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How to Use the Copilot Agent

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: Copilot is Max AI's all-round assistant and the agent you start with. Ask it anything about your store, from quick questions to bigger decisions. It can also write product descriptions and SEO, create a brand logo, edit product photos, look up your orders, products and pages, and use the apps you connect to Max AI.

Prerequisites:

  • Max AI set up and AI Credits in your balance. See How to Get Started with Max AI.

Step-by-Step Instructions

Step 1: Open Copilot

  1. In the sidebar, click Max AI.
  2. On Choose who you want to work with to get started., click Start chatting on the Copilot card. If you're already in a chat, click the agent button in the message box and choose Copilot.

The message box asks What's on your mind today? Type any question about your store and press Enter.

Step 2: Use a starter card

Under Tools & Capabilities, click a card. Cards that fill in a request let you change the text before you press Enter.

Card What it does
My Products Opens My Products. Search your catalog and pick a product; Max attaches it to your message. Then type what you want done with it.
SEO Meta Tags Fills in Generate SEO for my products
Product Descriptions Fills in Help me create a product description
Brand Logo Fills in Create a logo for my brand and generate favicon + wordmark variations.
Remove Background Fills in the request and opens your Media Library to pick the photo
Enhance Image Fills in the request and opens your Media Library to pick the photo
Adjust Lighting Fills in the request and opens your Media Library to pick the photo
Replace Background Fills in the request and opens your Media Library to pick the photo

Step 3: Edit a product photo

  1. Click Remove Background, Enhance Image, Adjust Lighting or Replace Background.
  2. In the Media Library, pick the photo (or click Upload Image to add a new one), then click Select. The photo is attached to your message.
  3. Press Enter. Max shows the edited image in the chat. Click it to see it full size.

You can attach photos from + → Media Library at any time, too.

Step 4: Point Copilot at your store's records

Copilot can read any type of record you mention. Click + → Mention, or type @ followed by the type:

  • @products, @orders, @blogs, @pages, @template, and vouchers (discounts).

Pick the record from the list. It's added to your message as a chip, so Max knows exactly what you mean, for example Why hasn't @[order] shipped yet?

Step 5: Use your connected apps

Copilot is the only agent that can use the apps you connect to Max AI (for example Zoho). Connect them first in AI Studio → Connectors. See How to Connect Apps to Max AI. When Max wants to change something in a connected app, it shows an Approval needed card. Click Approve or Reject.

Verify It Worked

Success criteria:

  • Copilot answers your question in the chat.
  • After an image request, the edited image appears in the chat.
  • After Approve, Max tells you what it changed.

Troubleshooting

Common errors

  • "Only accepts .jpg, .png, .ico, and .webp file types.": upload the photo in one of those formats.
  • "10MB max size limit reached. Try again.": use a photo under 10 MB.
  • "No products found": check the spelling in Search products..., or add products first.
  • I can't type a message: answer the Approval needed card above first.
  • A connected app isn't used: switch to Copilot. Other agents don't use connected apps.
  • "You’re out of AI credits.": buy more credits. See How to Buy AI Credits.

Limitations & considerations

  • Each message can be up to 5,000 characters.
  • Each request to Copilot uses AI Credits.
  • For focused work, the other agents have extra tools: Builder for pages, Merchandiser for your catalog, Marketing for emails and captions, Insights for reports, Copywriter for blog posts.

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