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package/payload/platform/knowledge/maxy.md

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-# Maxy
-
-**Time. Knowledge. Money.** Folk wisdom: if you're short on one, you use the other two to get it. Most productivity systems ignore the middle variable. Maxy doesn't. Your business lives in an ontological substrate — a knowledge graph only AI can create and interpret at useful scale. The outcome is time.
-
-Not a productivity tool. An operations layer. AI for elite operators.
-
-Maxy does three things, continuously, across every session:
-
-1. **Calibrates what excellence means here.** It learns your standards — what good looks like in your work, your decisions, your outcomes — and holds you to them. Session 300 is more precise than session 3.
-2. **Prevents what used to go wrong.** It learns the failure patterns from before — what fell through the cracks, what kept breaking, what frustrated you. Its job is to break those patterns, not just record them.
-3. **Compresses what takes months to learn.** The rhythms, instincts, and patterns that humans build only through sustained repetition — Maxy encodes them from the first instance. You get the benefit of experience immediately.
-
-One operator. The output of a team. Not by working harder, but by working through an operations layer that holds the full context of everything you do. The deep work stays yours: the strategy, the judgment, the taste. Everything else executes at the fidelity of your own thinking.
-
-Your data never leaves your premises. GDPR compliant. EU AI Act compliant.
-
----
-
-## About the business
-
-| | |
-|---|---|
-| **Company** | Rubytech LLC |
-| **Product** | Maxy |
-| **Tagline** | Time. Knowledge. Money. |
-| **Positioning** | AI for elite operators. Not a productivity tool — an operations layer. |
-| **Thesis** | Knowledge is the underweighted variable in the time/knowledge/money equation. At business scale, only AI can create and interpret it. |
-| **Operating philosophy** | Calibrate. Prevent. Compress. |
-| **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
-
-Elite knowledge workers and operators: founders, strategists, researchers, designers, and creators whose value is in the thinking, not the implementation. Capacity-constrained not because they are disorganised, but because their standards are too high for anything that currently exists. Systems thinkers who have evaluated and rejected every tool because those tools impose their own logic and can't see across domains. If they aren't running Claude Max 20X, they aren't the right customer.
-
-### 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.
-
----
-
-## The equation
-
-Folk wisdom says if you're short on one of time, knowledge, or money, you use the other two to get it. Most systems built for productive people ignore the middle variable. They treat knowledge as a database to query, not the substrate everything else runs on.
-
-Maxy doesn't. Your business — every customer, every commitment, every process, every standard — lives in an ontological substrate. That is not marketing language for "database". It is the ground truth the system reasons against, designed to hold knowledge at a scale and complexity only AI is capable of creating and interpreting. No human can hand-model every customer relationship, every commitment, every workflow dependency at the fidelity this requires — which is why the substrate is the foundation of Maxy, not a side-effect of the application layer.
-
-The outcome: time, given back to you. Time you use to apply what you know, earn money, or simply live.
-
----
-
-## Why nothing worked
-
-Every tool you tried stored data. None of them modelled relationships. Your CRM couldn't see your calendar. Your calendar couldn't see your commitments. Your project tracker didn't know who the client was, what you'd promised them, or which tasks depended on which. Each tool was a silo pretending to be a system.
-
-Connected data alone isn't enough. What matters is an AI that can reason across all of it — surfacing insights you didn't ask for, catching commitments before they slip, and acting on the full picture of your operations without being told where to look.
-
-The implementation layer wasn't multiplying you. It was fractioning you.
-
-- Researchers who summarised instead of synthesised.
-- Coordinators who managed process without understanding context.
-- Product requirements articulated through layers of PMs and developers — time-consuming, expensive, and never the product conceived in the architect's mind.
-
-Maxy collapses that layer. One operator. The output of a team. Zero dilution.
-
----
-
-## The operating philosophy — Calibrate. Prevent. Compress.
-
-Every session, Maxy is doing three things — not as tasks to complete, but as the lens through which it approaches every interaction.
-
-1. **Calibrate what excellence means here.** Learn your standards — what good looks like in your work, your decisions, your outcomes — and hold you to them. Session 300 is more precise than session 3.
-2. **Prevent what used to go wrong.** Learn the failure patterns from before — what fell through the cracks, what kept breaking, what frustrated you. Break those patterns, not just record them.
