# Maxy

Most people know they should be using a task manager, a CRM, a follow-up system. Most don't — because every tool demands a new habit, a new interface, a new discipline on top of an already full day. The overhead costs more than the benefit feels worth.

Maxy removes that cost entirely. You don't adopt a new system. You just talk — and the organisation happens as a natural byproduct. The tasks get captured. The follow-ups get tracked. The context gets built. You get all the benefits of the tools you know you should be using. Without ever having to use them.

Maxy is your Operations Manager. Not a productivity tool — an operations layer. It doesn't help you work faster. It does the work that otherwise doesn't get done. It plays four roles in your life that most people know they need covered — and consistently don't:

- **Follows through** on what you said you would do. Commitments captured, tracked, and executed. You said you'd send the invoice when it arrived. Maxy checked daily and sent it. You didn't think about it again.
- **Responds** to your customers at any hour on any channel — with the full context of who they are and what's been said before.
- **Handles your finances** — quotes, invoices, payment chasing — without waiting for you to find a minute.
- **Manages your picture** — what's overdue, what's at risk, what needs a decision — before it becomes urgent.

Every one of these roles is powered by the same thing: context. The meeting connected to the person. The commitment connected to the deal. The email thread connected to the history. Maxy connects your calendar, your contacts, your emails, your tasks, your documents, and your conversations into a single graph. No isolated app can replicate this — because isolation is their fundamental constraint. You don't need to know it's a graph. You just need to notice that Maxy always seems to know exactly what's relevant.

Beneath Maxy sit internal specialists (scheduling, CRM, document generation, workflow execution) plus a public-facing team (sales, support, booking agents) that Maxy coordinates on your behalf. A 2-person business with the operational capacity of a 20-person operation — because Maxy provides both halves of the operations layer: the admin nobody sees AND the customer-facing team everyone does.

Your data never leaves your premises. Convenience as standard.

For solo founders replacing their admin overhead. For businesses that need operational capacity without headcount. For families who run their household with precision.

---

## About the business

| | |
|---|---|
| **Company** | Rubytech LLC |
| **Product** | Maxy |
| **Title** | AI for Productive People |
| **Strapline** | Convenience as standard. |
| **Domains** | getmaxy.com (marketing), maxy.bot (product), maxy.chat (alias) |
| **Stage** | Pre-launch. Building the waitlist. Currently in internal testing (dog-fooding) — Maxy is selling Maxy. |

### Who Maxy is for

- **Individuals** who want a personal operations manager for scheduling, contacts, tasks, reminders, and document management — without another app to learn.
- **Families** who need to coordinate a household — shared calendars, shopping lists, activity logistics — with privacy between members.
- **Small businesses (1–10 staff)** drowning in admin. Estate agents, consultants, coaches, tradespeople, hospitality, logistics, professional services. The ICP is any business whose core work already resembles what the app does — communication, coordination, information management.

### Customer-facing voice

- **Warm but direct.** Confident, not pushy. Professional but not corporate. Approachable but never vague.
- **British English.** Spellings, idioms, currency (£). No Americanisms unless the user's context requires them.
- **No jargon.** No "leverage", "synergy", "empower", "cutting-edge", "seamless". Say what you mean plainly.
- **No emoji.** Plain text and punctuation only. No decorative symbols.
- **No overpromising.** State what Maxy does today. Features that aren't live yet are described as planned, not as current capabilities.
- **Honest about being AI.** Never impersonate a human. If asked, state clearly that Maxy is AI-powered.
- **Privacy is structural, not aspirational.** Don't market privacy as a feature — it's the architecture. The data physically cannot leave the device.

### Public agent greeting

The public-facing agent greets visitors warmly and demonstrates capability immediately. It should feel like talking to a knowledgeable colleague at the business, not a chatbot. It introduces itself honestly as AI-powered, invites the visitor to ask about the business, and adapts its personality to the business it represents. The greeting comes from the agent's personality file — not hardcoded copy.

---

## Earned Autonomy — how Maxy grows with you

Maxy earns the right to handle your operations — it doesn't assume it. Like a new Operations Manager joining your business, Maxy starts by learning how you work and proving it can be trusted. Every capability — scheduling, documents, contacts, workflows — is tracked independently. You might be an expert at creating invoices in Maxy but new to workflows. Maxy adapts to each one.

This is the **Earned Autonomy** model, and it works in three stages:

**Assist** — when you first use a capability, Maxy shows its work. It explains which tools it's using and why, walks you through the relevant parts of the skill, shows drafts before acting, and asks before making choices you haven't specified. You see exactly what's happening and learn how it works.

**Augment** — once you've demonstrated you're comfortable (a few tasks completed without corrections), Maxy handles things normally. It flags exceptions or unusual situations but skips the basics — you know how this works in Maxy.

**Orchestrate** — after sustained, consistent use, Maxy executes without explanation. It escalates only when the situation is genuinely unusual or requires a decision you haven't pre-authorised. The admin overhead disappears.

You never configure any of this. Maxy observes — watching you succeed, noticing when you need guidance, learning when you correct its approach. The transitions happen automatically based on what you've demonstrated. If you want to accelerate, say "I know how to do this" and Maxy advances. If you want more transparency, say "explain this again" and Maxy steps back. You're always in control, but you shouldn't have to think about it.

Your preferences are separate from your competence. A preference is "I like terse responses." Competence is "this user has successfully created 4 invoices without guidance." You can be an expert who likes educational explanations, or a novice who wants brief responses. Maxy respects both independently.

You'll always be able to do everything yourself. You just won't have to.

### Your business, understood

Every customer, every appointment, every conversation, every preference — Maxy builds a complete picture of your life and work over time. "What did we quote the Smiths last time?" — Maxy knows.

At the start of each day, Maxy has your briefing ready — what needs attention, what's overdue, what's coming up, anything urgent from overnight. Before each appointment, it assembles everything you need: client history, relevant documents, context from previous conversations. At the end of the day, it summarises what happened and what's outstanding. Maxy doesn't wait to be asked — it anticipates what you need and prepares it on a schedule.

Drop a file into the conversation — a PDF, an image, a spreadsheet. Maxy reads it, stores it in its memory, and can reference it in any future session. No uploading to cloud services. Your files stay on your device.

The more you share with Maxy, the more it can handle for you. It learns your preferences, your pricing, your schedule patterns, your suppliers. After a month, it knows your business better than any software ever could.

### Any process, any complexity, plain English

Describe a process once and Maxy remembers it forever. "Whenever a viewing is confirmed, send the vendor an update and create a follow-up task for 2 days later" — Maxy saves that as a named workflow. Next time the situation comes up, it runs the workflow automatically. You can list your workflows, update them, pause them, or delete them — all through conversation. Your processes become persistent, not forgotten between sessions.

You're in a meeting, on a job, or making dinner. A customer messages, an appointment needs confirming, a bill is due. Maxy takes care of it. You don't find out about problems — you find out they've been handled.

Maxy creates tasks automatically when work is identified, updates their status as things progress, and surfaces open tasks at the start of each conversation. Nothing falls through the cracks, even across sessions.

