First-Time Tutorial
Your dedicated AI employee is ready. No technical skills are required — collaborate with it like a new colleague.
3 Steps to Get Started
Choose a Role — tell the AI what job it is responsible for
Describe Your Task — hand it the work you need completed
Review Results — refine and iterate when needed
Step 1: Choose Your AI Employee's Role
Choose roles based on your actual needs. You can select more than one role, and your AI employee will adjust its working style accordingly.
Role Guide
| Role | Description | Best For |
|---|---|---|
| Product / Dev | PRDs, code, and technical documentation | Product managers, developers, and tech leads |
| Operations | Data analysis, process optimization, and reports | Operations managers, COOs, and analysts |
| Finance | Financial analysis, budgeting, and cost accounting | Finance teams, CFOs, and founders |
| Content / Marketing | Copywriting, social media, SEO, and research | Marketers, creators, and brand teams |
| Customer Support | Customer replies, FAQs, and ticket handling | Support leads, founders, and communities |
| QA / Quality | Test cases, defect analysis, and quality reports | QA engineers and QA leads |
| Security / Audit | Code audits, compliance checks, and risk assessment | Security and compliance teams |
| Admin / Assistant | Scheduling, meeting notes, and information management | Administrators, founders, and executives |
| HR / Recruiting | Resume screening, job descriptions, and scheduling | HR and recruiting teams |
| Sales | Client research, proposals, and follow-up emails | Sales teams, BDs, and founders |
Not sure what to choose? Describe your actual problem. OpenMax will clarify your needs, break down the work, and guide you step by step.
Example Problems
I have a pile of customer feedback that I have not organized.
My manager needs a competitive analysis report next week.
We need to hire three people and cannot keep up with the resumes.
I need to prepare a financial report for investors this month.
Step 2: Understand What OpenMax Can Do for You
Product / Dev
Product / Dev Tasks
| What OpenMax Can Do | What You Provide |
|---|---|
| PRD writing; technical design; code development; code review; MVP building; API documentation | Product requirements, user context, existing code, and technical preferences |
Operations
Operations Tasks
| What OpenMax Can Do | What You Provide |
|---|---|
| Data analysis; automated reports; process optimization; user behavior analysis; competitor monitoring; KPI dashboards | Data files, business goals, current processes, and metric definitions |
Finance
Finance Tasks
| What OpenMax Can Do | What You Provide |
|---|---|
| Financial analysis; budgets; cost accounting; investor reports; expense audits; cash-flow forecasts | Financial reports, historical data, policies, and business plans |
Content / Marketing
Content / Marketing Tasks
| What OpenMax Can Do | What You Provide |
|---|---|
| Social copy; SEO; competitor reports; email campaigns; brand copy; content calendars | Product details, audience, brand guidelines, channels, and campaign goals |
Customer Support
Customer Support Tasks
| What OpenMax Can Do | What You Provide |
|---|---|
| FAQ knowledge bases; reply templates; ticket classification; satisfaction analysis; multilingual support | Support records, product documents, brand voice, and customer data |
QA / Quality
QA / Quality Tasks
| What OpenMax Can Do | What You Provide |
|---|---|
| Test cases; bug analysis; automated tests; quality reports; regression plans; performance tests | PRDs, logs, test scenarios, architecture, and performance requirements |
Security / Audit
Security / Audit Tasks
| What OpenMax Can Do | What You Provide |
|---|---|
| Security audits; compliance checks; risk assessments; security policies | Code, system architecture, business processes, and regulations |
Admin / Assistant
Admin / Assistant Tasks
| What OpenMax Can Do | What You Provide |
|---|---|
| Calendar management; meeting notes; file organization; travel arrangements | Calendars, recordings, raw documents, preferences, and budgets |
HR / Recruiting
HR / Recruiting Tasks
| What OpenMax Can Do | What You Provide |
|---|---|
| Resume screening; JD writing; interview scheduling; onboarding plans | Role requirements, resumes, calendars, and company policies |
Sales
Sales Tasks
| What OpenMax Can Do | What You Provide |
|---|---|
| Client research; proposals; follow-ups; lead enrichment; quotes; CRM updates | Client names, meeting notes, pricing, target criteria, and CRM access |
Step 3: Describe a Task and Review Results
Explain the goal, audience, deadline, and any constraints.
Attach relevant files, examples, links, or source data.
Answer clarification questions before the AI employee begins.
Review the result and request precise revisions when needed.
Ask OpenMax to remember reusable preferences, rules, and workflows.
Clear context produces better results. Explain the outcome you need rather than prescribing every implementation step.