# Mastering Your Digital Twin: A Business Guide to Our AI Platform for Coaches, Consultants & Creators Date: Tue Feb 24 2026 Summary: Discover how coaches, consultants, and creators leverage our AI platform to build, customize, and monetize powerful digital assistants. Scale your expertise, generate passive income, and amplify your reach with advanced features like GEO. # Mastering Your Digital Twin: A Business Guide to Our AI Platform for Coaches, Consultants & Creators In today's fast-evolving digital landscape, coaches, consultants, and creators face a constant challenge: how to scale their invaluable expertise, engage a broader audience, and generate consistent revenue without sacrificing personal time. The answer lies in intelligent automation and strategic monetization. Our AI platform is specifically engineered to empower you, transforming your knowledge into a dynamic, 24/7 AI assistant—your digital twin—that works tirelessly to serve your audience and grow your business. This guide isn't just a manual; it's a strategic roadmap designed to illustrate the immense benefits, practical use cases, and tangible rewards of leveraging our platform. We'll show you how to build, customize, and monetize your AI assets, driving leads and revenue while future-proofing your business in the age of generative AI. ## The Power of Your AI Assistant: Building & Customizing Your Digital Twin Imagine having an infinitely patient, knowledgeable, and always-available assistant ready to answer questions, provide guidance, and even close sales on your behalf. Our platform makes this a reality, offering you complete control over your AI's 'brain' and personality. ### Crafting Your AI: From Concept to Chat Page Getting started is intuitive, designed for the expert, not the engineer. You can create your AI chat pages, which are essentially live interfaces where your audience interacts with your AI, in minutes. * **Effortless Creation:** Navigate to "My Chat Pages" (`https://clarity.maximavalue.com/my-chat-pages`). Here, you have two primary options: * **Create with AI Wizard:** Ideal for those who prefer a guided, conversational setup. The wizard walks you through selecting an AI persona (Phase 1), gathering specific configuration details (Phase 2), and then automatically creating your chat page with a custom link (Phase 3). It even saves your progress, allowing you to return and pick up where you left off. From the success pop-up, you can directly access the "Advanced Setup" in the editor for further customization. * **Create New Page:** For those who prefer a blank canvas and direct control, this option allows you to build from the ground up. * **Scalability at Your Fingertips:** Your subscription plan dictates your page limit—Observer (1 page), Member (10 pages), and Steward (100 pages). This tiered approach ensures you can scale your digital presence as your business grows. ### Deep Dive into the Chat Page Editor: Your AI's Command Center Once you've initiated a new page or clicked 'Edit' on an existing one from "My Chat Pages," you'll enter the "Chat Page Editor." This is where you bring your AI to life, molding its expertise, brand, and monetization strategy. * **AI Persona Selection:** This crucial step defines your AI's core character. As you select, you'll see the "Persona Credit Cost per Message," which directly impacts your internal costs and profitability calculations. * **General Settings & Branding:** Define your AI's identity with an "AI Chat Page Title," "Description," "Greeting Message," and for Steward plans, a "Custom Link." Infuse your brand identity by setting a "Brand Color" and, for Member+ plans, uploading a "Featured Image" or even a "Logo" for Steward+ plans, allowing you to "Remove Branding" for a fully white-labeled experience. * **Promotion & GEO (Generative Engine Optimization):** This is where you ensure your AI is discoverable by the new generation of AI search engines. * **Unlock AI Discoverability:** Toggle "Enable AI-Discoverable Promo Page" to ON. This is critical for coaches and consultants looking to capture leads from platforms like ChatGPT, Gemini, and Perplexity. * **The GEO Strategy Builder:** This tool, unlocked with a Member plan, injects a hidden layer of structured HTML into your chat page. While humans see a beautiful chat interface, AI bots see a data-rich file that tells them precisely who created your AI, what problem it solves, its pricing, and why it's credible. This feature effectively acts as a 'Verified Badge' for AI, making your asset visible to algorithms driving modern search. * **Reward of Action:** Without GEO, your AI asset is invisible to the algorithms driving modern search. By enabling it, you provide the structured data required to be a candidate for recommendation, expanding your reach to the biggest traffic source in the world. * **Reward of Inaction:** Remaining invisible to AI search means missing out on potential customers actively seeking solutions through these new channels. ### Training Your AI: The Knowledge Base - Your Expertise, Secured Your credibility is your business. This platform acts as a "glass box" where you have 100% control over your AI's knowledge base and responses. Your intellectual property is stored in its own secure, sandboxed container and is NEVER used to train our central models or anyone else's bot. * **Core Documents:** Upload text-heavy files (PDFs, Word docs, spreadsheets) that contain the essential facts, policies, and data you want your AI to 'learn' deeply. This is perfect for employee handbooks, pricing lists, or course materials. The AI reads every word for high-accuracy answers. * **Supplementary Media:** This gallery is for visual and audio content (videos, images, audio testimonials). The AI doesn't 'watch' or 'listen' in real-time. Instead, you provide a short text description, and the AI will recommend the relevant link if a user's question matches your description. * **Storage Tiers:** Observer