No more switching between calendar, CRM, invoicing, and messaging apps. Tell Maxy what you need. It does the rest. One conversation replaces five dashboards.

### Your customer-facing team, replicated

A customer visits your website or messages your business at 10pm. Maxy responds immediately with accurate information about your services, availability, and pricing. You don't lose the enquiry. You don't lose sleep.

Create as many customer-facing agents as your business needs — sales, support, booking, premium tier, standard tier. Each with different knowledge, boundaries, and personality. Every customer-facing role, created and managed from conversation. A 2-person business with the customer experience of a 20-person operation.

Premium plugins extend public agents with deep domain expertise. A Real Agency member's public agent can handle buyer enquiries, book viewings, deliver coaching content, and onboard new applicants — all powered by the plugin's specialist knowledge. A teaching subscriber's public agent can tutor students, generate lesson plans for parents, and build revision packs. The public agent draws on the same domain knowledge the business owner uses, filtered to what's appropriate for visitor-facing conversations.

### Privacy by architecture

Maxy runs on a small device on your premises — home or office. Your conversations, your customers' details, your bills, your appointments — none of it leaves. No cloud. No data centre. No ads. We can't see your data. We don't want to.

### Extends through conversation

Connect Maxy to new capabilities by asking — finance tracking, home management, wellness reminders, and many more. No configuration files. No settings pages. Just tell Maxy what you need and it installs the plugin.

---

## What changes — the four roles in action

### Follows through — Joel's invoice

Joel bought a Pi on a colleague's card. Promised to forward the VAT invoice when it arrived. Normally — forgotten. Instead, he told Maxy. One conversation. Nothing more to do. Maxy checked the order daily. When the invoice appeared, it sent it directly to the right email address and closed the task. Joel hasn't thought about it since. This is not a feature demonstration. This is how Maxy works.

### Responds — customer enquiry at 10pm

A customer enquiry comes in at 10pm. You don't see it until morning. They've already called your competitor. With Maxy: answered immediately with your services, availability, and pricing. The meeting was booked before breakfast.

### Handles finances — end of week admin

End of week — two hours typing up quotes, chasing unpaid invoices, updating the spreadsheet you pretend is a CRM. With Maxy: quotes generated on site. Invoices sent automatically. Customer profile is a conversation away.

### Manages your picture — weekend coordination

Sunday spent coordinating next week — kids, dentist, groceries, car service. With Maxy: already sorted. Dentist confirmed, groceries listed, car booked.

---

## How it works

1. **Plug in your Maxy.** A small device that lives on your premises — home or office. Power and Wi-Fi — nothing else needed.
2. **Open your browser and set a PIN.** Your PIN protects the admin chat. Only you can manage your Maxy.
3. **Connect your Claude account.** Maxy is powered by Claude, Anthropic's AI. You sign up directly with Anthropic and connect via your browser.
4. **Start talking.** Tell Maxy about your life, your business, your customers. It learns as you go.
5. **Access from anywhere.** Connect WhatsApp or Telegram for notifications and mobile access. Pro users get their own branded domain via Cloudflare Tunnel. Maxy is also available at maxy.chat (live sales agent) and maxy.bot (technical support for existing customers).

You're fully operational within 15 minutes. No software to install, no settings to configure, no training to complete. If you can send a text message, you can use Maxy.

---

## Tiers

### Maxy Solo — your personal Operations Manager

One person, one operations layer. Scheduling, contacts, tasks, notes, reminders, document creation and delivery. Web chat on your local network, plus WhatsApp or Telegram when you're out. Email integration for formal documents. One public agent for your personal website or freelancer enquiries. Everything you need to run your work and life without another app to manage.

### Maxy Family — your household Operations Manager

Up to 5 people, each with their own completely private space. Nobody sees anyone else's data. Share what you choose — a family calendar, a shopping list, household tasks. Private by default, shared by choice. One public agent per member. Everything in Solo, plus family coordination — the logistics of running a household without the mental load.

### Maxy Pro — your business Operations Manager

Built for small businesses with 1–10 staff who want operational capacity without proportional headcount. Maxy is the Operations Manager who brings a team — handling customer enquiries, scheduling, quoting, invoicing, document generation, and coordination so you can grow without growing your headcount. Everything in Family, plus CRM, invoicing, quoting, multiple customer-facing agents on your own domain via Cloudflare Tunnel, and document creation and delivery. Multi-admin with roles — owner, admin, staff, viewer — each with appropriate access. Comes in industry-specific variants, each pre-configured for the workflows of that industry.

---

## Pricing

### Maxy licence (annual)

| Tier | Price | For |
|------|-------|-----|
| **Solo** | £499/year | Your personal Operations Manager — one person, full operational capacity |
| **Family** | £999/year | Your household Operations Manager — up to 5 people, each with their own private space |
| **Pro** | £1,999/year | Your business Operations Manager — 1–10 staff, CRM, invoicing, document creation, industry workflows |

The Maxy licence covers the software, updates, and support.

### Claude subscription (paid separately to Anthropic)

Maxy is powered by Claude, Anthropic's AI. You sign up directly with Anthropic — this is separate from the Maxy licence. Plans range from $200/year (Pro) to $2,400/year (Max 20X).

### Hardware (one-time)

From £250 for a pre-configured Raspberry Pi 5 device, shipped ready to go. Or run Maxy on your own Linux computer for free.

### Skill packs (one-off)

You buy them once, you own them forever. No recurring fees for skills.

### Total cost context

A small business currently pays £18,000–£25,000 per year for a part-time admin person, plus £2,000–£5,000 per year across CRM, scheduling, invoicing, and communication tools. Maxy replaces the lot at a fraction of the cost.

---

## Plugin packs

Everyone's life is different. Plugin packs let you add exactly the capabilities you need — nothing you don't.

### Base plugins

- **Home** — Coordinates tradespeople, tracks maintenance schedules, manages home insurance renewals, and keeps your household running without you chasing it.
- **Finance** — Catches subscription renewals before they charge, tracks bills and due dates, flags unusual spending, and reminds you about things that need cancelling.
- **Wellness** — Medication reminders, medical appointment scheduling, health notes, and GP visit preparation. Keeps track of the things you forget when life gets busy.
- **Professional** — Work admin handled: meeting prep, expense tracking, email triage, and the small tasks that pile up between the real work.
- **Family** — Household coordination, kids' activities, school communications, and the logistics of keeping a family running without a whiteboard on the fridge.
- **Travel** — Trip planning, booking coordination, itinerary management, and passport renewal reminders. From weekend breaks to business trips.

More packs are added based on what people actually ask for.

### Premium plugins

- **Beagle** — AI Booking Agent. Need a plumber? A cleaner? An emergency repair? Tell Beagle what you need over WhatsApp. Beagle contacts local providers, compares quotes and availability, and books the best one in. You pay nothing upfront — the booking fee (10% of the job, minimum £2, maximum £50) is collected only after the job is complete and comes off the provider's bill. Your total cost is the same as booking direct. Beagle's value is the selection — turning ten recommendations into one confirmed answer, so you never have to make ten phone calls yourself.

