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/setup-account-from-getting-started.md.
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      • How do I set up my account with Max from Getting started?

      Click Do it with AI on the task you want to do. Max opens a conversation with the request already written, explains what you will need and walks you through the task, one question at a time.

      Before you start:

      • Max access. Without Max access, the button is grey. Hover over it to see why. The task's Do it manually button always works.
      • Getting started opens from the Getting started button at the top of the screen and lives in Settings → Getting started. See Where do I see what I have already done and what is left.

      Step by step

      1. Click Getting started at the top of the screen.
      2. On the task you want to do, click Do it with AI (or Ask AI).
      3. Answer Max's questions. On the Max screen, the conversation opens right there. In Settings, it opens in the Max side panel.
      4. When the task is done, Max suggests the next one your account still needs. Accept it or ask for something else.

      The task is ticked in Getting started as soon as the platform detects what was created. You do not need to reload the page.

      Do it with AI or Ask AI

      ButtonWhat Max doesTasks
      Do it with AIAsks the questions and creates it with youRegister a product, set the price and payment method, publish a page, build a funnel, create an automation, publish a quiz, set up the members area, create a pipeline, log an opportunity
      Ask AIExplains what you will need and the stepsWhatsApp connection, first sale
      • WhatsApp connection: you connect it yourself, on the connections screen. Max explains what to have at hand.

      The suggested next step

      Max always suggests the next task that is still pending, not a fixed list. If you did something some other way, Max skips that task. If the task you just finished was the last one, Max tells you the account is ready.

      If you ask for something else mid-conversation, Max follows your request and does not insist on the next task.