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A personal AI agent for every role

MaxAI gives each employee an AI teammate — customised for their function, connected to their tools, and trained on your company's knowledge base.

Role-Specific AI Agents

Each employee gets their own AI agent, tailored to their role — sales, finance, HR, operations, support. Agents learn the function's tools, vocabulary, and workflows.

  • Agents customised per role: sales rep, account manager, HR coordinator, etc.
  • Learns your team's processes, templates, and communication style
  • Proactive task handling — drafts, follow-ups, reports without being asked
  • Improves over time as it learns each employee's preferences
SC
Sarah's Sales Agent
Pipeline · Follow-ups · Proposals
Active 12 tasks today
Tasks completed92%
Time saved this week8.5 hrs

Task Automation

Agents handle the work your team shouldn't have to. Drafting emails, summarising meetings, updating spreadsheets, filing reports — all done automatically so your people focus on what moves the needle.

  • Automated email drafting, follow-ups, and meeting summaries
  • Spreadsheet updates and report generation without manual input
  • Workflow triggers — agents act on schedules, events, or conditions
  • Human-in-the-loop approval for sensitive actions
Automated tasks today
3 follow-up emails drafted
Awaiting approval before sending
Weekly report compiled
KPIs pulled from 4 data sources
Meeting notes summarised
Action items extracted and assigned

Tool Integration

Agents connect to the tools your team already uses — Slack, Gmail, Google Workspace, CRM, and more. No new software to learn, no migration. Agents work inside your existing stack.

  • One-click OAuth for Slack, Gmail, Google Workspace, HubSpot, Salesforce
  • Two-way data sync — agents read and write across your tools
  • Custom API connections for any internal or third-party service
  • No data silos — agents access information across all connected platforms
Connected tools
Slack Connected
Google Workspace Connected
HubSpot Connected
Salesforce Connected
Agent activity (24h)
142
Actions
6
Tools used
0
Errors

Company Knowledge Base

Upload your docs, SOPs, playbooks, and training materials. Agents ingest your company's knowledge and apply it to every task — ensuring consistency, accuracy, and your way of working.

  • Upload PDFs, Docs, spreadsheets, and any text-based content
  • Agents search and reference your knowledge base in real time
  • Answers grounded in your company's actual policies and processes
  • Knowledge stays current — update docs and agents learn instantly
Knowledge base — 47 documents
Categories
Recently updated
Top referenced
Sales Playbook v3 84 refs
Onboarding SOP 62 refs

Measurable ROI

Track exactly what your AI investment delivers. Hours saved, tasks completed, and productivity gains per employee — all in a dashboard your leadership team will love.

  • Per-employee productivity dashboard with hours saved and tasks completed
  • Team-wide analytics with trend lines and benchmarks
  • ROI calculator showing cost savings vs. subscription cost
Team productivity
8.5
Hours saved per person this week
Up 12% from last week
247
Tasks automated this month
Across 12 agents
4.2x
Productivity multiplier
Compared to pre-MaxAI baseline

Enterprise Security

Your data never trains public models. MaxAI is built with end-to-end encryption, strict data isolation, SOC 2 compliance, and full audit logging so your team can trust every layer.

  • Data never trains public models — zero third-party data sharing
  • End-to-end encryption for all data in transit and at rest
  • SOC 2 Type II compliant with continuous monitoring
  • Role-based access controls with full audit logging
End-to-end encryption Active
On-premise deployment Available
SOC 2 Type II Certified
Role-based access Enforced

Works with your stack

Connect the platforms your team already depends on. Set up takes minutes, not days.

Slack
Messaging
Google Workspace
Productivity
Microsoft 365
Productivity
HubSpot
CRM
Salesforce
CRM
Custom APIs
Any service

Ready to see it in action?

Book a 15-minute demo and see how MaxAI gives every employee an AI agent that multiplies their output.