Enabling MaxAI in Altify

In addition to accessing MaxAI via Agentforce chat (as previously described), you can also enable interactions in the Altify interface by taking the additional steps outlined in this topic.

This will allow your users to populate an insight map with the click of a button - as indicated below:

Switching on this functionality is all that's required to enable the MaxAI button in insight maps.

Switching on MaxAI guidance in the Altify interface

In order enable the MaxAI button for insight maps, do the following:

1. In Setup, go to Custom Settings.
2. Click Manage beside Altify In-App MaxAI Settings.
3. Click Edit.

4. For the setting Enable Generate MaxAI Button, enter 'All'.

   If this setting is cleared, the MaxAI button is not displayed in insight maps or account/row details.

5. Click Save.