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How to Use the Insights 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: The Insights agent in Max AI is your data analyst. Ask it about your sales, new leads and customers, marketing channels, website traffic, and your most viewed products and blog posts, in plain words. It answers in the chat and can turn the numbers into a chart. You can also have Max send you a report on a schedule.

Prerequisites:

  • Max AI set up and AI Credits in your balance. See How to Get Started with Max AI.
  • Some store activity (orders, leads or visitors) for Max to report on.

Step-by-Step Instructions

Step 1: Open the Insights agent

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

The message box asks What performance data would you like to look at?

Step 2: Ask a question, or start from a card

Under Tools & Capabilities, click a card to fill the message box with a question. Change it if you like (for example, the time period), then press Enter.

Card Question it fills in
Monthly Sales Summary How are my sales this month?
New Leads & Customers Have I gained any new leads or customers this week?
Top Marketing Channel Which of my marketing channels is doing best?
Sales Drop Check My sales feel lower this month. Should I be worried?
Leads Trend I've been getting more leads lately. Is that a good sign?
Traffic Sources Where is my website traffic coming from?
Top Viewed Product What's my most viewed product?
Top Blog post What's my most viewed blog post?

You can ask your own questions too. Say the time period you want, such as today, this week, last 7 days or this month. To ask about a specific product or order, type @products or @orders and pick it from the list.

Step 3: Turn the answer into a chart

When an answer has numbers that can be charted, a Generate Charts button appears under it.

  1. Click Generate Charts.
  2. Max adds a chart to the chat (for example a bar, line or donut chart) with a title.

Step 4: Get a report on a schedule

Max can send you a summary of your orders and leads automatically.

  1. Ask Max in the chat, for example Send me a summary of my orders and leads every Monday at 8 AM. Say how often (once, daily, on certain weekdays, or a day of the month), the time, and the period it should cover (today, yesterday, last 7 days, last 30 days or this month).
  2. When a report is ready, it appears in your notifications (the bell at the top of the dashboard). Click it to read the full report, then click View Dashboard to see the details.

Step 5: See or stop your scheduled reports

  1. In Max AI, click AI Studio in the sidebar, then open Scheduled Alerts (Reports Max AI sends you on a schedule.).
  2. Each report shows its name, ENABLED or DISABLED, its Schedule (for example Weekly on Mon, Wed at 8:00 AM (Asia/Manila)) and its Scope (for example Orders, Leads · Last 7 days).
  3. To stop a report, click its Delete (trash) button, then click Delete in the Delete scheduled alert? window.

Verify It Worked

Success criteria:

  • Max answers your question in the chat with your store's numbers.
  • After Generate Charts, a chart appears in the chat.
  • When you schedule a report, Max confirms it in the chat, for example Done! Your orders and leads summary is scheduled for every Monday at 8:00 AM (Manila time).
  • The report is listed under AI Studio → Scheduled Alerts (for example Leads & Orders Summary), and arrives in your notifications at the set time.

Troubleshooting

Common errors

  • I don't see Generate Charts: the button only appears when the answer has numbers that can be charted. Ask a question about sales, leads, channels or traffic.
  • "No scheduled alerts yet. Ask Max AI to create one.": you haven't scheduled a report. Ask Max in the chat (Step 4).
  • "We couldn't load your scheduled alerts.": click Try again.
  • "Could not delete the alert. Please try again.": try again.
  • "You’re out of AI credits.": buy more credits. See How to Buy AI Credits.

Limitations & considerations

  • Scheduled reports cover orders and leads.
  • You can't edit or pause a scheduled report. To change one, delete it and ask Max for a new one.
  • Report times use your store's time zone.
  • Asking questions uses AI Credits. See How to Check Your AI Credit Usage.

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