Some premium plugins include pre-built public agent templates. When you enable the plugin, Maxy offers to create customer-facing agents from these templates — you review every file, adjust what you want, and approve. The result is a standard public agent you fully own and can edit at any time.

---

## Maxy Pro verticals

Every Maxy Pro starts with the same universal foundation — contacts, tasks, scheduling, documents, CRM. These capabilities work for any business. Each vertical then adds industry-specific workflows, knowledge, and tools on top, so the system understands your business type before you've said a word.

### Pro Real Estate

For estate agents — the first Maxy Pro vertical to launch. Property listings, viewing bookings, vendor updates, buyer matching, sales progression, prospecting, and client reports. 27 estate agent administrative tasks handled through conversation — 17 that Maxy handles independently, 10 where the agent adds the personal touch. 14 proactive workflows covering the full operational cycle: morning briefings, post-viewing feedback collection, prospecting call lists, weekly vendor reports, sales progression chasing, property launch coordination, content generation, viewing management, appointment preparation, and end-of-day digests.

Works alongside existing CRMs — Loop, GoHighLevel, or whatever the agency uses. Estate agent data (properties, viewings, offers, chains, valuations, listings) stored locally in the graph database with full relationship mapping. GDPR-compliant with consent tracking and retention policies.

### Pro Knowledge

For consultants, coaches, creators, journalists, and researchers. Client scheduling, content management, billing, project tracking. The admin side of knowledge work, handled.

### Pro Trades

For plumbing, electrical, and building businesses. Quotes, job scheduling, supplier ordering, invoicing. The paperwork that stops tradespeople doing the work they're good at.

### Pro Services

For solicitors, accountants, architects, and surveyors. Case management, deadlines, compliance tracking, client communications. Professional services without the admin overhead.

### Pro Hospitality

For hotels and B&Bs. Room reservations, guest communications, housekeeping coordination, review responses. Guest experience without the back-office chaos.

### Pro F&B

For restaurants, bars, and cafes. Table reservations, menu and ordering management, guest communications, review responses, staff coordination. Front-of-house and back-of-house in one conversation.

### Pro Logistics

For couriers, taxis, and haulage companies. Fleet tracking, delivery scheduling, driver communications, ETAs, proof of delivery. Coordination-intensive businesses need coordination-first tools.

Real Estate and Knowledge are the priority verticals launching first. Others follow based on demand.

---

## Hardware

### Maxy Pi

A compact, silent device that lives on your premises. Everything Maxy can do, in a box the size of a deck of cards. Built on the Raspberry Pi 5 with 16GB RAM. Power and Wi-Fi — nothing else needed.

From £250, pre-configured and shipped ready to go.

### Maxy Mini

A tabletop companion with a built-in camera, expressive movements, and personality. Everything the Pi does, plus it sees you, reacts, and feels present. Powered by Reachy Mini.

From £370 for the Maxy Mini hardware. See their site for hardware details and pricing.

### Bring your own device

Maxy runs on any Linux machine with 16 GB or more of RAM — your own hardware or a dedicated mini PC like the Star Labs Byte (from £560). If you already have suitable hardware, you don't need to buy a device — just install Maxy on what you have. Always-on when the machine is on. macOS and Windows support is planned.

### VPS or cloud server

If you prefer not to run hardware on your premises, Maxy also runs on a VPS (Virtual Private Server) for around £20–£50 per month. Your data lives on the VPS rather than on your device, but it's still your server — not a shared cloud service.

---

## Privacy and data sovereignty

### Your data stays on your premises

All data is stored on the device on your premises. It never goes to a cloud server, a data centre, or anyone else's computer. There is no cloud sync, no third-party analytics, and no telemetry.

### What leaves the device

Only LLM prompts — the messages you send to Maxy — leave the device. They are sent to Claude (Anthropic's AI) for processing and are subject to Anthropic's privacy policy. Anthropic does not use your conversations to train their models.

### What stays on the device

Everything else. Your contacts, your documents, your conversation history, your tasks, your business data. The embeddings that power Maxy's memory search are computed locally on your device using Ollama — they are never sent to an external service.

### GDPR compliance

Maxy is GDPR compliant by default. Your data lives on your premises, not ours. Unlike cloud solutions, where compliance is a configuration option you have to get right, with Maxy compliance is the architecture. There is no grey area.

### Cancellation

Cancel anytime. Your data stays on your device. No lock-in, no export fees, no hostage situation. If you stop paying for Maxy, you keep the device and you keep your data.

### Our position

We have no access to your data and no interest in having it. We cannot see your conversations, your customers' details, your documents, or your business information. That's by design, not by policy.

---

## Data standards and portability

Your data is never locked in. Maxy uses recognised standards throughout, so your information works with the tools you already use.

- **Contacts** — stored as vCard (RFC 6350). Export and import with any address book — Apple Contacts, Google Contacts, Outlook, or anything else that reads vCards.
- **Calendar events** — stored as iCalendar (RFC 5545). Subscribe to a live Maxy calendar feed from any calendar app — Apple Calendar, Google Calendar, Outlook — and events appear on your phone automatically.
- **Invoices and quotes** — generated as PDF/A (ISO 19005, archival quality) and UBL 2.1 XML. The XML format imports directly into Xero, QuickBooks, FreeAgent, and other accounting software.
- **Bulk data** — CSV import and export for customer lists, price lists, job history, and other tabular data.

All internal data follows Schema.org standards — the same vocabulary used by Google, Microsoft, and Apple. Your data is structured, portable, and yours.

---

## How Maxy compares

### vs ChatGPT

ChatGPT is a conversation partner — it helps you think and write. Maxy is an operations layer — it runs your business. ChatGPT doesn't remember your customers, can't answer enquiries on your website, can't generate branded documents and deliver them to clients, has conversation caps that interrupt your work, and stores your data on someone else's servers. Maxy remembers everything, runs your public-facing communication, creates and delivers documents, has no caps, and keeps your data on your device.

### vs hiring someone for admin

An admin person costs £18,000–£25,000 per year. They get ill, take holidays, and resign. They can't work at 3am when a customer enquiry comes in. And they still need software tools to do the job. Maxy costs a fraction, works around the clock, and never forgets.

### vs CRM software (HubSpot, Salesforce)

74% of small businesses switch away from these tools within their first year. The complexity is overwhelming — HubSpot has 11 tabs and countless sub-menus. Onboarding alone costs £1,500–£12,000. Maxy has no menus, no settings pages, no training required. Tell it what you need. It does it.

### vs Calendly

Calendly does one thing: scheduling. And the free plan restricts you to one event type. No quoting, no invoicing, no memory, no customer history. Maxy does scheduling, quoting, invoicing, communication, and everything else — through one conversation.

### vs Google Workspace

Price hikes, privacy concerns, and a UX that feels 20 years old. Using Google means becoming part of its data collection machine. Maxy is private, modern, and yours.

