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/features/max/index.md.
  • English

      • What is Max (AI)?

      Max is the Clickmax AI assistant. It works inside the platform: it reads your account data, creates and edits pages, filters contacts and helps with support conversations. You can also connect your own AI (Claude, Cursor, Codex…) to the Clickmax tools over MCP.

      Before you start:

      • Max is in Beta. Always check the data it shows you before acting on it.
      • Max acts with your permissions: it only sees and changes what your workspace role already allows.
      • To connect an external AI, the prerequisites are in the MCP reference (Portuguese).

      Where to find Max

      Max is the first item in the side menu: Max AI Chat, right above Overview. Clicking it collapses the menu into an icon rail and opens Max's own panel:

      • New chat from scratch — opens the What goal do you want to reach right now? screen: type your request in the central box. Once you send it, the conversation gets its own address and shows up under Recent sessions.
      • Recent sessions — your five most recent conversations; click one to pick up where you left off. The full list, with search and delete, is still inside Max.
      • See all — at the end of Recent sessions, opens All sessions: every conversation you had with Max in the workspace, newest first, 20 per page, with search by title, request, or reply. Each row shows who started the conversation (their profile photo, with the Max badge), the title, the last request, the number of replies, and the last activity; hover a row to see Max's last reply. Click it to continue the conversation.

      Your first conversation. While you have not talked to Max in the workspace yet, the screen shows only the chat, larger and centered, and the menu shows only the icons, without the Max panel. As soon as you send your first request, the panel with New chat from scratch and Recent sessions appears. It applies to each person: a teammate using Max does not change your first time. Deleting the conversations does not hide the panel again.

      Hovering Max AI Chat in the menu shows a New chat shortcut that opens a new conversation in the floating panel, on top of the screen you are on — without leaving it. Inside the Max screen itself, the shortcut takes you to the page's new chat.

      The top bar no longer has a Max button: to talk to Max without leaving the screen you are on, use the New chat shortcut in the menu, which opens Max in the floating panel.

      Take the conversation with you. On the Max screen, the Open in the floating panel button (to the right of the path at the top) moves the open conversation to the floating panel — or, on a new chat, opens the panel blank — and takes you back to the screen you were on before entering Max. If Max is mid-reply, it carries on where it stopped. In the floating panel, Open in the Max screen does the reverse. Both buttons show on wide screens — that is where the floating panel exists.

      The same controls as the panel. Next to Open in the floating panel, the Max screen also shows, with a conversation open, the AI credits it has used (click to see the breakdown). In every conversation, the level selector next to the credits changes the Max level and how much it reasons: see How do I choose the Max level and how much it reasons?. The buttons to move and dock the panel stay in the floating panel only.

      First screen after signing in. Max is what opens when you sign in to Clickmax and when you click the logo, even after you finish the tasks in Getting started. Rather land straight on Overview? On Max's new chat, click the X to the right of the path at the top (Don't open Max when I sign in) — it applies to your account on every device, and Max stays at the top of the menu. Support-only accounts keep opening on Opportunities.

      Connect your channels. While a channel is still missing and the screen has no suggestions for your account to show, shortcuts to Connect Instagram, Connect WhatsApp and Connect email domain show below the box. Each opens the connection window on that channel, and the shortcut disappears once the channel is connected (for email, once the domain is verified). Right below the box, here and inside conversations, there is the line AI can make mistakes. Check before deciding.

