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.
Use Leads for prospects, Customers for lifecycle and activity timeline across leads and clients, and Clients for billing-ready accounts used by invoices and payment history.
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.
Which customer communication automations can I install?
The Comms view can install four customer-facing workflows: AI invoice follow-up for sent invoices that need a check-in, AI payment reminders for invoices due soon or overdue, AI quote follow-up for open quotes before they go cold, and AI abandoned lead nudge for stale leads. Each workflow creates serious branded outreach using the business identity and the customer or document context available in MyTabulon.
Why do quote follow-ups and lead nudges use reply links instead of public pages?
Invoices already have secure customer-facing /pay pages. Quotes and leads do not yet have a dedicated public response page, so the safest current behavior is to ask the customer to reply to the company contact email. The automation still brands the message, summarizes the record, and gives a clear action button, but it does not expose dashboard-only quote or lead URLs to external customers.
What business data must be correct before enabling customer automations?
Make sure the company logo, DBA or name, billing/contact email, phone, website, and currency are correct. Customer records should have valid email addresses. Invoices should have accurate balance due, status, due dates, and totals. Quotes should have clear totals and validity dates. Leads should have useful names, company names, stages, and email addresses when outreach is expected.
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.
