# Frontline Help Center

> Help center for Frontline

## Max

- [Getting Started with Max](https://help.getfrontline.ai/en/articles/12782042-getting-started-with-max.md): Meet Max, your personal AI assistant for email and calendar management inside Frontline.
- [Using Max Day-to-Day](https://help.getfrontline.ai/en/articles/12782310-using-max-day-to-day.md): Once Max is configured, it becomes your intelligent daily assistant — drafting emails, organizing your inbox, summarizing meetings, and keeping track of key actions automatically.
- [Managing Your Directory in Max](https://help.getfrontline.ai/en/articles/12786321-managing-your-directory-in-max.md): Keep your contacts organized and help Max recognize the people you collaborate with across Gmail, Calendar, and WhatsApp.
- [Organizing Your Inbox with Max Email Labeling](https://help.getfrontline.ai/en/articles/12786259-organizing-your-inbox-with-max-email-labeling.md): Max’s Email Labeling feature helps you stay on top of your inbox by automatically categorizing incoming messages.
- [Configuring Max Settings](https://help.getfrontline.ai/en/articles/12782211-configuring-max-settings.md): Once Max is connected, you can fully customize how it manages your email and calendar.
- [Creating and Managing Tasks in Max](https://help.getfrontline.ai/en/articles/12782264-creating-and-managing-tasks-in-max.md): Max’s Tasks lets you automate recurring actions from daily follow-up reports to weekly summaries

