Complete product guide

Security guide

MyTabulon separates internal workspace access from customer-facing links and public pages. That separation protects business records while still allowing payments, invites, and shares.

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.

Trust

Security, Access & Safe Sharing

MyTabulon separates internal workspace access from customer-facing links and public pages. That separation protects business records while still allowing payments, invites, and shares.

AccountPassword, reset links, sessions
WorkspaceRoles, company access, employee restrictions
AILedger, memory review, tool permissions
LinksTokens for payments, invites, shares, integrations
  • Dashboard pages require authentication and company access.
  • Team roles and employee viewer restrictions limit sensitive business tools in the frontend, backend, Maximo chat, Maximo voice, global search, and background memory capture.
  • Owner-only actions include business settings edits, payout setup/runs, ownership-level controls, business deletion, and company management.
  • Owner/admin-only areas include Business Memory, company-wide AI Actions, AI Automations, Analytics, Accounting, Payroll, Imports, Team, Employees, Integrations, MCP, and Agent Skills.
  • Members do not receive company Business Memory or sensitive company context through pages, APIs, Maximo chat, or voice.
  • Viewers are read-only where allowed and cannot create, edit, delete, send, approve, export, connect, import, sync, run, refund, credit, schedule, use AI Images, or use AI Docs.
  • Security Settings show business email verification state, last activity, password change history, active reset links, and active sessions.
  • Users can change password, send password reset links, sign out other sessions, or revoke a single session from Security Settings.
  • Bot account security controls protect connected AI or automation accounts from unmanaged access.
  • Payment links use long random tokens; invoice numbers are references, not secrets.
  • Share payment links, PDFs, receipts, emails, invites, or chat shares with customers instead of dashboard URLs.
  • Keep payment, AI, email, calendar, Calendly, WhatsApp, Telegram, Slack, Zapier, Mono, DocuSign, MCP, and storage secrets in backend environment variables or encrypted connection credentials only.
  • Plan-gated APIs verify company access, subscription state, plan tier, and plan caps before mutating records.
  • File uploads and operation documents count against plan storage allowance.

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.

Where are the Maximo AI WhatsApp and Telegram bot links?

The official Maximo AI bot links are WhatsApp at https://wa.me/2348087216174, shown as +234 808 721 6174, and Telegram at https://t.me/MaximoAIbot, shown as @MaximoAIbot. Inside MyTabulon they appear in the sidebar, mobile menu, Maximo chat start screen, Security settings under Bot Account Access, and this Maximo AI guide.

Is my AI Browser session isolated and secure from other team members?

Yes. The AI Live Browser provides complete team member isolation. Each team member is assigned an independent, private Chromium process and browser profile. When you sign in to a site (like GitHub or Salesforce) in the AI Browser, your session cookies, local storage, and cached logins are encrypted and backed up separately. Other members of your team or workspace cannot see, access, or inherit your saved browser logins, ensuring maximum privacy and security.

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.

Can public benchmarks expose my business data?

No. Public benchmark evidence can show model labels, domains, tool names, statuses, broad outcomes, scores, and sample counts. It does not show private prompts, raw payloads, business names, customer names, record IDs, file contents, or workspace-only data.

Can AI labs game MyTabulon's public benchmark?

The benchmark is designed to be hard to game because it uses production tool outcomes, anonymized action evidence, user feedback, hidden or rotating golden tasks, confidence thresholds, and versioned scoring. It does not accept a model's own claim that it completed a task.

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.

Who can access sensitive business areas?

Owners can edit business settings and handle owner-level controls. Administrators can manage sensitive workspace areas such as Business Memory, company-wide AI Actions, AI Automations, Analytics, Accounting, Payroll, Imports, Team, Employees, Integrations, MCP, and Agent Skills, but business settings edits remain owner-only. Members can work in day-to-day modules but cannot access sensitive company memory or admin areas; File Manager and AI Docs are scoped to files, source files, and jobs they uploaded, added, or generated, usage counters remain business-wide, and chat action history is scoped to their own permitted Maximo AI actions. Viewers are read-only for allowed pages. Employee Viewers only get assigned tasks, calendar, support, profile, security, and notifications.

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.

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