MyTabulonBusiness guide
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Maximo AI guide

Maximo AI is the business assistant inside MyTabulon. It can chat, use model-specific reasoning controls, work with attachments, run workspace tools, cite sources, create shares, and organize sessions.

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.

AI operator

Maximo AI Chat, Voice, Files & Tools

Maximo AI is the business assistant inside MyTabulon. It can chat, use model-specific reasoning controls, work with attachments, run workspace tools, cite sources, create shares, and organize sessions.

  • Choose available models based on plan: DeepSeek, Maximo Pandora, GPT-5.5, Gemini, and voice options appear when unlocked.
  • Reasoning effort controls balance speed and depth; preferences are saved by model.
  • Attach supported images, PDFs, text files, audio, video, and other documents when the plan allows attachments.
  • Voice sessions use the shared voice pool and per-period limits shown in AI usage.
  • Session tools include pin, rename, delete, branch from a message, move into projects, rate responses, and submit feedback.
  • Shared chat links can expose a selected turn or conversation snapshot without giving dashboard access.
  • Tool events show when Maximo reads, creates, updates, deletes, calculates, searches, or works across MyTabulon records.
Maximo AIBusiness MemoryAI AutomationsSharing safety

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
What is the difference between Maximo AI chat and AI Automations?

Chat is live, conversational work. Automations are proactive monitors, scheduled workflows, approval-gated actions, and background AI jobs that keep running outside a live chat.

Maximo AIAI Automations

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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