Questions about Maxley, answered.

Context is as important as Maxley’s Maximo skills. Context awareness means the agent can use Maximo record data, screens, filters, memory, prior chat session hisotry, the user’s Maximo profile and security, and your terminology and document libraries when answering questions or performing tasks.

Maxley can support users in all functional areas such as Maintenance, Inventory, Supply Chain, Management, and more. Maxley also serves as a Maximo consultant, trainer, and developer. These are not separate products. They are different ways Maxley responds based on the request or job being done.

Maxley can use context such as the user’s current application, filters, and selected records, as well as other settings in their user-session such as default insert site and their security profile. Maxley also know the user’s default area of interest.

This is an optional setting the user can define in their Maxley chat window to set a default area of interest, for times when their context (such as selected records) or their question doesn’t make this clear to Maxley. For example, a user who is usually interested work orders for the Mechanical Department (person group) in a certain Site can specify this.

Yes. Maxley can use the user’s current application, current filter, selected records, and job-area context so answers reflect what the user is already looking at.

Yes. Maxley can use your terminology, abbreviations, naming conventions, shorthand, internal terms, process definitions, and organization-specific language.

The lexicon is where customer-specific terms, abbreviations, naming conventions, internal phrases, and process definitions can be added so Maxley understands how your organization talks about Maximo, assets, work, vendors, procedures, and operations.

The document library can include SOPs, PDFs, manuals, guides, procedures, policies, screenshots, reference documents, and other material that does not already live inside Maximo but should affect how Maxley answers.

Yes, Maxley can search documents attached to records the user has rights to, such as Work Orders, Assets, Job Plans, Items, and others. Maxley can also search organization-level documents you add to the Maxley Library application in Maximo, such as company policy documents, training materials, etc.

Macros are repeatable sets of instructions for the AI agent. Maxley comes with many curated Macros and you can add your own to standardize common requests, especially those that may benefit from multi-step or more complex instructions. Macros also allow for one-click execution by users. Examples include finding duplicate WO/SR records, predicting next asset failure, suggesting failure codes, finding alternate parts, analyzing vendor quotes, finding available labor, running inventory demand analysis, and dozens more.

Teams can prototype prompts and workflows directly in the chat box. Once the response works well, the prompt can be converted into a repeatable macro in the Maxley Macros application in Maximo.

Yes. Macros can be built as multi-step workflows for more complicated tasks that need to gather context, run analysis, compare options, summarize results, or produce a specific output.

Yes. Macros can be scheduled when a process needs to run on a recurring basis, or they can be event-driven so they fire when events occur in Maximo.

Yes. Maxley supports a standard model and a premium or deep-thinking model. Currently these are from the Anthropic Claude family.

Yes. Users can be limited to standard models, granted premium model access, given deep thinking mode, or allowed to use specific macros that rely on stronger models behind the scenes.

Deep thinking mode is intended for harder tasks that may require stronger reasoning, deeper analysis, more careful comparison, complex technical work, planning, or decision support.

Yes. A team can allow specific macros to use stronger models without giving every user broad access to premium models or deep thinking mode.

Yes, Maxley can support different access for users. Maxley uses new Maximo Security Groups to control most access.

Yes, Maxley remembers all prior conversations for each user and can reference those when supporting that user. If a user is in the Maxley Admin Security Group they can ask Maxley about other user’s conversations also. This can be helpful to identify opportunities for improving AI usage and finding common trends that may indicate a problem.

Maxley is typically granted read-only access in Maximo Production with a couple of limited exceptions. The data a user can access through Maxley is based on an intersecton of the rights you give to the Maxley agent and the user’s security profile.

Maxley is typically granted read-only access in Maximo Production but you can enable specific, controlled updates that you want Maxley to be able to make in Production. Maxley can never directly update data though. To make updates, he can call a pseudo-API you create using an automation script using instructions we provide.

You’ll want to grant update rights to Maxley in your Maximo Test/Dev environment though so that you can use Maxley for Developer tasks like creating BIRT reports and automation scripts.

Your Maximo Admin will install a “Customization Archive”, which is the supported method for adding extensions to MAS. We’ve developed many class file-based extensions for Maximo over the years and the Maxley add-on is especially lightweight in that it does not extend any existing Maximo classes; it only adds to MAS in order to expose the chat widget for users.

MaxStack then provisions your dedicated agent gateway instances, one for each of your Maximo environments.

Nothing has to be set up, you can begin using Maxley immediately after you assign users to the new Maxley Security Group. Optionally, you can use new Maximo applications to provide any custom terminology or conventions and add org-level documents that you want the agent to have available that aren’t already attached documents.

No. Maxley’s core capabilities are available right away. Setup is more focused on adding any custom terms you use, creating macros, adding document/library content, and managing model access.

No. Maxley isn’t related to our MAS hosting service. You can install Maxley in any MAS environment as a simple Customization Archive.

Yes. Teams can start with conversational use and use the provided AI Macros that come with Maxley. Custom macros can be added later as teams discover repeatable tasks worth automating.

Start with tasks users repeat often, tasks that require many steps, or prompts where Maxley consistently produces a useful response in chat. Those are good candidates to convert into repeatable macros.