Configuration Tasks
Manage General MAX Settings
Required security profile permissions: External Business Unit Edit
You can modify the maximum number of people allowed in a single call and change whether agents are able to delete commitments.
- Click the app selector
and select ACD.
-
Go to ACD Configuration > Business Units.
- Locate the business unit you want to modify and click to open it.
- In the Details tab, click Edit.
- Scroll down to the MAX section.
- If you need to change your Maximum Number of Conference Parties (including Agent), select a number from the drop-down.
- If you want to change whether your agents can delete callback commitments and whether notes are required if they can, set the Delete Commitments field to Can't Remove, Can Remove - With Notes, or Can Remove - Without Notes.
- Click Done.
Enable the Previous MAX Version
Several settings are available for administrators to determine which version of MAX agents use. The Current version corresponds with the most recent major release while Previous is the version that preceded it. If a Summer release was recently deployed, Current will be Summer and Previous will typically be Spring.
Administrators determine the default MAX version for the entire business unit High-level organizational grouping used to manage technical support, billing, and global settings for your CXone environment (either current or previous), then have the option to select individual agents to use a different version. This approach allows the administrator to default all agents to Previous, and assign selected agents to experiment with Current. After the administrator is satisfied with Current, they can update the
For the convenience of the administrator, the Set Default to Previous with Major Release setting determines if a major release will immediately impact the agents’ version of MAX. When a major release is deployed, the mappings for Previous and Current change. For example, before a major release, Current might be Summer and Previous might be Spring. With the major release, Current would be redefined as Fall and Previous becomes Summer. This setting allows the administrator to continue using the exact same MAX version after a major update by automatically moving the Previous, and assign selected agents to experiment with Current. After the administrator is satisfied with Current, they can update the

Setting |
Details |
---|---|
Default MAX Version | Determines the default version that will be applied across the |
Permit Per-Agent Versioning |
Enables agents to be assigned a version that is different from the business unit default. The most common use-case would be a |
Set Default to Previous with Major Release | Enables a |
Intriguing Mysteries, a department in the Classics subsidiary Holmes Enterprises, handles incoming reports of mysterious activities. The department has its own
Calls to Intriguing Mysteries increase in warmer weather. Holmes Enterprises does not want agent performance disrupted by new MAX features during that time. The department wants to wait to use the Spring version of MAX until after their high-volume season. That way, agents can continue to use the Fall version they already know.
The Intriguing Mysteries administrator first selects the
Enable the Previous MAX Version for Business Units
- Click the app selector
and select ACD.
-
Go to ACD Configuration > Business Units.
- Locate the business unit you want to modify and click to open it.
- In the Details tab, click Edit.
- In the MAX section, expand the Default MAX Version drop-down and select Previous.
- Click Done.
Enable the Previous MAX Version for Individual Agents
Permit Per-Agent Versioning must be enabled on in the
- Click the app selector
and select ACD.
-
Go to ACD Configuration > Business Units.
- Locate the business unit you want to modify and click to open it.
-
In the Details tab, click Edit.
-
In the MAX section, enable Permit Per-Agent Versioning.
-
In the Admin application, click Users.
-
Locate the profile of the agent you want to use the previous version of MAX and click to open it.
-
On the Contact Settings tab, click Edit.
-
In the MAX section, select Previous for the MAX Version. If you select Default, the agent's version will default to the business unit setting.
-
Click Done.
Set Up Custom Workspaces in MAX
You can use custom workspaces to display websites or applications in a pane of MAX. This eliminates the need for agents to manage multiple browser windows. You can give the link to each workspace a custom, descriptive name. Agents can toggle between the custom workspaces you configure and the existing workspaces in MAX.
Set Up Custom Workspaces by Business Unit
- Click the app selector
and select ACD.
-
Go to ACD Configuration > Business Units.
- Click business unit you want to modify to open it.
- In the Details tab, click Edit. Scroll down to the MAX Settings section and locate the Custom Workspaces (up to 3) field.
- Click Add Custom Workspace URL.
- In the Label field, enter a display name for the link that you want agents to see in MAX.
- In the URL field, enter or paste the address you want the workspace to open.
- Click the Preview button to test the URL.
Set Up Custom Workspaces by Team
-
Click the app selector
and select Admin.
-
Click Teams.
-
Click the team you want to edit to open it.
-
In the Details tab, click Edit.
-
In Custom Workspaces (up to 3), click Add Custom Workspace URL.
- In the Label field, enter a display name for the link that you want agents to see in MAX.
- In the URL field, enter or paste the address you want the workspace to open.
- Click the Preview button to test the URL.