For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/faq/general/interface-redesign.md.
  • English
  • Has the Clickmax interface changed?

    Yes. The interface has been redesigned around usability and performance: a cleaner layout, side navigation and direct shortcuts to the modules you use most (funnels, contacts, messaging, products and features). All your settings and data have been preserved.

    The top bar

    The shortcuts sit on the right-hand side of the top bar, always in this order. They all appear at any screen size, including on mobile.

    ControlWhat it opens
    SearchPlatform search. On wide screens it is a field; on narrow screens, a magnifier icon
    ChatYour Live chat conversations — this is how you reach them, the item is no longer in the side menu
    NotificationsYour notifications, with the unread count
    CreditsHow much of this cycle's credit you have used, with a shortcut to the usage history. The ring around the icon fills as you spend
    WalletYour wallet. Hover to see the available balance without opening it
    MaxMax, your assistant

    Wallet only appears for the workspace owner. If your user does not have that access, the icon is not shown — see roles and permissions.

    Where each area lives in the side menu

    Clicking a section collapses the menu into an icon strip and opens that section's panel next to it. Hovering an icon in the strip shows that section's panel on top of the current one, with a shadow, without leaving the screen you are on.

    SectionWhat's inside
    OverviewOpens the account dashboard directly
    MarketingFunnels, Pages, AI Pages, Forms (Simple form, Quizzes, Webchat bots), Webinar, Capture links and Redirects
    MessagingBroadcasts and their channels, Automations, Send history and the Accounts centre
    Products & DeliverablesProducts (My products, External products, Affiliated products) and Deliverables (Member areas, Communities, Courses, Banners, Calendars, Announcements, Comments, Students & Members)
    Contacts & CommercialLeads, Companies, Opportunities (Pipelines, Tasks, Scheduling, Insights, Team, Team access), Segmentation (Filters, Lists, Tags) and Proposals (Consolidated and Templates); under Settings, Custom fields and History (Activities, History)
    Sales & RecoveryRevenue (sales, subscriptions, recovery) and Affiliation

    Items in bold are groups: click the name to open them and see what is inside.

    The account controls live at the bottom of the side menu.

    ControlWhat it opensCollapsed menu
    Your user pictureYour profile: General settings, Balance available to withdraw, Open my wallet, Log outYes
    Workspace name/imageChange workspace and the current workspace limitsYes
    More optionsIntegrations, Settings and HelpNo — expanded menu only

    With the menu collapsed to the icon strip, the first two appear as a round image only — hover to see the name.

    What each control shows depends on your role: see roles and permissions.

    If it didn't work