To onboard Max, perform the following steps: 

  1. Enter the following company details:

    FieldDescription

    Company Name

    Enter the name of your organization. If the company name already exists, Max auto-populates the rest of the configurations done 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 Connection Details for Max:

    FieldDescription
    Consumer KeyEnter your consumer key. To retrieve your consumer key, go to Setup → App Manager. Under the Connected Apps section, click Max. Get the ConnectedApp Id from the Consumer Key field under the API section. 
    Consumer SecretEnter your consumer secret key. To retrieve your consumer key, go to Setup → App Manager. Under the Connected Apps section, click Max. Get the ConnectedApp Secret from the Consumer Secret field under the API section. 
  3. Click Save and Next.

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

Editing Configurations of an Existing Chatbot

Using Max Admin Console, you can edit the configurations of an existing Max chatbot. You can also edit the configuration of draft tenants. 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 configuration details of the tenant.
  2. Make your required changes. 
  3. Click Save and Next. 

Ensure that you submit your changes by clicking Submit after the preview screen.