--- title: Onboarding: Setting Up Max Assistant Memories & Blog Automation description: This article walks you through how to configure AI memories and set up Blog Automation in CountingWorks Pro to generate personalized, high-quality content. --- [Skip to content](https://help.countingworkspro.com/onboarding-setting-up-max-assistant-memories-blog-automation#main-content) English Show submenu for translations ![countingworks-pro-logo](https://help.countingworkspro.com/hs-fs/hubfs/countingworks-pro-logo.png?width=400&height=56&name=countingworks-pro-logo.png) Open main navigation Close main navigation - English Show submenu for translations - Go to countingworkspro.com Go to countingworkspro.com Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.countingworkspro.com/?hsLang=en) 2. [Getting Started with CountingWorks PRO](https://help.countingworkspro.com/getting-started-with-countingworks-pro?hsLang=en) 3. [CountingWorks PRO Onboarding Process](https://help.countingworkspro.com/getting-started-with-countingworks-pro?hsLang=en#countingworks-pro-onboarding-process) # Onboarding: Setting Up Max Assistant Memories & Blog Automation ## This article walks you through how to configure AI memories and set up Blog Automation in CountingWorks Pro to generate personalized, high-quality content.   #### **Step 1: Access Max Assistant** 1. From the left-hand menu, click **Max Assistant** This opens the AI workspace where you can: - Ask questions - Perform research - Generate content ![1-Apr-02-2026-07-18-14-7253-PM](https://help.countingworkspro.com/hs-fs/hubfs/1-Apr-02-2026-07-18-14-7253-PM.png?width=670&height=391&name=1-Apr-02-2026-07-18-14-7253-PM.png) --- #### **Step 2: Configure Predefined Memories** Predefined memories control how AI responds across the platform. 1. Click **Manage Predefined Memories** 2. Complete the following fields: - **Firm Name** - **Your Name** - **Tone of Communication** - **Credentials** (EA, CPA, etc.) - **Location (City & State)** - **Specialties / Niche Areas** 3. Add your **working hours** **![2-Apr-02-2026-07-19-05-7938-PM](https://help.countingworkspro.com/hs-fs/hubfs/2-Apr-02-2026-07-19-05-7938-PM.png?width=670&height=391&name=2-Apr-02-2026-07-19-05-7938-PM.png)** ### **Enable AI Features** - Toggle options to allow AI tools to use these memories: - AI Assistant features - “Ask Me” features --- #### **Step 3: Manage Custom Memories** Custom memories refine how AI responds based on your preferences. 1. Click **Manage Memories** Here you can: - Add custom instructions (e.g., how responses should be structured) - Edit or remove learned AI memories - Toggle memories on/off ![3-Apr-02-2026-07-19-24-0970-PM](https://help.countingworkspro.com/hs-fs/hubfs/3-Apr-02-2026-07-19-24-0970-PM.png?width=670&height=391&name=3-Apr-02-2026-07-19-24-0970-PM.png) ### **Example Use Cases** You can instruct AI to: - Include IRS citations and tax years - Provide summary tables - Flag uncertain answers as requiring verification --- #### **Step 4: Use Max Assistant Tools** Within Max Assistant, you can: - Enter prompts/questions - Upload files using the **paperclip icon** - Use built-in **templates and prompt libraries** - Record voice input (microphone icon) ![4-Apr-02-2026-07-19-46-0301-PM](https://help.countingworkspro.com/hs-fs/hubfs/4-Apr-02-2026-07-19-46-0301-PM.png?width=670&height=391&name=4-Apr-02-2026-07-19-46-0301-PM.png) You can also monitor your **monthly token usage** in the top-right corner. --- #### **Step 5: Access Blog Automation** 1. From the main menu, click **Blog Posts** 2. Select your **website** 3. Click **Blog Automation** **![5-Apr-02-2026-07-20-12-2038-PM](https://help.countingworkspro.com/hs-fs/hubfs/5-Apr-02-2026-07-20-12-2038-PM.png?width=670&height=391&name=5-Apr-02-2026-07-20-12-2038-PM.png)** --- #### **Step 6: Configure Blog Settings** 1. Click **Settings** 2. Configure options such as: - Enable **audio version** of blogs - Select **blog categories** 3. Click **Save** **![6-Apr-02-2026-07-21-03-5389-PM](https://help.countingworkspro.com/hs-fs/hubfs/6-Apr-02-2026-07-21-03-5389-PM.png?width=670&height=391&name=6-Apr-02-2026-07-21-03-5389-PM.png)** --- #### **Step 7: Enable Blog Automation** 1. Turn **Automation ON** 2. (Optional) Enable or disable **Review Before Publishing** **![7-4](https://help.countingworkspro.com/hs-fs/hubfs/7-4.png?width=670&height=391&name=7-4.png)** --- #### **Step 8: Customize Blog Content** Under customization settings: 1. Add or confirm: - Your **name and credentials** - **Specialties and niche focus areas** 2. Select: - Blog **categories and tags** - Preferred **writing style** 3. (Optional) Add a **Call-To-Action (CTA)** **![8-4](https://help.countingworkspro.com/hs-fs/hubfs/8-4.png?width=670&height=391&name=8-4.png)** --- #### **Step 9: Connect Social Media (Optional)** You can automatically share blog posts to: - Facebook - Twitter (X) - LinkedIn - Google Business Profile 1. Click **Add Social Media** 2. Connect or select existing integrations ![9-4](https://help.countingworkspro.com/hs-fs/hubfs/9-4.png?width=670&height=391&name=9-4.png) --- #### **Step 10: Add Niche Focus Areas** 1. Click to add **Niche Focus Areas** 2. Define topics you want blogs to target This helps generate highly relevant, personalized content. ![10-4](https://help.countingworkspro.com/hs-fs/hubfs/10-4.png?width=670&height=391&name=10-4.png) --- #### **How It Works** - AI uses your **predefined memories** as the highest priority - Then applies **custom memories and preferences** - Blog Automation generates content based on: - Your specialties - Selected topics - Personalization settings --- #### **Notes** - Predefined memories override other settings - Custom memories refine AI responses further - Unique, personalized content improves visibility in AI-driven search results - Token usage resets monthly based on your billing cycle --- #### **Need Help?** - Email: help@countingworkspro.com - Live Chat: Available on the CountingWorks Pro website (bottom-right corner) - Phone: 1-800-442-2477 --- Proper setup ensures your AI tools generate accurate, personalized responses and high-quality blog content aligned with your firm’s expertise. - 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