plans have a 30MB shared limit. Members (300MB) and Stewards (2GB) get significantly higher limits for Core Documents, and importantly, their Media Gallery (images, video, audio) storage is **unlimited**, allowing for rich media content without quota worries. * **Benefit: Complete Control & IP Security:** You control the 'brain' – your AI only knows what you teach it. You set the 'Rules and Personality' with disclaimers and specific topic prohibitions. Plus, you can review all conversations in your "Visitor Logs" to refine answers, making your AI smarter and safer daily. ## Monetization & Growth: Turning Expertise into Revenue The real power of our platform lies in its robust monetization capabilities, transforming casual browsers into paying customers and establishing new, scalable revenue streams for your business. This isn't a replacement for your high-ticket offerings; it's a powerful tool to monetize the 99% of your audience who browse but never buy. ### Subscription Models: Predictable Recurring Revenue For creators serious about recurring income, our platform allows you to set up subscription plans directly from the "Leads & Monetization" section within the Chat Page Editor. * **Flexible Pricing:** Define a monthly price and choose a supported currency (USD, EUR, GBP, AUD, CAD). * **Subscriber Message Quota:** Set a hard limit on messages per billing cycle or choose "Unlimited" (set to zero). * **Subscription Perks:** List benefits like "Priority Support" or "Exclusive Content" to entice potential subscribers. * **Seamless User Experience:** Active subscriptions take precedence over tokens. If a user is subscribed and within their quota, the chat proceeds without token deductions. * **Creator Benefits:** The system handles platform fees (50% for Observer, 30% for Member, 20% for Steward) and credits the net profit to your multi-currency earnings balance. ### Pay-per-Message: Micro-Monetization at Scale Enable "Pay-per-Message" in the "Leads & Monetization" tab of the Chat Page Editor to earn tokens from every interaction. * **Profit Simulator:** Set "Tokens per Message" and "Free Trial Messages." The built-in "Profit Simulator" provides real-time estimates of your earnings based on traffic and conversion rates. * **Case Study Insight:** If you charge just $0.50 per message, and 1,000 of your followers ask only three questions, you just generated over $1,200 from an audience that was previously earning you zero. This is the ultimate 'tripwire' offer that converts browsers into buyers. * **Visitor Token Management:** Users can proactively top up tokens or will be prompted by a "PaymentWall" if their balance is low. They can select packages ($9, $99, $999) and even "Enable Auto Top-up" to ensure uninterrupted service when their balance drops below 500. ### Live Meeting Service: High-Value, AI-Facilitated Consultations Offer personalized, AI-enhanced live meetings directly through your chat page. Hosts configure meeting duration and booking price (in tokens) within the Chat Page Editor. * **AI as Scheduler & Facilitator:** The AI uses Function Calling to manage the scheduling workflow, critically relying on your Google Calendar integration (via `/settings/connections`) to read availability and write confirmed events. * **Seamless Billing & Recording:** The Host joins first, initiating the session and the 100 credits per minute billing cycle (while users are connected). All audio is recorded, analyzed for summaries and action items, and posted to the host's chat history for full transparency. * **Reward of Action:** Offer premium, interactive experiences directly from your AI, maximizing high-value engagement and revenue. Failure to connect your calendar, however, disables this powerful scheduling tool, leading to lost revenue. ### Visitor Logs: Your Central Inbox for Insights and Leads Every interaction on your public chat pages is captured and sent to your "Visitor Logs" (`https://clarity.maximavalue.com/conversations`). This acts as your central inbox. * **Lead Capture:** To show visitors' names and emails, enable "Require users to log in to chat" in the "Leads & Monetization" tab of your chat page settings. All new interactions will then be logged with visitor details, providing invaluable leads. * **Conversation Review:** View a list of all sessions, with new ones marked 'Unread.' Click any session to open a pop-up and read the full transcript, allowing you to understand user needs and refine your AI. * **Reward of Action:** Gain deep insights into your audience, capture valuable lead data, and continuously improve your AI's performance, leading to higher engagement and conversion rates. * **Reward of Inaction:** Miss out on critical user data, lead generation opportunities, and the ability to refine your AI for optimal business outcomes. ## Amplifying Your Reach: Generative Engine Optimization (GEO) & Social Tools Building a powerful AI is just the first step. Getting it in front of your target audience, and making it discoverable by the platforms people use for information, is paramount for growth. ### GEO: The AI-First Advantage for Discoverability As discussed in the editor, GEO is your competitive edge. It addresses the problem that standard websites are often "invisible" to AI models like ChatGPT or Gemini. Our "GEO Strategy Builder" injects a hidden layer of structured data into your chat page, specifically designed for these AI models. * **The Problem:** When a user asks an AI "Who is the best SPM Tutor?", the AI often hallucinates or gives generic answers because it cannot effectively 'read' the context of a normal website. * **The Solution:** GEO tells AI bots exactly who created your AI, what problem it solves, what the pricing is, and why it is credible. * **Reward of Action:** You provide the structured data required for AI models to recommend your bot, tapping into an entirely new, massive traffic source. This is the *only* way to compete in the AI era. * **Reward