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Frontline Studio

Platform walkthroughs for how Studio works: Agent Builder, workflows, channels, integrations, tables, resources, and builder states.

14 articles
Featured articleStudio overview

Understand Studio as the operating builder for Frontline: agents, workflows, channels, integrations, tables, resources, logs, analytics, and publishing controls.

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Agent Builder

Create and inspect AI teammates: role, instructions, context, connected surfaces, and operating readiness.

4 articles
Agent Builder overviewUnderstand Agent Builder as the Studio control center for operational agents: roles, instructions, model/provider choice, workflows, channels, CRM context, conversations, and analytics.6 minInside an agentUnderstand the six working areas inside a Studio agent: Overview, Settings, Flows, Conversations, Analytics, and Channels.7 minCreate an AI agentCreate a Frontline AI agent with a clear role, instructions, connected context, workflow entry points, channel readiness, and a test plan before publishing.3 minConfigure an agentDefine the role, instructions, tools, data boundaries, and workflow responsibilities that make a Studio agent production-ready.8 min

Workflows

Walk through the real canvas where triggers, AI steps, routing, integrations, and handoff become an operating procedure.

2 articles
Build a workflowBuild a Studio workflow from trigger to action: routing, AI or data steps, CRM updates, channel messages, logs, analytics, and Draft or Live publishing controls.3 minWorkflow BuilderUse the Studio canvas to build a real operating system: customer trigger, editable nodes, AI or data decisions, CRM or webhook action, channel response, logs, analytics, and publish controls.9 min

Resources

Approved knowledge, files, and instructions that ground agents during real customer work.

3 articles
Knowledge BasesCreate and manage Knowledge Bases — the document libraries agents search when generating replies, summaries, and decisions.5 minToolsUnderstand and configure the tools agents use — System Tools always available, plus custom tools your team creates.6 minPlaybooksUse Studio Playbooks as reusable instruction sets that tell agents when to act, what instructions to follow, and which tools, integrations, system tools, tables, or custom tools they can use.8 min

Integrations

Connected systems and APIs that let agents and workflows retrieve context or take operational action.

3 articles
Connect integrationsOpen the Studio Integrations catalog and choose the toolkits agents and workflows can use.2 minManaging integrationsManage connected tools so agents and workflows have the right capabilities without unnecessary access.6 minConnect APIsConnect external systems to Frontline through safe API and webhook patterns, and use the Frontline Public API or CLI when you need programmatic access to supported platform resources.7 min