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Frontline Max · Home · Interactive walkthrough

Home

Use Max Home as the starting point for connected context, recent activity, time saved, and the next place to continue work.

Interactive walkthrough5 min
Max Home with recent Activity, connected Gmail, Google Calendar, WhatsApp, Slack, and time saved
Screen guideHome

Review what Max surfaced, what work moved forward, and which source context should be checked before acting.

What Home is for

Home is the place to orient before acting. It shows whether Max has useful connected signal and where the operator should continue.

Use it at the start of the day or before a customer block: check recent Activity, time saved, connected accounts, and any visible To-do's.

Example routine

A sales operator opens Home before calls. Gmail and Calendar are connected, Max has recent email labeling activity, and the To-do's badge shows one pending item.

The operator opens Activity to verify the source summary, then To-do's to decide whether the follow-up should be completed, edited, or reassigned.

Good setup

Home becomes useful after the right accounts are connected and Settings are narrow enough for Max to produce reliable labels, summaries, and follow-up.

If Home is quiet, do not invent work. Check Connected Accounts, then Settings, then Activity.

Transcript

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Understand Max as the AI teammate layer for daily operational execution. Max connects to Gmail and Calendar, generates summaries, surfaces tasks, tracks activity history, and helps teammates follow through on work. Home shows what Max has already done. Activity is the evidence layer for AI-generated actions. To-do's turns that context into reviewed, completed work. This overview shows how Max, connected systems, and daily operations work together as one loop.

FAQs

What is Home in Max?

Home is the daily starting point for connected context, recent Max activity, time saved, and next actions.

When should I leave Home?

Open Activity when you need evidence, To-do's when work needs review, and Connected Accounts when Home has no useful signal.