Complete product guide

AI Browser guide

The AI Live Browser lets you and Maximo drive, inspect, and automate the web together without interrupting the chat stream. Use isolated cloud Chromium for normal browser work, or install MyTabulon Secure Browser when a site needs a real user-owned Chrome profile and same-tab authentication.

Guide index

Fast path

Open the dashboardStart from the live business overview, then use search or the sidebar to jump.Finish company setupOwners manage company setup; administrators can view business settings, but edits stay owner-only.Check plan limitsReview the owner account plan that covers owned workspaces, team capacity, AI, AI Docs, storage, payroll fees, and payouts.Share referralsWorkspace users can copy a personal referral link, track 20% subscription commissions, and withdraw NGN rewards to a verified Nigerian bank.Reach supportSend questions, bugs, billing issues, setup requests, Google Meet requests, and approved in-person requests from Support.Use global searchFind role-allowed features and records; sensitive accounting, team, memory, and admin areas stay hidden from lower roles.Open shortcutsUse Ctrl K for commands, g for navigation chords, n for quick create, and ? for the reference.Ask Maximo AIUse chat, voice, files, image tools, document tools, and sources within the signed-in user's workspace role.Use Maximo ComputerLet Maximo run browser/code work and keep project-attached cloud workspaces persistent for later computer or agent runs.Connect Secure BrowserLet Maximo continue in a tab from your real Chrome profile, with a private You/AI handoff for passwords, verification codes, and stubborn sign-in pages.Use slash commandsType / to run chat commands, pick active Agent Skills, or attach enabled MCP servers as context.Run Maximo GoalsType /goal and Maximo keeps working toward one objective across turns, then stops when an independent check says it's done.Use Maximo TagAdd Maximo to your WhatsApp or Telegram groups and tag it to help the whole team, with every chat saved to your workspace history.Review with Action PreviewBefore Maximo sends an email, moves money, or invites someone, it streams a live preview you can edit and send — or switch on Auto to send for you.Answer Maximo's questionsWhen a request could go several ways, Maximo asks a quick multiple-choice question right in the composer, then picks up where it left off once you answer.Create AI ImagesGenerate or edit images from chat or voice with Maximo Pandora Mini Image or Pro Image, then save outputs to Files.Create AI AudioTurn text into natural single or multi-speaker speech with Maximo Pandora Voice, then save the audio to Files.Compare AI benchmarksOpen public RPB scores for model tool accuracy, reasoning, safety, latency, cost, and trace evidence.Generate AI DocsAsk Maximo to create PDF, Word, spreadsheet, slides, HTML, TXT, or CSV files from prompts and workspace files.Schedule AI workAsk Maximo in chat or voice to watch a live topic, wake later, repeat checks, and save updates in chat.Open the calendarSee tasks, appointments, automations, reminders, due dates, payroll, Google sync, and Calendly bookings in one compact schedule.Connect toolsOwner/admin roles manage integrations, MCP, Agent Skills, calendars, files, email, signatures, and connected services.Bring Your Own ModelOwners and admins can connect OpenAI, Anthropic, or OpenRouter and share custom models with the workspace.Build Maximo SitesDesign, build, host, and publish websites and web apps with database and serverless functions directly from chat.Build Maximo DesignDesign, preview, and share on-brand decks, pages, prototypes, posters, and brand systems from chat with @design.Build Maximo FormsBuild, edit, and manage forms from chat with @forms — conditional logic, a shareable /f/{slug} link, and superior analytics.Capture Maximo NotesScribble anything as a Jot — Maximo tidies it, pulls out tasks, updates the ones you mention, and links related notes.Personalize MaximoSet Maximo's personality and custom instructions, pick a theme with day or night, and choose how Enter sends in chat.

Live browsing & secure sign-in

AI Live Browser & MyTabulon Secure Browser

The AI Live Browser lets you and Maximo drive, inspect, and automate the web together without interrupting the chat stream. Use isolated cloud Chromium for normal browser work, or install MyTabulon Secure Browser when a site needs a real user-owned Chrome profile and same-tab authentication.

