Invoice Printing Agent
Customer information, invoice items, tax calculation, and PDF printing; suitable for invoicing and printing scenarios.
MaxAI AI Agent Platform User Guide
MaxAI AI Agent Platform User Guide
This page helps general users quickly understand how to choose products, try the Free version, subscribe to the Pro / EE version, enter the corresponding AI agent after successful payment, and learn the purpose and usage of buttons on each operation page of the four AI agent products.
01
General user workflow
Users enter “Smart Products” from the homepage or menu, choose Free, Pro, or EE, and then follow the system prompts to use or subscribe.
Open the website
Enter the MaxAI platform homepage.
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Choose a product
Click the “Smart Products” menu.
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Choose a version
Choose Free, Pro, or EE.
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Sign in / Register
Existing users sign in; new users register first.
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Stripe payment
Pro / EE enters secure payment.
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Enter the AI agent
After successful payment, permissions are enabled automatically.
Free version
Suitable for trying product features first. Usually, users can directly enter the corresponding Free page.
Pro / EE version
After choosing monthly, quarterly, semiannual, or annual payment, the system enters Stripe Checkout for subscription payment.
Payment successful
The system returns to the success page, displays the “Enter Product” button, and enables permissions for the selected product and version.
02
Three AI agent product entries
The original section title is kept unchanged. The current system has been upgraded from 3 products to 4 products. Users only need to click buttons on the “Smart Products” page to enter.
Note: The original first product, “Invoice Printing and Receipt Management Agent,” has been split into “Invoice Printing Agent (p1)” and “Receipt Management Agent (p4).”
Object Recognition and Counting Agent
Photo upload, AI recognition and counting, item splitting, and explanatory information such as usage and reference price.
Multilingual Voice Chat Agent
Voice recognition, automatic translation, translated speech playback, multilingual communication, and record archiving.
Receipt Management Agent
Receipt recognition, structured data, search and statistics, record maintenance, enterprise approval, and export.
03
Plan selection guide
Users can choose a version according to their usage scenario. Free is for trial, Pro is suitable for individuals and small teams, and EE is suitable for enterprise multi-user management.
Free trial version
- Suitable for first-time product experience.
- Feature count, usage count, or saving capability is usually limited.
- Suitable for checking AI recognition, translation, and counting results.
Pro professional version
- Suitable for individuals, small businesses, and small teams.
- Supports more complete recognition, saving, search, and statistics.
- Activated through a Stripe subscription.
EE enterprise version
- Suitable for enterprises, departments, and multi-person collaboration.
- Supports batch processing, permissions, approval, export, or archiving.
- Activated through a Stripe subscription.
04
Product operation guide
This section shows the main operation pages for the Invoice Printing Agent, Receipt Management Agent, Object Recognition & Counting Agent, and Multilingual Voice Chat Agent. Each page has a diagram, and button functions are explained one by one by number.
04-1 Invoice Printing Agent (p1)
04-2 Receipt Management Agent (p4)
04-3 Object Recognition & Counting Agent (p2)
04-4 Multilingual Voice Chat Agent (p3)
04-1
Invoice Printing Agent (p1)
Core functions: create customer profiles, enter invoice items, automatically summarize taxes, and generate and print commonly used Canadian invoice PDFs.
Page 1: Product homepage / Index
Applicable versions: Train / Pro / EEInvoice Printing Agent
1. Customer information
2. Invoice items
3. PDF printing
- ① Common Canadian invoice PDF printing:Click to enter the official invoice page and start entering customer information, products/services, taxes, and printable content.
Page 2: Invoice printing page / InvoicePrint
Applicable versions: Train / Pro / EECustomer phone, billing name, email, and other customer information
Recipient name, address, contact information, and other shipping information
Invoice item detail table: description, quantity, unit price, tax rate, line total
- ① Search:Search existing customers by customer phone or history to quickly load information.
- ② New customer:Clear current customer information and prepare to enter a new billing customer and shipping information.
- ③ Confirm customer:Confirm the current customer information and continue to item entry and invoicing.
- ④ Add item:Add a new product or service line and enter description, quantity, pre-tax unit price, tax rate, and other details.
- ⑤ Delete:Delete the currently selected invoice item row.
- ⑥ Edit:Correct entered invoice data, shipping information, or item details.
- ⑦ Print invoice:Generate and output the invoice PDF, and save the invoice header and detail records.
04-2
Receipt Management Agent (p4)
Core functions: after taking or uploading a receipt photo, AI recognition generates structured receipt data, supports search/statistics and record maintenance, and adds enterprise approval and export in the EE version.
Page 1: Product homepage / Index
Applicable versions: Train / Pro / EE (the EE version has two additional enterprise buttons)Receipt image preview / take photo and select image / batch select images
Receipt number / merchant / date / item
Subtotal / tax / total / currency / payment method
Category / tag / department / customer / supplier / status / notes
- ① AI recognize and save:Recognize the current receipt image and save the result directly into receipt records.
- ② Clear form:Clear the current recognition result and manually entered content, then restart with a new receipt.
- ③ Batch recognize and save:The EE version can process multiple images at once, suitable for enterprise batch archiving.
- ④ Save changes:After recognition, save corrections to receipt number, amount, customer, notes, and other fields.
