FrontIQ agents

Assign the customer work, not another inbox.

Each FrontIQ agent owns a defined part of the workflow. They share customer context, follow the same business rules, and record what they did so your team can inspect the result.

Customer records without the data-entry queue

The CRM Agent records the work while it happens.

It turns conversations and system events into usable customer records. New contacts, notes, appointment details, tags, and follow-up tasks land in the right place without asking staff to retype the conversation.

  • Create or update the customer record from a call, text, or chat
  • Extract service, timing, budget, location, and other required fields
  • Write notes and outcomes back to the connected CRM
  • Create the FrontIQ customer record when no CRM is connected
Test it on your business
CRM Agent
active

Incoming event

New web lead asked about recurring service
agent work
01Matched contact
02Captured service and location
03Created follow-up task
OutcomeCRM updated
One operating layer

Every agent works from the same context.

A customer should not have to repeat the problem when the channel or responsible agent changes. FrontIQ keeps the request, history, rules, and completed actions together.

Calls

Handle natural voice requests and complete the workflow during the conversation.

Texts and chat

Continue the request with the same customer history and business rules.

Connected actions

Book, update, notify, and trigger the tools that finish the work.

Human control

Review, listen, take over, correct, and choose when staff are notified.

Controls for every agent

Decide what FrontIQ can do, and when a person takes over.

Permissions, qualification rules, knowledge, escalation paths, and notifications are part of the workflow. The agent acts inside the boundaries you set.

  • Approval and handoff rules
  • Knowledge review and correction
  • Event notifications by channel
  • Complete transcript and outcome history

Start with the workflow your team handles most.

Build a personalized preview from your business information, then test the questions, actions, and handoffs that matter.