Complete product guide

Maximo Tag guide

Maximo Tag brings Maximo AI into the WhatsApp and Telegram groups your team works in, as a shared teammate everyone in the group can use. Add the bot to a group, connect it to your workspace, and tag Maximo to get answers for the whole team — while the full conversation is saved to your workspace chat history. Available on Plus and above; Telegram works today and WhatsApp groups follow once WhatsApp's group API is available to your workspace.

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.

AI in your groups

Maximo Tag: Maximo AI inside WhatsApp & Telegram groups

WhereDashboard > Maximo Tag Telegram bot@MaximoAIbot

ConnectAdd bot to group, send /connect, open the link as owner/admin

Tag Maximo@mention, reply to the bot, or /maximo <request>

Plus2 groups · 300 replies/mo (40/day) · 5,000 triaged/mo · no ambient

Pro10 groups · 2,000 replies/mo (200/day) · 40,000 triaged/mo · ambient

Max40 groups · 10,000 replies/mo (800/day) · 250,000 triaged/mo · ambient

WhatsApp groupsDesigned for; ships once WhatsApp's group API is available

Connect a group from /dashboard/maximo-tag (owners and admins only): add the Telegram bot @MaximoAIbot to your group, send /connect in the group, then open the secure one-time link and pick your workspace.
Maximo replies when explicitly tagged: an @mention of the bot, a reply to one of its messages, or the /maximo <request> (or /ask) command in the group.
Ambient mode (Pro and Max) lets a lightweight model screen incoming messages and answer relevant questions even without a tag, above a per-group confidence threshold. It is off by default and is a per-group toggle.
Each connected group has its own isolated, long-lived chat session that acts as that group's memory, so one group never bleeds into another and group chatter stays out of company-wide Business Memory.
The whole group conversation — who sent what, and Maximo's replies — is saved to your workspace chat history in real time, visible to the whole team and marked with a group tag icon.
Replies and fixed notices are delivered in the language of the group's own messages, so global teams get a native experience.
Each group can use its own Maximo model and reasoning effort, chosen from the dashboard. Group admins can /pause and /resume Maximo in the group.
Usage is metered per workspace: connected groups, AI replies per month and per day, screened (triaged) messages per month, and concurrent replies are all capped by plan; heavy replies also draw on the shared business AI token pool.

Maximo Tag settings Telegram bot Group chats in history Plan limits Maximo AI guide

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 settings Plan & Billing

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.

Plan & Billing Compare plans

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.

AI Benchmarks Methodology

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.

Search guide

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.

Shortcuts 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.

Invoices Security 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, 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.

Business Memory Maximo AI

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.

BYOM settings BYOM guide

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.

Maximo AI BYOM guide

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