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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

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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

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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

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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)

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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

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Step 6: Configure Blog Settings

  1. Click Settings
  2. Configure options such as:
    • Enable audio version of blogs
    • Select blog categories
  3. Click Save

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Step 7: Enable Blog Automation

  1. Turn Automation ON
  2. (Optional) Enable or disable Review Before Publishing

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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)

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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

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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.

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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.