Step 7: Enable the Generate with MaxAI Button

When all three tests in Step 6: Verify the Connection succeed, enable the Generate with MaxAI button so that it is displayed in the Altify UI.

  1. In Setup, find and select Custom Settings.
  2. Click Manage next to the Altify In-App MaxAI Settings custom setting.
  3. Click Edit.
  4. In Enable Generate MaxAI Button, enter All.
  5. Click Save.

Verify that the Button is Displayed

  1. Open any account record in your org.
  2. In the Altify account plan, select Account Details.
  3. Check that each question with a prompt shows a Generate with MaxAI button.
  4. Click a Generate with MaxAI button. The answer is populated by the LLM provider you configured in Step 3: Configure the LLM Provider.

Translating MaxAI terminology

You do not need Altify's MaxAI package for an AI Agnostic connection. However, some labels in the Altify UI refer to MaxAI, most notably the Generate with MaxAI button. You can change these labels by translating the relevant custom labels. For more information, see Translating Custom Labels.

To change the button label, translate CustomLabel.ALTF__GENERATE_USING_MAXAI. The following table lists all custom labels that refer to MaxAI:

Custom label Default text
CustomLabel.ALTF__GENERATE_USING_MAXAI Generate with MaxAI
CustomLabel.ALTF__USING_MAX_AI using MaxAI
CustomLabel.ALTF__MAXAI_DRAFTED_APPROVED Drafted by MaxAI on ${0}, Accepted by ${1} on ${2}
CustomLabel.ALTF__MAXAI_DRAFTED_PENDING Drafted by MaxAI on ${0} Pending Acceptance
CustomLabel.ALTF__GENERATE_USING_MAXAI_TOAST MaxAI generated Data. Ensure you have verified the contents before use.
CustomLabel.ALTF__MAXAI_NO_ANSWER_RESPONSE MaxAI: Unable to answer at this time.
CustomLabel.ALTF__MAXAI_THINKING_RESPONSE_1 MaxAI: Connecting the dots
CustomLabel.ALTF__MAXAI_THINKING_RESPONSE_2 MaxAI: Getting the answers now
CustomLabel.ALTF__MAXAI_THINKING_RESPONSE_3 MaxAI: Just another moment
CustomLabel.ALTF__MAXAI_SUGGESTIONS_MODAL_HEADER MaxAI Suggestions

Troubleshooting

If the buttons don't appear:

  • Confirm that Enable Generate MaxAI Button is set to All.
  • Confirm that the question's ALTF__Question_Prompt__c field is not blank.
  • Hard-refresh the Lightning page, as the setting is cached client-side.

If the button appears but clicking it does nothing or returns a 404 error, run the tests on the AIAgnostic Test page again and confirm that each test succeeds. For more information, see Step 6: Verify the Connection.

If the response says that the question can't be answered, check that the Website field is populated on the account. The prompt templates use the website to identify the company.