## Agent Builder

- [How to create an AI Agent](https://help.getfrontline.ai/en/articles/9432563-how-to-create-an-ai-agent.md): Learn how to create an AI Agent in Frontline
- [How to view and manage AI Agent conversations](https://help.getfrontline.ai/en/articles/9544088-how-to-view-and-manage-ai-agent-conversations.md): Learn how to view, manage and share conversations
- [Testing your AI Assistant](https://help.getfrontline.ai/en/articles/9573648-testing-your-ai-assistant.md): Learn how to test your AI Assistant
- [Handling WhatsApp Product & Order Messages](https://help.getfrontline.ai/en/articles/11578404-handling-whatsapp-product-order-messages.md): Learn how to process WhatsApp Product Inquiries and Order messages using your AI Agent
- [Enable your AI Agent to take action with Agent Tools](https://help.getfrontline.ai/en/articles/11578429-enable-your-ai-agent-to-take-action-with-agent-tools.md): Build and connect powerful tools your AI Agent can use to fetch data, perform actions, or trigger workflows
- [Changing your Agent's name](https://help.getfrontline.ai/en/articles/9544076-changing-your-agent-s-name.md): Learn how to change your Agent's name
- [How to delete an AI Agent](https://help.getfrontline.ai/en/articles/9433419-how-to-delete-an-ai-agent.md): Learn how to delete an AI Agent in Frontline
- [Changing your Agent's deployment status](https://help.getfrontline.ai/en/articles/11580927-changing-your-agent-s-deployment-status.md): Control when your AI Agent is active across channels
- [Customizing your AI Agent \(Live Chat\)](https://help.getfrontline.ai/en/articles/9459721-customizing-your-ai-agent-live-chat.md): Learn how to personalize your AI Agent. Change theme colors, avatar, launcher image, UI language and more
- [Removing Frontline Branding from Your AI Assistant](https://help.getfrontline.ai/en/articles/9544340-removing-frontline-branding-from-your-ai-assistant.md): Learn how to remove the "Powered by Frontline" tagline from your AI Assistant
- [Customizing your Main AI Agent's Model & Instructions](https://help.getfrontline.ai/en/articles/9544309-customizing-your-main-ai-agent-s-model-instructions.md): Learn how to craft effective prompts, use temperature and choose between different Foundational Models
- [Adding Knowledge Sources to your AI Agent](https://help.getfrontline.ai/en/articles/10710031-adding-knowledge-sources-to-your-ai-agent.md): Learn how to train your AI Agent using your proprietary information
- [Supported file format for AI Agent Training](https://help.getfrontline.ai/en/articles/9508000-supported-file-format-for-ai-agent-training.md): Learn about the different file formats to train your AI Agent
- [How to create and manage variables](https://help.getfrontline.ai/en/articles/9708644-how-to-create-and-manage-variables.md): Learn how to add and manage variables to store relevant information during a conversation
- [How to create & manage intents](https://help.getfrontline.ai/en/articles/9708233-how-to-create-manage-intents.md): Learn how to create and manage intents with optional agentic routing to trigger flows in your AI Assistant
- [How to create & manage flows](https://help.getfrontline.ai/en/articles/9717825-how-to-create-manage-flows.md): Learn how to create and manage flows to empower your assistant to take action and get work done.
- [Understanding the "Flow" designer](https://help.getfrontline.ai/en/articles/9717974-understanding-the-flow-designer.md): Empower your AI Assistant to take action and get work done with a flexible and simple platform for agentic workflows.
- [The Intent Node](https://help.getfrontline.ai/en/articles/9728173-the-intent-node.md): Learn how to use the intent node in flows
- [The Agent Capture Node](https://help.getfrontline.ai/en/articles/9728213-the-agent-capture-node.md): Capture structured data from users through natural conversations
- [The Say node](https://help.getfrontline.ai/en/articles/9728367-the-say-node.md): Learn how to use the Say node in flows
- [The API Call node](https://help.getfrontline.ai/en/articles/9728544-the-api-call-node.md): Learn how to use the api call node in flows
- [Leveraging the "Start" Flow to control how conversations are started](https://help.getfrontline.ai/en/articles/9929372-leveraging-the-start-flow-to-control-how-conversations-are-started.md): Learn how to use the "Start" flow to control how conversations are started by your AI Assistant in Frontline.
- [How to leverage dynamic variables in flows](https://help.getfrontline.ai/en/articles/9978951-how-to-leverage-dynamic-variables-in-flows.md): Learn how to use dynamic variables to pass along relevant information and context to your AI Assistant during conversations
- [Off-Topic Detection within Flows](https://help.getfrontline.ai/en/articles/10019021-off-topic-detection-within-flows.md): Learn how off-topic detection works in flows and how it leverages knowledge base retrieval to respond to unrelated questions during flows
- [Understanding Conditional Routing in AI Agent Flows](https://help.getfrontline.ai/en/articles/10174140-understanding-conditional-routing-in-ai-agent-flows.md): Learn how to use conditional routing to create dynamic conversation paths based on API responses and user inputs.
- [Using Agentic Routing vs. Intent-based Routing in Flows](https://help.getfrontline.ai/en/articles/10701820-using-agentic-routing-vs-intent-based-routing-in-flows.md): Decide the best approach to route incoming user queries to flows
- [Understanding the AI Agent Node](https://help.getfrontline.ai/en/articles/11578455-understanding-the-ai-agent-node.md): Configure how your AI Agent thinks, talks, and takes action inside a flow
- [Capturing Contact Information](https://help.getfrontline.ai/en/articles/9826346-capturing-contact-information.md): Learn how to capture & manage contact information using your AI Assistant
- [How to Add Frontline AI Assistant to Your Webflow Website](https://help.getfrontline.ai/en/articles/9740785-how-to-add-frontline-ai-assistant-to-your-webflow-website.md): Integrating your AI Assistant to Webflow
- [How to Add Frontline AI Assistant to Your Wix Website](https://help.getfrontline.ai/en/articles/9740838-how-to-add-frontline-ai-assistant-to-your-wix-website.md): Integrating Frontline Assistant with Your Wix Website
- [How to Add Frontline AI Assistant to Your WordPress Website](https://help.getfrontline.ai/en/articles/9740914-how-to-add-frontline-ai-assistant-to-your-wordpress-website.md): Integrating Frontline Assistant with Your Wordpress Website
- [How to Add Frontline AI Assistant to Shopify](https://help.getfrontline.ai/en/articles/9740953-how-to-add-frontline-ai-assistant-to-shopify.md): Integrating Frontline Assistant with Shopify
- [How to Add Frontline AI Assistant to Squarespace](https://help.getfrontline.ai/en/articles/9741313-how-to-add-frontline-ai-assistant-to-squarespace.md): Integrating Frontline Assistant with Your Squarespace Website
- [How to Add Frontline AI Assistant to Weebly](https://help.getfrontline.ai/en/articles/9741745-how-to-add-frontline-ai-assistant-to-weebly.md): Integrating Frontline Assistant with Your Weebly Website
- [How to Add Frontline AI Assistant to you Framer Website](https://help.getfrontline.ai/en/articles/9888883-how-to-add-frontline-ai-assistant-to-you-framer-website.md): Integrating Frontline Assistant with Your Framer Website
- [WhatsApp Audio, Image, Document Processing](https://help.getfrontline.ai/en/articles/11578384-whatsapp-audio-image-document-processing.md): Enable your AI Agent to understand and respond to incoming audios, images, PDFs, and other files shared via WhatsApp
- [Auto-split long AI Agent responses](https://help.getfrontline.ai/en/articles/11578377-auto-split-long-ai-agent-responses.md): Automatically break up lengthy messages into shorter, more readable messages
- [Collect AI Agent Message Feedback](https://help.getfrontline.ai/en/articles/10106280-collect-ai-agent-message-feedback.md): Learn how to collect and analyze user feedback for individual AI Agent responses
- [Auto-close conversations](https://help.getfrontline.ai/en/articles/10018997-auto-close-conversations.md): Learn how your AI Agent can automatically close conversations when users go unresponsive
- [Managing WhatsApp Conversations in Frontline](https://help.getfrontline.ai/en/articles/10702073-managing-whatsapp-conversations-in-frontline.md): Learn the details about managing WhatsApp conversations in Frontline
- [How to install your AI Agent in your website](https://help.getfrontline.ai/en/articles/9459681-how-to-install-your-ai-agent-in-your-website.md): Learn how to install your Frontline AI Agent using the widget or iframe
- [Automated Inactivity Trigger](https://help.getfrontline.ai/en/articles/13715620-automated-inactivity-trigger.md): Conversation Idle is an automated inactivity trigger designed to prevent conversations from silently stalling.
- [Using the Conversation Transcript Audit Feature](https://help.getfrontline.ai/en/articles/9759808-using-the-conversation-transcript-audit-feature.md): Learn how to audit your AI Assistant’s conversation transcripts to uncover key insights on how it generated responses
- [Responding manually to conversations](https://help.getfrontline.ai/en/articles/13610808-responding-manually-to-conversations.md): Intervening in Conversations
- [AI Agent Analytics](https://help.getfrontline.ai/en/articles/10106252-ai-agent-analytics.md): Learn how to track and analyze your AI Assistant's performance using our comprehensive analytics dashboards

