Onboarding
After you install Máximo, it opens straight into onboarding: a guided, conversational setup rather than a stack of settings forms. Máximo asks one question at a time, explains why it’s asking, and uses your answers to configure the rest of the app. Most steps can be skipped and finished later.
What Máximo asks
Section titled “What Máximo asks”Onboarding moves through the stages below, in order. Each one is a real question or a short piece of “here’s what I found”: never a generic form.
| Stage | What Máximo asks | Why |
|---|---|---|
| Contact | Who to reach if it needs you | Sets your primary contact. This step can’t be skipped, but it can be answered briefly. |
| Your markets | Where in the world you sell | Determines which markets your destinations and feeds should cover. See Markets. |
| Notifications | Whether you want alerts when something needs attention | Sets up alert delivery. Off by default if you decline. |
| Destinations | Where you want your products to show up | Selects which destinations (Google, Meta, TikTok, Pinterest, Klaviyo) Máximo starts connecting. See Destinations. |
| Enhanced Match | Whether to turn on enhanced match | Shares hashed checkout details with your connected destinations so they can match more of your buyers. |
| AI channels | Whether your products can show up in AI assistants | Opts your catalog into AI-assistant discovery surfaces once setup finishes. |
| Your catalog | A first look at your catalog as Máximo pulls it in | Pure information: confirms Máximo can see your products before moving on. |
| Your events, then storefront tracking | Introduces conversion capture, then asks you to confirm storefront tracking is on | Sets up the pixel and theme tracking that captures your storefront and checkout events. See Storefront events. |
| Tracking domain | Whether to provision your own tracking domain | A first-party domain makes tracking more resilient to ad blockers and browser limits. |
| Catalog Q&A | A small number of questions about specific products, when Máximo needs a human call | Resolves ambiguity Catalog Intelligence can’t confidently decide on its own. |
| Business context | Confirms what Máximo has learned about your business | Builds the context Máximo uses when writing AI suggestions for your catalog. |
| First sync | Previews what your first catalog sync will send | Lets you approve, exclude items, or defer before anything actually publishes. See Your first sync. |
| What’s different | A short tour of what Máximo does differently | Orients you before you land on your dashboard. |
| Review | A recap of everything you set up | The final step: confirms everything before onboarding completes. |
Most steps offer a way to defer or skip (for example, “Not now” or “Set this up later”); a few are pure information with no decision to make. Declining or skipping is a real, remembered answer, you can change it later from Settings.
What Máximo does with your answers
Section titled “What Máximo does with your answers”Your answers do real configuration, not just record preferences: the markets you pick scope your feeds and destinations, the destinations you choose determine what gets connected next, the business context you confirm becomes the brand context behind AI-written suggestions, and the first-sync preview you approve is what actually publishes once you sync.
Leaving and coming back
Section titled “Leaving and coming back”Onboarding saves your progress after every answer. If you close the tab or navigate away, opening Máximo again takes you straight back into onboarding where you left off. Nothing is lost, and you don’t restart from the beginning. Once you finish the final review step, Máximo takes you to your dashboard and onboarding won’t come back automatically.
Next steps
Section titled “Next steps”Continue to Your first sync.