'One Click' Account Detail Completion with MaxAI

Need some assistance with completing account details? MaxAI, Altify's AI tool powered by Agentforce, is on hand to unearth useful answers and save them to your account plan - for all of your questions at once, or one question at a time.

Note: This option is only available if your administrator has installed Altify’s MaxAI extension package or configured the AI Agnostic Connector, and enabled the Generate with MaxAI button. Speak to your admin for further information.

This topic covers the following:

Generating answers for all questions

To generate answers for all of the questions that your admin has made available for MaxAI guidance, do the following:

  1. Click the button Generate with MaxAI at the top of the Account Details page (as indicated below).

    Following a few moments of calculation, MaxAI saves an answer to each of these questions.

    Note: If a question already has an answer, MaxAI replaces it. You can restore the previous answer by rejecting MaxAI's answer (see Reviewing and accepting MaxAI's answers).

  2. Review each answer, and accept or reject it as described in Reviewing and accepting MaxAI's answers.

Generating an answer for an individual question

To generate an answer for a single question, do the following:

  1. With the relevant question expanded, click the button Generate with MaxAI (as indicated below).

    Note: This button is not necessarily displayed for every question, just the ones that your admin has deemed suitable for AI guidance.

    Following a few seconds of calculation, MaxAI saves its suggested answer to the question (as shown in the example below).

  2. Review the answer, and accept or reject it as described in Reviewing and accepting MaxAI's answers.

Reviewing and accepting MaxAI's answers

Each answer that MaxAI generates is marked with an AI badge, so that you can see at a glance which answers still need your review:

  • - the answer is pending acceptance. The label beside the badge reads 'Drafted by MaxAI on [date] Pending Acceptance'.

  • - the answer has been accepted. The label beside the badge reads 'Drafted by MaxAI on [date], Accepted by [user name] on [date]'.

To review an answer that is pending acceptance, click its AI badge and do one of the following:

  • Click Accept to accept the answer as generated by MaxAI.

  • Click Reject to remove the answer. If the question had an answer before MaxAI generated a new one, that previous answer is restored.

Alternatively, edit the answer as required and save your changes. Editing an answer accepts it, so the badge changes to .

Answers added via AI chat

Your AI assistant (the MaxAI Revenue Execution agent or Altify's MCP Servers) can also add answers to your account details, as described in MaxAI Prompt Library for Account Planning . Because you confirm these answers in the chat before they are saved, no further acceptance is required:

  • When your AI assistant answers a question that has no answer, the answer is marked with the badge straight away, showing that it comes from an AI source. The label beside the badge shows you as the user who accepted it.

  • When your AI assistant updates or replaces an existing answer, no AI badge is displayed.