# Getting Started with Maxy

## What Maxy Is

Maxy is your Operations Manager — an operations layer that runs on a device on your premises. It plays four roles: follows through on your commitments, responds to your customers at any hour, handles your finances (quotes, invoices, chasing), and manages your picture — what's overdue, what's at risk, what needs a decision.

You don't adopt a new system. You just talk, and the organisation happens. Maxy connects to your services — WhatsApp, Telegram, email, your contacts, your calendar — and acts proactively. It remembers context across conversations and takes action on your behalf.

Because Maxy runs locally, your data stays in your home. It never passes through someone else's cloud.

## The Two Interfaces

**Admin (you)** — accessed at your local address (e.g. `maxy.local:19200`) or remotely via your Cloudflare domain. The admin interface is protected by a PIN. This is where you manage Maxy: configure settings, manage contacts, review activity, and have full conversations. The admin agent has access to all your plugins and can take action.

**Public (visitors)** — anyone who reaches your public URL gets the public agent. It handles product enquiries, collects waitlist signups, and answers questions about your business. It cannot read or write your private data.

## First Run

When you first open the admin interface:

1. Set your PIN — this protects access to the admin interface
2. Connect to Claude — Maxy will guide you through connecting to your Claude account
3. Enter your PIN to log in
4. Maxy walks you through onboarding: choosing which plugins to activate, setting up remote access, and configuring your account

This setup is resumable — if you close the browser mid-setup, Maxy picks up where you left off next time.

## How to Use Maxy

Conversation is the only interface. Type or speak what you need:

- "Add John Smith to my contacts, he's a potential client from the conference"
- "Schedule a call with Sarah for Thursday at 2pm"
- "What did I last discuss with Tom?"
- "Send a Telegram message to the team: standup in 10 minutes"
- "Create a one-pager PDF about our new product launch"

Maxy understands plain language. You don't need to learn commands or navigate menus.

### Voice Notes

When the text field is empty, a microphone button appears in place of the send button. Tap it to record a voice note — speak naturally and tap send when done. Maxy transcribes your voice note and responds to what you said, the same as if you had typed it. You can also pause and resume recording, or tap the trash icon to discard and start over.

Voice recording requires a secure connection (HTTPS). When accessing Maxy over the local network via HTTP, use the tunnel URL for voice notes.

## What Maxy Remembers

Maxy maintains a memory graph of everything important: contacts, conversations, preferences, relationships, and context. When you tell Maxy something, it stores it. When you ask about something later, it retrieves it.

You can always tell Maxy to remember or forget specific things: "Remember that I prefer morning calls" or "Forget what I said about the Johnson account."

## Getting Help

Ask Maxy anything. If you want to know what it can do, just ask: "What can you help me with?" or "How do I set up Telegram?"
