AI Docs guide

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.

AI Docs starts from a chat, voice, or AI Docs page request. Maximo checks document credits, personal and daily caps, active jobs, business-wide File Manager file count, and business-wide storage. It gathers role-approved source files, creates a document job, renders PDF, Word, Sheet, Slides, HTML, TXT, or CSV, saves the output to Files, then shows a generated-document card in chat with preview, open, refresh, and targeted revision controls. Members only see their own AI Docs jobs and can only use source files they uploaded, added, or generated.

Yes, when the preview text is selectable inside MyTabulon. Generated PDF previews use a PDF-fidelity selectable MyTabulon layer when job recipe data is available; HTML, TXT, and CSV are naturally selectable. If a browser-native PDF or external Office viewer blocks selection capture, use Mark change and paste or describe the exact section. Revisions save as new files instead of overwriting the original.

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.

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.

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.