4 min lesson
Using chat
Use Max in the main Chat tab, or docked and floating next to your work. Choose Auto or Ask first, attach files, and let Max work through to-dos.
Chat is how you work with Max inside Frontline. You type a task or a question, the way you would text an assistant. “Update the Adman deal with the two calls from today.” He thinks, he works, and he writes back what changed.
You do not need a special syntax. Mentions help. Type @ to point at a person, a deal, or another record so he does not guess. The plus button attaches images and files: a screenshot of notes, a PDF, a photo of a whiteboard. He can read them and use them in the same turn.
Main chat, docked, and floating
There are three ways to keep the conversation on screen.
Main chat is the Chat tab. Full width, recent sessions on the left, the thread in the center. Use it when the chat is the work: a long research pass, a report, a morning of cleanup. New chat session starts a clean thread. Recent chats keep titles so you can jump back to “Harrington review” without scrolling a blob.
Docked sits beside Work. You can have James’s mandate open, and Max on the right, in the same conversation. Ask him to log the meetings, then watch the timeline update as you, via Max. Docked is the everyday posture for an advisor. The record stays in view.
Floating is a smaller window you can park on top of the app. Same thread, same input. Use it when you are jumping between lists and still want Max in reach.
You can move between these without starting over. From a docked or floating window, Undock, or Open in main chat. The robot icon closes or opens the floating window. The conversation is the same conversation. Only the chrome changes.
Auto and Ask first
Next to the plus button is a mode. Auto means Max can act on your behalf without asking for confirmation. He will update the deal, create the activities, and tell you after. Ask first means he pauses for approval before he writes anything.
Use Auto when you trust the request and you want speed. “Log a call with James from this morning” is a good Auto. Use Ask first when the change is expensive or easy to get wrong: converting a Lead, changing a value, touching someone else’s book. You can switch mid-day. The mode is yours, not the firm’s.
Either way, Max often builds a to-do list for the job and works through it. That is the “Worked for 3m” line. Thought is him reasoning. Work is him doing the steps: find the deal, add two meetings, check the timeline. You can open that list. It is not the same as a to-do on James’s record, and it is not a Max routine. It is the plan for this message.
If he cannot verify something, he should say so. In the Adman example he filed one meeting as pending notes because a transcript was missing, instead of inventing a summary. That is the behavior you want. Correct him in the next message if he missed a field.
What a good chat looks like
Be specific about the record and the outcome. “I had two calls with Joaquin at Adman. Update the deal with the details.” Attach the notes if you have them. Stay in the thread if the work continues. Start a new session when the topic changes, so Harrington and a PostHog report do not share a brain dump.
Your chat with Max stays in Chat. It does not log onto the person as a conversation. The CRM changes he makes do. That is why the timeline says via Max.
Next: Setting up connectors, which is how Max gets Gmail, WhatsApp, Slack, and the rest of his tools.