Agents supported 24/7
6,500
Read Case Study
“Now agents instead of calling again and again until someone picks up, their call is getting answered right away.”
- Samson Properties TeamSee it in action
Automation Sequences. Visual workflows, real results.
Build a multi-step lead nurture sequence in minutes. Calls, SMS, email, delays, and conditions, all triggered automatically when a contact matches your criteria.
- Visual drag-and-drop workflow canvas
- Triggers from CRM events (new contact, field update, conditional)
- Call, SMS, email, delay, condition, and API steps
- Conditional branching with AND/OR logic
- Per-contact run history and execution trace
Core features
Every step type, on one canvas.
Visual Workflow Canvas
Build sequences on a drag-and-pan canvas. Add steps between any two nodes, create branches, and see the full flow at a glance.
CRM-Event Triggers
Start a workflow when a contact is created, updated, or matches a conditional filter. Enrollment runs automatically as contacts qualify.
Automated Phone Calls
Add a Call step to have your AI agent call each contact with a configurable goal, greeting, and retry schedule.
SMS Steps
Send personalized text messages with CRM variable tokens, every contact gets a message that references their actual name, service, or status.
Email Steps
Send automated emails with a custom subject, body, sender, and recipient, all configured per step.
Delay Steps
Insert a wait between steps. Set the duration in minutes, hours, or days. The sequence resumes automatically when the delay expires.
Conditional Branches
Split a workflow into Yes and No paths based on any CRM field rule, each branch runs its own independent chain of steps.
Update Customer Step
Modify a contact's CRM fields mid-workflow. Change a status, score, or tag based on where they are in the sequence.
Enrollment Rules
Filter which contacts enter a workflow using AND/OR conditions on any CRM field. Broad or narrow. You control who qualifies.
Per-Contact Run History
See a step-by-step execution trace for every contact that entered a workflow. Know exactly what ran, when, and what the outcome was.
Workflow Versions
Every save creates a versioned snapshot. Restore any previous version of a workflow with one click.
Zapier and API Steps
Connect your workflow to external systems. Fire a Zapier trigger or send a direct API request as a step in any sequence. (Coming soon: Slack and custom code.)
How it works
Three steps from trigger to tracked execution.
01
Set your trigger and enrollment rules
Choose what causes a contact to enter the workflow. A new contact, a field update, or a conditional match, and define which contacts qualify.
02
Build your step sequence
Add call, SMS, email, delay, and condition steps on the visual canvas. Configure each one. Preview the full flow before activating.
03
Activate and track
Toggle the workflow on. Qualifying contacts enroll automatically. Monitor run history per contact from the Runs drawer.
Compare
Manual ops vs email tools vs Frontdesk.
| Capability | Manual ops | Email tools | Frontdesk |
|---|---|---|---|
| Visual workflow builder | — | Email only | ● |
| AI phone call steps | Ad hoc | — | ● |
| CRM conditional triggers | — | Limited | ● |
| Conditional branching | — | Limited | ● |
| Per-contact run trace | — | Aggregate only | ● |
| Workflow versioning | — | — | ● |
Real customer wins, powered by Frontdesk. Explore stories from teams using AI to capture every lead and convert more conversations.
Weekly calls eliminated
55 hrs
Read Case Study
“Something that usually took us about 37 to 55 hours of phone calls a week. We eliminated that totally.”
- Burkai Earl, Co-Owner
New revenue in first month
$800K+
Read Case Study
“Every lead is an opportunity to connect and build a relationship. We needed consistency at scale.”
- Jake Kaplan, CFO
Calls handled monthly
1,600+
Read Case Study
“When we combine experienced managers with this AI reception, we become a greater force.”
- United Porté team
Admin hours saved
40+/week
Read Case Study
“We had communication breakdowns everywhere, between patients, referrals, and even our own team.”
- Tiffany Hurd, Operations Manager
Leads captured after hours
35%
Read Case Study
“For a lean team, this became real front-office infrastructure.”
- Artisan Homes Team
Calls handled monthly
1,600+
Read Case Study
“The phones were ringing off the hook all day. Frontdesk changed the entire work atmosphere.”
- Todd Dusenberry, Owner
ROI in first week
3,000%
Read Case Study
“What started as automation quickly evolved into a scalable business engine.”
- Trade Recalls Team
Student tenants supported
600+
Read Case Study
“It's proven to be actually exceptional. It's handling everything we want it to handle and there's possibility for it to handle more.”
- Nick, Leasing DepartmentAgents supported 24/7
6,500
Read Case Study
“Now agents instead of calling again and again until someone picks up, their call is getting answered right away.”
- Samson Properties TeamWeekly calls eliminated
55 hrs
Read Case Study
“Something that usually took us about 37 to 55 hours of phone calls a week. We eliminated that totally.”
- Burkai Earl, Co-OwnerNew revenue in first month
$800K+
Read Case Study
“Every lead is an opportunity to connect and build a relationship. We needed consistency at scale.”
- Jake Kaplan, CFOCalls handled monthly
1,600+
Read Case Study
“When we combine experienced managers with this AI reception, we become a greater force.”
- United Porté teamAdmin hours saved
40+/week
Read Case Study
“We had communication breakdowns everywhere, between patients, referrals, and even our own team.”
- Tiffany Hurd, Operations ManagerLeads captured after hours
35%
Read Case Study
“For a lean team, this became real front-office infrastructure.”
- Artisan Homes TeamCalls handled monthly
1,600+
Read Case Study
“The phones were ringing off the hook all day. Frontdesk changed the entire work atmosphere.”
- Todd Dusenberry, OwnerROI in first week
3,000%
Read Case Study
“What started as automation quickly evolved into a scalable business engine.”
- Trade Recalls TeamStudent tenants supported
600+
Read Case Study
“It's proven to be actually exceptional. It's handling everything we want it to handle and there's possibility for it to handle more.”
- Nick, Leasing DepartmentAgents supported 24/7
6,500
Read Case Study
“Now agents instead of calling again and again until someone picks up, their call is getting answered right away.”
- Samson Properties TeamWeekly calls eliminated
55 hrs
Read Case Study
“Something that usually took us about 37 to 55 hours of phone calls a week. We eliminated that totally.”
- Burkai Earl, Co-OwnerNew revenue in first month
$800K+
Read Case Study
“Every lead is an opportunity to connect and build a relationship. We needed consistency at scale.”
- Jake Kaplan, CFOCalls handled monthly
1,600+
Read Case Study
“When we combine experienced managers with this AI reception, we become a greater force.”
- United Porté teamAdmin hours saved
40+/week
Read Case Study
“We had communication breakdowns everywhere, between patients, referrals, and even our own team.”
- Tiffany Hurd, Operations ManagerLeads captured after hours
35%
Read Case Study
“For a lean team, this became real front-office infrastructure.”
- Artisan Homes TeamCalls handled monthly
1,600+
Read Case Study
“The phones were ringing off the hook all day. Frontdesk changed the entire work atmosphere.”
- Todd Dusenberry, OwnerROI in first week
3,000%
Read Case Study
“What started as automation quickly evolved into a scalable business engine.”
- Trade Recalls TeamStudent tenants supported
600+
Read Case Study
“It's proven to be actually exceptional. It's handling everything we want it to handle and there's possibility for it to handle more.”
- Nick, Leasing DepartmentDon't take our word for it. See why thousands of operators have been sharing Frontdesk's AI Receptionists.
Customer story
Read the full storyEvery lead is an opportunity to connect and build a relationship. We needed consistency at scale.
Get started
Workflows that actually fire.
Build it in minutes. Per-contact trace shows you exactly what ran.