--- title: "Max: your personal AI assistant" description: "Max is the AI assistant that works on top of your CRM: prioritizing accounts, preparing follow-ups, and answering with your real context." canonical: "https://www.getfrontline.ai/en/max" language: "en" image: "https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/0ec72fa8-frontline-social-sharing-preview.webp" --- [AI CRMA CRM that builds itself and remembers everything.](https://www.getfrontline.ai/en/ai-crm)[MaxA personal AI agent for every team member.](https://www.getfrontline.ai/en/max)[AI AgentsScale your team with an AI workforce.](https://www.getfrontline.ai/en/ai-agents)[WorkflowsAutomate processes end to end.](https://www.getfrontline.ai/en/workflows)[IntegrationsConnects with the tools you already use.](https://www.getfrontline.ai/en/integrations) [Guide50 Claude CRM SkillsYour playbook to building the perfect CRM for your business using Claude.Get the guideFrontline50 Claude CRM Skills](https://tally.so/r/Pd4kWb) [Customer storiesCase studies and success stories.](https://www.getfrontline.ai/en/customer-stories)[BlogLatest insights and product updates.](https://www.getfrontline.ai/en/blog)[AcademyEssential Frontline features explained.](https://www.getfrontline.ai/en/academy)[Help CenterLearn more about Frontline's features.](https://help.getfrontline.ai/en/)[Developer DocsStart building with the Frontline API.](https://frontline-public-api.redocly.app/reference/openapi)[Trust CenterSecurity, compliance, and data privacy.](https://trust.getfrontline.ai/) By Industry [Tech](https://www.getfrontline.ai/en/solutions/technology)[Financial Services](https://www.getfrontline.ai/en/solutions/financial-services)[Insurance](https://www.getfrontline.ai/en/solutions/insurance)[Retail](https://www.getfrontline.ai/en/solutions/retail)[Automotive](https://www.getfrontline.ai/en/solutions/automotive)[Education](https://www.getfrontline.ai/en/solutions/education)[Healthcare](https://www.getfrontline.ai/en/solutions/healthcare)[Real Estate](https://www.getfrontline.ai/en/solutions/real-estate)[Telecom](https://www.getfrontline.ai/en/solutions/telecommunications)[Professional Services](https://www.getfrontline.ai/en/solutions/professional-services)[Venture Capital](https://www.getfrontline.ai/en/solutions/venture-capital) By Use Case [Sales](https://www.getfrontline.ai/en/solutions/sales)[Support](https://www.getfrontline.ai/en/solutions/support)[Billing & Collections](https://www.getfrontline.ai/en/solutions/billing-and-collections)[Recruiting](https://www.getfrontline.ai/en/recruiting) # MaxConfigures Max understands you and your business. It configures your CRM, logs and remembers everything, builds custom software, automates processes, replies to emails, takes meeting notes, and much more. [Start with Google](https://app.getfrontline.ai/)[Start with Microsoft](https://app.getfrontline.ai/) Replaces:ChatGPTClaudeFireflies ![Claude](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/be3e98fd-claude-orange-burst.png)Claude Opus 4.8 TRUSTED BY ![500](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/5d3306d7-slurp-500-logo-qxh8bvow.webp)![Facephi](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/79f21d6f-slurp-facephi-logo-dxodbuvy.png)![Antarka](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/c8b424cd-slurp-antarka-logo-bki2fhmn.webp)![Latitud](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/fe55762f-slurp-latitud-logo-cd-wkhe1.webp)![Marco](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/27028dde-slurp-marco-logo-diu2hf7t.webp)![500](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/5d3306d7-slurp-500-logo-qxh8bvow.webp)![Facephi](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/79f21d6f-slurp-facephi-logo-dxodbuvy.png)![Antarka](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/c8b424cd-slurp-antarka-logo-bki2fhmn.webp)![Latitud](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/fe55762f-slurp-latitud-logo-cd-wkhe1.webp)![Marco](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/27028dde-slurp-marco-logo-diu2hf7t.webp) ![500](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/5d3306d7-slurp-500-logo-qxh8bvow.webp)![Facephi](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/79f21d6f-slurp-facephi-logo-dxodbuvy.png)![Antarka](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/c8b424cd-slurp-antarka-logo-bki2fhmn.webp)![Latitud](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/fe55762f-slurp-latitud-logo-cd-wkhe1.webp)![Marco](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/27028dde-slurp-marco-logo-diu2hf7t.webp) CAPABILITIES ## The brain of your business 01 ### Builds your CRM Describe your business and Max builds the right CRM around it. It defines entities, fields, and relationships, connects your systems, and even builds the custom software you are missing. All in plain language, without consultants or months of implementation. Leads256NameLucía FernándezCompany![Nubank logo](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/9c6c9a71-nubank-logo.png)NubankLead score92StatusQualified Contacts384Emailjan@example.comCompany![Vercel logo](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/315f6d1a-vercel-logo.png)VercelRoleFounder & CEOPhone+1 202 555 0147 Companies512Company![Cloudflare logo](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/8a39cba0-cloudflare-logo.png)CloudflareDomaincloudflare.comIndustryInternetRegionGlobal Deals640Company![Harvey logo](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/8fe72a76-harvey-logo.png)HarveyStageProposalValue$48,000OwnerSofía Partners768Company![Legora logo](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/4004536e-legora-logo.png)LegoraTypeStrategicTierGoldManagerAna Torres ![Harvey logo](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/8fe72a76-harvey-logo.png) Deal record ##### Harvey Enterprise Expansion Enterprise expansion Company ![Harvey logo](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/8fe72a76-harvey-logo.png)Harvey Stage Proposal Value $48,000 Close date 30 Sep 2026 Owner ![Sofía Martínez](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/91563280-avatar-woman-2.jpg)Sofía Martínez Next step Security review 02 ### Remembers everything Everyone on your team connects email, calendar, WhatsApp, and meetings. Max logs each interaction, summarizes it, and builds your company memory: the full context of every customer, opportunity, and request, always available. ![Google Calendar](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/051d6829-slurp-google-calendar-logo-bgzgpg0m.webp) Google Calendar #### First meeting booked Apr 12 Nubank books a demo to explore unifying sales and support in Frontline. 03 ### Works alongside you Max handles everyday work such as replying to emails and complex tasks such as finding prospects, building pipeline reports, coaching your sales team, and much more. ## Not a chatbot. A hire. Max learns how you work and works the way you do. Handoff tasks and come back to completed work. Handoff work Available on ![WhatsApp](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/832ea402-4b42cd04-image.png)![Slack](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/b79674a0-slurp-slack-logo-cyb9nr6q.webp)![Microsoft Teams](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/2a82a098-microsoft-teams-logo.png) How did the Nubank demo go? Give me a BANT breakdown. #### Strong demo — a well-qualified deal worth prioritizing - Budget:Confirmed quarterly budget — no pushback on the Premium tier. Ask Max Max does it all, from answering a simple question to running complex tasks. It lives in chat, WhatsApp, Slack, and Teams, and integrates with dozens of apps. Apps & Artifacts Meetings Email Automation Routines Max Handoff workApps & ArtifactsMeetingsEmail AutomationRoutines ### Handoff work Replaces:![ChatGPT](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/beabc72c-openai-logo.svg)ChatGPT![Claude](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/ac2bb07e-claude-logo.svg)Claude![Fireflies](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/3caa1b76-fireflies-logo.png)Fireflies - Budget:Confirmed quarterly budget — no pushback on the Premium tier. - Authority:Ana owns RevOps and can bring her VP for sign-off. - Need:Clear, urgent pain — loved the WhatsApp workflows. - Timeline:Wants to onboard before end of quarter. ### Apps & Artifacts Ask Max for an app, dashboard, or tool. It builds it from a prompt and turns it into a living artifact you can keep