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/features/max/index.md.
  • English

      • What is Max (AI)?

      Max is the Clickmax AI assistant. It works inside the platform: it reads your account data, creates and edits pages, filters contacts and helps with support conversations. You can also connect your own AI (Claude, Cursor, Codex…) to the Clickmax tools over MCP.

      Before you start:

      • Max is in Beta and free for a limited time; it will consume the platform's AI credits later on. Always check the data it shows you before acting on it.
      • Max acts with your permissions: it only sees and changes what your workspace role already allows.
      • To connect an external AI, the prerequisites are in the MCP reference (Portuguese).

      What Max does

      • Creates and edits pages and funnels — it opens in the editor and builds the page from what you ask. See Create.
      • Filters and analyses contacts — describe what you want in plain language (for example, "warm leads created in the last 7 days") and Max builds the filter. See Contacts.
      • Helps with support — it summarises the conversation and drafts a suggested reply while the lead is still talking. See Messaging.
      • Connects your own AI — MCP gives your AI access to the account data, and Skills teach it how to operate each area.

      MCP and Skills

      To operate Clickmax from outside — from your own AI client — Max is not the path: you use MCP (access to the data) plus Skills (how to operate each area). The step-by-step guide, the skill catalogue and troubleshooting live in the MCP reference (Portuguese).

      • Contacts — where Max filters leads and summarises conversations.
      • Create — where Max builds pages and funnels.
      • "You do not have permission to perform this action" — when an option disappears.

      If it didn't work

      • The Max button does not appear, or an option is missing: see no permission.
      • Your external AI will not connect or returns 401: see the troubleshooting in the MCP reference (Portuguese).
      • A Max action was blocked by an error: see the error codes (Portuguese).