      Suggestions for your account. Below the box, up to four short cards, side by side, show what is worth doing in your account right now, each with the number that shows why — for example "3 cards declined for insufficient funds (R$ 270.00). Plan a retry for payday." or "4 customers generated a Pix and didn't pay". The numbers come from your sales, opportunities, students and sends, and are recalculated roughly every 20 minutes. An account that is just starting, without that data yet, sees the next steps to set up its operation, in the order that fits what you came to Clickmax to do: if you arrived through email marketing, you see verifying your domain and bringing in your contacts; through WhatsApp, connecting the number and getting the first message template approved; through SMS or calls, bringing in your contacts and preparing the first send (for calls, recording the audio first); through Telegram, connecting the bot and turning on the automatic reply; and if you came to automate messages without picking a channel, connecting the channel you prefer, bringing in your contacts and turning on the welcome and cart recovery flows. What you came to do is read, first of all, from the request you wrote when you arrived — on the site, through the tutorials' Run on Clickmax, or in the first message of a conversation with Max during the account's first 30 days — when it makes clear what you want to build ("I want to send a newsletter to my students" counts as email marketing). Only what you write counts: clicking a card on this screen doesn't change your next steps. If the request doesn't say how, such as "help me sell more", Max asks where you want to start (funnel, page, messages to your contacts, recovering sales, sales team, capturing contacts or course), and the option you pick sets your next steps; meanwhile "I want to send automatic messages" without naming the channel leads to the automation steps, without picking a channel for you. The first clear request is kept for good: later ones don't switch your next steps. Without a clear request, if you signed up after clicking a card on the Clickmax website, that card sets the steps — clicking the card for people who sell on Hubla, for example, starts with connecting that platform. The text of the request is not stored on your account, only its subject. Each step disappears on its own once you complete it, and as the account starts selling, the cards with amounts move to the front. Clicking a card opens the conversation with the request already written with those numbers; Max prepares it and you review before anything is sent or turned on. You only see suggestions for what your workspace role allows: without access to sales, for example, no sales amounts show. With no suggestion at all, the screen shows ready-made requests to get you started. When you arrive from the website with a request already written, the conversation opens directly and the cards don't show.

      Unanswered Instagram conversations. If you can read conversations across the entire workspace, Max may also suggest reviewing support when at least three open or assigned conversations have been waiting for a reply for an hour or more. It considers messages received in the last 30 days; closed conversations, those still with the bot and disconnected channels are excluded. Reading a message is not replying, and taking over human support does not hide the pending reply. The card distinguishes how many were still within 24 hours of the last inbound message at the last update and when all were outside that standard window. Numbers are not instant, so Max checks the current situation before preparing replies: it groups questions and creates drafts for your review, without sending them on its own. Outside 24 hours, Meta's rules still apply; enabled human-agent support may allow manual replies for longer. The notice is not permission to send.

      Reels outside automation coverage. With access to contacts and automations, you may see a suggestion when at least 30 people commented on the same Reel in the last 14 days and none of their comments matches current active triggers. Max considers the Instagram account, selected posts, keywords and segments; an automation for all posts can cover a Reel even without recent runs. Repeat comments do not multiply people, and anyone with a covered comment on that Reel is excluded. The card shows the largest count among the Reels found, not their sum. Disconnected accounts and the account's own comments are excluded. This does not mean nobody replied: there may have been manual support. Clicking asks Max to check the current situation and draft an automation for new comments, with a comment reply and a DM containing that Reel's offer. You review the offer and sending rules before activation; the card does not send old messages or turn on the automation by itself.

      Customers without a recent purchase. Even with few recent sales, Max may suggest the next product when at least five customers have their last recorded paid purchase more than 60 days ago and you have more than one available own product with an approved one-time offer. Each customer must have another product they have not bought; order-bump purchases count too. Active subscribers are excluded. The notice uses Clickmax's paid order history, not proof of lost interest or a sales forecast: purchases outside the platform may be missing. You need sales and product access to see this suggestion. Clicking it asks Max to check current history, offer relevance and permission to contact, then prepare a message for review — nothing is sent automatically.

      Purchase signal without a reply in the conversation. With access to workspace-wide conversations, contacts and sales, you may receive a suggestion when at least three contacts have current purchase intent identified in the last 30 days and no reply recorded in that chat since the message that triggered the signal. Generic questions are not enough. Resolved, closed, bot-led or disconnected conversations and contacts with a checkout attempt or transaction recorded after that message are excluded. This notice does not guarantee that an offer was never sent: it may have been shared through another channel, and intent detection can be wrong. Clicking asks Max to check the current history, confirm the product and discard contacts who already received the offer or purchased; only then draft messages with an existing offer for your review. Nothing should be sent without your confirmation, and each channel's sending rules still apply.

      Start from your goal. If you don't know where to begin, ask for your goal in the box, for example "I want to sell with a funnel", "I want to talk to my contacts" or "I want to organize my sales". Max does not create anything right away: it asks a few short questions, with options, to understand what you need before building anything.

