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Forepost needs three things to start: who you are, where you stand right now, and who’s on your team. Step 2 offers three fast-paths so you don’t have to type your numbers from memory.

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Step 1. Workspace

Company name, support platform (Intercom / Zendesk / Front / Plain / HubSpot / Other), industry, and ARR band. The platform field is a label only — the actual connection happens in Step 2 or in Settings → Integrations.

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Step 2. Your numbers — pick a path

Step 2 opens with three primary CTAs, in priority order:

Connect Intercom

One click. OAuth flow runs and your eight signals auto-populate from live Intercom data within ~30 seconds.

Import a CSV

Drop a CSV export from Front, Zendesk, HubSpot, or any helpdesk. Three-tier auto-detection populates the metric fields.

Show me with demo data

Skip setup entirely. Forepost populates the workspace with synthetic data so you can evaluate every surface immediately. Wipe anytime.
The manual entry form stays below the CTAs for users who already have their numbers handy. The wizard requires at least four of the five core metrics if you take the manual path:
  • Weekly volume — tickets opened in the last 7 days
  • CSAT — current score
  • First response time — average across last week
  • Open tickets — what’s in your queue right now
  • Agent utilisation — how booked your team is, as a percentage
Plus deltas (volume vs last week, CSAT vs last month, response time vs last week) and three optional fields (AI deflection, backlog age, one-touch resolution) that improve the brief but aren’t required.
Whichever path you take, your numbers are editable in Settings → Metrics afterwards. Nothing is locked in.

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Step 3. Team

Add at least one named agent with their ticket count and CSAT. Flag any agent who needs a closer look this week. Forepost surfaces the flag in the Daily Brief and the Team view. Skipped if you picked the Show me with demo data fast-path in Step 2 — a six-person synthetic team is seeded.

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Where you land

PathLands on
Connect IntercomSettings → Integrations (to complete the OAuth flow)
Import a CSVSettings → Metrics (to drop the file)
Show me with demo data/brief with a populated workspace
Manual form/brief — your first brief streams in within a few seconds
If your data is below the completeness threshold, you’ll see a holding banner instead of a brief. Forepost won’t fabricate a brief from missing numbers.