-3. **Compress what takes months to learn.** The rhythms, instincts, and patterns that humans build only through sustained repetition — encoded from the first instance. The benefit of experience, immediately.
-
-Every capability below — the five roles, the graph, the workflows — serves this triumvirate. When in doubt about whether a feature belongs, ask whether it calibrates, prevents, or compresses. If it does none, it does not belong.
-
----
-
-## How Maxy works for you
-
-Maxy learns your preferences from conversation — never from questionnaires or onboarding forms. When you reveal something about how you like to work, Maxy stores it with a confidence score that strengthens when reinforced and fades when contradicted. You can always override: "remember this", "forget that", or simply contradict it in the moment.
-
-Your thinking sets you apart. Now the rest doesn't hold you back.
-
-### 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 precise it becomes. It learns your preferences, your pricing, your schedule patterns, your suppliers — and refines that understanding with every interaction. After a month, it knows your business. After six months, it knows patterns you haven't consciously articulated yourself — the rhythms that drive your best decisions, the early signals that predict problems. It gets sharper, not just bigger.
-
-### 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.
-
----
-
-## Five roles. One operator. Zero dilution.
-
-Every hour you spend on admin, scheduling, research, or content is an hour not spent on the work only you can do. Maxy dispatches five roles on your behalf — you never configure or manage them. Each admin role has a public-facing counterpart that can be enabled for customer-facing work. You may see activity like "Dispatching personal-assistant..." in the chat timeline when this happens.
-
-| Admin role | What it does | Public counterpart |
-|---|---|---|
-| **Project Manager** | Projects, tasks, dependencies, sessions, lifecycle | Client Onboarding — qualification, requirements, 24/7 intake |
-| **Personal Assistant** | Scheduling, admin, messaging, browser automation, briefings | Support — FAQ, knowledge base, triage |
-| **Research Assistant** | Web search, knowledge management, citations, visuals | Booking — scheduling, availability, confirmations |
-| **Content Producer** | Documents, PDFs, ingestion, image generation | Sales Enquiry — lead qualification, pricing, proposals |
-| **Coach** | Accountability, patterns, progress, reviews | Maxy — generalist, 24/7 public agent |
-
-Roles are installed during setup and listed when Maxy introduces itself. Some premium plugins add their own specialists on top (e.g. a manuscript reviewer for writer-craft, a listings specialist for Pro Real Estate). Roles installed mid-session become active from the next session.
-
-### The 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 the Personal Assistant and Project Manager working together. 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: the public Sales Enquiry agent answers immediately with your services, availability, and pricing. The meeting is 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: Content Producer generates the quote on site. Personal Assistant sends it and chases it. 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. One conversation, five roles, done.
-
----
-
-## How it works
-
-A private device on your network holds your full operational context in a seven-layer architecture, grounded in a local knowledge graph that connects every entity in your operation.
-
-### The seven layers
-
-1. **Device** — Raspberry Pi 5 or a Linux mini PC on your premises. This is the system boundary. Nothing but LLM prompts and responses crosses it.
-2. **Ontological substrate** — Neo4j graph database and vector embeddings. Not a data store bolted onto an LLM — the ground truth the entire system reasons against. Entity relationships, customer history, document knowledge, and agent memory all live here. Vector embeddings enable semantic retrieval; graph relationships enable context traversal.
-3. **Intelligence** — Claude (via the Anthropic API) handles language understanding, synthesis, and generation. Maxy handles everything else: tool routing, knowledge scoping, and workflow execution. The split is deliberate.
-4. **Plugins and capabilities** — the plugin manifest is Maxy's domain ontology. It defines which tools belong to which domain, which skills are available to which agent, and which capabilities are active. When a request arrives, the agent resolves the relevant domain and operates within that boundary — it cannot invoke a tool outside its resolved domain.
-5. **Execution** — Projects, Tasks, and Workflows. Projects are first-class graph entities, grounded in PMBOK 7th Edition and APM Body of Knowledge 5th Edition, adapted for conversational use. Dependency tracking (BLOCKS) and conflict detection (AFFECTS) are graph-native — task sequencing follows graph-defined rules, not model discretion.
-6. **Agents** — three tiers with formally separated access. Admin (owner-facing, full graph access, full tool access). Public (customer-facing, scoped to public knowledge only). Specialist sub-agents (domain-specific execution dispatched by the admin agent). Agents cannot escalate their own permissions.
