To set up Max: 

  1. Enter the following company details:

    FieldDescription

    Company Name

    		Enter your organization's name. If the company name already exists, Max auto-populates the rest of the configuration with data already entered for that company. 
    Domain URLEnter your Salesforce Instance URL. You can retrieve your instance URL from Setup → Company Settings → My Domain. 

  2. Enter the following Max connection details:

    FieldDescription
    Consumer Key

    Enter your consumer key.

    To retrieve your consumer key, go to Setup → App Manager. In the Connected Apps section, click Max. Get the ConnectedApp ID from the Consumer Key field in the API section. 

    Consumer Secret

    Enter your consumer secret key.

    To retrieve your consumer secret, go to Setup → App Manager. In the Connected Apps section, click Max. Get the ConnectedApp secret from the Consumer Secret field in the API section. 

  3. Click Save and Next.

After saving the basic configurations, you must enable conversational flows for the Max chatbot. 

Editing Configurations of an Existing Chatbot

You can use the Max Admin Console to edit the configurations of an existing Max chatbot. You can also edit draft tenant configurations. Draft tenants are tenants that are partially configured and not submitted.

You can edit the basic configurations, enabled conversations, and settings for card display fields. 

You can only edit tenants that were configured using Max Admin Console. 

To Edit an Existing Chatbot

  1. Select your tenant from the Tenant dropdown menu. Max auto-populates the tenant's configuration details.
  2. Make your required changes. 
  3. Click Save and Next. 

Make sure you submit your changes by clicking Submit after the preview screen.