Look Up Accounts

You can look up an account or account fields using conversational flows in Max.

The Lookup workflow is triggered by lookup queries for accounts or fields.

Looking Up Accounts with Max

When you ask Max to look up an account, Max:

Selects candidate accounts. If there are no candidate accounts or the lookup query is too generic, Max returns the top 20 accounts, sorted by the last modified date.
For each account Max selects, it fetches:
- Account Name
- Type
- Account Owner
- Industry
- Billing Address
- Created By
- Last Modified On
Displays a summary of the retrieved accounts.

Conversational Flow: Look Up Accounts

The following table describes the possible conversational flow between the user and Max for looking up accounts.

Type of Lookup	Conversational Input from User	Response from Max \| Result	Useful Tips
Single account	Show me the last account	Shows the last modified account	You can also use the following terms for "last": latest most recent past recent
Single account	Show me the Portal account Show me the first account with the name Portal	Shows the oldest (modified) account with the name matching the substring Portal	You can also use the following terms for "first": top oldest earliest
Multiple accounts	Show me the last 3 accounts Show me the 3 most recent accounts	Shows the three most recently modified accounts.
Accounts you created	Show me the last 3 accounts that I created	Shows the three accounts most recently created by the current user.	You can also use the term "authored" instead of "created".
Accounts you created	Show me the last 3 accounts that I updated Show me the last 3 accounts that I worked on Show me the last 3 accounts that I modified	Shows the three accounts most recently updated by the current user.	You can also use the following terms for "updated": modified changed worked on
Look up account within a specific time duration	Show me the last 3 accounts that John Snow created in the past 2 months Show me the last 3 accounts that John Snow created last Monday Show me the last 3 accounts that John Snow created on 08/01/2018	Shows the three most recent accounts created by "John Snow" in the past two months.	You can also use the following phrases for looking up accounts during a specific period: last Monday (specific day relative to current time) on 08/01/2018 (specific date) Feb 2020 (date range) in the last week (date range relative to current time) since yesterday (past time duration)
Look up account within a specific time duration	Show me the last 3 accounts that I worked on in the last week Show me the last 3 accounts that I worked on since yesterday	Shows the three accounts the user most recently updated in the past week.
Look up account based on account data	Show me my last 3 accounts in the healthcare industry	Shows the three accounts the user most recently updated that have "Healthcare" included in their Industry field.
Look up account sorted by specific criteria	Show me my last 3 accounts in the healthcare industry sorted by created date in descending order	Shows the three accounts the user most recently updated that have "Healthcare" included in their Industry field, sorted in descending order by date of creation (most recent account first).
	Show me my last 3 accounts in the healthcare industry sorted by created date in ascending order	Shows the three accounts the user most recently updated that have "Healthcare" included in their Industry field, sorted in ascending order by date of creation (oldest account start date first).
Look up accounts with no specific criteria	Look up accounts	Max returns the 20 most recently modified accounts.
Look up an invalid account	Show me Jamba account	Max returns the error, "I’m sorry, I couldn’t find any accounts that match that description. Try rewording your search, or giving me more information about the account you’re looking for. You can ask for ‘help’ at any time, or say ‘explain’ to see how I interpreted your request.".

Looking Up Account Fields with Max

When you ask Max to look up an account field, Max:

Selects the candidate accounts. If there are no candidate accounts or the lookup query is too generic, Max returns the 20 most recently modified accounts.
For each account Max selects, it fetches:
- Account Name
- Type
- Account Owner
- Industry
- Billing Address
- Created By
- Last Modified On
Max also fetches information on user-requested fields.
Max displays a summary of the retrieved accounts and fields.

Conversational Flow: Look Up Account Fields

The following table shows a possible conversational flow between the user and Max for looking up account fields.

Type of Lookup	Conversational Input from User	Response from Max \| Result
Look up account fields	Show me type and industry of my accounts	Shows the requested fields and other fields that partially match the search criteria for accounts the user created.