LaunchAsk Maximo to open a URL or click the browser icon in chat
Secure Chrome setupDownload ZIP, unzip it, then Load unpacked folder
Secure Browser devicesDesktop Chrome on a computer; cloud browser remains available on mobile
Private handoffYou detaches Maximo; AI resumes the same authenticated tab
Desktop layoutDrag-resizable chat and browser divider
Chat ownershipPanel and live activity stay with the chat that opened them
Chrome profile ownershipOnly the focused originating chat controls its profile; other profiles stay idle
Tab operationsSupports open tab, switch tab, list tabs, and close tab
Security modelFully isolated browser context per individual team member
State persistenceEncrypted cookie snapshots stored per user in cloud storage
DiagnosticsConsole and network request logs capture
  • Ask Maximo to open a website, check a URL, or perform web research to launch the live browser panel.
  • Secure Browser mode is generic across normal HTTP(S) websites. It does not contain special-case logic for Google, X, or any other login provider.
  • Install it from /browser-extension: download the ZIP, double-click it in Finder to unzip it, open chrome://extensions, enable Developer mode, click Load unpacked, and select the extracted folder containing manifest.json. Chrome intentionally greys out ZIP files because Load unpacked accepts folders only.
  • Version 1.0.4 uses the official teal MyTabulon SVG in its popup and setup page, with rounded Chrome-compatible PNG exports on the extension card and toolbar.
  • Secure sign-in handoff: choose You before entering a password or verification code. Maximo detaches and Chrome focuses the real tab. After sign-in, return to MyTabulon and choose AI; Maximo resumes in that exact authenticated tab.
  • Passwords, verification codes, and Chrome cookies are never sent to Maximo. The user-owned Chrome profile remains the source of the authenticated session.
  • Cloud Security & Isolation: Each team member's cloud browser has a private Chromium process and browser profile. Saved logins and local caches are not shared with other workspace users.
  • Smooth Streaming: The panel mounts while navigation is still running, shows a wide readable preparing state, and replays the latest Chrome frame instead of leaving a blank canvas. Desktop Secure Browser preserves the real tab viewport and captures fallback frames around actions instead of continuously, preventing the tab from shaking. Opening or resizing it does not clear partial answers, reasoning, tool events, or the active stream. The live-browser activity pill belongs only to the originating chat and does not carry into another session.
  • Chrome profile ownership: Secure Browser is paired to the originating chat and Chrome profile. Only the focused MyTabulon tab can claim its profile; other profiles and background chats stay idle. If the same chat is focused in another profile, the old profile detaches immediately instead of reconnecting or leaving a debugging banner behind.
  • Desktop Resizing: Drag the divider between chat and browser to choose the width. Mobile retains its dedicated responsive layout.
  • Device support: the user-owned Secure Browser handoff requires desktop Chrome on a computer because mobile Chrome cannot load this extension or provide the debugger handoff. Mobile users can still use the separate cloud live browser.
  • Persistent Login Sessions: Browser cookies and local storage states are encrypted and backed up individually to cloud storage, allowing your logins to survive browser restarts and container updates.
  • Multi-tab Control: The AI can naturally open new tabs, switch active focus between tabs, list open tabs, and close tabs, keeping complex web sessions organized.
  • Advanced Interactions: The AI can scroll, type text, press keyboard shortcuts, click elements by coordinates, and select specific values/texts from dropdown menu elements.
  • File Uploads: The AI can select file inputs and upload files directly from your workspace directory to online portals.
  • Console & Network Diagnostics: The AI can retrieve recent console logs and network transaction logs to troubleshoot errors and check backend API responses.

Fast answers

Easy FAQs

What should I do first after creating a business?

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.

Why do I see a plan or upgrade message?

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.

Is my AI Browser session isolated and secure from other team members?

Yes. The AI Live Browser provides complete team member isolation. Each team member is assigned an independent, private Chromium process and browser profile. When you sign in to a site (like GitHub or Salesforce) in the AI Browser, your session cookies, local storage, and cached logins are encrypted and backed up separately. Other members of your team or workspace cannot see, access, or inherit your saved browser logins, ensuring maximum privacy and security.

Why did Secure Browser activate in two Chrome profiles?

Older builds registered one browser bridge for the whole MyTabulon account, so two installed Chrome profiles could replace each other and leave both showing Chrome's debugging banner. Secure Browser 1.0.4 scopes the bridge to the originating chat and profile. Only the focused MyTabulon tab can claim that profile, other profiles and background chats stay idle, and a displaced profile detaches immediately. Remove the older unpacked extension from each profile and load the 1.0.4 folder in the profile you want to use.

Why is the MyTabulon Secure Browser ZIP grey when I click Load unpacked?

Chrome's Load unpacked picker accepts an extension folder, not a ZIP archive. On Mac, cancel the picker and double-click mytabulon-secure-browser.zip in Finder. Then click Load unpacked again and select the extracted mytabulon-secure-browser folder that contains manifest.json directly inside it.

How does Maximo use a website after I sign in with Secure Browser?

Choose You in the live browser before entering credentials. Maximo detaches from the tab and Chrome focuses the real user-owned tab, so passwords and verification codes stay private. After the site finishes signing in, return to MyTabulon and choose AI. Maximo reattaches to that exact tab and continues with the authenticated session. The bridge applies to normal HTTP(S) sites generally and is not hardcoded to individual providers.

Does Secure Browser work on mobile, and what can Maximo control?

The user-owned Secure Browser handoff requires desktop Chrome on a computer because Chrome on mobile cannot load the extension or expose the debugger connection it needs. Mobile users can still use MyTabulon's separate cloud live browser. While AI control is active on desktop, Maximo keeps the supported browser toolset for navigating, reading pages, managing tabs, clicking, typing, scrolling, keyboard input, dropdowns, file inputs, screenshots, and console or network diagnostics. Chrome internal pages, browser permission dialogs, CAPTCHAs, passkeys, and other website-enforced human-only challenges may still require you to take control.

What does RPB mean on the benchmark page?

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.

Which records can global search find?

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.

What are the main keyboard shortcuts?

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.

How do payment links stay safe?

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.

What is Business Memory used for?

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.

Keep moving

Go back to the workspace with context.

Use the dashboard for the work itself, and return here when a user needs a fast explanation, a workflow map, or the right page link.

Open Dashboard