      Sell with a funnel. Max asks up to four questions, one at a time, each with options to click: where you will promote it (ads, Instagram bio link, WhatsApp or somewhere else), whether you want to capture the contact or sell directly, whether you want to test two versions of the page (A/B test) and which product — one you already have in Clickmax, a new one (name and one sentence about what it delivers) or one you sell outside Clickmax. Anything you already said in your first message is not asked again: write "I'll run Instagram ads" and it skips the promotion question. With the answers, it builds the funnel as a draft: the traffic source, the capture or sales page (two versions if you asked for the A/B test) and the thank-you page, showing each step while it works. At the end you get the funnel card with Open my funnel and what is still missing, such as the price of a new product. Nothing is published unless you ask. The suggested next step follows the promotion channel you picked: WhatsApp leads to connecting WhatsApp, the bio link leads to connecting Instagram.

      Talk to my contacts. Max asks up to four questions, one at a time, with options to click: what you want to achieve (recover a sale, nurture people who have not bought yet or get customers to buy again), when the message should go out (to recover a sale: abandoned cart, Pix generated and not paid, overdue boleto or refused card; for the other two goals the moment is already set and it does not ask), which channels to send through (email, WhatsApp and SMS, you can pick more than one) and which product. Anything you already said in your first message is not asked again, and a date you mentioned ("special offer until the 30th") goes into the message copy. With the answers, it builds the message sequence as a draft and turned off: the moment it fires and the messages for each channel in the right order and spacing (the SMS stays short, in a single message). Nothing is sent: turning the automation on is a separate request, with your confirmation. If a channel you picked is not connected yet, the sequence is still created, with that channel's message marked as pending, and the suggested next step is connecting that channel (WhatsApp first, then the sending email). With everything connected, the next step is Review sequence. On WhatsApp, the message text is ready for you to review and send for Meta's approval.

      Organize my sales team. Max asks up to three questions, one at a time, with options to click: how you sell today (WhatsApp, phone calls, meetings or online only — you can pick more than one), which stages your customer goes through before buying (he suggests stages that fit the way you sell, for example New contact → In conversation → Proposal sent → Negotiation; you can pick a shorter version or write your own) and whether you already have a contact list. Whatever you already said in your first request is not asked again: write "I sell on WhatsApp" and he skips the first question. With the answers, he creates the pipeline with the chosen stages and nothing turned on: no automation, no automatic contact entry and no assigned owner. Won and lost are not stages: you mark them on the customer when the deal closes or is lost. If your account has up to 500 contacts, he offers to put all of them in the first stage; above that, you choose which ones go in from Contacts, selecting them and using Add to a pipeline. If your contacts are in a spreadsheet, the import is done in Contacts, and then you bring the list into the first stage with the column's Import contacts button. At the end you get the pipeline card with Open my pipeline. If you sell on WhatsApp and have not connected the number yet, the suggested next step is Connect WhatsApp; if you have a spreadsheet, it is Import contacts.

      On mobile. The Max screen takes the whole screen, like a chat app: at the top, the menu button (☰), the conversation name and the New chat button. In a new chat, the question and the input sit in the middle of the screen, with your account's suggestions right below (with no suggestion, the goals show in a row of buttons); inside a conversation, the input stays at the bottom and Max's suggestions show in a row right above it. Swipe the row sideways to see them all. The menu opens a drawer with Back to Clickmax at the top (returns to the screen you were on before opening Max), New chat, Connections, your Recent conversations and, at the bottom, your photo, your name and the workspace plan; on the free plan, people who manage billing also see the Upgrade button. At the top of a new chat there is the Connect your tools shortcut. Swipe the shortcut sideways to hide it in this browser — Connections stay in the menu. With Max open on mobile, the New release notice does not show over the chat; on other screens it becomes a notification at the top: tap it to see what's new or swipe it sideways to hide it until you close the tab (the what's-new dot on the Help button stays on). Getting started does not show in Max on mobile: while tasks remain, it lives in the Getting started button at the top of each screen (next to the videos button), which opens the list with Do it manually and Do it with AI; at the end, Skip getting started hides the list (you can show it again in Settings → Getting started).

