Agent Playbooks

Agent playbooks are reusable instruction sets that guide how a Frontline agent (a customer-facing agent) handles a specific task. A playbook bundles instructions plus optional tools, record types, and custom tools. Playbooks are then assigned to an agent so it can execute them at runtime.

Not to be confused with Max playbooks (max playbooks …), which steer the user’s own Max agent. These commands manage playbooks for your Frontline agents.

List & inspect

frontline playbooks list --table
frontline playbooks list --filter-text "refund" --visibility ACCOUNT --is-active true
frontline playbooks describe 42

Create

Three fields are required: --name, --description (when to use it, min 10 chars), and --instructions (the actual SOP, min 10 chars).

frontline playbooks create \
  --name "Refund flow" \
  --description "How to process a customer refund request" \
  --instructions "1. Verify the order number. 2. Confirm the refund window. 3. ..."

Playbooks are active by default. Pass --inactive to create one disabled.

Optional advanced fields take JSON:

• --tools '["tool_name"]' — system tool names the playbook may use.
• --selected-record-types '[ ... ]' — record-type tool settings.
• --selected-custom-tools '[ ... ]' — custom-tool settings.
• --connected-account-configs '[ ... ]' — connected-account tool configs.
• --visibility ACCOUNT|PRIVATE — ACCOUNT shares it with the whole account; PRIVATE keeps it to you (default ACCOUNT).

Update & delete

Only the creator (or an OWNER/ADMIN) can update; only the creator can delete.

frontline playbooks update 42 --instructions "Updated steps ..."
frontline playbooks update 42 --inactive       # disable
frontline playbooks update 42 --active          # re-enable
frontline playbooks delete 42

Assigned playbooks

See which playbooks are assigned to a specific agent:

frontline playbooks assigned --agent-id <agentId> --table

To find agent IDs, use frontline agents list.

See also

• Agents: the frontline-agents skill and frontline agents ….
• Full reference: https://docs.getfrontline.ai/cli. App walkthroughs: https://help.getfrontline.ai.