Your always-on business assistant.
Max isn't a chatbot bolted onto a support widget — it's the intelligence layer running across your entire Sidecar platform. Reach it from a sidebar, a dedicated conversation page, support chat, or your own inbox. Ask it questions, assign it work, and let it drive your business forward.
Max rides shotgun on every screen.
Ask Max is pinned as a side panel wherever you're working — building a smart item, editing a worksheet, reviewing a quote. No context switching, no re-explaining what you're looking at.
A richer AI experience, built into the app.
Beyond the sidebar, Max has its own home in the nav — a running conversation history and Playbooks for everything you've scheduled. Ask a real business question and Max pulls your work orders, calendar, and deals to answer it, showing exactly which tools it called and what it found — not a guess dressed up as an answer.
Always-present support chat
A chat launcher stays docked on every page of the app — visible in the dashboard, your messages, your routes map, anywhere. Help is never more than one click away, no matter what you're working on.
Email & SMS, not just in-app
Forward a message to Max over email or text and it works the request — no separate app to open. The same assistant follows the conversation across your shared message threads, wherever the customer wrote in.
Schedule Max, or just assign it a task.
Give Max an instruction to run once or on a recurring schedule — a follow-up on a proposal, a weekly pipeline summary, a nightly check for overdue invoices. Or hand it a task the way you'd hand one to a teammate: assign it, and Max turns that assignment into a scheduled Playbook on its own.
One-time or recurring — run a Playbook at a scheduled time or on a repeating cadence.
Assign Max a task — treat Max like a teammate on your task list; the assignment becomes a Playbook Max runs on schedule.
Plain-language instructions — write what you want done, Max figures out how.
Max grows with the trust you give it.
Three levels of autonomy — start with an assistant you ask, graduate to one that coaches, and eventually delegate whole workflows.
Max Assistant
Included freeMax in chat and on the work you already run.
Max in chat, on the work, and on the cadences you already run. Deterministic Playbook steps, in-app channels, and auto on internal read and write — included with every platform plan, including Free.
Max Manager
$299/moMax on email, SMS, and the work you assign.
Max on email, SMS, and assigned work — drafting, summarizing, classifying, and deciding, with auto on scheduling and crew.
Max Partner
$799/moMax on every channel, including the work that takes a model to decide.
Max on every channel, including voice — research and open-ended agent steps, with auto on customer messages and finance, under the oversight you set.
See Max AI running on your business.
Request a personalized demo and we'll show you exactly how Max fits your operation.