When you sign in to Forepost for the first time, the onboarding wizard runs automatically. It collects three things: the basics about your company and support platform, your current CX metrics, and your agent roster. The whole process takes about five minutes and gives Forepost everything it needs to generate your first Daily Brief.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.
All workspace data — your company details, metrics, and agent roster — is saved to your account automatically as you complete each step. You don’t need to export or store anything separately.
Workspace — company and platform
Enter your company name and select your support platform from the dropdown.Available platform options:
- Intercom
- Zendesk
- HubSpot
- Other
Metrics — your current CX performance
Enter your current support metrics. These numbers are the core inputs that Forepost reasons about across every AI feature.For each metric, you enter both the current value and a change figure — the direction and magnitude of movement versus a recent benchmark. This lets Forepost identify trends and flag anomalies rather than just reporting static numbers.
Click Continue to add your team.
Metric fields
| Field | Unit | What it means |
|---|---|---|
| Weekly ticket volume | Count | Total number of support tickets your team received this week |
| Ticket volume change | % vs last week | Whether volume is up or down compared to last week (e.g. +12% or −5%) |
| CSAT score | % | Your current overall customer satisfaction score |
| CSAT change | pp vs last month | The change in CSAT in percentage points vs the same metric last month |
| First response time | Hours | Your team’s average time to send a first reply to a new ticket |
| First response time change | % vs last week | Whether your first response time has improved or worsened vs last week |
| AI deflection rate | % | The share of tickets resolved by AI without agent involvement |
| AI deflection rate change | pp vs last month | The change in deflection rate in percentage points vs last month |
| Open tickets | Count | The number of tickets currently open at the time you’re completing setup |
| Agent utilisation | % | The percentage of your team’s available capacity currently in use |
If you don’t have an exact figure for a metric, enter your best estimate. Forepost’s AI outputs improve as your data becomes more precise, but approximate values are still useful for generating meaningful analysis.
Team — your agent roster
Add up to 8 agents to your team. Each agent entry captures their current performance and lets you flag anyone who needs attention.
Flagged agents appear highlighted in the Team section of your dashboard so they’re easy to spot during your daily review.Once you’ve added your agents, click Finish setup to go to your dashboard.
Agent fields
| Field | Required | Description |
|---|---|---|
| Name | Yes | The agent’s name as you want it to appear in the Team view and generated reports |
| Weekly tickets handled | Yes | The number of tickets this agent worked on this week |
| CSAT % | Yes | This agent’s individual customer satisfaction score as a percentage |
| Flag for review | No | Toggle this on if the agent has a performance concern you want to track |
| Review note | No | A short note explaining the flag — visible only to you in the Team view |
After onboarding
When the wizard completes, Forepost takes you to the main dashboard. You’ll see six sections in the navigation:- Daily Brief — your AI-generated morning summary
- Metrics — your CX metrics at a glance
- Team — your agent roster and performance snapshot
- Ask Forepost — on-demand AI answers about your support data
- Board Pack — executive-ready CX summaries
- Headcount — capacity modelling and hiring business cases