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/get-started/first-access-questions.md.
  • English

      • What Clickmax asks you on first access

      The first time you enter the platform you answer two questions: monthly revenue and your profile. Both sit on a single screen, over the blurred platform behind them, and you send them in one go. There is no way to skip them — the platform only unlocks once both are answered. Going back with the browser button or typing a different address brings you straight back to the questions.

      Before you start

      • Role: anyone who has just created an account goes through this. Accounts invited for support work only go straight in, without the questions.
      • No answer changes what you can do on the platform, or which plan you are on.

      The two questions

      QuestionOptions
      What is your operation's monthly revenue?I don't sell online yet · R$ 20k to R$ 50k · R$ 50k to R$ 100k · R$ 100k to R$ 500k · Above R$ 500k
      What is your profile?Partner · Director · Agency · Beginner

      These are bands, not exact figures: pick the one closest to where you are today. If you sit right between two, pick the lower one. I don't sell online yet covers both people who have not started selling online and people who sell but bill under R$ 20k a month.

      What the answers are for

      They guide how you are supported. Whoever talks to you — support or the sales team — already knows the size of your operation and your role in it, and does not have to ask again in every conversation. It is the same information the diagnosis on the website asks for, so anyone who has been through it will recognise the options.

      The answers are not public, do not appear on your pages or checkouts, and are not shared with your contacts. They stay confined to your account and to Clickmax support: no other account on the platform can see this information in contact filters or exports.

      Your first project

      Sending your answers takes you straight into the platform, inside your first project: the workspace that groups funnels, pages, automations, products, sales and contacts. You do not have to create it — Clickmax creates it for you, named after your first name.

      To change the name or the icon, open See all projects in the side menu and click Project Settings on the project. You can create more projects at any time, from the same screen. If you already have a project, no new one is created: you land in a project that was already yours.

      Changing your answers later

      The two questions are answered once and have no edit screen. If you picked the wrong band — because revenue grew, or because you mis-clicked — contact support via chat and tell them the correct answer.