refining. Claude Opus 4.8 Build ### Meetings Max takes notes and logs every meeting to your CRM. It also surfaces action items, coaching, and the sales intelligence that matters to your business. ![Google Meet](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/c03359e7-google-meet-logo.png)Product Demo w/ Nubank ![Sales rep on a recorded video call with Nubank](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/d35bbe9b-ai-generated-1782986872988.png) 10:0828:14 InsightsTranscript SummaryDiscovery Call Ana is the decision maker at Nubank, looking to migrate support conversations onto Frontline by Monday, with plans to purchase the Premium plan. Insights ### Email Automation Max sorts your emails, drafts replies in your tone of voice, and follows up on unanswered messages. 9:41 Search in email Inbox M Martina López10:44 Proposal request Could you send over the proposal for… D Diego Fernández10:41 Contract review Still waiting to hear back on the terms… F Felicity Reynolds10:32 Updated meeting notes I'm sharing the summary with the… Martina López10:18 Follow-up sent to the team The follow-up email has al… ### Routines Define recurring tasks or trigger them from external events, and Max works 24/7, completing tasks for you. #### Weekly Pipeline Review Enabled Pull every deal updated in the last 7 days, summarize stage changes and stalled deals, and send the team a clean pipeline report. Monday at 08:00 AM EmailSlack #### Failed Payment Recovery When a Stripe payment fails, Max messages the customer, updates the deal in the CRM, and pings the account owner to follow up. On failed payment WhatsAppEmail #### New Signup Research On every new signup, research the person and their company across the web, enrich the CRM record, and hand your team a ready-to-use briefing. On new signup SlackEmail #### Daily Pre-Meeting Brief Each morning, review the day's external meetings and generate a briefing with attendees, company context, and talking points. Mon–Fri at 08:00 AM Advanced capabilities ## Flexible. Agnostic. Powerful \[01\] Model Gemini 3.5 Flash Maximum intelligence for complex tasks • 10 credits GPT 5.5 Advanced model for agentic workflows • 5 credits Fast and efficient for high-volume tasks • 3 credits DeepSeek V4 Powerful performance at the lowest cost • 1 credits ### Every AI model Choose the best AI model for every task and optimize intelligence, speed, and cost. \[02\] Event trigger••• Webhook Incoming webhook When this happens Frontline Conversation ended ![Google Drive](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/ee846b95-google-drive-logo.png)Event trigger••• Google Drive New file in Contracts folder ### Task triggers Schedule work by date and time or trigger it from app events and webhooks. \[03\] Deep Research LinkedIn Search Web Search Web Scraping ### Connected to the real world Max accesses current people and company data through LinkedIn, web search, and web scraping. \[04\] ![Gmail](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/c2a46ed6-slurp-gmail-logo-fum4c6y.webp) ![WhatsApp](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/61a40f38-slurp-whatsapp-logo-bicho2be.webp) ![Slack](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/b79674a0-slurp-slack-logo-cyb9nr6q.webp) ![Salesforce](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/ec2720f6-slurp-salesforce-logo-dhj-ed3.webp) ![HubSpot](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/2b0d8e08-slurp-hubspot-logo-cwhahax-.png) ![Google Drive](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/343f2fb9-slurp-google-drive-logo-8lwda4yj.webp) ![Google Sheets](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/b0aa1a71-slurp-google-sheets-logo-b-quy97-.webp) ![Notion](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/39c044a8-slurp-notion-logo-dvzvbdfg.webp) ![Airtable](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/f7dc918a-slurp-airtable-logo-c-qoaj50.webp) ![Asana](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/3b045dac-slurp-asana-logo-yrrui5ck.webp) ![Stripe](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/bed4fba8-slurp-stripe-logo-bjbubn6i.webp) ![LinkedIn](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/ee240104-slurp-linkedin-logo-ci4mzjrt.webp) ![Monday](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/48d98d45-slurp-monday-logo-d4jw-tc.webp) ![Zendesk](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/4b0d80fa-slurp-zendesk-logo-02olmusp.webp) ### Connectors