Surface visit purpose, relationship history, account details, and relevant flags before the greeting. Associates begin with context instead of searching across systems while the customer waits.
Customer Context
Service Guides
Guide every service with confidence.
Configurable service guides keep each interaction on track, from required steps to recommended offers. New associates receive more guidance, while experienced teams move through the workflow without unnecessary friction.
One Workspace
Run the day from one view.
Appointments, walk-ins, queues, messages, and service activity come together in one workspace. Associates can see what is ahead, manage active visits, and stay focused on the customer in front of them.
Two-Way Messaging
Keep the conversation with the visit.
Associates can message customers through SMS or WhatsApp directly from the console. Share delays, request documents, or confirm next steps without using a personal phone, and keep every exchange attached to the visit record.
Work Together
Notes and documents move with the customer.
Uploaded documents, service notes, and visit details stay connected as the customer moves through service. Teams can collaborate without restarting the conversation or asking for the same information again.
Customer documents · Maria G.
Proof of income.pdf
New
New
Photo ID.pdf
Verified
Verified
Approve
Request new
Team notes & filters · Window 3
DR
Dana R.Prefers Spanish. Documents verified at the desk.
LM
Luis M.Fee waived per supervisor. Log the outcome.
My queue
Spanish
Priority
Docs pending
THE ASSOCIATE WORKSPACE
Everything associates need, when they need it.
Alerts bell
Customer history
Guide steps
Outcome logging
[Frontlion] has truly revolutionized how we work. Counselors can preview the next client’s profile and get ready, so we are prepared before the client even sits down.
Transfer
Hand off without starting over.
Move a customer to another associate or service while carrying their history, notes, and documents with them. The next person sees the context before the customer arrives.
Transfer visit · Maria G.
LM
Luis M. · Loans desk
Selected
Selected
NS
Notary services · Window 5
Transfer with context
Keep with me
Console panel, drawn to concept.
Role-Based Views
Every role sees what matters.
Associates serve from one console: customer context, guided steps, up-next queue.
Supervisors watch thresholds and rebalance the floor with one tap.
Managers compare locations and see where the operating model drifts.
Reports turn every visit into numbers that hold up in a budget review.
The associate interface works better connected.
Next step
See the associate workspace run a real day.
Bring your busiest location and service flow. We’ll show how Frontlion prepares associates, supports handoffs, and records the outcome.