of Inaction:** Your AI remains undiscoverable by generative AI engines, severely limiting its organic reach and potential for new user acquisition. ### Social Connections & Automation: Expanding Your Digital Footprint Automate your content creation and distribution to maintain a consistent, engaging presence across multiple channels. Access these tools under "Automation Tools" in the sidebar. * **Social Connections:** Link your LinkedIn Personal Profile or Company Page. Facebook connectivity is coming soon. * **Social Post Generator:** Generate compelling social media posts based on any topic. Costing 198 credits per post, you can edit, schedule, and review pending or posted content. * **Social Bot Manager:** Create automated bots that post to your connected social accounts at chosen frequencies (e.g., every 15 minutes, daily, weekly), ensuring continuous engagement. Each post costs 198 credits. * **Reward of Action:** Automate your marketing efforts, maintain consistent brand visibility, and free up valuable time for core business activities. ### Community Showcase & Referrals: Organic Growth Powered by Your Network Leverage the power of community and incentivized sharing to grow your audience. * **Community Showcase (`https://clarity.maximavalue.com/showcase`):** As a Member, you can submit your AI to our public directory of verified agents, gaining free SEO backlinks and traffic from our main site. * **Referral Program (`https://clarity.maximavalue.com/management` -> 'Referrals' tab):** Share your unique "Referral Link" and earn 100 tokens for every sign-up. The program features a multi-tier agency model, allowing you to earn 20-40% commissions on direct sales and override bonuses on sales generated by your recruited team. * **Showcase Strategy for Referrals:** You don't need to build an AI to earn. Simply log in, go to the Showcase, choose any AI persona you find interesting, and look for the "Share & Earn" button to get your unique tracking link. Any new user signing up through your link is tied to you forever, enabling your community to become your marketing team. * **Reward of Action:** Tap into viral growth potential, establish a broad referral network, and gain organic visibility through community features. ## Managing Your Business: Subscriptions, Earnings & Support Our platform provides comprehensive tools for transparent financial management and reliable support. ### Subscription Management & Invoices Easily control your plan and access financial records. * **Upgrade/Downgrade/Cancel:** Navigate to "Earnings/Billing/TopUp" (`https://clarity.maximavalue.com/management`), select the "Billing & Usage" tab, and click "Manage Subscription & Invoices" to update your plan or payment method. * **Tier Benefits:** Observer (Free), Member ($99/month), Steward ($999/month). Higher tiers like The Inner Circle and The Founder's Council are available by application for custom packages and dedicated support. Upgrading to Member drops your platform fee from 50% to 30%, and Steward reduces it to 20%, significantly increasing your profit margins. * **Invoices & Receipts:** All subscription invoices and receipts are readily available in your "Billing & Usage" tab. ### Earnings & Payouts Monitor your revenue and manage withdrawals with full transparency. * **Earnings Summary:** On the "Earnings & Payouts" tab (`https://clarity.maximavalue.com/management`), view your "Current Withdrawable Balance" in USD and the "Next Payout" date. * **History & Payouts:** Review detailed "Earnings History" and "Payout History" tables. Payouts are currently processed manually, with the platform contacting you via email to arrange withdrawal. ### Understanding Tokens & Credits The platform uses two primary currencies: * **Spendable Tokens:** Used by visitors to interact with your paid public chat pages, with costs set by you, the creator. * **Clarity Credits (Persona Credits):** Used by creators for AI hosting costs and generation tools within the creator platform (e.g., social post generation, AI persona usage). * **Top-Ups:** Top up both Credits and Tokens from the "Billing & Usage" tab by selecting a package ($9, $99, $999) and paying securely by card. Auto Top-up is also available for seamless service. ### Troubleshooting & Support We've built the platform for experts, not engineers. If you can write an email, you have the technical skills needed. However, should you encounter an issue: * **Page Availability:** If your chat page shows "This chat page is not available," first check if your page is published (blue toggle ON). If the issue persists, contact support immediately. * **WhatsApp Connectivity:** Manage and troubleshoot your WhatsApp integration directly from the "My Chat Pages" interface, with tools to re-register numbers and re-subscribe webhooks. * **Cache Issues (Update Persistence):** For display issues after an update, especially on Apple devices or desktop browsers, you may need to clear your local storage. Our support can guide you through specific steps for your device and browser (iPhone/iPad app/Safari, Mac Safari/Web App, Windows/Chrome/Firefox). ## Your Legacy, Automated and Monetized Our platform is more than just a tool; it's a strategic partner for scaling your expertise. From building your digital twin with 'glass box' control to monetizing your knowledge through subscriptions and pay-per-message, and amplifying your reach with cutting-edge GEO and social automation, every feature is designed with your business growth in mind. Don't let tech overwhelm or audience adoption fears hold you back. We provide quick-start videos, human customer support, and a community of creators to ensure your success. **Ready to transform your expertise into a scalable, profitable AI asset?** Start building your legacy today and get an extra 100 credits on top of the standard 500 when you sign up through this special link: [Create Your AI Legacy Now!](https://clarity.maximavalue.com/home?ref=2Q30PCJ2)