## Workflows

- [How to create & manage automations](https://help.getfrontline.ai/en/articles/10130244-how-to-create-manage-automations.md): Automate work with AI workflows

## Tables

- [AI Tables - Overview](https://help.getfrontline.ai/en/articles/12788452-ai-tables-overview.md): AI Tables are dynamic, fully customizable data structures powered by AI.They go far beyond traditional spreadsheets
- [How to Create and Configure a Table](https://help.getfrontline.ai/en/articles/12788482-how-to-create-and-configure-a-table.md): AI Tables let you organize and manage structured data inside your Frontline workspace.
- [Using AI to Populate Tables Automatically](https://help.getfrontline.ai/en/articles/12788488-using-ai-to-populate-tables-automatically.md): AI Tables can be filled, cleaned, or updated automatically using Frontline’s AI.This means you don’t need to manually add or edit records — your agents and workflows can generate and maintain data ...
- [Connecting Tables to Workflows](https://help.getfrontline.ai/en/articles/12788489-connecting-tables-to-workflows.md): In Frontline, every table can be connected to workflows so that actions happen automatically whenever data changes.
- [Using Tables Inside Agents](https://help.getfrontline.ai/en/articles/12788492-using-tables-inside-agents.md): AI Tables are not just for data storage — they are the foundation of how your AI agents reason, remember, and act.
- [Understanding contacts table in Frontline](https://help.getfrontline.ai/en/articles/11577768-understanding-contacts-table-in-frontline.md): Learn how to manage contacts in your Frontline account
- [Example Table Structures for Common Use Cases](https://help.getfrontline.ai/en/articles/12788511-example-table-structures-for-common-use-cases.md): AI Tables are completely flexible — you can adapt them to almost any business process.

## Integrations

- [Integrating WhatsApp to Frontline](https://help.getfrontline.ai/en/articles/10701924-integrating-whatsapp-to-frontline.md): Learn how to setup the WhatsApp channel in Frontline to handle WhatsApp conversations
- [Integrating Instagram to Frontline](https://help.getfrontline.ai/en/articles/12769711-integrating-instagram-to-frontline.md): Learn how to setup the Instagram channel in Frontline to handle Instagram conversations
- [Integrating Messenger to Frontline](https://help.getfrontline.ai/en/articles/12769723-integrating-messenger-to-frontline.md): Learn how to setup the Messenger channel in Frontline to handle Messenger conversations
- [How to Approve Frontline in Microsoft 365 via Microsoft Entra ID](https://help.getfrontline.ai/en/articles/14040925-how-to-approve-frontline-in-microsoft-365-via-microsoft-entra-id.md)

