Overview
Max effort is a behavior-level capability that raises the reasoning precision of your AI Agents. Instead of single-shot execution, the agent follows an advanced cognitive loop: it plans, searches for specific context, reviews its own analysis, and runs targeted sub-searches as many times as needed before acting. It is the capability to reach for when a behavior needs to interpret long documents and cross-reference information before making a decision.
What's new?
- Iterative document reasoning: an intelligent loop that performs semantic searches, inspects targeted pages, and interprets visual contexts such as charts, signatures, and scanned tables.
- Per-behavior isolation: turn Max effort on or off for each individual behavior, without changing the standard tasks in the same agent. Configure it under AI Agents > select or create an Agent > Behaviors tab > find your behavior > Effort: Max.
- Proven validation: tested and optimized for high-complexity Finance and Insurance workflows.
How does this help?
- Precision on complex cases: the agent is built to review 30+ page contracts, invoices, and reports without losing detail in the volume.
- Cross-document reconciliation: the agent cross-references values, terms, and clauses across multiple documents attached to the same card, instead of reviewing each one in isolation.
- Reliable multi-factor logic: the agent executes interconnected criteria, custom calculations, discounts, and strict compliance rules consistently.
- Visual content reading: the agent interprets charts, signatures, and scanned tables, widening what it can handle without manual review.
Use cases
1. An Expense Report Evaluator agent, in the reimbursement review phase. With Max effort enabled on that behavior, the agent receives a 40-page report with scanned receipts attached. It runs targeted searches by expense category (travel, lodging, meals), cross-references each amount against the reimbursement policy, and flags items above the per-category limit. The reimbursement is approved or sent back for adjustment without landing on the finance team's desk for a line-by-line check.
2. A Claims Analysis agent, at an insurer, during policy triage. The agent reads the policy, the assessment report, and the incident proof attached to the card and cross-references the coverage clauses with the reported event. It identifies whether the claim is covered, the applicable deductible, and any relevant exclusions, delivering a structured opinion without the analyst having to open the three documents manually.
3. A Contract Review agent, in the legal validation phase. When it receives a 30+ page contract along with the approved commercial proposal, the agent cross-references deadlines, values, and payment terms across both documents. Discrepancies between what was negotiated and what appears in the draft are flagged with the exact page and clause, which keeps the contract from moving to signature with inconsistent terms.
4. An Invoice Validation agent, in accounts payable. The agent receives the invoice, the purchase order, and the delivery receipt. It reconciles quantities, unit values, and applied discounts across the three documents and applies the defined tolerance rule. Invoices within tolerance move to payment; discrepancies stop in the phase with the specific reason logged, without relying on a manual spreadsheet check.
Most relevant for
- Finance teams
- Insurance Operations teams
- Pipe Admins
- AI Agent Builders
Documentação
For more details, consult the article in the Help Center.
Plans and availability
Max effort is in Beta and is being released gradually for configuration by Pipe Admins. During the Beta, multi-step billing is not applied: the cost is the same as a regular behavior. Once Max effort leaves Beta, each cycle of the reasoning loop will count toward billing. When Max effort is enabled, the behavior uses the native Pipefy AI Pro model; BYOM keys are ignored for that behavior to guarantee execution, without affecting the agent's other tasks.
