Master the AI operating system for customer work.
Frontline Learn turns the platform vision into operational mastery: Max for AI teammate execution, Studio for agents and automations, and CRM for the customer context behind every workflow.
Ask Frontline Learn how to build an operational system.
One Frontline platform. Three operating layers.
Start with the product, open the module, then learn the operational workflow.
Frontline CRM
CRM is the customer context layer: people, companies, deals, tickets, relationships, records, and operational memory.
Explore Frontline CRM→
Frontline Max
Max is the AI teammate for daily execution: email, meetings, tasks, summaries, activity, and follow-through in one work layer.
Explore Frontline Max→
Frontline Studio
Studio is where teams design AI agents, automations, channels, workflows, tables, and integrations for customer operations.
Explore Frontline Studio→Apply the platform to a real operating motion.
Sales, Support, Marketing, and HR blueprints sit below Max, Studio, and CRM because they are replicable applications of the platform.
From platform vision to day-to-day execution.
Focused paths for learning the systems that make AI agents useful in real operations.
Getting started with Studio
Agents
Getting started with Studio
Design agents and automations that turn customer signals into operational workflows.
Building AI workflows
Workflow systems
Building AI workflows
Use Workflow Builder to turn customer signals into tested workflows, agent actions, CRM updates, messages, logs, and publishing decisions.
Customer messaging channels
Customer messaging channels
Connect WhatsApp, Instagram, and Messenger to workflows, agents, CRM records, and Max activity.
CRM foundations
Records
CRM foundations
Understand customer context as the memory behind AI agents, workflows, and follow-up.
Understanding Max
Activity
Understanding Max
Review activity, generated work, summaries, suggested actions, and the context behind execution.
Sales solutions
AI SDR
Sales solutions
Build an AI SDR system for qualification, cross-channel follow-up, logged interactions, meetings, and pipeline motion.
Support solutions
Tickets
Support solutions
Build an AI support operation across tickets, WhatsApp, Instagram, routing, escalations, analytics, and customer memory.
Marketing solutions
Marketing solutions
Build a marketing automation system for Instagram, campaign workflows, lead capture, AI segmentation, enrichment, and Google Analytics signals.
HR solutions
Recruiting
HR solutions
Build HR operating systems for recruiting automation, candidate screening, onboarding, employee support, and internal AI assistants.
See the product in motion.
Concise lessons with real Frontline UI, screenshots, captions, and searchable transcripts.
Agent Builder overview
Understand Agent Builder as the Studio control center for operational agents: roles, instructions, model/provider choice, workflows, channels, CRM context, conversations, and analytics.
Build a workflow
Workflows are where Studio turns a real business operation into a visible system: trigger, nodes, routing, messages, handoff, logs, analytics, and publish state. The workflow list separate...
Create an AI agent
Agent Builder is the starting point in Frontline Studio. This is where teams create and manage the AI agents that handle operational work. The agent list shows the agents already available...