Chat with Max
Use Chat with Max to reach the assistant from WhatsApp, Slack, or Microsoft Teams and ask for operational context without opening the browser app.
Review what Max surfaced, what work moved forward, and which source context should be checked before acting.
What Chat with Max is for
Chat with Max makes the assistant available from the channels operators already use, such as WhatsApp, Slack, or Microsoft Teams.
Use it for quick context retrieval, task checks, meeting prep, and handoff questions.
Channel controls
Each channel has its own connection state. WhatsApp can be connected to a phone number, Slack can be connected when the team wants Max in workspace chat, and Microsoft Teams can stay inactive until the team is ready to use it.
Connect only the channels people will actually message. A connected channel should have a clear use case: ask for account context, create a follow-up task, prepare for a call, or check what changed.
Prompt examples
Before a customer call: 'Summarize the latest activity for this account and list any open To-do's I should review.'
During handoff: 'What changed since the last customer touch, and who owns the next step?'
After a meeting: 'Create a follow-up task for the account owner with the main decision and due date.'
Configuration checklist
Choose the channel, connect the account, confirm who can message Max, and test with a non-sensitive account or sample record.
If replies are generic, check Connected Accounts, CRM context, permissions, and whether the prompt names the account, person, or task clearly.
FAQs
What should I ask Chat with Max?
Ask for account context, recent activity, open To-do's, meeting prep, or a follow-up task tied to a specific person or company.
Why are answers sometimes generic?
The prompt may be too vague, or Max may not have the connected account, CRM context, or permissions needed.