      Connections on mobile. The list shows connectors with search and the Enabled and All tabs. Tap a connector to see its status, overview, your connection (reconnect or disconnect), whether Max uses it in chat (Enable or Disable without losing the authorization) and the details: who created it, documentation and terms. Add connection opens the Details, Configure connection and Sharing steps — every connection applies to the whole workspace — and Connect opens a new window for you to sign in. If your browser blocks the window (common in Safari on iPhone and in apps that open links inside themselves), the authorization continues in the same tab: after you sign in, you come back to Max's Connections, already on the connector, with a notice that the connection is complete — or that it didn't work, if the authorization was declined, so you can try again. The + at the top adds your own MCP server or shows how to use Clickmax in other AIs (Claude, ChatGPT, Gemini and others) via MCP.

      Sending. On a computer, Enter sends your request and Shift + Enter adds a line break. On mobile, the keyboard Enter adds a line break and you send with the button.

      Dictate instead of typing. At the bottom of the input, the microphone button (Speak instead of typing) records your spoken request. The first time, your browser asks for permission to use the microphone; if you deny it, you see Allow microphone access in your browser to dictate. While recording, the input shows the elapsed time, the X (Discard recording) and the finish button (Stop and transcribe). Recording stops on its own at 2 minutes and transcribes what you said. The text goes into the input, after whatever was already there, with hesitation sounds ("um", "uh") removed, and it is not sent on its own: review it, adjust it and send. The part that came from speech is highlighted in green, and the wand (Improve prompt) shows right after it as a suggestion. If you edit that part by hand, its highlight goes away. The audio is not stored. If no speech was caught, try again closer to the microphone. The button only shows in browsers that can record audio.

      Improve prompt. When the input has text, the wand button (Improve prompt) shows in the corner of the text itself (or right after the dictated part) and rewrites what is in the input as a clear request to Max, in the same language you wrote it: it removes repetitions and speech fillers, lists the details as bullet points when there are several, and keeps everything you asked for, without inventing names, prices or steps. While it works, the input is read-only. The button is disabled when the input is empty or has more than 8,000 characters.

      • In a new chat, if something is missing that Max would ask before acting (which product, for whom, through which channel), up to three questions show above the text, under To get it right the first time, Max would need to know:. Answer in the input, typing or speaking, and click the wand again (Update prompt with your answers) to merge the answers into the request. Answering is optional: you can send it as is or close the questions.
      • Dictated your first request? The questions show up on their own right after the transcription, without clicking. The input keeps what you said until you click the wand; then the rewritten request goes in right away.
      • Inside a conversation, it only rewrites the request, with no questions: Max already knows the conversation and asks what it needs.
      • After improving, the notice offers Undo, which brings back the previous text. If the request is already clear, the text stays the same and you see Your request is already clear. Nothing is sent until you click send.

      Getting started. While tasks are pending, the Getting started button at the top of the screen opens the list with Do it manually and Do it with AI on each task. On the Max screen, Do it with AI talks in the chat itself. See Set up your account with Max from Getting started. It also lives under Settings → Getting started.