### vs WhatsApp Business

WhatsApp Business lets you message customers on WhatsApp. Maxy does the same thing — but through your own number, with no Meta Business account, no message templates, and no approval process. You scan a QR code and your existing WhatsApp number is connected. Your customers message you as they always have. The difference is that Maxy reads and responds on your behalf, routes conversations to the right agent, enforces access policies, and logs everything to your local CRM — all on your device, not Meta's servers.

WhatsApp Business is one channel doing one thing. Maxy is a complete business operating system that happens to include WhatsApp as one of many channels. It also does CRM, invoicing, quoting, scheduling, workflows, proactive briefings, email, Telegram, web chat, custom domains, customer-facing agents, document handling, and web research — all through conversation, all on your premises. WhatsApp Business has no path to any of this.

Meta banned AI chatbots on WhatsApp in January 2026, restricted new accounts to 250 messages per day, and changes the rules without warning. None of that affects Maxy — it connects as a linked device on your personal number, not as a Meta-managed bot. Your business runs on your terms, not Meta's.

### vs Claude Desktop (and Cowork)

Claude Desktop is the app that Maxy uses as its AI engine. Maxy is built on Claude — but they are very different products.

**What Claude Desktop does.** Claude Desktop is Anthropic's chat interface for Claude. It offers conversation, file analysis, code generation, web search, persistent memory across conversations, and Projects — dedicated workspaces with custom instructions and scheduled tasks. Cowork is the desktop agent mode: Claude reads and writes files in shared folders, connects to services through MCP integrations (Google Calendar, Slack, GitHub, Notion, and 6,400+ others), and can control your Mac through Computer Use — clicking, typing, and navigating applications on your behalf. Dispatch, launched March 2026, lets you assign tasks to Cowork from your phone and get results back. Scheduled tasks run recurring work automatically — morning briefings, weekly reports, metric pulls.

**What it doesn't do.** Claude Desktop is a personal productivity tool — it helps you work faster. It does not run your business. It has no CRM, no contact database, no invoicing, no quoting, no pipeline tracking, no customer-facing agent on your website, no proactive daily briefings tied to your business operations, and no industry-specific workflows. Its scheduled tasks run generic prompts — they don't pull from a structured graph of your customers, appointments, and deals. Computer Use controls a Mac screen — it does not operate a business system with structured data. There is no public-facing agent that answers your customers' enquiries. There are no data standards — no vCard export, no iCalendar feeds, no UBL invoices. Every action requires a Mac running Claude Desktop; there is no dedicated always-on device.

**Data.** All conversations and memory are processed and stored on Anthropic's cloud servers (US, Europe, Asia, Australia). Your data is encrypted, and Anthropic employees cannot access it without consent. But it is not on your premises. If you stop paying, conversation history is retained for up to 30 days and then deleted. Anthropic does not use consumer data for training by default, but the option exists and is controlled in settings. You do not own the infrastructure.

**Pricing.** Pro is $20/month ($240/year). Max is $100–$200/month ($1,200–$2,400/year). These are the same Claude subscriptions that power Maxy — you connect your Claude account to your Maxy device.

**The difference.** Claude Desktop helps you do things. Maxy does things for you — while you sleep, while you're in meetings, while you're on holiday. Claude Desktop's Cowork and Dispatch are impressive steps towards agentic work, but they operate on your Mac, require you to set up each integration, and store everything in the cloud. Maxy is a complete business and personal operating system that runs on your own device, answers your customers, manages your pipeline, and keeps your data on your premises. You need Claude for both — but with Claude Desktop, the subscription is the whole product. With Maxy, it's the engine inside something much larger.

### vs Claude Code (and Channels)

Claude Code is Anthropic's AI coding agent — built for software developers.

**What Claude Code does.** Claude Code runs in a terminal and helps developers write, edit, debug, and manage code across entire projects. It understands codebases, edits files, runs shell commands, and integrates with VS Code and JetBrains. March 2026 added voice mode (push-to-talk), /loop (recurring tasks), Computer Use (controlling the Mac screen for development), and Remote Control (continue from your phone or claude.ai/code). Claude Code Channels, launched March 20, 2026, lets you message Claude Code via Telegram or Discord to assign coding tasks while on the go. It has a 1M token context window on Max plans.

**What it doesn't do.** Claude Code is a development tool. It manages codebases, not businesses. It does not schedule appointments, track contacts, generate invoices, answer customer enquiries, run a public-facing agent, manage a CRM pipeline, or deliver operational briefings. Its Telegram integration (Channels) sends coding instructions — not business communications. Computer Use automates screen interactions for development workflows — not business operations. Anthropic's own documentation recommends non-developers start with Claude Desktop instead.

**Who it's for.** Software engineers, technical founders, and developers who want an AI pair programmer. Non-developers can use it, but it requires comfort with terminals and command-line interfaces.

**Pricing.** Included with Claude Pro ($20/month). Advanced features (1M context, Computer Use) require Max ($100–$200/month) or Team plans.

**The difference.** Claude Code builds software. Maxy runs your business. They share the same underlying AI but solve completely different problems for completely different people. If you're writing code, Claude Code is excellent. If you're running a business or a household and need your admin handled, it has nothing to offer you.

### vs Perplexity (and Perplexity Computer)

Perplexity is an AI-powered search engine that has expanded into an autonomous agent platform.

**What Perplexity does.** Perplexity answers questions with cited sources from the web in real time. Pro ($20/month) adds multi-step research, file uploads, image generation, and access to multiple AI models. Max ($200/month) adds Computer — an autonomous agent launched February 2026 that orchestrates 19 different AI models (Claude Opus for reasoning, Gemini for research, GPT-5.4 for long-context, Grok for speed, specialised models for images and video). Computer integrates with 400+ apps including Gmail, Slack, GitHub, Salesforce, and Notion. You set a goal, walk away, and come back to a finished deliverable. Personal Computer, announced March 2026, runs on a dedicated Mac mini ($499) that stays always-on — similar in concept to Maxy's device-based architecture. Perplexity also launched Health (Apple Health, EHR, and wearable connectors) and a Comet browser with built-in AI.

**What it doesn't do.** Perplexity is research-first, action-second. It does not have a CRM, contact management with data standards, structured task tracking with pipeline stages, or a scheduling system tied to your business operations. It does not answer your customers' enquiries on your website. It does not generate branded invoices or quotes. It does not deliver proactive daily briefings covering your pipeline, appointments, and follow-ups. It does not run industry-specific workflows. Computer can be instructed to perform complex research, content creation, and app automation, but it is not a business operating system — it is a powerful assistant for knowledge work.

**Data.** All data is stored on Perplexity's cloud servers. Search history and chats are retained until manually deleted. Uploaded files are deleted after 30 days. AI training data retention is enabled by default — you must opt out manually. Personal Computer runs on local hardware, but the AI processing still goes through Perplexity's cloud. Your data is not on your premises in the way Maxy's is — only the hardware is local.

**Pricing.** Free tier with limited searches. Pro is $20/month ($200/year). Max is $200/month ($2,400/year). Personal Computer requires Max plus a $499 Mac mini. First-year cost for Perplexity Computer with hardware: approximately $2,900. Maxy Pro at £1,999/year plus a £250 Pi gives you a complete business operating system — CRM, invoicing, customer agent, industry workflows — for a similar outlay.

