Complete product guide

File Manager guide

File Manager is built on operation documents and gives the business a searchable place for specs, contracts, receipts, deliverables, reference files, and handoff material.

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.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.Personalize MaximoSet Maximo's personality and custom instructions, pick a theme with day or night, and choose how Enter sends in chat.

Documents

File Manager

File Manager is built on operation documents and gives the business a searchable place for specs, contracts, receipts, deliverables, reference files, and handoff material.

Free50 MB per file
Plus250 MB per file
Pro2 GB per file
Max10 GB per file
  • Upload files, create folders, preview supported formats, rename items, move items, and bulk-move selected files.
  • Members only see and manage files or folders they uploaded, added, or generated. Owner/admin views can see the company file workspace.
  • Filter by project and search by file name, notes, project name, or category.
  • Use folder breadcrumbs to keep documents organized without losing project context.
  • File icons identify images, videos, audio, PDFs, text, Word documents, spreadsheets, presentations, folders, and other uploads.
  • Storage usage and document capacity are calculated from all active business files for the current plan, even when a member's file list only shows their own items.
  • Uploads require subscription access and are blocked when they would exceed storage allowance, document capacity, or the plan's per-file upload size.
  • Official File Manager per-file upload limits are Free 50 MB, Plus 250 MB, Pro 2 GB, and Max 10 GB.
  • Large eligible files use direct cloud upload so the browser can send the file to storage without pushing the full binary through the API server.

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.

How does Maximo Cloud Computer work?

Maximo Cloud Computer is a tool that the selected Maximo chat model can call when a task needs real execution. The selected chat model stays in control: it plans, writes exact terminal commands or a fenced Python, JavaScript, or Bash script for built-in /computer runs, reads the output, and answers. The built-in computer executes those commands; connected Codex, Syntax, Hermes, and OpenClaw profiles are autonomous external runners. When Cloud Workspace is enabled on an attached project, later computer or agent runs can restore the same logical workspace, continue repository work, save a new snapshot, and expose the tree in Files through Workspace Files.

How do AI Images work?

AI Images starts from a chat or voice request. Maximo first checks image credits, personal and daily caps, model access, output count, source-image count, source MB, File Manager count, and storage. It then generates a new image or edits the selected source image, saves each output to Files, and returns compact image cards in chat with preview, open, Files, and edit-this actions.

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.

How do AI Docs work?

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.

How do Maximo Sites work?

Maximo Sites allows you to build, preview, host, and publish websites and web apps on your workspace cloud. You can design them in chat or voice using standard HTML, CSS, and client-side JS files. You can also build serverless backends at functions/api.js (Plus and above) with a built-in key-value database (ctx.store) and environment variables. Sites automatically get secure SSL certificates and public addresses at https://{slug}.mytabulon.com. They scale to zero when idle to save resources.

Can I highlight part of an AI document and ask Maximo to change only that part?

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.

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.

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