      What Max does

      • Creates and edits pages, funnels, quizzes, courses and automations — it opens in the editor and builds the page from what you ask; on a quiz, it writes the questions from what you want to find out; in the members area, it builds the course, modules and lessons from the list you paste; on an automation, it sets up the trigger and the steps from what it should do. See Create, Modules and lessons and Automations.
      • Filters and analyses contacts — describe what you want in plain language (for example, "warm leads created in the last 7 days") and Max builds the filter. See Contacts.
      • Analyses your sales — ask "how are my sales?" or "how much did I make?" and Max answers in one go: revenue, the total you can still recover, why payments are failing, and the suggested action for each reason. Failures are counted per attempt — one person trying to pay several times shows up several times; the recoverable total does not repeat the same sale. Want just one number? Ask for it directly ("just the revenue"). See Sales.
      • Plans campaigns from your data — ask for a multi-month plan and Max first reads your account history (open rate, base, tags, channels, brand voice) to anchor the targets. See How to ask the AI to plan a campaign.
      • Searches the web — for competitors, prices in your niche, trends or current rules of other platforms, Max searches the internet and answers citing the links it used. It also reads a page and takes screenshots of a site you name ("use this site as a reference"). See How do I ask Max to research something on the internet?.
      • Generates images — covers and thumbnails for funnels, products, offers and emails. The image lives at a public address and shows up in a card in the conversation. See How do I ask Max to generate an image?.
      • Explains and configures Temperature and Score — ask why a contact is cold, request the health of your base, or describe the Score rule you want; Max reads the current configuration before changing anything. See How to ask the AI to configure or explain contact Temperature and Score.
      • Builds and fills custom objects — describe what your business tracks (properties, contracts, classes) and Max creates the object with fields and relations, adds and links records, answers questions about them and makes bulk changes after you confirm. See How do I ask the AI to create and fill CRM objects?.
      • Looks after the company email inbox — ask whether the inbox is syncing and why it stopped, change the sender name and signature, or ask it to bring in recent history once. See How do I ask the AI to look after my company's email inbox?.
      • Acts on many opportunities and on meetings — ask for a list from the contacts of opportunities, bulk members-area access, moving or assigning opportunities, rescheduling a meeting or changing who runs it, and reading the meeting numbers in Analytics. See How do I ask the AI to act on many opportunities and on meetings?.
      • Consolidates proposals — finds the right template, generates the proposal for an opportunity with the link for the client and, for Word templates, shows who saved each version and restores an earlier one when you ask. You edit the Word text yourself, in the editor. See How do I create a Word proposal with variables?.
      • Takes you to the right screen — ask "where is my wallet?" or "where do I add my Meta-approved template?" and Max answers with a button that opens the screen directly. For WhatsApp templates, the button opens the templates of your connected number (with more than one number, Max asks which). Max only offers screens your role can open; for step-by-step setup it checks the help center. The same list of screens powers the search at the top — see How to find a screen when you do not know where it lives.
      • Answers how-to questions from the Help center — ask "how do I…?" or "why isn't this working?" and Max looks the answer up in this documentation, the same one the Help center shows, and replies with the steps and a link to the page it came from. When the documentation does not cover the question, Max says so and points you to support instead of making up an answer.
      • Helps with support — it summarises the conversation and drafts a suggested reply while the lead is still talking. See Messaging.
      • Manages external tools — the Connections item in the Max panel of the side menu (in the floating panel, the Manage connections button) opens the connectors catalog over the chat: on the left, search, Enabled and All and the shortcut to add your own MCP server; on the right, the connectors. Each connector shows its status, overview, your connection, whether Max uses it in chat and the details (who created it, documentation and terms), and Add connection follows the Details, Configure connection and Sharing steps. The + at the top also shows how to use Clickmax in other AIs (Claude, ChatGPT, Gemini and others) via MCP. Only people who manage API keys see these entries. Reconnecting a disabled service also re-enables it. Connections only accept HTTPS URLs with a public host.
      • Connects your own AI — MCP gives your AI access to the account data, and Skills teach it how to operate each area.

      MCP and Skills

      To operate Clickmax from outside — from your own AI client — Max is not the path: you use MCP (access to the data) plus Skills (how to operate each area). The step-by-step guide, the skill catalogue and troubleshooting live in the MCP reference (Portuguese).

      • Contacts — where Max filters leads and summarises conversations.
      • Create — where Max builds pages and funnels.
      • "You do not have permission to perform this action" — when an option disappears.

      If it didn't work

      • The Max button does not appear, or an option is missing: see no permission.
      • Your external AI will not connect or returns 401: see the troubleshooting in the MCP reference (Portuguese).
      • A Max action was blocked by an error: see the error codes (Portuguese).
      • "I couldn't complete this reply" — Max did not finish what it was doing. Click Try again. If the message comes back in that same conversation, it has grown too long for Max to carry on: start a new conversation. The old one stays saved and you can reread it whenever you like.

      When a reply takes a while, or the connection wobbles

      A Max reply can go several minutes without writing anything on screen. That is normal for big requests — building a funnel, creating a members area, cloning pages: Max is running the action, and the text only lands once it finishes. Slow is not stuck, and you do not need to send the request again.