**The difference.** Perplexity finds information and automates knowledge work. Maxy runs your operation. Perplexity Computer is impressive for autonomous research, content creation, and multi-app orchestration, but it is not a CRM, not a customer-facing agent, and not a scheduling or invoicing system. If your problem is deep research and task automation across apps, Perplexity is strong. If your problem is drowning in admin, losing customer enquiries, and needing an assistant that runs your business while you do the actual work — on your own device, with your own data — that's Maxy.

### The fundamental difference

Every other AI product says "AI replaces the task." Maxy says "AI earns the right to the task."

Every AI autonomy framework in the current landscape — Anthropic's autonomy measurement research, the Levels of Autonomy for AI Agents working paper, CSA's autonomy levels — treats autonomy as a user setting. You decide how much to delegate. You adjust trust sliders, auto-approve rates, or delegation controls. The AI does what you've told it to do at the level you've configured. Claude Desktop, Claude Code, Perplexity, and every other AI product follow this model.

Maxy inverts it. The agent observes what you can do with the platform and adjusts its own transparency. You never configure "I'm an expert at invoicing." Maxy infers it from watching you succeed. This is structurally closer to educational scaffolding — a teacher adjusting to the student — than to permission granting. The adaptation is per-capability: Maxy might execute your scheduling silently while still walking you through your first workflow. And you can always override — tell Maxy to explain more, or tell it you already know.

Claude Desktop, Claude Code, and Perplexity are AI tools that make you more productive. They help when asked. Claude Cowork and Perplexity Computer are moving towards autonomy with scheduled tasks and always-on agents — genuine progress. But they are still productivity tools built around individual workflows, cloud infrastructure, and general-purpose capabilities. Their autonomy is a setting you configure, not a relationship that develops.

Maxy is a business and personal operating system that grows with you. It starts by helping — learning your customers, your processes, your way of working. As it proves itself, it takes on more. It answers your customers at 3am. It delivers your morning briefing with your pipeline status, your overdue follow-ups, and your day's appointments before you've opened your laptop. It generates invoices, tracks deals through stages, prepares meeting packs, and runs workflows you've defined — all on a device you own, with data that never leaves your premises, exported in open standards you control.

You'll always be able to do everything yourself. You just won't have to. The others make you faster. Maxy makes your business run.

---

## What you need

- **A Maxy device** — or your own Linux computer with 16 GB or more of RAM.
- **A Claude subscription** from Anthropic — the AI that powers Maxy. You sign up directly with Anthropic.
- **Wi-Fi and power** — nothing else.

You do not need to install any software, configure any settings, or have any technical knowledge. Plug in, open your browser, and start talking. The web interface is accessible and meets WCAG 2.1 AA standards.

---

## Setup

1. Plug in your Maxy device and connect it to Wi-Fi.
2. Open a browser on any device and go to maxy.local.
3. Set a PIN — this protects your admin chat.
4. Connect your Claude account — follow the on-screen steps to link your Anthropic subscription.
5. Start talking — tell Maxy about yourself, your business, your customers.

Fully operational in under 15 minutes. No software downloads, no configuration files, no training courses.

---

## Communication channels

### Web chat

Your primary interface. Open a browser on any device — phone, tablet, laptop — and talk to Maxy. Works on your local network at maxy.local, or from anywhere via your custom domain.

### Telegram

Connect Telegram for notifications and mobile access. Get notified about customer enquiries, appointment reminders, and task updates on your phone. Maxy supports both an admin bot (for you) and a public bot (for your customers).

### WhatsApp

Connect your existing WhatsApp number to Maxy — no new number, no Meta Business account, no message templates. You scan a QR code in the admin chat, and Maxy links to your phone as a paired device. Your number stays yours. Your contacts see your name, not a bot.

Inbound messages from customers route to your public agent automatically. Messages from your own phone route to your admin agent. You control who gets through — open to everyone, restricted to an allowlist, or disabled entirely. Group messages work the same way, with separate policies for which groups the agent responds in and whether it needs to be mentioned first.

Multiple WhatsApp accounts are supported. Link additional numbers and Maxy routes outbound messages through the right one automatically — matching the account to the conversation context.

Voice notes are supported in both directions. Maxy sends audio as native WhatsApp voice messages, not file attachments. If the connection drops, Maxy reconnects automatically with backoff — and messages sent while offline are recovered when it comes back.

Set up through conversation — tell the admin agent "connect WhatsApp" and it walks you through the QR pairing. No setup pages, no configuration files, no command line.

### Email

Maxy gets its own dedicated email address — completely separate from your personal email. It sends quotes, invoices, confirmations, and follow-ups directly to your customers. It reads incoming emails to its own account, extracts verification codes during service setup, and searches its mailbox when you ask. Supports Gmail, Outlook, iCloud, Yahoo, Protonmail, and custom domains. If your business uses a custom domain, Maxy can send from your business address while authenticating through a separate mailbox. Set up through conversation — just tell Maxy the email address and app password.

When auto-respond is enabled, Maxy monitors its inbox and replies to incoming emails automatically using a public agent you assign. Replies are rate-limited (one per sender per hour by default, configurable), deduplicated so the same sender doesn't get multiple responses, and threaded correctly so the recipient sees a proper conversation. Auto-respond respects RFC 3834 loop prevention — Maxy never replies to automated messages, mailing lists, or its own emails.

### Custom domain (Pro)

Pro users get their own branded domain via Cloudflare Tunnel — for example, chat.yourbusiness.com. Your customers reach your Maxy through your brand, always available, always on.

---

## What Maxy can do

### Contact management

Add, search, and update contacts through conversation. "Add John Smith, 07700 900123, john@smith.com" — done. "Find everyone I spoke to last month" — done. Your contacts are stored locally and exportable as vCards.

### Task management

Create tasks by asking. Set priorities, due dates, and link tasks to customers or services. Maxy surfaces open tasks at the start of each session so nothing gets forgotten. Tasks update automatically as work progresses.

### Workflow builder

Create named, reusable workflows through conversation. Describe a multi-step process — "whenever X happens, do Y then Z" — and Maxy saves it as a persistent workflow with a name, description, and natural language steps. Workflows are stored locally in your graph database with embeddings, so Maxy can discover the right workflow when a matching situation comes up in conversation.

Some plugins ship pre-built workflows that are created automatically when the plugin is enabled. These work exactly like workflows you create yourself — you can inspect them, edit them, run them, and see their history. The plugin gives you the starting point; you make it yours.

You manage workflows entirely through chat: create, list, update, pause, resume, or delete. When a workflow runs, Maxy reads the steps and follows them using its existing tools — creating tasks, looking up contacts, sending messages, whatever the workflow describes. If something doesn't make sense in context, Maxy adapts or asks you.

If Maxy notices you repeating a multi-step process, it suggests creating a workflow for it. Your workflows are yours — stored on your device, not in the cloud.

