Home
Start from connected context, recent activity, time saved, and the next place to continue work.
Frontline Max
Platform walkthroughs for how Max works: Home, To-do's, Activity, Chat with Max, Tasks, Playbooks, Settings, Connected Accounts, and Integrations.
9 articles
Use Max Home as the starting point for connected context, recent activity, time saved, and the next place to continue work.
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1 articles
To-do's
Review pending and completed work with owner, due date, source context, and related records.
Activity
Inspect AI-generated labels, summaries, actions, and the evidence behind what happened.
Max
Configure Chat with Max, recurring tasks, reusable playbooks, and assistant settings.
Chat with MaxUse Chat with Max to reach the assistant from WhatsApp, Slack, or Microsoft Teams and ask for operational context without opening the browser app.5 minTasksConfigure recurring Max tasks such as pre-meeting briefs, schedules, delivery channels, and source context.6 minPlaybooksCreate reusable instructions that teach Max how to handle repeated tasks consistently, such as meeting prep, follow-up, qualification, or escalation.6 minSettingsTune Max scheduling instructions, knowledge, and advanced behavior from the Settings area.7 min
Connections
Connect accounts and integrations that supply Max with operational signal.