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.
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      • 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
      WalletYour wallet. Hover to see the available balance without opening it
      Your user picture (right corner)Your profile: General settings, Balance available to withdraw, Open my wallet, Log out

      On mobile, your user picture becomes the account button in the corner.

      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.

      Two divider lines mark the menu's blocks: one below Max AI Chat and another below Sales & Recovery, closing the product areas before Projects, Integrations and Settings.

      SectionWhat's inside
      Max AI ChatFirst item in the menu: New chat from scratch and your Recent sessions with Max. On hover, the New chat shortcut, which opens Max in the floating panel without leaving the screen. See Max (AI)
      OverviewOpens the account dashboard directly
      AnalyticsYour dashboards (CRM, sales, subscriptions, visitors, automations, messaging and affiliates), with Goals and the Meetings panel under the New dashboard button
      MarketingFunnels, Pages, Max Design, Automations, Forms (Simple form, Quizzes, Webchat bots), Webinar, Capture links and Redirects
      MessagingBroadcasts and their channels, 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 & CommercialUnder Contacts: Leads, Opportunities (opens the last pipeline you visited), Activities (tasks and appointments, as a list or calendar), Segmentation (Filters, Lists, Tags) and Other (Visitors, Companies, Proposals — with the Proposals and Templates tabs); under Settings, Custom fields, CRM settings (a page with a side menu: Attendants, Attendant types, Team, Booking pages, Connections, Playbooks, My agents, Recording extension and Inbox) and Activity history (Activity log and Message log tabs)
      Sales & RecoveryRevenue (sales, subscriptions, recovery) and Affiliation

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

      The workspace controls live at the bottom of the side menu. Your user picture sits in the right-hand corner of the top bar.

      ControlWhat it opensCollapsed menu
      Workspace name/imageChange workspaceYes
      Settings (gear)The workspace settingsYes
      More options (⋮)Integrations and HelpYes

      Settings is always visible in the footer, next to More options: with the menu open, right before the ⋮; with the menu collapsed to the icon strip, right below it. On that strip, the workspace appears as a round image only — hover to see the name.

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

      Account on your phone

      On a phone the menu opens from the Menu button in the bottom bar; on tablets, from the menu icon in the top-left corner. The account controls are pinned to the bottom of that menu, visible without scrolling past the sections and projects.

      ControlWhat it opens
      Workspace name/imageChange Workspace, inside the menu itself. Back to home returns to the list
      My AccountYour full-screen profile: the same options as the user photo on desktop, plus Change Workspace
      Exit accountEnds the session and takes you to the login screen

      If it didn't work