      While Max works, a line pinned to the end of the conversation shows what it is doing right now and how long the reply has been running, next to an animation. Only the text of that line changes with each step: "Thinking" while it decides the next step, "Preparing the next action" while it writes what it is about to do (for a page, that is the whole content being generated), "Finding the right tool" while it picks what to use, then "Checking help center", "Creating page", "Creating funnel step" and so on, up to "Writing the reply". Each step stays on screen for at least about a second so you can read it, even when it finished faster — the line may run a moment behind Max, never ahead. The timer is only there so you can follow along: a long step is never stopped or marked as an error.

      If the connection wobbles mid-reply, Max picks it back up on its own. While that happens you'll see "The connection hiccuped. Max is picking the reply back up — nothing for you to do." — it is information only, and it clears once the reply resumes.

      Previously displayed content remains available as new parts arrive. You can reread the history during a reply; sending another request stays blocked until Max finishes or asks for your input.

      While it works, Max groups what it did under N steps (thoughts, lookups and actions). The group stays collapsed — while the reply runs, only the step count changes, and what is happening right now shows in the line at the end of the conversation; hover to see the + and click to open the whole list, and the − to close it. Each step has an easy name ("Creating funnel", "Reading workspace data"), and the action in progress also shows how long it has been running and what it already created (Done or Failed); click it to see the technical name of the action (e.g. clickmax.funnels_create). If a step failed, the group says so next to the count ("1 failed") even when collapsed.

      The skills Max loaded — the guides it follows for each area, like clickmax-flows — always stay visible, outside the group. Questions and approval requests are never collapsed either, because they need an answer from you — and questions stay visible after you answer them, with what you picked.

      For build requests with several phases (a funnel with pages, an automation with messages), Max shows a plan right at the start: a card with the phases and how many are done (e.g. "1/3"). Each phase is checked only when it actually finishes, and the phase in progress shows what Max is doing now. A phase that failed is marked as failed.

      Closing the tab mid-action does not cancel what Max already started: the work carries on inside Clickmax and you'll find the result when you come back to the conversation.

      Only two notices ask anything of you:

      NoticeWhat happenedWhat to do
      "We lost the connection to Max and couldn't restore it. Reconnect to carry on."The connection dropped for good and the automatic retries ran out.Click Reconnect. The conversation reloads and carries on from where it stopped.
      "This reply couldn't be completed."The reply failed — the connection is fine.Click Try again. Max receives a request to continue from where it stopped. The partial reply stays in the conversation, even if the next attempt fails.

      When a reply fails like that, the step that was running is marked Interrupted. That means Max stopped receiving its result — not that the action went wrong: it may well have completed in Clickmax anyway. Before asking for the same thing again, check the matching screen (the funnel, the page, the automation) to see whether what you asked for is already there.

      The failure notice from a previous attempt clears when Max resumes the reply. Another retry is blocked while the reply is in progress, preventing overlapping requests.

      What Max created

      When Max creates something in your account, the reply shows what it actually did, step by step — while the action runs and after it finishes: "Creating funnel", "Creating funnel step · 3", "Connecting funnel step". Each step shows the real outcome — Done or Failed. Lookups (listing, searching) don't become steps: only what changed in the account. These steps sit inside N steps; when one fails, the "N failed" notice shows next to it without opening the group.

      If a step fails, the earlier ones stay marked as Done: what was already created is not undone. Max then explains what was missing and how to proceed; ask it to continue from where it stopped instead of starting over.

      At the end, a result card shows what was created (funnel, automation, page, pipeline, form, quiz, webchat, member area, product, offer, list, segment, tag or Analytics dashboard), with a preview when there is one, the name and the status — everything Max creates starts as a Draft. The card also lists What I considered: the answers and choices you gave that it used to build the result. The Open my funnel / Review automation / Open my page button opens the editor with Max in the same conversation.

      For a pipeline, the preview is the same mini kanban shown in the pipelines list, with one column per stage. The card has no status, since pipelines have no draft or published state, and the Open my pipeline button takes you to the kanban.

      For a form or quiz, the preview is the same one shown in its list, in the item's color, and the status is Draft, Active or Paused. The Open my form / Open my quiz button opens its editor.

