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Measure the work delivered.
Track onboarding activation, feature usage, task completion, funnels and role or account segments from guidance and connected application events.
Digital Adoption · Max
Your in-app Customer Success agent.
Max does the onboarding, how-to and task help a Customer Success team delivers by hand. It plans each user’s next steps, co-drives your app so they see every step done, and picks up where they left off.
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Co-driving
Don't read the steps. Watch them happen.
Max does the work in your app while the user watches: it opens the right screen, fills the fields and explains each step as it goes. They learn the task by seeing it done, and can take over at any moment.
OLD WAYReading steps in a chat windowFollowing a tour someone has to keep current
NEW WAY · Watch it done
Real footage: Daleel co-driving FullSession. Max co-drives your app and your website the same way, within your permissions.
One person, one continuing goal
From a goal to a useful outcome.
The next step changes with the person’s role, their current screen and the work they have already completed. There is no library of tours and checklists to build.
Next visit: Max resumes at the permission step, with the same goal.
Personal memory stays inside the customer organization and respects identity and permissions.
The work of Customer Success
Help each user get value from your product.
Personal assistance covers the whole task, from a first setup to the next feature worth using.
OnboardingStart from the person's goal.
Analyst · first weekly report
Your plan1 of 3
✓Connect sourcedone by your admin
2Pick the accounts for your reportNext
3Send your first weekly report
MaxYour admin already connected the source, so we start with your accounts.
Illustrative · fictional app
Contextual supportHelp with the screen in front of them.
Date range
Last 30 days ✓
Aug 1 to Aug 3
Data loadedNo data in rangeMaxMax · on this control
No data in this range. I can set the last 30 days.Done. Last 30 days is set. Undo
Set it for meShow me
Illustrative · fictional app
Feature discoveryIntroduce what becomes useful.
Weekly account reportExportSchedule
Your exports of this report
Mon 6 OctMon 13 OctMon 20 Oct3 Mondays in a row
MaxYou export this every Monday. Schedule it and it arrives on its own.
Schedule this reportNot now
Illustrative · fictional app
Task completionCarry the work through.
Schedule · Weekly account report
Frequency
Weekly, Monday 8:00
Recipients
maya@northstar.example, Team leads
ApproveEdit
Max✓ Schedule saved · verified in appUndo
Complete · approved by MayaIllustrative · fictional app
Recovering valueBring stalled users back to useful work.
Daleel · findingWeekly report not refreshed for 2 weeks after connection errors.
Handed to Max for this user
Max · in appYour connection failed. I can reconnect it.
ReconnectLater
✓ Report refreshed
Illustrative · fictional app
Answer · Navigate · Prepare · Complete
You set how far Max can go.
Guidance and execution follow the authority configured for the application, surface and supported action.
Set the level per surface and action. Work can be authorized in advance. Additional approval follows your configured policy.
Grounded in your application
Context Max can use. Scope your team controls.
We establish the application context with you during setup: the map of supported screens and controls, your approved documentation, the tools Max may use and user identity. Daleel, your Copilot, keeps it current with your team.
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01 · Establish the map and knowledge.
Confirm supported screens and controls, documentation and user goals with us during setup. The map is yours to review before Max uses it.
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02 · Connect existing application tools.
Connect what your application already exposes: supported APIs, integrations or an MCP server. Max uses only the data and actions you permit. A new integration is scoped separately.
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03 · Configure identity and authority.
Define who Max is helping, which task context they can access, the actions available to their role and when review or escalation is required.
Analytics includedGuidance + application events Session replay from Core CX / UX
Guide the user. Measure the progress.
Digital Adoption includes FullSession analytics, custom dashboards and reporting.
See what users actually did.
Add Core CX / UX from $39.20/mo, billed annually, for session replay and heatmaps.
One customer agentThe same Max.
The same Max.
A connected customer journey.
A buying question on your website, a support request in your application and an onboarding task involve the same Max. Support & Sales Desk and Digital Adoption remain separate entry points for different buyers.
Questions
Understand the scope before you choose.
What Customer Success work does Max do?
Personal onboarding, contextual support, relevant feature discovery and supported task assistance. Max forms next steps around each user’s role and goal, carries the task forward and keeps useful progress.
Do we have to build tours or checklists?
No. Guidance, working plans and checklists are composed for the individual. Your team still establishes application knowledge, supported actions, identity and permissions with us during setup.
Can Max complete a task?
Yes, where connected tools and the user’s permissions support it. Answer, Navigate, Prepare and Complete set the authority. Work can be authorized in advance; a manual approval is needed when your policy requires one.
What is co-driving?
Max does the steps in your application while the user watches: it opens the right screen, fills the fields and explains each step. The user can take over at any moment, and every action follows the authority you set.
What happens on the next visit?
For an identified user, retained task context and progress let Max continue the personal plan. Memory stays within your organization and follows identity and access permissions.
Who establishes the application map?
We do, with your team, during setup. You confirm supported screens and actions before Max guides users; Daleel keeps the map current as the application changes.
Is analytics included?
Yes. Analytics, custom dashboards and reporting are included. Add Core CX / UX for session replay and heatmaps on the same tracker.
Do we need to create an MCP?
No. Max can work through supported APIs and integrations as well as MCP. If your application already exposes an MCP server, connect it and confirm its scope. A new integration is scoped separately.
How do Desk and Digital Adoption fit together?
Max spans support, sales and customer success. The Desk is the conversation and human handoff; Digital Adoption is individual progress and supported work inside your application.
Where can I see pricing?
View pricing or discuss your requirements.
Move the person forward
Bring a task worth completing.
See the personal plan, the permitted action and what continues on the next visit.
Max · personal onboarding
Get our workspace ready.
Goal: launch with the team
Workspace connected
Teammates invited
Continue with access permissions
Next visit: resume the remaining step.
Illustrative personal plan, not a product capture or customer result.
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