How does Max help me run the operation?
Max is the platform's assistant. What sets it apart from a generic AI is context: it can see your account — your funnels, contacts and sales — instead of answering in a vacuum.
Before you start
- Max operates within your permissions. It does not show you what your role cannot reach — see the roles and permissions reference (Portuguese).
What it is for day to day
It earns its keep especially on the things you would otherwise do by opening three screens and cross-referencing them in your head.
Ask with context
An assistant answers a specific request better. "Improve my funnel" gets you a generic answer; "this funnel gets traffic and does not convert at the checkout, what should I investigate?" gets you a useful one.
Confirm before you act
Like any assistant, Max can misread an ambiguous request. For any decision involving money or a change to your data, confirm it in the interface before going ahead.
That is not distrust — it is the same check you would run on a report you had never seen before.
What it does not replace
- Business decisions — price, positioning and the offer are still yours.
- Technical validation — tracking is confirmed by testing on the published page, not by asking.
- Knowing your customer — Max sees your data; it does not know your market.
Connecting another AI
If you would rather use your own assistant, see connect your AI with MCP.
Related
If it didn't work
- It cannot find a piece of data: confirm which workspace and which project are selected.
- The answer looks wrong: check it on the matching screen — the request may have been ambiguous.
- Information is missing: your role may be restricting what it can reach.