Complete product guide

Maximo Forms guide

Maximo Forms lets you build forms that collect responses straight into your workspace. Maximo can build, edit, manage, and fully control any form from chat, anyone can fill it at a public /f/{slug} link, and you get analytics that go beyond a simple response count — a view-to-submit funnel, per-question drop-off, answer breakdowns, completion time, and traffic sources. The Forms plugin is activated by typing @forms in the composer.

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.

Form builder

Maximo Forms: AI-Built Forms with Conditional Logic & Superior Analytics

Maximo Forms lets you build forms that collect responses straight into your workspace. Maximo can build, edit, manage, and fully control any form from chat, anyone can fill it at a public /f/{slug} link, and you get analytics that go beyond a simple response count — a view-to-submit funnel, per-question drop-off, answer breakdowns, completion time, and traffic sources. The Forms plugin is activated by typing @forms in the composer.

Public URL/f/{slug}
Field types17 types incl. choice, rating, scale, file, layout blocks
LogicConditional show rules (Plus and above)
AnalyticsFunnel, drop-off, breakdowns, completion time, sources
SharingSEO + dynamic OG image, embed snippet, QR code
ResponsesFilterable table, CSV export, optional CRM lead capture
Free limit2 forms, 50 responses/month, basic analytics
Plus limit15 forms, 1,000 responses, logic, uploads, advanced analytics
Pro limit50 forms, 10,000 responses, no MyTabulon branding
Max limit200 forms, 50,000 responses/month
PermissionOwner, administrator, or member (Viewer read-only)
  • Ask Maximo to build a form and it handles everything: forms_create once per form -> forms_add_field for each question while you watch the live builder -> optionally forms_set_logic for conditional questions and forms_update for the theme, submit button, and thank-you page -> forms_publish only when you're ready, which returns the public /f/{slug} link. forms_unpublish takes it offline; forms_close stops new responses while keeping the data.
  • The Forms plugin is activated by typing @forms (or /forms) in the composer; its tools and guidelines load only while active, so an idle plugin costs zero tokens.
  • Field types: short text, paragraph, email, phone, URL, number, date, time, single choice, multiple choice, dropdown, checkboxes, rating, linear scale, file upload, plus section and heading blocks for layout. Mark any question required and add help text or a placeholder.
  • Conditional logic (Plus and above): show questions only when an earlier answer matches — for example reveal a 'Which plan?' question only when someone selects 'Yes, I'm interested'. Logic is enforced both in the respondent's browser and on the server.
  • Superior analytics: views, starts, completion rate, average completion time, a submissions time-series, a per-question drop-off funnel, per-question answer breakdowns (bar and distribution), and top sources and devices. Free plans see the core totals and time-series; advanced sections unlock on Plus and above.
  • Sharing: every form has a public /f/{slug} link with proper SEO, its own Open Graph title, description, and a dynamic OG image so it looks great when shared. You also get an embed snippet and a QR code, and can set an auto-close date or a hard response limit.
  • Responses land in the Responses tab as a filterable table and export to CSV in one click. You can also map fields to your CRM and have each submission create a lead automatically.
  • The respondent page is a clean, fast, mobile-first form with a liquid-glass shell and a solid, high-contrast card for legibility, in light or dark mode, themed by your accent colour. A honeypot quietly blocks spam bots.
  • Limits are enforced by plan: Free gets 2 forms and 50 responses a month with basic analytics; Plus gets 15 forms, 1,000 responses, conditional logic, file uploads, custom themes, and advanced analytics; Pro gets 50 forms, 10,000 responses, and no MyTabulon branding; Max gets 200 forms and 50,000 responses a month.
  • Forms follow the signed-in user's role. Owners, administrators, and members can build, edit, publish, and manage forms; viewers are read-only. Deleting a form removes all of its responses and analytics and is owner/administrator only — when Maximo deletes a form from chat it asks you to confirm first via Action Preview.
  • Forms content is the user's: Maximo builds what you describe and refuses phishing, credential-harvesting, payment-data, or deceptive impersonation forms.

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.

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.

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.

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.

Are BYOM models available to everyone in the workspace?

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.

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