-7. **Interfaces** — WhatsApp, Web Chat, Telegram, Email. All channels share the same underlying graph. A customer conversation on WhatsApp and a task created via the web interface exist in the same knowledge space. Channel is irrelevant; context is always whole.
-
-### The design principle
-
-**Deterministic where correctness matters. LLM where judgement matters.**
-
-Tool routing, data access, workflow sequencing, and capability boundaries follow formal rules. The model cannot override them. Language understanding, synthesis, and contextual response generation are handled by Claude — applied to grounded, locally-held data. This places Maxy at L2–L3 of the neurosymbolic coupling maturity model (Tuan, 2026): ontology-constrained tool discovery and knowledge-grounded reasoning, rather than the prompt-injection approach common in competing architectures.
-
-### The interface
-
-Conversation. Web chat, WhatsApp, Telegram. The same way you briefed a team, except this one retains everything, connects everything, and executes without being managed. No dashboards. No workflows to configure.
-
-Plug in the device, open your browser, set a PIN, connect your Claude account, and start talking. Fully operational within 15 minutes.
-
----
-
-## Tier
-
-### Maxy Pro
-
-The full operations layer for knowledge workers. £1,999/year. Scheduling, contacts, tasks, projects, workflows, notes, reminders, document creation and delivery, CRM, invoicing, quoting, multiple customer-facing agents, multi-admin roles, and your own branded domain via Cloudflare Tunnel. Web chat on your local network, plus WhatsApp or Telegram when you're out. Email integration for formal documents. Industry verticals extend the same architecture into domain-specific workflows.
-
----
-
-## Pricing
-
-### Maxy Pro licence
-
-£1,999/year. The full operations layer for knowledge workers. The licence covers the software, updates, and support.
-
-### Claude Max 20X (required, paid separately to Anthropic)
-
-Maxy is built on Claude Code. If you're not running Claude Max 20X ($200/mo), this product is not for you. That subscription is paid directly to Anthropic. It's not included in the Maxy licence.
-
-### Hardware (one-time)
-
-Raspberry Pi 5 (from £250) or any Linux machine with 16 GB+ RAM.
-
-### Founding 20 — £5,000 one-time, lifetime
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-Twenty seats. Lifetime Maxy subscription — no annual renewal, ever. Raspberry Pi 5 included, shipped configured and ready. Direct line to shape the product — your feedback steers the roadmap. When the twenty seats are gone, they're gone. To claim a seat, email neo@getmaxy.com.
-
----
-
-## Plugins
-
-Extend Maxy's capabilities through conversation. Plugins add domain-specific tools, knowledge, and workflows. Install by asking. No configuration files, no settings pages.
-
----
-
-## 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
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-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.
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-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 Professional Services
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-For solicitors, accountants, architects, consultants, and surveyors. Case management, regulatory workflows, client updates, billing, and project tracking. Full audit trail.
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-### Pro Trades
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-For plumbing, electrical, and building businesses. Quotes, scheduling, invoicing, and customer follow-up. Run by the tradesperson, not an office.
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-### Pro Hospitality
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-Reservations, guest communications, and staff coordination. Across every channel.
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-### Pro Logistics
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-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 is live (realagent.network). Other verticals are built in partnership with elite operators in each industry.
-
----
-
-## 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 16 GB RAM. Power and Wi-Fi, nothing else needed. From £250, pre-configured and shipped ready to go.
-
-### Bring your own device
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-Maxy runs on any Linux machine with 16 GB or more of RAM. Your own hardware or a dedicated mini PC. If you already have suitable hardware, you don't need to buy a device. Always-on when the machine is on.
-
----
-
-## Security and accountability
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-Privacy by architecture is the starting point. Three structural features back it up.
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-### Inbound message screening
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-Every inbound message — regardless of channel (web chat, WhatsApp, Telegram, email) — passes through a centralised screening gateway before reaching the agent. The gateway detects prompt injection patterns, classifies intent, assigns a safety verdict (CLEAN / SUSPICIOUS / DISCARD), and rewrites queries for retrieval. Unsafe messages on public channels are refused without agent invocation. Admin messages receive advisory screening only — flagged, never blocked.
