Rate card 2026 £640 + VAT for 6 pallets, Leeds to Bristol. Slot held in Collections Thu 5 Nov, 08:00 to 12:00, marked Held. Quote sent in Front Reply to Hannah Cole, and a comment for your team. - Auto-run: Once · Wed 4 Nov, 09:00 **"Then it waits: a chase on Wednesday, or Hannah’s reply, whichever comes first."** - Clicks the Front tab. - Screen: Front, the Sales inbox (app.frontapp.com/inboxes/shared/sales/open/38412207). - In Front, a new message from Askpilot (to Hannah Cole) at 9:14 AM: "Hi Hannah, Thanks for your request. Collecting 6 pallets from Leeds on Thursday 5 Nov, with delivery to Bristol, is £640 + VAT. I’ve held 08:00 to 12:00 for the collection. Just reply to confirm and I’ll book it. Best, Meridian Freight" - In Front, Askpilot adds an internal comment: "Quoted £640 + VAT from Rate card 2026 and held Thu 5 Nov, 08:00 to 12:00 in Collections. I’ll follow up on Wednesday if there’s no answer." **"In Front, your team sees the quote Askpilot sent, and its note on what it did."** ### Chapter 7: The customer says yes (2:43) **"14:05. Hannah replies: please book it, and could you do £600?"** - In Front, a new message from Hannah Cole (to Sales) at 2:05 PM: "Great, please book it. Could you do £600? We’ll have more loads for you this month. Hannah" - In Front's list, the conversation now shows 2:05 PM: Great, please book it. Could you do £600?… - In Front, Askpilot adds an internal comment: "Hannah asked for £600 + VAT. I’ve asked Sam Carter to approve the discount before I book it." **"Her reply wakes the session. A discount needs your approval, so Askpilot says so."** - Clicks the Askpilot tab. - Screen: Askpilot, the session (app.askpilot.com/org/8f3b2a61-4c7e-4d19-a0b5-6e2f9c1d7a43/session/6e2a9c41-7b3d-4f58-a0e6-1d9c4b7f2a85). - In the session: Inbound message 2 Nov 2026, 14:05 Event - In the session: Ask 2 Nov 2026, 14:05 Worked for 6 seconds - Ask writes: Hannah replied in Front: “Great, please book it. Could you do £600? We’ll have more loads for you this month.” Your workflow needs your approval before any discount. - Workflow panel, done: Follow up if there is no answer, Wed 4 Nov 09:00. - Workflow panel, in progress: Agree any discount, with approval. - In the session: Actions needing your approval Skip Input needed Agree £600 + VAT for Hannah Cole’s collection on Thu 5 Nov? The rate card price is £640 + VAT. She says more loads are coming this month. 1 Yes, agree £600 + VAT 2 No, keep £640 + VAT Custom input Submit - In Askpilot: The session shows "Awaiting input". **"Approve £600 + VAT."** - Clicks "1 Yes, agree £600 + VAT". - Clicks "Submit". - The card now reads "Approved actions", with "Submitted". - In the session: SC Sam Carter 2 Nov 2026, 14:08 Reply required response: Q: Agree £600 + VAT for Hannah Cole’s collection on Thu 5 Nov? A: Yes, agree £600 + VAT **"Approved. Ask books the job and confirms it."** - In the session: Ask 2 Nov 2026, 14:08 Working - Workflow panel, done: Agree any discount, with approval. - Workflow panel, in progress: Book it in Collections and on the Jobs board. - Ask's step: Task assigned to Collections agent - Ask's step: Task assigned to Jobs board agent - Workflow panel, done: Book it in Collections and on the Jobs board. - Workflow panel, in progress: Confirm in Front and tag it Booked. - Ask's step: Task assigned to Front agent - Ask's step: Updating workflow - Workflow panel, done: Confirm in Front and tag it Booked. - Ask writes: I booked the collection for Thu 5 Nov, 08:00 to 12:00 in Collections, added it to the Jobs board as Brightwater Foods, Leeds to Bristol, and confirmed £600 + VAT to Hannah in Front. The conversation is tagged Booked, and Wednesday’s follow-up is no longer needed. Summary 8 completed - The auto-run pill now reads "Nothing scheduled". - Clicks the Front tab. - Screen: Front, the Sales inbox (app.frontapp.com/inboxes/shared/sales/open/38412207). - In Front, a new message from Askpilot (to Hannah Cole) at 2:09 PM: "Hi Hannah, Done: £600 + VAT. We’ll collect from Leeds on Thursday 5 Nov between 08:00 and 12:00 and deliver to Bristol. Your booking reference is MF-48213. Best, Meridian Freight" - In Front, the conversation is tagged Booked. **"In Front: booked, confirmed to Hannah, and tagged Booked."** **"Set up once with Claude. Askpilot finishes the work behind every Front conversation."** --- This is the text version of the video on https://askpilot.com/integrations/front.html. Site index for agents: https://askpilot.com/llms.txt