Solutions overview
Explore the deployable business systems teams can build with Frontline across sales, support, marketing, human resources, and collections.
Choose the business system you want to build.
Solutions start from the operational outcome. Open a system when you are ready for the deeper workflows, prompts, channels, CRM records, agents, playbooks, routing, and analytics.
People table with real contacts, roles, companies, LinkedIn links, owners, email fields, filters, actions, and field counts
Channels page with WhatsApp connected plus Instagram and Messenger connection pathsChannels page with WhatsApp connected plus Instagram and Messenger connection paths
Create Playbook panel with Enabled, When to use, Instructions, Integrations, System tools, Tables, and Custom toolsSummary
Explore the deployable business systems teams can build with Frontline across sales, support, marketing, human resources, and collections.
Concepts covered
Step breakdown
- Choose the business systemStart with the outcome: create pipeline, resolve support, capture demand, operate recruiting and onboarding, or automate collections outreach.
- Preview the operating modelSee which channels, CRM records, AI agents, tasks, activity, and review states the system needs.
- Open the deployable blueprintMove into Sales, Support, Marketing, HR, or Collections for the workflows, prompts, channels, records, and launch checklist.
Solutions are implementation guides
Solutions are not feature explanations. They are deployable operating blueprints that show what business system to build with Max, Studio, CRM, channels, agents, workflows, records, tables, and activity.
Use Platform pages when you need to understand how a real Frontline screen works. Use Solutions when you want to assemble those product surfaces into a running Sales, Support, Marketing, or HR system.
What you finish with
Sales: an AI SDR agent, connected channels, qualification workflows, CRM pipeline, follow-up automation, tables, and activity logging.
Support: an AI support agent, ticket workflows, WhatsApp support, escalation routing, CRM tickets, support automations, and an operational queue.
Marketing: Instagram automation, lead capture workflows, campaign workflows, segmentation, enrichment, and a CRM marketing system.
HR: recruiting automation, candidate workflows, onboarding automation, an internal AI assistant, and employee support flows.
Implementation path
Each solution starts with the operational outcome, then lists the assets to create: agent, prompt, workflow canvas, channel or source system, CRM records or tables, routing rules, review gates, and Max Activity evidence.
The page should answer: what to build, what to connect, what workflows to configure, which CRM structures are needed, what the completed state looks like, and how the team should operate it.
Platform versus Solutions
MAX, STUDIO, and CRM explain how Frontline works as a product: screen behavior, product state, connected context, and operational outcome.
Solutions explain how to operationalize those product capabilities into deployable systems. The user should feel: if I follow this guide, I can actually deploy the system.
How to use this catalog
Use this page to choose the business system your team wants to deploy: revenue generation, support resolution, demand capture, or people operations.
Do not start here by thinking about builder nodes. Start by choosing the outcome, the team that owns it, and the operating signals that should become visible.
Choose by outcome
Choose Sales when the goal is pipeline: qualified leads, follow-up, deal movement, and owner visibility.
Choose Support when the goal is resolution: customer context, ticket routing, escalation, and service quality.
Choose Marketing when the goal is demand capture: social engagement, campaign response, lead enrichment, and segmentation.
Choose HR when the goal is people operations: recruiting, candidate review, onboarding, and employee support.
When to go deeper
After choosing a system, open the Sales, Support, Marketing, or HR overview for the deployable blueprint.
The deeper pages are where implementation details belong: prompts, workflows, channels, CRM records, playbooks, routing logic, analytics, and launch checks.
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Transcript
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FAQs
What is Solutions overview?
Explore the deployable business systems teams can build with Frontline across sales, support, marketing, human resources, and collections.
Why start with this overview?
The overview separates Solutions from Platform walkthroughs: Solutions show what operational system to deploy, while MAX, STUDIO, and CRM explain how the product works.
How does this connect to the Frontline ecosystem?
Each overview shows how Studio, CRM, Max, Channels, AI agents, workflows, and Activity connect into one operating system.
Which Frontline products are involved in this solution?
Most solution playbooks connect Studio workflows, Channels, CRM records, AI agents, and Max Activity. The business outcome is the entry point; the platform layers make it operational.
How should we decide whether to automate this use case?
Automate when the path is repeated, has clear source context, needs consistent follow-up, or benefits from AI classification, routing, summaries, or structured capture. Keep human review where judgment or risk is high.
What should be visible before this goes live?
Verify the workflow trigger, CRM context, channel permissions, AI agent instructions, handoff owner, logs, and Max Activity output so the team can trace what happened.
How do we keep the customer experience personal?
Use CRM context, conversation history, and approved message patterns. AI should use relevant customer memory, not generic copy, and workflows should escalate when context is missing.
What is the best first version of this playbook?
Start with one channel, one workflow, one owner group, and a narrow success metric. Expand only after logs, activity, and customer-facing outputs are trustworthy.