- ⑤ Delete current record:Delete the currently loaded or recognized receipt record.
- ⑥ Search and statistics:View records and basic statistics by time, amount, keyword, and other conditions.
- ⑦ Export CSV:Export current records or search results for financial or management analysis.
- ⑧ Statistics search:Enter the statistics search page to view more complete search and printing results.
- ⑨ Record maintenance:Enter the receipt management page to edit, save, and delete different data tables.
- ⑩ Enterprise search and statistics:Enterprise-level search entry for the EE version, used for centralized statistics across departments and statuses.
- ⑪ Enterprise management center:EE approval and centralized management entry, used to process receipts pending review.
Page 2: Receipt recognition page / Bills
Applicable versions: Train / Pro / EECamera preview / photo area
- ① Open camera:Call the device camera and prepare to capture receipt images in real time.
- ② Take photo:Capture the current receipt view and send the photo to the recognition process.
- ③ Receipt recognition:Run AI extraction on the captured result to recognize receipt number, merchant, date, amount, and other fields.
Page 3: Statistics search page / SearchSt
Applicable versions: Train / Pro / EEStatistics results / search results list
- ① Search:Search receipts, customers, phone numbers, invoice numbers, and related records by search term.
- ② Print:Print the current query results using the page format.
- ③ Return to product homepage:Return to the Receipt Management homepage to continue recognition, entry, or export.
- ④ Reset:Clear the current search conditions and restore the initial state.
Page 4: Record maintenance page / TicketManagement
Applicable versions: Train / Pro / EE
BillsTbCustomersTbInvoiceTbInvoiceItemsInvoiceUserProfiles
Multi-table data editing area: receipts, customers, invoices, details, user profiles
- ① Search:Search for a specified record in the current data table.
- ② Edit:Switch to editable mode and modify the current row.
- ③ Save:Save the current edited content to the database.
- ④ Cancel:Discard current unsaved changes.
- ⑤ Delete:Delete selected records, used for clearing incorrect data.
- ⑥ Statistics search:Quickly jump to the statistics search page.
- ⑦ Return to product homepage:Leave the maintenance page and return to the Receipt Management homepage.
Page 5: Enterprise management center / EnterpriseDashboard
Applicable version only: EEPending approval receipt list / department statistics / status overview
Approval notes input box
- ① Approve:Approve the selected receipt record, suitable for enterprise reimbursement or review workflows.
- ② Reject:Mark a problematic record as rejected or invalid and move it into the exception process.
- ③ Export CSV:Export approval results or enterprise receipt lists for financial summary and archiving.
04-3
Object Recognition & Counting Agent (p2)
Core functions: recognize objects after taking or uploading an image, count quantities, and provide object information, recognition summary, and record search. The EE version adds enterprise batch recognition.
Page 1: Product homepage / Index
Applicable versions: Train / Pro / EEObject image preview / photo upload area
Object information: name, category, quantity, unit
Recognition summary: total count, confidence, split images
Record search: start time, end time, recent records, display language
- ① Open camera / select image:Open the device camera, or select an object image from local storage for recognition.
- ② Take photo:Use the camera to take an instant photo of on-site objects and quickly enter the recognition process.
- ③ Recognize objects:Call AI to recognize, classify, and count objects in the image.
- ④ Search records:View historical recognition records and filter by time range.
- ⑤ Recent records:Quickly display the latest or recent recognition results.
- ⑥ Start batch recognition:EE enterprise feature for processing multiple images or object data from multiple locations at once.
04-4
Multilingual Voice Chat Agent (p3)
Core functions: voice recognition, instant translation, translated speech playback, and voicemail upload. The EE version adds customer records, departments, scenarios, archiving, and export.
Page 1: Product homepage / Index
Applicable versions: Train / Pro / EESpoken language
Translation language
Customer name / department / service scenario (EE)
Original transcript / translation result / conversation history display area
- ① Hold to record:Hold to start recording. Release after speaking, and the system automatically performs speech recognition and translation.
- ② Read latest translation aloud:Play the latest translation result as speech for face-to-face communication.
- ③ Upload voicemail:Upload a phone recording or voice message for recognition and translation by the system.
- ④ Save latest record:Save the current conversation content as a history record.
- ⑤ View archive:The EE version can view historical conversation archives for customer service, hotel, front desk, and community service tracking.
- ⑥ Export CSV:The EE version exports conversation records for statistics, reports, and archiving.
05
Common issue handling
If users encounter problems, they can first check the following methods.
Cannot open payment page
Please confirm that you are signed in and that the selected plan has a configured Stripe Price ID.
Did not enter the product after payment
First return to the “Smart Products” page and click the corresponding product again. If it still does not work, contact the administrator to check subscription records.
Phone cannot take photos or record audio
Please allow the browser to access the camera and microphone. It is recommended to use the latest version of Chrome, Edge, or Safari.
Recognition result is inaccurate
Please retake a clear image, keep enough light, and make sure the receipt or object appears as completely as possible in the image.
Recommended operation route
New users are advised to enter Smart Products → Free version to experience the core functions first. After confirming the effect, choose the Pro or EE version to complete the subscription. Enterprise users are advised to choose EE directly for future expansion of multi-user, department, approval, export, and archive functions.
Start using now