Max is an intelligent data assistant designed to simplify how users interact with data, providing powerful capabilities for exploring, analyzing, and gaining insights from various data sources. With Max, both technical and non-technical users can leverage natural language processing (NLP) to query datasets, build custom assistants, and integrate seamlessly with different data environments. Max is adaptable across industries and use cases, offering flexibility, ease of use, and powerful integrations with existing data workflows.

This document provides an overview of Max’s core features, capabilities, and how it fits into your organization’s data strategy.

Core Features

Assistants

Assistants are the primary interface for interacting with data in Max. They can be customized to perform a wide range of tasks, from answering questions about datasets to automating specific business workflows.

Customizable: Developers can build or modify assistants to suit business needs.
Sharing and Collaboration: Assistants can be shared with individual users or groups with two levels of access:
- Owners: Can modify the assistant.
- Users: Can interact with the assistant in a chat interface but cannot modify its configuration.

Assistants can be easily duplicated, imported, and exported, allowing users to manage versions and migrate between development, staging, and production environments.

Connections and Datasets

Max connects to a variety of databases and file-based data sources, enabling users to interact with their data in real-time. Supported connectors include:

Snowflake
Redshift
BigQuery
Databricks
PostgreSQL
Microsoft Azure

Each Connection can contain multiple Datasets, which act as a semantic layer. The Datasets describe the data in a way that Max’s language models can understand, allowing users to ask natural language questions and receive intelligent responses without needing to know SQL or other query languages.

SQL Explorer: For more advanced users, Max includes a SQL Explorer tool that allows direct SQL querying against a connection. Users can also select a dataset and ask questions in natural language, with the ability to modify SQL queries or refine natural language prompts.

Natural Language Processing (NLP)

Max uses NLP to allow non-technical users to interact with data simply by asking questions in natural language. Max translates these queries into SQL and retrieves the relevant information, providing results without the need for complex data querying.

For users familiar with SQL or wanting more control, Max also provides ways to manually adjust the generated SQL queries or modify the prompts sent to its language model.

Version Control and Rollback

Max offers robust versioning features across assistants and datasets. When making significant updates, users can easily save versions, ensuring that they can revert to previous states if needed.

Versioning for Assistants: Users can save the current state of an assistant, make changes, and, if necessary, roll back to an earlier version for safety and flexibility.
Import and Export: Users can export an assistant for migration to other environments, and the Import Into Assistant feature allows for controlled updates to existing assistants by importing specific versions of another assistant.

Developer-Friendly Integration

Max integrates seamlessly with your organization’s existing tools and workflows. It includes an SDK and API, allowing developers to perform advanced actions, such as querying connections, retrieving metadata, or building integrations with other systems.

Get Connection UUID: Developers can easily retrieve the UUID of a connection to use in the SDK or API for tasks like executing SQL queries programmatically.

Typical Use Cases

Data Exploration and Analysis

Max allows users to explore large datasets using natural language or SQL, enabling faster decision-making and deeper insights into business data.

Automating Reporting

With customizable assistants, Max can generate regular reports, analyze key metrics, and answer questions about business performance, all within a conversational interface.

Collaborative Data Workflows

Max supports sharing of connections, datasets, and assistants, enabling teams to collaborate more efficiently. Developers can build complex workflows while business users interact with data in a simplified, user-friendly interface.

Seamless Environment Management

Max allows users to manage assistants across multiple environments (development, staging, production), ensuring smooth transitions from testing to deployment with features like import/export and version control.

Security and Governance

Max takes data security seriously, offering encrypted connections and role-based access control (RBAC) to ensure that only authorized users can interact with sensitive data and perform specific actions. All data access and modifications are logged for auditability.

Data Sharing: For assistants and connections, data sharing is controlled through ownership levels, ensuring that sensitive information is protected while still allowing for necessary collaboration.

Conclusion

Max empowers users across all technical levels to interact with data, leveraging a combination of natural language queries, customizable assistants, and direct SQL access for developers. With built-in version control, security, and seamless integration with various data sources, Max provides an intuitive, flexible, and secure environment for data exploration and analysis.

For further details, browse through the specific articles in this knowledge base or contact our support team for assistance.