Maxbound user guide.
Learn how to set up Maxbound and turn every conversation into a qualified lead. Follow our step-by-step guides to get started.
Introduction to Maxbound
Welcome to Maxbound. Maxbound is the AI inbound platform for agencies and businesses — capture, qualify and convert every conversation across WhatsApp, Instagram, Facebook and your website, all from one powerful dashboard.
What you can do with Maxbound
- Capture leads from every DM, comment and message
- Qualify and route conversations automatically
- Manage all your client workspaces
- Respond to messages from a unified inbox
- Generate comprehensive analytics reports
Sign up as a new organisation
Getting started with Maxbound is easy. Follow these steps to create your new organization account.
Visit the sign up page
Go to app.maxbound.ai and click on 'Sign Up' to begin the registration process.
Enter your details
Fill in your email address, create a strong password, and enter your organization name.
Verify your email
Check your inbox for a verification email and click the link to activate your account.
Invite users to your organisation
Collaborate with your team by inviting them to join your organization. You can assign different roles and permissions.
Go to team settings
Navigate to Settings > Team Members in your dashboard.
Click invite user
Click the 'Invite User' button and enter the email address of the person you want to invite.
Set permissions
Choose the appropriate role and workspace access for the new team member, then send the invitation.
Tip
You can also generate an invite code that multiple users can use to join your organization.
Sign up with an organisation invite code
If your organization uses Maxbound, follow these steps to join using an invite from your manager.
Ask your manager to invite you
Request an invitation from your manager or team administrator. They will send you an invite through Maxbound.
Go to your email
Check your email inbox for the invitation.
Find the invitation email
Look for an email called "You're Invited to Join Trisof on Maxbound" from Trisof.
Accept the invitation and sign up
Click the invitation link in the email, accept the invitation, and complete your sign up to join the organization.
Trial and payment
Maxbound offers a free trial so you can explore all features before committing. Here's what you need to know about our trial and payment options.
7-day free trial
Start with a full-featured 7-day trial. 100% Secure. Experience all premium features before deciding.
Flexible payment
Choose between monthly or yearly billing. Pay securely with credit card or other supported payment methods.
Note
You can cancel your subscription at any time. Your access will continue until the end of your billing period.
Add a client workspace
Workspaces help you organize content for different clients or brands. Each workspace can have its own social accounts and team members.
Go to the clients page
Navigate to the Clients page from the main navigation.
Click add client
Click on the 'Add Client' button in the top right corner to create a new client workspace.
Add a social media account
Connect your social media accounts to start capturing and replying to conversations. We support all major platforms.
Go to the clients page
Navigate to the Clients page from the main navigation.
Click add connections
Click 'Add Connections' below the workspace you want to add social media accounts to, then authorize the platform to connect.
Security note
We never store your passwords. We use official OAuth authentication provided by each platform.
Use Magic Link
Magic Link is a powerful feature that allows your clients to connect their social accounts without sharing credentials with you.
What is Magic Link?
Magic Link generates a secure, one-time link that you can send to your clients. They can click this link to authorize their social accounts directly, without ever sharing their login details with you.
Generate a Magic Link
Go to the workspace and click 'Generate Magic Link' in the accounts section.
Share it with your client
Copy the generated link and send it to your client via email or message.
Your client authorizes
Your client clicks the link, logs into their social account, and authorizes access. The account is automatically added to your workspace.
Use the inbox
Manage all your social media messages, comments, and mentions from one unified inbox.
Access the inbox
Click on 'Inbox' in the main navigation to view all your messages.
Filter messages
Use filters to sort by platform, workspace, or message type (DMs, comments, mentions).
Respond
Click on any message to open the conversation and reply directly from Maxbound.
Create an analytics report
Generate comprehensive analytics reports with just one click. Perfect for client reporting.
Go to analytics
Navigate to the 'Analytics' section in your workspace.
Select a date range
Choose the time period you want to analyze and select which accounts to include.
Generate the report
Click 'Generate Report' to create a beautiful, branded PDF report that you can share with your clients.
Enable the AI Agent
Let AI handle routine messages automatically while you focus on what matters.
What is AI Reply Agent?
AI Reply Agent uses artificial intelligence to automatically respond to common questions and messages. You can customize responses and set rules for when AI should reply.
Go to automations
Navigate to the Automations page from the main navigation.
Configure your knowledge base
Upload documents or enter information that the AI should use to answer questions about your business.
Set rules
Define when AI should respond automatically and when messages should be flagged for human review.
Set up once. It answers forever.
Follow the steps above and your first channel is live this week — every comment, DM and chat answered in minutes, every lead followed up.