Getting started
Set up your workspace, CRM, data sync, Max, Studio, integrations, billing, and usage.
Workspace & CRM setupSyncing your dataSetting up MaxStudio setupIntegrationsBilling & usage
AI CRM
A CRM that builds itself and remembers everything.
Max
A personal AI agent for every team member.
AI Agents
Scale your team with an AI workforce.
Workflows
Automate processes end to end.
Integrations
Connects with the tools you already use.
Guide
50 Claude CRM Skills
Your playbook to building the perfect CRM for your business using Claude.
Get the guideFrontline50 Claude CRM Skills
Customer stories
Case studies and success stories.
Blog
Latest insights and product updates.
Academy
Essential Frontline features explained.
Help Center
Learn more about Frontline's features.
Developer Docs
Start building with the Frontline API.
Trust Center
Security, compliance, and data privacy.
Guide
50 Claude CRM Skills
Your playbook to building the perfect CRM for your business using Claude.
Get the guideFrontline50 Claude CRM Skills
ACADEMY
Frontline Academy
Learn how Frontline's AI CRM, Max, and Studio work together and build the operating system your business needs.
AI CRM
Coming soonBuild the data model your business needs, then keep every customer record current.
Standard & custom objectsRecord typesField typesData sync & memory
Max
Coming soonSet up Max, the personal teammate for every team member. Set up connectors, configure Tasks and Playbooks, and learn how to build Apps & Artifacts.
Agent setupConnectorsChannelsApps & artifactsTasksPlaybooks
Studio
Coming soonBuild AI Employees, Workflows, Sequences, and the AI infrastructure behind them.
AI employeesWorkflowsSequencesCustom toolsKnowledge basesAgent playbooks
RECOMMENDED
A practical place to begin
Focused guides designed to answer one question clearly and help you move forward.
Getting started
Set up your Frontline workspace
Start with workspace and CRM setup, data sync, Max, Studio, integrations, billing, and usage.
6 min readAI CRM
Standard and Custom Objects
Model companies, people, deals, and the unique entities your business depends on.
8 min readMax
Configure Max for your team
Set up Max with the right connectors, channels, Apps, Artifacts, Tasks, and Playbooks.
7 min readStudio
Build your first AI Employee
Use Studio to combine AI Employees, Workflows, Sequences, and AI infrastructure.
10 min readWEBINARS & LIVE SESSIONS
Learn with the people building Frontline
Upcoming sessions will appear here as they are scheduled. In the meantime, explore recorded product walkthroughs and practical examples on YouTube.
Browse videos