      For a webchat, the preview is also the one from its list, in the widget's color. It starts Disabled and only becomes Active when you turn it on. The Open my webchat button opens the widget editor.

      For a member area, the preview is the same cover shown in the member areas list: the image you uploaded or the portal's pattern. The card has no status, and the Open my member area button takes you to its classrooms.

      For a product or offer, the preview is the same one shown in the products list: the product image or the initials of its name. The status is the moderation status (for example, Incomplete, In moderation or Approved). The Open my product button opens the product details, and Open my offer opens the offer.

      Lists, segments, tags and Analytics dashboards have no preview: the card shows the icon, the name and no status. The button opens the list, the segment, the tags list, or Analytics on the dashboard that was created.

      Publishing a funnel or a page and activating an automation are always separate steps, with your approval.

      Import contacts from the chat

      To bring contacts from a spreadsheet without leaving Max, ask in the conversation ("I want to import my customer spreadsheet") or pick the import option when Max offers it. An upload area shows up in the conversation: drop the CSV on it or click to choose the file. An Excel spreadsheet must be saved as CSV first.

      Once you send the file, the same import of the Contacts screen opens, with the spreadsheet already loaded and straight at the Mapping step, where you check which column becomes each contact field. Then come Deduplication (how to handle contacts that already exist) and Confirm, where you can pick a list and tags and click Start import. If you close the import without starting it, the upload area stays in the conversation so you can try again. To give up, click Not now.

      Once the import starts, the conversation shows the File sent card, with the file name, how many contacts it has, and the chosen list and tags. The import runs in the background, like on the Contacts screen, and its progress shows in the tasks panel. Max follows the import, tells you how many contacts were created and updated when it finishes, and suggests the next step, such as building a segment or a message sequence for those contacts. Max does not create contacts from a spreadsheet pasted in the chat; importing always goes through the import screen.

      When Max asks you questions

      When Max needs information to move on, it shows a question form inside the conversation. Answer everything and click Submit answers.

      • Picking something from your account (project, tag, list, segment, product, offer, funnel, page, form, quiz, custom field, pipeline, automation, email sender or connected WhatsApp or Instagram account): the field opens a list with search. Type part of the name to find the item, even if the account has hundreds. The list loads more items as you scroll.
      • Creating a new one instead of picking: when the item can be created in the conversation itself, the list's search says Search or create. Type the name: if it doesn't exist, the option Create "name" shows up. Picking it shows name (new) in the field. To switch to an item that already exists, open the list again and pick another one. In questions that accept several answers, you can create more than one.
      • Items that must be set up outside the conversation, like an email sender (which requires domain verification) or a WhatsApp or Instagram account, have no create option. Set them up on the matching screen first. The sender list only shows verified senders, because a pending sender can't send.
      • Questions that accept several answers show checkboxes when there are few options, and a searchable list when there are many.

      After you submit, the form turns into a Your answers card that stays in the conversation — outside the steps group, always open, and still there when you reopen the conversation. It lists each question with what you picked; a skipped question shows as Unanswered. Anything you asked to create shows as New: name, to tell it apart from an item that already existed.

      When you mention a list by name in the conversation and no list has that name, Max looks for the closest names across all your lists (typos, accents, one word of the name) and asks which one you meant, instead of guessing.

      Lists and actions in replies

      Lists of results, values and steps remain text, including after a sentence ending in a colon or question mark. They do not automatically become buttons. Interactions appear in question forms, approval requests and actions provided by Max.

      Very long conversations

      Every conversation has a size limit. Long ones — especially those asking for many actions in a row — creep towards that limit as they grow.

      As it nears the limit, Max summarises the oldest stretches internally so the conversation still fits and it can keep replying. That affects the context Max carries, not what you read: the conversation still shows in full on screen, both while you use it and when you reopen it later.

      The summary shows up differently: across the oldest stretches Max remembers the gist, not every detail. If you need something specific from the start of a very long conversation, repeat it rather than counting on Max to recall it.

      In exceptionally large conversations, reopening may load only the most recent stretch. The rest is still saved — nothing is deleted.

      When a new subject comes up, start a new conversation rather than continuing an old one. Besides keeping you clear of the limit, Max answers more accurately when a conversation sticks to one subject.