The AI Action Ledger records workspace-changing actions that Maximo performs, so owners and operators can inspect what changed, review field diffs, and reverse supported actions when safe.
The AI Action Ledger records workspace-changing actions that Maximo performs, so owners and operators can inspect what changed, review field diffs, and reverse supported actions when safe.
TrackedCreate, update, delete, run
ControlsFilter, expand diff, undo, redo, refresh
Safe limitsExternal effects are marked irreversible
SourcesChat and voice tool actions
Owners and administrators can open the company-wide AI Action Ledger because it can expose sensitive change history and rollback controls.
Members can open Maximo chat action history for their own permitted AI actions, including supported undo and redo.
The ledger records tool name, action kind, target type, target label, source channel, actor, session, time, reversibility, and latest undo or redo state.
Diff rows show old and new values for captured fields when Maximo creates, updates, or deletes supported records.
Use the Reversible filter when the business needs to focus only on actions that can be undone.
Undo and redo are available for supported MyTabulon data changes; external effects such as sent emails, payroll transfers, signatures, calendar sync, or MCP calls stay irreversible.
Conflict states require review before forcing an undo or redo.
The ledger covers clients, leads, deals, inventory, invoices, payments, team, employees, payroll, accounting, operations, memory, and automation workflows where snapshots are supported.
Open Business Settings, complete the company profile, set the currency, upload the logo, confirm billing, then add clients, inventory, or leads depending on what the business sells.
The app checks the active workspace's effective subscription, subscription state, and usage caps before opening or changing protected records. Owner-created workspaces can inherit the owner's account plan from another billing-home workspace, while joined team workspaces use that company's owner plan. A 402 response usually means the effective plan is free, inactive, or has reached a limit for that feature. File Manager checks file count, storage, and per-file upload size: Free 50 MB, Plus 250 MB, Pro 2 GB, and Max 10 GB. AI Images checks image credits, daily and personal caps, model access, source limits, File Manager count, and storage. Maximo Cloud Computer checks computer minutes, daily/monthly caps, max run length, and concurrency. Gemini Live starts on Pro, while Grok Voice remains available on paid plans. Support also follows the plan: Free uses guide, community, and email; Pro and Max include monthly Google Meet allowances.
RPB means Real Performance Benchmark. It is MyTabulon's evidence-adjusted public model score for real agentic business work, combining task completion, tool call accuracy, reasoning, safety, user sentiment, latency, and cost efficiency.
Global search can find feature pages plus clients, leads, inventory, invoices, quotes, deals, projects, tasks, files, expenses, team members, and AI chats within the active company when the signed-in user's role allows it. Member file results are limited to files and folders they uploaded, added, or generated, and sensitive owner/admin destinations stay hidden.
Use Ctrl K or Meta K for the command palette, ? or Ctrl / for the reference, Ctrl B or Meta B for the sidebar, g chords for navigation, n chords for quick create, and r r to refresh page data.
Payment links use long random tokens. Share the generated link, receipt, PDF, or email with customers, not a dashboard URL. The invoice number helps the business identify a document but is not the secret.
Business Memory stores durable company knowledge for Maximo AI: facts, preferences, style, source records, private notes, approved memories, retention rules, provenance, and conflict checks. It is available only to business owners and administrators. Company memories describe shared business facts; first-person or personal work memories stay private to the originating user. Members, Viewers, and Employee Viewers cannot open memory, search it through Maximo chat or voice, receive selected memory in AI context, or have their chats silently captured into company memory.
Are sent automation emails reversible in the AI Action Ledger?
No. A drafted automation action can be rejected before it sends, but an email that has already left the system is an external effect and cannot be undone. The AI Action Ledger can show many workspace-changing actions and supported reversals, but external delivery such as emails, payment links sent to customers, transfers, signatures, syncs, and third-party messages should be treated as final.
It records Maximo workspace actions, field diffs, source channel, actor, reversibility, and undo or redo state. Owners and administrators can review the company-wide ledger; members can review and reverse their own permitted chat actions. Supported data changes can be reversed; external effects such as sent emails, transfers, signatures, syncs, and MCP calls remain irreversible.
Who can add or manage Bring Your Own Model (BYOM) connections?
Only Business Owners and Administrators have permissions to manage BYOM connections and import/edit models under Settings > Integrations > Bring Your Own Model. Workspace Members and Viewers cannot manage connections.
Are BYOM models available to everyone in the workspace?
Yes, once a BYOM model is configured and enabled by an owner or administrator, it is available company-wide to all workspace members (Owners, Admins, Members, Viewers) through the model selector in Maximo AI chat.