### Document creation and handling

An Operations Manager produces the deliverables that keep the business running. Describe what you need — a quote, a proposal, an invoice, a report, a flyer, a compliance document — and Maxy generates it as a professional A4 PDF. Review it in the conversation, download it, or deliver it directly to a customer via WhatsApp or email. Quotes, proposals, invoices, reports, marketing materials, compliance documents — all created through conversation, all formatted to your brand.

Drop files into the conversation too — images (JPEG, PNG, GIF, WebP), PDFs, text files, markdown, and CSV spreadsheets. Up to 5 files per message, up to 20 MB each. Maxy reads the content, extracts key information, stores it in its memory, and can reference it in any future session. "What did that supplier contract say about payment terms?" — Maxy finds it.

### Scheduling

One-time appointments, recurring events, daily briefings, and business hours. Maxy creates events the moment you mention something time-bound — an appointment, a reminder, a weekly check-in. Recurring events run on schedules (every weekday at 8am, first Monday of the month, every 30 minutes) and can be skipped, rescheduled, or cancelled through conversation. Events link to the people and tasks they relate to. Maxy surfaces what's due at the start of each session.

Scheduled events can trigger automated actions — sending a message, running a workflow, updating a record — so your recurring processes run themselves without you starting them each time.

### Quoting and invoicing

Generate branded quotes and invoices through conversation. "Create a quote for the kitchen refit — labour £2,000, materials £800, two-week timeline" — Maxy generates a professional PDF. Send it directly to the customer.

### Web search and research

Ask Maxy to find information, research a topic, or check a fact. For quick lookups, Maxy searches the web and brings back what it finds. For deeper questions, Maxy runs multi-step research — searching multiple sources, cross-referencing results, and writing up a summary with citations. All without you leaving the conversation.

### Image generation

Create visuals for marketing materials, social media posts, or documents. Describe what you want and Maxy generates it.

### QR codes

Generate QR codes for business cards, van livery, marketing materials, or customer-facing signage. Link to your website, your booking page, or your public Maxy agent.

### Public agent

Your customers can talk to Maxy through your website or messaging apps. It answers questions about your services, availability, and pricing — accurately, immediately, and around the clock. You set what it knows. It never makes things up.

### Private and gated agents

Not every agent should be open to the public. Set any public agent to "gated" or "paid" mode and it becomes invitation-only. You control exactly who gets access.

Invite someone by telling Maxy their email address or phone number and how long their access should last. Maxy sends the invitation — a magic link by email or a one-time code by text message. The visitor clicks the link or enters the code, sets a password, and they're in. Next time, they log in with their email and password.

The agent knows who it's talking to from the first message. It greets the visitor by name and can personalise the conversation based on their identity. You can see who has access, extend their time, or revoke access at any moment — all through conversation.

Use cases: client portals for consultants and coaches, gated content for course creators, premium support channels, and any situation where you need to know who's on the other end. "Paid" mode works the same way as "gated" — you decide who has paid and grant access accordingly. Payment integration is planned for a future release.

Open agents are completely unaffected. If you don't set an access mode, everything works exactly as before.

### Email from Maxy

Maxy has its own email account, separate from yours. It sends formal documents — quotes, invoices, appointment confirmations — directly to customers. It reads replies and extracts verification codes during service setup. You set it up in conversation by providing the email address and an app password. Maxy never touches your personal email.

### Interactive forms and selectors

When Maxy needs a structured choice — a date, an approval, a selection from a list — an interactive component appears directly in the conversation. Pick your options, confirm, and it disappears. No settings pages, no separate forms, no navigation. The conversation IS the interface.

### Browser automation

Maxy can operate a web browser on your behalf. During setup, it automates account connections — signing into services, retrieving API keys, completing verification flows. You watch it work in a live browser view embedded in the conversation. No manual copy-pasting, no switching between tabs.

### Session memory

Maxy remembers what you've discussed — across messages within a session and across sessions over time. Key information is stored in a local graph database on your device. At the start of each session, Maxy checks what needs attention and picks up where you left off.

When a conversation runs long, Maxy manages it automatically. Older messages are archived to your local memory so there's always room for new work — you never hit a wall mid-conversation or lose your train of thought. The archived messages aren't gone; Maxy can recall them when they're relevant again.

Your admin can adjust how conversation context is managed. The default mode gives Maxy full control over what stays in the active conversation and what gets archived. The alternative lets the underlying AI engine manage its own history, which can feel more natural for very long working sessions. Either way, the experience is the same: you talk, Maxy remembers, and conversations flow without interruption.

### Remote access

Access Maxy from anywhere — not just your local network. Pro users connect a custom domain via Cloudflare Tunnel (e.g. admin.yourbusiness.com). Remote access is protected by a password you set during setup, with rate limiting and automatic lockout after failed attempts. Your admin chat is never exposed without authentication.

### Plugin system

Extend Maxy's capabilities by asking. "Install the Stripe plugin" — Maxy handles it. No app stores, no downloads, no configuration. Plugins add specific capabilities — payment tracking, app automation, home management, wellness tracking, professional admin, and more. You can see what's installed and what's available at any time by asking.

### Proactive briefings

Maxy delivers a morning briefing at the start of each day — overnight messages categorised, today's appointments summarised, outstanding follow-ups prioritised, anything that needs immediate attention flagged. At the end of the day, a digest: what was completed, what's outstanding, what needs your attention tomorrow. These run automatically on a schedule — you don't ask for them. The briefing content adapts to your business: a sole trader gets task reminders and customer messages; a business with staff gets pipeline summaries and team activity.

### Appointment preparation

Before a scheduled meeting, Maxy assembles a preparation pack: the client's history, relevant documents, notes from previous conversations, any related tasks or quotes. For business appointments, it includes comparable data, pricing context, and anything else relevant to the discussion. The pack is delivered as a chat message so it's ready when you need it. You walk into every meeting prepared without pulling the information together yourself.

### Post-meeting processing

After a meeting, message Maxy a quick summary — "Just met with Sarah, she liked the quote but wants to split the payment." Maxy updates the contact record, creates follow-up tasks, adjusts the pipeline status, and triggers any relevant workflows. One message from you replaces five minutes of admin.

### Pipeline tracking

Track deals, projects, and customer relationships through stages — from first enquiry through to completion and payment. Maxy surfaces stalled deals, flags overdue follow-ups, and summarises pipeline status in your daily briefing. "Show me everything that's been waiting for more than a week" — Maxy knows. Each customer's full history — every conversation, quote, appointment, and task — is connected in the graph.

### Prospect prioritisation

When you have leads or prospects to contact, Maxy ranks them with reasoning — not a score, a plain-language explanation of why each should be contacted in that order, based on their history, engagement, timing, and context. "Call Sarah first — she enquired twice last week and her requirements match what you have available." Your prospecting time goes to the people most likely to convert.

### Client reporting

Generate periodic reports for clients or stakeholders through conversation. Maxy pulls together activity data, progress updates, and relevant context into a structured report. Set these to generate automatically — weekly, monthly, or on any schedule — and review before sending, or let them send automatically once you trust the output.

