Onboarding legal readiness

Public self-serve registration is visible on DEV. This page gives the new-customer onboarding flow a visible legal checkpoint without changing customer data.

Before PROD onboarding for paying customers, users should see the accepted Terms, Privacy Policy, AI Disclaimer, Acceptable Use Policy, support route, data deletion route and billing/credit rules.

Workspace owners should confirm they have permission to add users, connect third-party services, upload knowledge-base data and process customer conversations in Max AI.

Onboarding should explain that AI output needs human review and that connected automations remain the responsibility of the workspace owner.

Before paid onboarding, Max AI should record who accepted the final policies, for which workspace, at what time, from which signup or checkout surface, and which policy versions were accepted.

Workspace owners should confirm business-use scope, connected-service permissions, end-user notice responsibility, AI-review responsibility and billing/credit rules.

A new paying workspace owner should understand plan limits, AI-credit allowance, overage position, invoice route, cancellation route, refund route and support expectations before activating live billing.

If Max AI stays B2B-first, onboarding should ask the workspace owner to confirm business authority and buyer details before payment or immediately after signup.

If a workspace uses Max AI in a public widget or connected channel, onboarding should remind the owner to provide appropriate notices to end users.

High-impact, regulated or automated decision use should stay disabled unless separately reviewed and approved.