Managing Your Directory in Max
Keep your contacts organized and help Max recognize the people you collaborate with across Gmail, Calendar, and WhatsApp.
🧭 Overview
The Directory is where all your contacts live in Max.
It automatically syncs information from connected services like Gmail and Google Calendar — keeping names, emails, and phone numbers always up to date.
Having a clean and complete Directory allows Max to:
Identify people mentioned in emails or meetings.
Personalize drafts and follow-ups.
Automatically match phone numbers to WhatsApp conversations.
📸 Screenshot: Main Directory view with synced contacts.
➕ Adding New Contacts
You can manually add new contacts anytime.
To create a contact:
Go to Max → Directory.
Click Create contact.
Fill out the following fields:
First Name and Last Name (required)
Primary Email (required)
Phone, Company, and Role (optional)
Click Add Alternative Email to include extra addresses for the same person.
Select Save to finish.
📸 Screenshot: “Contact Details” panel showing form fields for Name, Email, and Phone.
🔄 Syncing and Status
Max automatically syncs contacts from your connected accounts.
Each entry includes a Status label:
🟢 Synced – Imported from Gmail or Calendar and kept up to date automatically.
✏️ Manual – Added manually and editable anytime.
If your contact list is connected to Google Workspace, Max will keep those records continuously refreshed.
📸 Screenshot: Directory list with synced contacts visible.
✏️ Editing or Updating Contacts
You can edit existing contacts directly from the Directory.
Find the contact in the list.
Click the three dots (…) next to their name.
Select Edit contact.
Update any details such as phone, company, or role.
Click Save.
💡 Tip: Keep job titles and phone numbers up to date to help Max draft more accurate and contextual messages.
🧩 How Max Uses Your Directory
Maintaining accurate contacts helps Max work smarter across all integrations:
Email (Gmail): Recognizes names and threads to personalize replies and follow-ups.
Calendar: Automatically matches attendees and adds relevant details to summaries.
WhatsApp: Links phone numbers to names for message context and automation.
Tasks & Playbooks: Lets you mention or assign tasks to specific people by name.
📸 Screenshot: Example contact synced and recognized across integrations.
💡 Best Practices
Keep your Directory clean and structured for best results:
Regularly review and update key contacts (team, clients, vendors).
Add alternative emails for anyone who uses multiple addresses.
Use a consistent naming convention (e.g., First Last).
Remove inactive or duplicate entries.
Confirm contact syncing if you connect new Gmail or Calendar accounts.