You can go from zero to your first AI Daily Brief in a single session. This guide walks you through creating an account, completing the onboarding wizard, and landing on the dashboard — where Forepost gets to work immediately.Documentation Index
Fetch the complete documentation index at: https://docs.forepost.ai/llms.txt
Use this file to discover all available pages before exploring further.
Create your account
Go to app.forepost.ai and sign up. You can register with your work email and a password, or use a social sign-in option.Once you’ve authenticated, Forepost launches the onboarding wizard automatically.
Set up your workspace
In the first step of the wizard, enter your company name and select the support platform your team uses. The available options are Intercom, Zendesk, HubSpot, or Other.This tells Forepost the context it needs to frame your Daily Brief and board-facing content accurately.
Enter this week's metrics
Forepost asks for six key metrics. Have your support dashboard open alongside this so you can enter current figures accurately.
Forepost uses these figures to generate your Daily Brief, populate the Metrics dashboard, and power the Board Pack and Headcount Calculator.
| Metric | What to enter |
|---|---|
| Weekly ticket volume | Total tickets received this week, plus the percentage change vs last week (positive or negative) |
| CSAT score | Your current customer satisfaction score as a percentage, plus the change in percentage points vs last month |
| First response time | Your average first response time in hours, plus the percentage change vs last week |
| AI deflection rate | The percentage of tickets deflected by AI, plus the change in percentage points vs last month |
| Open tickets | The number of tickets currently open right now |
| Agent utilisation | The percentage of available agent capacity currently in use |
Add your agents
Add up to 8 agents to your team roster. For each agent, enter:
- Name — the agent’s full name or display name
- Weekly tickets handled — their ticket volume for this week
- CSAT % — their individual customer satisfaction score
Read your first Daily Brief
After completing all three wizard steps, Forepost takes you to the main dashboard and opens the Daily Brief section automatically.Your first AI-generated brief is ready immediately. It draws on the metrics and team data you just entered to give you a narrative summary of your support function’s current state — what’s going well, where the risks are, and what to prioritise today.From here, explore the other dashboard sections: Metrics, Team, Ask Forepost, Board Pack, and Headcount.