Settings
Tune Max scheduling instructions, knowledge, and advanced behavior from the Settings area.
Scheduling tells Max your meeting rules: availability, blocked windows, meeting length, timezone, and booking links it can share.
Configure how Max should act.
Use Chat with Max, Tasks, Playbooks, and Settings to define manual requests, recurring work, reusable instructions, and global behavior.
Knowledge is where approved source material lives before Max answers, drafts, or prepares work.
Advanced controls global behavior such as conversation instructions, response style, language, and default communication rules.
What Settings controls
Settings is where Max gets operating guidance for Scheduling, Knowledge, and Advanced behavior.
Use this page when Max needs clearer instructions before preparing calendar-related work or answering with approved context.
Scheduling tab
Use Scheduling when Max needs to coordinate or prepare around meetings. The useful fields are scheduling instructions, timezone, and scheduling links.
Write rules the way an operator would say them: available days, available hours, blocked windows, meeting length, and which booking link Max can share.
Knowledge tab
Use Knowledge when Max should rely on approved source material instead of improvising. Examples include product FAQs, pricing notes, support policies, onboarding docs, or sales playbooks.
Keep Knowledge focused. If Max only needs meeting rules, do not upload broad company documents. If Max needs support policy, attach the policy and test with a narrow question.
Advanced tab
Use Advanced for global behavior: conversation instructions, response style, personality, and notification language.
This is where you set defaults such as concise answers, asking one clarifying question when context is missing, or using the language your team expects in notifications.
Validation loop
After changing Settings, ask Max to perform the smallest related task and inspect the result in Activity or the target channel.
If the answer gets worse, revert the most recent instruction before adding more context.
FAQs
What should I configure first?
Start with Scheduling if Max needs to help with meetings, then add Knowledge only when the assistant needs approved context.
How do I avoid noisy Max output?
Use narrow instructions, small knowledge sources, and change one setting at a time so Activity can show what improved.