New Features
Following are the new features introduced in this release:
Max Admin Console
With Max Admin Console, administrators can launch a Max chatbot and can also configure the fields on display cards.
Lookup Accounts
Max on Apttus Omni introduces the Lookup Account conversational flow, using which you can lookup for an account and account fields. You can perform follow-up actions on accounts such as view more details, view related opportunities, view related quotes, and email an account report to yourself. You can also ask Max to create an NDA agreement as a followup action on Lookup Accounts.
Max on Apttus Omni introduces the Lookup Contacts conversational flow, using which you can lookup for contact information and contact fields. You can also perform follow-up actions on contacts such as view more details, view related opportunities, view related quotes, and email the contact report to yourself.
Submit for Approval
Using Max, you can now submit your agreements and quotes for Approval. Max uses Apttus Intelligent Workflow Approvals to perform the approval actions.
Update Opportunity Teams
Max can now update opportunity team members. You can ask Max to add or remove an existing member from opportunity teams.
New Enhancements
Following are the new enhancements introduced in this release:
Question Answering: Yes-No Questions
Max can now reply to your yes-no question with a generated statement answering your question query.
Enhanced Rich Content Support
Max features improved display cards to highlight the updated or requested fields. Max now greets you by name and uses your personal avatar in the conversation.
Enhanced Query Handling
Max features improved handling of complex natural language queries. Max supports different variations of nested queries and also includes a secondary search for initial null result queries. Max also handles informal field references when performing field updates.
Contextual Referencing
Max now has improved contextual understanding to handle relative data references, successive filtering, and sorting of results. Max can now handle single-step requests while retaining the broader context of the conversations.