Max Admin Console is an interface for Max administrator to launch the Max chatbot. With Max Admin Console, you can customize Max's responses according to your business needs.  

Max Connected App

A connected app is required to access Max outside the Salesforce platform. You do not need to create a connected app for accessing Max in an embedded form in your salesforce org.

Creating a connected app is a prerequisite to launching Max using the Admin Console. To launch Max using the Admin Console, you need to enter the Consumer Key and Consumer Secret of your connected app. 

To create a connected App, refer the Salesforce Documentation on creating a connect app. 

Apttus recommends that you name the connected app as Max.

When you create a connected app, ensure:

  • Enable OAuth Settings is set as true.
  • Selected OAuth Scopes is set as:

To access Max outside Salesforce, enter the OAuth Callback URL displayed by Max Admin Console in the Callback URL field under API section. 

Launching Max

Launching a chatbot is a one-time activity. 

To access Max Admin Console, click More Menu → Max Admin Console in your Salesforce Org. 

If Max Admin Console tab is not available in your Salesforce org, get in touch with your Apttus Contact. 

Configuring Max chatbot is a three-step process as follows:

  1. Setting up basic configurations
  2. Enabling Conversations
  3. Configuring Display Cards