Set up your organization

Max grounds every evaluation and suggestion in your organization’s profile: what you offer and to whom. The first administrator fills it in once, and Max drafts most of it from your website and materials.

This is the first item on the setup checklist. Only administrators see the checklist and can edit the profile; members see it read-only.

Let Max draft the profile

Right after your first sign-in, the Your organization step appears.

1. Check Organization name.

2. Enter your Website, for example www.your-organization.com.

3. Optionally add Organization materials: strategy decks, brochures, process guides. Click Add files to upload, or Link files to link documents from a connected workspace such as Google Drive. These files stay in your organization’s materials and keep helping Max later.

4. Click Continue. Max reads the website and up to 10 of the materials and drafts the profile. This takes a moment.

5. Review the draft: Description, Core offering and Target audiences. Edit anything that is wrong. Max gets things wrong sometimes, and nothing is saved until you confirm.

6. Click All good, continue.

If you click Skip for now instead, the profile stays empty and the checklist reminds you.

Tip

Max reads the website itself, not your description of it. A site that is behind a login, or that says little about what you do, gives a thin draft. Upload a strategy deck or a company presentation for a better one.

Edit the profile later

Open Organization settings from the organization menu in the sidebar. The AI context tab holds the profile and the materials.

• Edit any field and click Save changes.
• Fill empty fields asks Max to draft only the fields that are still empty, from the website and the materials. Review, then save.
• Under Organization materials, add, link, open or remove documents. Max reads them alongside each project’s own files.

What goes in each field

Field	What Max uses it for
Description	Who you are, your industry and size. Sets the context for everything else.
Core offering	The products or services you sell. Max checks project evidence against it.
Target audiences	Your customers and markets. Max uses it when evaluating customer and market evidence.

Next: Create your first portfolio.