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How to Get Started with Max AI

Updated
Feature Availability User Permissions Time to Complete Skill Level
Launch, Grow, Scale and the free trial. Not available on Free Store owner, or any team member who can sign in to the dashboard About 5 minutes Beginner

Summary

Overview: Max is Prosperna's AI assistant. You chat with Max to answer questions about your store, build pages, improve product listings, write marketing content, check your numbers and write blog posts. Max uses your AI Credits as it works, and asks for your approval before it applies certain changes.

Prerequisites:

  • A store on the Launch, Grow, Scale or free trial plan.
  • AI Credits in your balance. See How to Buy AI Credits.
  • (Optional) To use Copywriter, the Blogs app activated in Marketplace.

Step-by-Step Instructions

Step 1: Open Max AI

  1. In the sidebar, click Max AI. It's the first item.
  2. The Max AI page opens. While you're on it, the sidebar shows:
    • Dashboard: takes you back to your dashboard.
    • AI Studio: Max's settings. See How to Use AI Studio.
    • Chat History: your past conversations with Max.

If the sidebar is collapsed, click the Chat History icon to expand it and see your conversations.

Step 2: Choose who to work with

When you open Max AI fresh, you see Hi, I'm Max and Choose who you want to work with to get started. Each card is a specialist. Click Start chatting on the one you want:

Card What it helps with Full guide
Copilot Anything about your store, from quick questions to bigger decisions. Copilot is also the only agent that can use your connected apps (see How to Connect Apps to Max AI). How to Use the Copilot Agent
Builder Creating, building and editing your store pages, and editing your menu and footer. How to Build Pages with Max AI
Merchandiser Your product catalog: finding products, stock and low-stock alerts, restocking, publishing or unpublishing in bulk, and improving listings (descriptions, SEO, short promo video reels). How to Use the Merchandiser Agent
Marketing Email campaigns, social captions, content calendars, brand voice and turning existing content into new formats. It writes copy for you to review and publish. It never posts for you or connects to ad or social platforms. How to Use the Marketing Agent
Insights Your numbers: sales, new leads and customers, marketing channels, website traffic, and your most viewed products and blog posts. It can also set up scheduled reports. How to Use the Insights Agent
Copywriter Blog topic ideas, outlines and full blog posts. Only shows when the Blogs app is activated in Marketplace. How to Use the Copywriter Agent

Each agent shows a set of starter cards under Tools & Capabilities. A card fills the message box with a request (some open a picker, such as your products or Media Library). Change the text if you like, then press Enter. Or type your own message.

Step 3: Send a message

  1. Click the message box and type what you need. A message can be up to 5,000 characters.
  2. Press Enter or click the send button.
  3. Max shows its progress, then answers. To stop Max while it's answering, click the stop button.

Step 4: Switch agents

The agent's name appears on a button in the message box (for example Copilot). Click it to pick a different agent. Hover over the info icon next to an agent to read what it does.

You can't switch while Max is answering, or while a work panel (such as the page builder, blog writer or marketing panel) has open work.

Step 5: Attach files and mention your store's records

Click + in the message box:

  • Media Library: attach a file or image from your media library to the chat.
  • Mention: pick a type of record, then search for the one you want. Max reads the record you mention.

You can also type @ followed by the record type (for example @products or @template) to open the search directly.

What you can mention depends on the agent:

Agent You can mention
Copilot and Marketing Product, Blog, Order, Voucher, Page, Template
Builder Page, Template, Product
Merchandiser Product
Insights Product, Order
Copywriter Blog

Mention a template (Builder): Template lists the menus, footers and other templates in your Template Library. Max uses a mentioned template only as a reference to match its look. It doesn't open or change the template.

With Builder, the + menu also has Import (turn an HTML file from your media library into a page), Clone (rebuild a page from an https:// link) and New Blank Page (build a page by hand, no AI Credits used). These are unavailable while a page is open or still loading in the page builder. Publish, save or discard it first.

Step 6: Approve or reject changes Max proposes

For some actions, Max shows a card and waits for you before it makes the change. While a card is waiting, the message box says Please respond to the approval request above...

  • Approval needed cards: read the question (for example Allow Zoho CRM to make this change?), check any list of records it shows, then click Approve or Reject. When a change covers more than 5 records, click Show all to see every row before you decide.
  • Code Changes cards (page edits): each change is listed. Untick any you don't want, then click Approve All ([number]), Approve 1 Operation or Approve [number] Operations. Click Reject All to reject everything. After you answer, the card shows All changes approved, Some changes applied or All changes rejected.
  • Page Revert cards: click Approve revert or Reject revert.

While page edits are waiting for review, the message box shows Max can't apply new page edits until you review the pending changes. You can still ask questions.

Step 7: Start a new chat or go back to an old one

  • Start a new chat: at the top of Chat History, click + (New Chat), then click Confirm in the New Chat? window. You see Started a new chat. Your previous conversation stays in Chat History. New Chat is greyed out until the current chat has at least one message.
  • Switch conversations: click a conversation in Chat History to open it. Scroll down to load older conversations.

Step 8: Delete a conversation

  1. In Chat History, hover over the conversation and click the three-dot menu (Conversation options).
  2. Click Delete.
  3. In the Delete conversation? window, click Delete. You see Conversation deleted.

Deleting can't be undone. You can't delete the conversation you're in. Open another conversation or start a new chat first.

How Max uses your AI Credits

  • Max uses AI Credits for the work it does in a chat. How many depends on how much work the request takes, so the amount varies from message to message.
  • Some actions are free. Build it Yourself and New Blank Page let you build a page by hand without using AI Credits. Edit Menu and Footer opens your existing menu and footer without using credits.
  • If you run out, Max shows a message with Top Up Now. Click it to buy more credits. See How to Buy AI Credits.

Verify It Worked

Success criteria:

  • Max answers your message in the chat.
  • Your conversation appears in Chat History.
  • After you click Approve on a card, Max tells you what happened in the chat.
  • A deleted conversation no longer appears in Chat History.

Troubleshooting

Common errors

  • "You can’t delete the conversation you’re currently in. Start a new chat first.": open another conversation or click New Chat, then delete it.
  • "Failed to delete conversation" or "Failed to start a new chat": try again. If it keeps failing, refresh the page.
  • "Max is currently responding in another browser tab. Please refresh this page to see the latest conversation.": click Refresh, or close the other tab.
  • A message about AI credits with a Top Up Now button (for example "You have no AI credits."): your balance is empty or too low. Click Top Up Now, or see How to Buy AI Credits.
  • I can't see Copywriter: activate the Blogs app in Marketplace, then reopen Max AI.
  • The agent button is greyed out: wait for Max to finish answering, or close the open work panel.
  • I can't type a message: answer the approval card above first.

Limitations & considerations

  • Free stores can't open the dashboard, so they can't use Max AI.
  • Each message can be up to 5,000 characters.
  • Max shows one approval card at a time. If Max wants another change, it waits until you answer the first card.
  • Long conversations are optimized automatically. Click the session token usage icon in the message box to see how full the conversation is.

Next Steps & Related Resources

Need more help? For more information and assistance, please send an email to support@prosperna.com.

Last Updated: 10/12/2026