-
-### Agent action audit trail
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-Every tool invocation by the admin agent produces a durable audit record in the knowledge graph — tool name, input, output, timestamp, and originating conversation. Records persist indefinitely and are queryable in conversation. Ask Maxy "what tools ran in the last session?" to review. This is not a debug log — it is a first-class data structure designed for accountability and operational review.
-
-### AI content provenance
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-When your public agent sends a message to someone — by email, WhatsApp, Telegram, or SMS — the platform automatically includes a brief disclosure that the content was generated by AI. Emails include an `X-AI-Generated` header and a footer line. WhatsApp and Telegram messages have a short line appended. This is transparent and cannot be turned off. Messages you write yourself (typing directly in WhatsApp) are not marked — the disclosure applies only to content composed by the AI agent.
-
----
-
-## Privacy and data sovereignty
-
-### Your data stays on your premises
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-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
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-Only LLM prompts — the messages you send to Maxy — leave the device. They are sent to Claude (Anthropic's AI) for processing under Anthropic's zero-retention API terms and are subject to Anthropic's privacy policy. Anthropic does not use your conversations to train their models.
-
-### What stays on the device
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-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. Compliance is the architecture, not a configuration option. Data subject rights are exercised through the same conversational interface used for everything else — no support tickets, no dashboards, no waiting.
-
-- **Right of access (Article 15):** ask Maxy to export all data held on a contact. The export gathers the person record, access credentials, conversation history, and emails into a single structured document that can be handed directly to the data subject.
-- **Right to erasure (Article 17):** ask Maxy to delete all data held on a contact. Maxy shows a preview of what would be removed, confirms with you, then performs a full cascade deletion across all data stores. A deletion receipt is returned listing exactly what was removed.
-
-On-premises deployment means the data controller is also the data processor — no third-party data sharing, no processor agreements to review.
-
-### Cancellation
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-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
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-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)
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-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
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-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
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-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
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-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.
-
-Your thinking sets you apart. Now the rest doesn't hold you back. 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. If there's no ethernet cable and no WiFi configured, the device creates a temporary network called **Maxy-Setup** — connect your phone to it, pick your home WiFi from the setup page, and enter the password. The temporary network disappears and your phone reconnects to your home network.
-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. Setup is resumable — if you close the browser mid-onboarding, Maxy picks up where you left off.
-
----
-
-## 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. Voice notes are supported when the input is empty — tap the microphone, speak, tap send. Voice recording requires a secure connection (HTTPS), so use your custom domain rather than the local address when recording.
-
-### 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.
-
-### Is there only one tier?
-
-One annual tier: Maxy Pro at £1,999/year. Every capability. The Founding 20 is an alternative — £5,000 one-time for lifetime access, Pi included, twenty seats only.
-
-### 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 — compliance is the architecture, not a configuration option. Data subject rights (Article 15 access, Article 17 erasure) are exercised through conversation: ask Maxy to export or delete all data held on a contact, and it does, with a confirmation gate and a deletion receipt.
-
-### 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?
-
-The core product is for knowledge workers. Each vertical extends the same architecture into an industry-specific domain: Real Estate (live at realagent.network), Professional Services, Trades, Legal & Compliance, Hospitality, and Logistics. Verticals are built in partnership with elite operators in each industry.
-
-### What's the difference between the Pi and running on my own device?
-
-The Pi is a pre-configured, silent device shipped ready to go. If you already have a Linux machine with 16 GB+ RAM, you can run Maxy on it instead. Same software, same capabilities. The Pi is the convenience choice. Your own hardware is the zero-cost choice.
-
-### 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.
-
-### 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?
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-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.
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-### How does Beagle work?
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-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.
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-### How much does Beagle cost?
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-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.
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-### Why not just call the tradespeople myself?
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-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.
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-### How is Beagle different from Bark, Checkatrade, and Rated People?
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-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.
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-### I'm a tradesperson. How does Beagle work for me?
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-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.
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-### What does it cost for providers?
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-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.
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-### How does Beagle find providers?
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-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.
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-### What if the tradesperson does a poor job?
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-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.
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-### Can I opt out as a provider?
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-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.
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-### Is Beagle available in my area?
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-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.
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-### What trades does Beagle cover?
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-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.
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-### Do I need Maxy to use Beagle?
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-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.
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-## Availability
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-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.
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-The public agents at maxy.chat and maxy.bot are live — you can talk to Maxy right now and see how it works.