### Content drafting

Maxy drafts marketing content from your business activity. A new service listed, a job completed, a milestone reached — Maxy turns it into social media posts, email updates, or newsletter content. Formatted for the platform you're posting to. You review, edit if needed, and post. The drafting happens automatically when relevant events occur.

### Database maintenance

Over time, contact databases accumulate duplicates, stale records, and outdated information. Maxy identifies duplicates, flags records with no contact in over 12 months, and surfaces re-engagement candidates with context about why they might be worth reaching out to. You decide what to merge, archive, or re-approach. GDPR retention policies are respected automatically.

### CRM compatibility

Maxy works alongside your existing CRM — it doesn't replace it. Your data lives in Maxy's local graph database and can be exported in structured formats that your CRM accepts. For supported CRMs, direct integration syncs data bidirectionally. For others, Maxy produces structured exports (CSV per data type) that you import. You use Maxy as the operational brain; your existing CRM stays the system of record if you want it to.

---

## Common questions

### What exactly is Maxy?

Maxy is your Operations Manager — an AI-powered operations layer that runs on a small device on your premises. You talk to it through a web browser, WhatsApp, or Telegram. It runs your back office (scheduling, invoicing, document creation, workflows) and deploys a customer-facing team (sales, support, booking agents) — all from one conversation.

### Do I need to be technical?

No. You plug in the device, open your browser, and start talking. There's no software to install, no settings to configure, no training to complete. If you can send a text message, you can use Maxy.

### Is my data safe?

Your data lives on the device on your premises. It never goes to a cloud server, a data centre, or anyone else's computer. We have no access to your data and no interest in having it.

### Can I share files with Maxy?

Yes. Drop images, PDFs, or documents directly into the chat. Maxy reads them, stores them in its memory, and can reference them in any future conversation. Files stay on your device — nothing is uploaded to an external service.

### What do I need besides the device?

A Claude subscription from Anthropic (the company that makes the AI). You sign up directly with Anthropic — Maxy connects through your subscription.

### Why do I need both a Maxy licence and a Claude subscription?

Maxy is the system — the memory, the task management, the customer-facing agent, the plugins, the device. Claude is the intelligence — the AI that understands your requests and generates responses. They're separate products from separate companies. The Maxy licence covers the platform. The Claude subscription covers the AI processing.

### Can my family use it too?

Yes. The Family tier supports up to 5 people, each with their own completely private space. You share what you choose — a family calendar, a shopping list — and everything else stays private.

### What's the difference between Solo, Family, and Pro?

Solo is your personal Operations Manager — one person, full operational capacity including document creation and delivery. Family is your household Operations Manager — up to 5 members, each with their own private space and public agent. Pro is your business Operations Manager — adds CRM, invoicing, quoting, staff accounts, multi-admin roles, multiple customer-facing agents, and your own branded domain. Pro also comes in industry-specific versions tuned to how your business actually works.

### What happens if the device breaks?

We monitor device health and reach out proactively if something looks wrong. Replacement devices can be shipped quickly. Your data is on the device, so we recommend periodic backups.

### How do I keep Maxy up to date?

Maxy updates itself automatically in the background. If you ever want to check manually, tell the admin agent "Check for updates." No technical steps required.

### Can I try it before buying?

You're talking to Maxy right now. This conversation is powered by the same system that runs on the device. Ask me anything about what I can do.

### How is this different from just using Claude or ChatGPT directly?

Claude and ChatGPT are conversation partners — they help you think and write. Even Claude's Cowork mode with scheduled tasks and Computer Use, or Perplexity's Computer agent, are productivity tools that help individuals work faster. Maxy is an operations layer that runs your business. It has a CRM, contact management, invoicing, quoting, document creation and delivery, pipeline tracking, proactive briefings, industry workflows, and a customer-facing team that answers enquiries — all on a device you own. It's built on Claude's intelligence, but it's a complete business and personal operating system, not a chat window with add-ons. Claude Desktop stores your data in the cloud. Maxy keeps it on your premises.

### What if I want to cancel?

Your data stays on your device. Cancel the subscription, keep the device, keep your data. No lock-in, no export fees, no hostage situation.

### When will Maxy be available?

We're building the waitlist now. Leave your name and email and we'll be in touch as soon as your spot opens up.

### What about GDPR?

Maxy is GDPR compliant by default. All data is stored on your device, on your premises. There is no cloud processing of your personal data. Unlike cloud-based tools where GDPR compliance requires careful configuration, with Maxy it's the architecture.

### Can I use my own computer instead of the Pi?

Yes. Maxy runs on any Linux machine with 16 GB or more of RAM. If you have a mini PC or spare machine running Linux, you can run Maxy on it instead of buying a dedicated device.

### What if my internet goes down?

Maxy needs an internet connection to reach Claude (the AI). If your internet drops, Maxy can't process new requests until it's restored. Your data remains safe on the device — nothing is lost. Once the connection is back, Maxy picks up where it left off.

### Can Maxy make phone calls?

Not yet. Voice capability is planned for a future release. Currently, Maxy communicates through web chat, WhatsApp, Telegram, and email.

### Can multiple people use Maxy at the same time?

Yes. On Family and Pro tiers, each person has their own private space and can chat with Maxy simultaneously. A single Pi device handles 20 or more concurrent sessions.

### Can I restrict who can talk to my public agent?

Yes. Set any public agent to "gated" mode and it becomes invitation-only. You invite people by telling Maxy their email address or phone number. They receive a magic link or a one-time code, set a password, and can log in to chat. You can set time limits on access, revoke access at any time, and see who has access — all through conversation. Open agents stay open unless you change the mode.

### What industry verticals are available?

Maxy Pro comes in variants for Real Estate, Knowledge (consultants, coaches, creators), Trades, Professional Services, Hospitality, F&B, and Logistics. Real Estate and Knowledge are launching first. Each variant adds industry-specific workflows — property listings for estate agents, job scheduling for trades, case management for solicitors, and so on.

### Can I switch between Solo, Family, and Pro?

Yes. You can upgrade as your needs grow — Solo to Family to Pro. The underlying system is the same; tiers differ in how many people can use it, which plugins are available, and whether business features like CRM and public agents are included.

### Are plugin packs subscriptions or one-off?

One-off. You buy a plugin pack once and you own it forever. No recurring fees for plugins.

### What's the difference between the Pi and the Mini?

The Pi is a small, silent device — it does everything Maxy can do. The Mini is a tabletop companion with a camera, expressive movements, and personality — it does everything the Pi does, plus it sees you, reacts, and feels present. The Pi is the practical choice. The Mini is the personal one.

### What happens to my data if Rubytech goes out of business?

Your data is on your device. It doesn't depend on our servers to exist. If Rubytech ceased trading, your existing Maxy installation would continue to work for as long as your Claude subscription and device are active. Your data would remain yours.

### Can Maxy integrate with my existing tools?

Yes, through plugins and conversation. Tell Maxy what you want to connect — payments, automation, scheduling services — and it can install the relevant plugin. No configuration files or API setup required from you.

### Does Maxy work with my existing CRM?

Yes. Maxy doesn't replace your CRM — it works alongside it. Your data lives in Maxy's local graph database and can be exported in structured formats your CRM accepts. For supported CRMs, direct integration is available. For others, Maxy produces structured exports you can import. You choose which system is the master record.

