You can look up a contact or contact fields using conversational flows in Max.

The Lookup workflow is triggered by entering lookup queries for contacts. 

Looking Up Contacts with Max

When you ask Max to look up a contact:

  1. Max selects the candidate contacts, If there are no candidate contacts or the lookup query is too generic, Max returns the top 20 contacts, sorted by Last Modified Date.
  2. For each candidate contact it selects, Max fetches:
    • Contact Name
    • Account Name
    • Title
    • Contact Owner
    • Phone Number
    • Email
    • Mailing Address
    • Created By
    • Last Modified On
  3. Max displays a summary of the retrieved contacts.

Conversational Flow: Look Up Contacts

The user and Max may enjoy the following conversational flow for looking up contacts. 

Type of LookupConversational Input from UserResponse from Max | ResultUseful Tips
Single contact
  • Show me the last contact
Shows the last modified contact

You can use the following terms instead of "Last":

  • latest
  • most recent
  • past
  • recent
  • Show me Joe's contact Info
Shows the oldest (modified) contact with the name matching the substring "Joe"
Multiple contacts
  • Show me the last 3 contacts
  • Show me the 3 most recent contacts
Shows the three most recently modified contacts.
Contacts created by you



Show me the last 3 contacts that I createdShows the three contacts most recently created by the user.You can use the term "Authored" instead of "Updated".
  • Show me the last 3 contacts that I updated
  • Show me the last 3 contacts that I worked on
  • Show me the last 3 contacts that I modified
Shows the three contacts most recently updated by the user.

You can also use these terms instead of "Updated"

  • modified
  • changed
  • worked on
Look up contact within a specific time duration
  • Show me the last 3 contacts that John Snow created in the past 2 months
  • Show me the last 3 contacts that John Snow created last Monday
  • Show me the last 3 contacts that John Snow created on 08/01/2018
Shows the three contacts most recently created by John Snow in the specified period. 

You can also use the following phrases to specify a search 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)
  • Show me the last 3 contacts that I worked on in the last week
  • Show me the last 3 contacts that I worked on since yesterday
Shows the three contacts the user most recently updated in the past week.
Lookup contact based on contact data

Show me the contacts of the Acme account

Shows the three most recent contacts updated by the user that have "Acme" in their Account field.
Look up contact sorted by specific criteria

Show me my last 3 contacts of the Acme account sorted by created date in descending order

Shows the three most recent contacts updated by the user that have "Acme" in their Account field. Max displays the resultant contacts, sorted in descending order, most recent contact first.

Show me my last 3 contacts of the Acme account sorted by created date in ascending order

Shows the three most recent contacts updated by the user that have "Acme" in their Account field. Max displays the resultant contacts, sorted in ascending order, the oldest start date first.


Look up contacts with no specific criteria

Look up contacts

Max returns the 20 most recently modified contacts.


Look up an invalid contactShow me Jamba contact

Max returns the error: "I’m sorry, I couldn’t find any contacts that match that description. Try rewording your search, or giving me more information about the contact you’re looking for. You can ask for ‘help’ at any time, or say ‘explain’ to see how I interpreted your request.".


Looking Up Contact Fields with Max

When you ask Max to look up a contact field:

  1. Max selects the candidate contacts. If there are no candidate contacts or the lookup query is too generic, Max returns the 20 most recently modified contacts. 
  2. Max fetches the below details for each selected contact:
    • Contact Name
    • Account Name
    • Title
    • Contact Owner
    • Phone Number
    • Email
    • Mailing Address
    • Created By
    • Last Modified On
    • Any specific fields you requested.
  3. Max displays a summary of the retrieved contacts and fields.

Conversational Flow: Look Up Contact Fields

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

Type of LookupConversational Input from UserResponse from Max | Result
Look up contact fields

Show me account and email of my contacts

Shows the requested fields and other fields for contacts that partially match the user's search criteria.