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

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

Looking up Accounts with Max

When you ask Max to lookup an account, Max performs the following steps:

  1. Selects the candidate accounts. If there are no candidate accounts or the lookup query that is too generic, Max returns the top 20 accounts, sorted by the Last Modified Date.
  2. Once Max selects the candidate account, it fetches the below details for each account:
    • Account Name
    • Type
    • Account Owner
    • Industry
    • Billing Address
    • Created By
    • Last Modified On
  3. After Max obtains all the information, it displays a summary of the retrieved accounts.

Conversational Flow: Lookup Accounts

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

Type of LookupConversational Input from UserResponse from Max | ResultUseful 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
  • 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 replacements for, 'First':

  • top
  • oldest
  • earliest
Multiple Accounts
  • show me the last 3 Accounts
  • show me the 3 most recent accounts
Shows the 3 most recently modified accounts.
Accounts created by you



show me the last 3 accounts that I createdShows the 3 accounts most recently created by the user logged into the Apttus system.You can also use the term 'Authored' in replacement of the term 'Updated'
  • 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 3 accounts most recently updated by the user logged into the Apttus system.

You can also use the following replacements for, 'Updated':

  • modified
  • changed
  • worked on
Lookup 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 3 recent accounts created by John Snow in the past 2 months.

You can also use the following phrases for looking up accounts within a specific time duration:

  • 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 accounts that I worked on in the last week
  • show me the last 3 accounts that I worked on since yesterday
Shows 3 recent accounts updated by the user logged into the Apttus system in the past week.
Lookup account based on account data

show me my last 3 accounts in the healthcare industry


Shows 3 recent accounts updated by the user logged into Apttus system that has Industry as Healthcare.
Lookup account sorted by specific criteria

show me my last 3 accounts in the healthcare industry sorted by created date in descending order

Shows at the most 3 recent accounts updated by the user logged into Apttus system that has Industry as Healthcare. The resultant accounts are sorted in descending order. Max displays the most recent accounts first.

show me my last 3 accounts in the healthcare industry sorted by created date in ascending order

Shows at the most 3 recent accounts updated by the user logged into the Apttus system that has Industry as Healthcare. The resultant accounts are sorted in ascending order. Max displays the accounts with the oldest start date first.


Lookup accounts with no specific criteria

lookup accounts

Max returns the 20 most recently modified accounts.


Lookup an invalid accountshow me Jamba account

Max returns an error as, "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 lookup an account field, Max performs the following steps:

  1. Selects the candidate accounts. If there are no candidate accounts or the lookup query that is too generic, Max returns the 20 most recently modified accounts. 
  2. Once Max selects the candidate accounts, it fetches the below details for each account:
    • Account Name
    • Type
    • Account Owner
    • Industry
    • Billing Address
    • Created By
    • Last Modified On
  3. Max also fetches the specific user-requested fields.
  4. After Max obtains all the information, it displays a summary of the retrieved accounts and fields.

Conversational Flow: Lookup Account Fields

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

Type of LookupConversational Input from UserResponse 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 the account created by the user logged into Apttus system.