## Tools

- [Building Custom Tools \(API Integrations\)](https://help.getfrontline.ai/en/articles/12772186-building-custom-tools-api-integrations.md): Custom Tools in Frontline allow your AI Agent to connect with external systems, trigger actions, or fetch data using APIs. You can use them to send notifications, update CRMs, send emails, or retri...
- [Using Custom Tools in Frontline Platform](https://help.getfrontline.ai/en/articles/12786431-using-custom-tools-in-frontline-platform.md): Custom Tools allow your Frontline Agent to connect directly with any external system that has an API
- [Using WhatsApp Template Tools](https://help.getfrontline.ai/en/articles/12772151-using-whatsapp-template-tools.md): Using WhatsApp Template Tools Learn how to set up and use WhatsApp Template Tools in Frontline.
- [Example: WhatsApp Interactive Lists](https://help.getfrontline.ai/en/articles/12772247-example-whatsapp-interactive-lists.md): This article shows how to build a Custom Tool in Frontline that sends a WhatsApp interactive list using the WhatsApp Cloud API.
- [Example: WhatsApp Images](https://help.getfrontline.ai/en/articles/12772315-example-whatsapp-images.md): This article shows how to build a Custom Tool in Frontline that sends an image message using the WhatsApp Cloud API.
- [Example: WhatsApp Reply Buttons](https://help.getfrontline.ai/en/articles/12772292-example-whatsapp-reply-buttons.md): This article shows how to build a Custom Tool in Frontline that sends interactive reply buttons using the WhatsApp Cloud API.
- [Example: Create Payment Link \(Mercado Pago\)](https://help.getfrontline.ai/en/articles/12772402-example-create-payment-link-mercado-pago.md): This article shows how to create a Custom Tool in Frontline that generates a checkout link using the Mercado Pago API
- [Example: Check Payment Status \(Mercado Pago\)](https://help.getfrontline.ai/en/articles/12772388-example-check-payment-status-mercado-pago.md): This article shows how to create a Custom Tool in Frontline that checks a customer's payment status using the Mercado Pago API.
- [Example: Sending Outbound Emails](https://help.getfrontline.ai/en/articles/12772214-example-sending-outbound-emails.md): This article explains how to create a Custom Tool in Frontline that sends automated emails through an external email API — in this example, using Resend.
- [Example: Sending Slack Notifications](https://help.getfrontline.ai/en/articles/12772201-example-sending-slack-notifications.md): This article shows how to create a Custom Tool in Frontline that sends automated messages to a Slack channel through a webhook.

## Team Management

- [Adding Editor Users to Frontline](https://help.getfrontline.ai/en/articles/9430044-adding-editor-users-to-frontline.md): How to add additional users to your Frontline account
- [How to delete users in Frontline](https://help.getfrontline.ai/en/articles/9459833-how-to-delete-users-in-frontline.md): Learn how to delete team members from your Frontline Account
- [How to update a user's profile information](https://help.getfrontline.ai/en/articles/9459853-how-to-update-a-user-s-profile-information.md): Learn how to update user information as an admin

## Billing

- [Understanding how AI Credits work](https://help.getfrontline.ai/en/articles/9430644-understanding-how-ai-credits-work.md): Learn how AI Credit consumption works at Frontline
- [Cancel your Frontline Subscription](https://help.getfrontline.ai/en/articles/9573505-cancel-your-frontline-subscription.md): Learn how to cancel your Frontline subscription
- [Change your current Billing Plan](https://help.getfrontline.ai/en/articles/9573541-change-your-current-billing-plan.md): Learn how to change your Frontline Billing Plan
- [Upgrade your account to a paid plan](https://help.getfrontline.ai/en/articles/9573577-upgrade-your-account-to-a-paid-plan.md): Learn how to purchase a paid plan on Frontline
- [Viewing invoices, payment methods & billing address](https://help.getfrontline.ai/en/articles/9573593-viewing-invoices-payment-methods-billing-address.md): Manage your billing & payment details

## User Settings

- [How to reset your password](https://help.getfrontline.ai/en/articles/9447954-how-to-reset-your-password.md): Learn how to reset your account's password
- [Updating your user profile](https://help.getfrontline.ai/en/articles/9459874-updating-your-user-profile.md): Learn how to update your personal information and profile in Frontline
- [Setting Your Account Time Zone](https://help.getfrontline.ai/en/articles/10106298-setting-your-account-time-zone.md): Learn how to configure your account's time zone for accurate analytics and system logs
- [Customizing Your Notification Settings](https://help.getfrontline.ai/en/articles/9544325-customizing-your-notification-settings.md): Get notified when key events happen \(e.g.: Contact Captured, New Conversation Started, Feedback Captured\)
- [Setup automatic Identity Verification and auto-set Variables using HMAC](https://help.getfrontline.ai/en/articles/9845060-setup-automatic-identity-verification-and-auto-set-variables-using-hmac.md): Personalize user interactions by auto-setting custom variables, making your AI Agent smarter and more responsive