A live report is a page that reads Frontline when you open it. Charts, tables, filters, on People, Companies, Deals, Tickets. The numbers move with the CRM.

A file is a document or page he generated. PDF, slides, spreadsheet, HTML, image. A snapshot you can open or take with you.

A new artifact is yours. You have full access. Admins and owners can open everything in the account.

Share it the same way you share a table or a workflow. The workspace, a user group, or a person. Sales can have the lead dashboard. Management can have the monthly newsletter. One teammate can have the Harrington quote.

Two levels.

View opens the artifact. They can read a live report, open a page, download a file when download is available, star it, and duplicate it into their own copy.

Full access can also rename, archive, and edit it in chat. They can change who else has access.

Live reports have a second layer. Max sets which objects the page may read, such as People and Deals on a lead dashboard. Everyone who opens it still sees only the records Frontline already lets them see. Sharing the dashboard does not widen their CRM.

Duplicate keeps the copy yours until you share that copy.

“Create a live report of People who are still Leads. Show source, Company, last interaction, and whether they have an open Deal. Group by owner.” That is a live report on People and Deals. Reopen it Friday and the new Leads are there. Share it with Sales as view. The closed-won lead hunt task can point at the same board.

These are files. HTML pages and images Max designs, then saves as artifacts.

Newsletter. “Write this month’s client newsletter. Lead with two closed-won Deals, one Company story, and a CTA to book time. HTML I can send.” He pulls names and outcomes from Frontline and builds the page. Share the finished issue with Management.

Landing page. “Build a landing page for the Q4 review offer. Headline, three proof points from recent closed-won Companies, a form CTA.” An HTML file you can open and iterate on. “Make the hero tighter and add Harrington as a logo” updates the same artifact.

Ad creatives. “Make three ad images for the same offer. Square and story sizes. Pull the headline from the landing page.” Those land as image files.

Quote. “Create a PDF quote for Harrington. Use the open Deal, the People on it, and the fee schedule table. One page, our logo, valid thirty days.” That is a file on the Company and the Deal. Share it with the one person who reviews pricing. “Raise the retainer to 12k and keep the rest” writes a new version.

Invoice. “Make an invoice PDF for last month on the Harrington Deal” when you want Max to generate the document. Or “pull last month’s Stripe invoice for this Company and save it here” when the invoice already lives in Stripe. An email playbook can drop that file into the draft when they ask for it.

Open the ••• menu on an artifact.

Rename artifact changes the title. Lead dashboard. August newsletter. Harrington quote. Full access.

Edit from most recent chat continues the thread where Max last worked on it. “Add days in stage to the lead dashboard.”

Edit in new chat starts a fresh conversation on that artifact. “Restyle the landing page for mobile and keep the same copy.”

Open in new tab shows the artifact full screen. Live reports and HTML pages live here. View is enough.

Download is on files you can take with you. PDFs, slides, spreadsheets, images. A quote, an invoice, an ad creative. Live reports stay in the tab. You open them.

Duplicate artifact makes a copy you own. Duplicate the Q4 landing page, then point the copy at a different offer.

Archive moves it out of the active library. The August newsletter you already sent. Full access.

Star the ones you reopen. Search by name. Filter by type. Name them like a human when you ask, so the library stays easy to scan.