MyTabulonBusiness guide
Dashboard
Complete product guide

Integrations guide

Integrations connect MyTabulon work to calendars and messaging channels so appointments, notifications, and AI handoffs can leave the browser when needed.

Fast path

Open the dashboardStart from the live business overview, then use search or the sidebar to jump.Finish company setupLogo, currency, contact details, social links, billing, payout, and deletion safety live in settings.Check plan limitsFree, Plus, Pro, and Max control capacity, AI, storage, recurring rules, approvals, payroll fees, and payouts.Use global searchFind features and records across clients, leads, invoices, deals, tasks, files, expenses, team, and AI chats.Ask Maximo AIUse chat, voice, files, tools, memory, sources, and session organization when the work needs help.

Connections

Google Calendar, WhatsApp & Telegram

Integrations connect MyTabulon work to calendars and messaging channels so appointments, notifications, and AI handoffs can leave the browser when needed.

  • Google Calendar connects from Settings > Integrations with OAuth, calendar selection, sync settings, import, manual sync, and disconnect controls.
  • Calendar sync can move MyTabulon appointments into Google Calendar and import external events when enabled.
  • WhatsApp and Telegram link flows validate a token, ask the user to accept terms and privacy, then attach the messaging account to a company.
  • Messaging connections can be paused, linked, disconnected, and used by notification delivery when backend credentials are configured.
  • Terms and Privacy pages are part of public onboarding for integration consent and user trust.
Integration settingsWhatsApp connectTelegram connectTermsPrivacy

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.

Business settingsPlan & Billing
Why do I see a plan or upgrade message?

The app checks plan tier, subscription state, and usage caps before opening or changing protected records. A 402 response usually means the plan is free, inactive, or has reached a limit for that feature.

Plan & BillingCompare plans
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.

Search guide
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.

InvoicesSecurity guide
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, and conflict checks.

Business MemoryMaximo AI
Where do Google Calendar settings live?

Open Settings, choose Integrations, then connect Google Calendar. From there you can choose calendars, save sync preferences, import, sync, disconnect, or remove imported events.

Integration settings
Where are legal pages and consent links?

Privacy and Terms pages are public. Registration, WhatsApp, Telegram, and invite flows link to them when user consent or legal context is needed.

PrivacyTerms

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