MAX AI Assistant

Your executive assistant — capabilities and limits

Open the AI panel with the tab on the right edge of the screen. It has live access to all your business data and can navigate the platform, draft documents, and update records — all with your approval.

Navigate Pages

Fully automatic

Answer Questions

Fully automatic

Draft Documents

Requires approval

Create Records

Requires approval

Update Records

Requires confirmation

Draft Messages

You send manually

MAX AI Assistant — powered by Claude Haiku (navigation) and Claude Sonnet (analysis & drafts)