and integrations Connect Max to 50+ apps or build custom tools for any system. ## Connect Max to all your tools More than 50 integrations, a complete API, and CLI access so Max can work across your company's context and systems. [IntegrationsConnect Max to the apps your team already uses.50+ integrations![Gmail](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/c2a46ed6-slurp-gmail-logo-fum4c6y.webp)![WhatsApp](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/61a40f38-slurp-whatsapp-logo-bicho2be.webp)![Slack](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/b79674a0-slurp-slack-logo-cyb9nr6q.webp)![Salesforce](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/ec2720f6-slurp-salesforce-logo-dhj-ed3.webp)![HubSpot](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/2b0d8e08-slurp-hubspot-logo-cwhahax-.png)![Google Calendar](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/051d6829-slurp-google-calendar-logo-bgzgpg0m.webp)![Google Drive](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/343f2fb9-slurp-google-drive-logo-8lwda4yj.webp)![Google Sheets](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/b0aa1a71-slurp-google-sheets-logo-b-quy97-.webp)![Notion](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/39c044a8-slurp-notion-logo-dvzvbdfg.webp)![Attio](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/29ea3c46-slurp-attio-logo-bnqzfmbr.webp)![Airtable](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/f7dc918a-slurp-airtable-logo-c-qoaj50.webp)![Stripe](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/bed4fba8-slurp-stripe-logo-bjbubn6i.webp)![LinkedIn](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/ee240104-slurp-linkedin-logo-ci4mzjrt.webp)![Monday](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/48d98d45-slurp-monday-logo-d4jw-tc.webp)](https://www.getfrontline.ai/en/integrations)[APIConnect Max to your own applications and data.1curl -X POST \2 https://api.getfrontline.ai/v1/agents/messages \3 -H 'Authorization: Bearer ' \4 -d '{5 "agent_id": "maya",6 "channel": "whatsapp",7 "to": "+5491100000000",8 "message": "Hola 👋"9 }'](https://frontline-public-api.redocly.app/reference/openapi)[CLIManage Frontline resources from your terminal.![Codex](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/8eaaf79d-ai-generated-1782771551016.png)frontline-cli$frontline workflows list✓contract-review active✓lead-routing active$frontline workflows run contract-review→Execution started · run\_01JX8F](https://frontline-public-api.redocly.app/cli) ## Can't find an integration? Max builds it for you in seconds. ## Enterprise security and partnerships SOC 2, CASA Tier 2, and an official Meta Business Partnership. Frontline also delivers an enterprise-grade platform with full permission management, RBAC, SSO, and governance. ### SOC 2 and access control We meet the highest standards of security, availability, and confidentiality to protect your data. ![AICPA SOC](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/c7c117a5-aicpa-soc-badge-black.png) ### CASA Tier 2 verified Independently assessed against the Cloud Application Security Assessment framework for app and data handling. Tier 2CASACertified ### Meta Business Partner Direct access, priority support, and official best practices for WhatsApp Business API. [Learn more in our trust center](https://trust.getfrontline.ai/) ![Zonamerica](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/b5e4aaee-martin-dovat-zonamerica-testimonial.webp) > “An AI agent on WhatsApp made visitor registration 10x faster, with 100% of data captured.” Martin DovatCEO, Zonamerica ## Frequently asked questions about Max Still have a question? You can [book a demo](https://cal.com/team/getfrontline/30-min-frontline). What is Max? What tasks can Max handle? How does Max understand my business? Can Max update the CRM for me? Where can I use Max? Can Max work automatically? ## Get started with Frontline today [Start with Google](https://app.getfrontline.ai/)[Book a demo](https://cal.com/team/getfrontline/30-min-frontline)