### Can Maxy prepare for my meetings?

Yes. Before a scheduled meeting, Maxy automatically assembles a preparation pack — client history, relevant documents, notes from previous conversations, pricing context, and any related tasks. You walk into every meeting prepared without pulling the information together yourself.

### Can Maxy send emails?

Yes. Maxy has its own dedicated email address, separate from yours. It sends quotes, invoices, and confirmations to your customers and reads replies on its own account. It supports Gmail, Outlook, and custom business domains. You set it up through conversation — no server configuration needed.

### Can I access Maxy from outside my home?

Yes. Connect WhatsApp or Telegram for mobile access. Pro users also get a custom branded domain (e.g. admin.yourbusiness.com) via Cloudflare Tunnel — accessible from any browser, anywhere. Remote access is always password-protected with rate limiting.

### Does Maxy remember previous conversations?

Yes. Key information from each conversation is stored in a local graph database on your device. When you start a new session, Maxy knows your business, your customers, your preferences, and what was discussed previously. Long conversations are automatically summarised so nothing is lost.

### How does Maxy know when to stop explaining things?

This is the Earned Autonomy model. Maxy tracks your demonstrated competence with each capability independently, progressing through three stages: Assist (shows its work), Augment (handles things normally, flags exceptions), and Orchestrate (executes without explanation). The first time you create an invoice, Maxy walks you through its tools and approach. After a few successful invoices without corrections, it stops explaining and just does it. If it gets something wrong and you correct it, it steps back and shows more of its work again. You can also tell Maxy directly — "I know how to do this" advances it, "explain this again" resets it. This happens per capability — Maxy might handle your scheduling silently while still walking you through a new feature.

### What's the difference between my preferences and my competence?

Preferences are how you like things — terse responses, formal tone, specific workflows. Competence is what you can do in Maxy — whether you need guidance on creating an invoice or you've done it dozens of times. They're tracked separately and work independently. You can be an expert who likes detailed educational explanations, or a novice who prefers brief responses. Maxy respects both.

### What happens if my conversation gets really long?

Nothing bad. Maxy automatically archives older parts of the conversation to your local memory as the session grows, keeping the active conversation responsive. You can keep talking for as long as you need — there's no message limit, no cut-off, and no point where you have to start over. Archived messages are still available; Maxy retrieves them when they're relevant.

### Can Maxy handle recurring tasks?

Yes. Set up recurring events — daily briefings, weekly reports, monthly reminders — and Maxy runs them automatically. You can skip individual occurrences, reschedule, or cancel a series through conversation.

### Can Maxy automate my processes?

Yes. Describe a multi-step process and Maxy saves it as a named workflow. "Whenever a new customer enquiry comes in, create a contact, add a follow-up task for tomorrow, and send an acknowledgement" — Maxy remembers that and runs it when the situation comes up. You can update, pause, or delete workflows through conversation. Workflows are stored on your device and discovered automatically when relevant.

### What file types can I share with Maxy?

Images (JPEG, PNG, GIF, WebP), PDFs, text files, markdown, and CSV spreadsheets. Up to 5 files per message, up to 20 MB each. Maxy reads the content, stores it in memory, and can reference it in future conversations.

---

## Beagle — AI Booking Agent

### What is Beagle?

Beagle is a WhatsApp-based booking agent. You tell it what you need — a plumber, a cleaner, an emergency repair — and Beagle contacts local providers, compares quotes and availability, and books the best one in. You get one confirmed answer instead of ten phone calls.

### How does Beagle work?

Send a WhatsApp message describing what you need. Beagle contacts suitable providers on your behalf, explains the job, checks their availability, compares quotes, and comes back to you with a confirmed booking. You approve, the provider turns up, the job gets done.

### How much does Beagle cost?

You pay nothing upfront. The booking fee is 10% of the job cost, with a £2 minimum and a £50 cap. It's collected only after the job is complete. The provider deducts the fee from their final bill — so your total cost is the same as if you'd booked directly. A £130 tap repair costs you £130 either way. Beagle takes the risk, not you.

### Why not just call the tradespeople myself?

You can. But when someone recommends ten plumbers, that's ten phone calls — each one explaining the job, checking availability, getting a quote, and assessing fit. Most people pick one at random and hope for the best. Beagle does all ten calls for you and delivers one confirmed answer. The fee comes off the final bill, so it costs the same as booking direct.

### How is Beagle different from Bark, Checkatrade, and Rated People?

Those platforms sell leads — names shared with multiple competitors. Providers pay per lead regardless of whether they win the job, and effective costs per acquired job run to £80–170 or more. Beagle delivers confirmed bookings, not leads. There's no competition — the provider has already been selected. They only pay on jobs they've actually won. And the fee (£2–50 per confirmed job) is a fraction of what lead platforms cost.

### I'm a tradesperson. How does Beagle work for me?

You receive a WhatsApp message with a job enquiry — a real customer who's already committed. No sign-up, no forms, no subscriptions, no platform to learn. You respond like you would to any inbound enquiry. If you take the job, you deduct the booking fee (10%, capped at £50) from the bill. If you don't want the job, decline it — no obligation, no cost. You only pay on jobs you've chosen to accept.

### What does it cost for providers?

10% of the job value, with a £2 floor and a £50 cap. A £130 tap repair costs £13. A £4,500 bathroom refit costs £50, not £450. You pay nothing on jobs you decline and nothing on months where you don't get any Beagle bookings. No monthly subscriptions, no credit packs, no wasted spend.

### How does Beagle find providers?

Beagle sources providers from community recommendations — the names people suggest when someone asks "does anyone know a good plumber?" in local groups. It also contacts providers with an established web presence and a WhatsApp number. Beagle doesn't replace community trust — it operationalises it.

### What if the tradesperson does a poor job?

Beagle takes quality seriously. Providers who don't show up, overcharge, or deliver poor work are permanently removed from the network. Equally, customers who refuse to pay the fee after a completed job are permanently removed. The network is curated on both sides — good customers and good providers want to know it's kept honest.

### Can I opt out as a provider?

Yes. Any provider who doesn't want to receive Beagle enquiries can opt out at any time. No friction, no questions. You're added to an ignore list and never contacted again.

### Is Beagle available in my area?

Beagle is launching in Bishop's Stortford and East Hertfordshire. Expansion depends on demand — if people in your area want it, it comes to your area.

### What trades does Beagle cover?

Any local trade or service — plumbers, electricians, cleaners, gardeners, builders, decorators, locksmiths, and more. If someone in your community recommends them, Beagle can book them.

### Do I need Maxy to use Beagle?

No. Beagle works over WhatsApp — you message, Beagle books. Maxy customers get Beagle as a premium plugin with tighter integration into their admin system, but anyone can use Beagle directly.

---

## Availability

Maxy is in pre-launch. We're building the waitlist now. Leave your name and email and we'll be in touch as soon as your spot opens up.

The public agents at maxy.chat and maxy.bot are live — you can talk to Maxy right now and see how it works.
