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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.

While Max works. One line next to Max's picture tells you what Max is doing. It starts at Reading your message and changes every couple of seconds — Thinking it through, Looking at your store, Checking what you asked for, Working out the best answer, Putting it together — until the first step starts. After that the line names the step in plain words, for example Finding the right report, Looking up your store data, Putting your report together or Drawing your chart, and a list of the steps opens under it. When the answer is finished, the list folds to one line, for example Drew your chart · 4 steps · 12 s. Click that line to open it again. If Max explains its thinking, Why Max did this sits inside the list, closed until you click it.

Press Esc while Max is writing to stop it.

Under a finished answer you get Copy (it shows Copied), Good answer (thumbs up) and Bad answer (thumbs down). The newest answer also has Retry, but only when it answers a question you typed yourself.

If you ask the wrong agent. Each Max agent only does its own work. Ask Insights for something another agent handles and Max shows a card above the message box, for example Switch to Max Builder to answer this?, with Approve and Decline (press Enter to approve or Esc to decline). Approve moves the chat to that agent, the agent button in the message box moves with it, and that agent answers your question straight away — which uses AI Credits like any other answer. Decline leaves you where you are and Max replies Okay, we stay in Max Insights.

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, leads and website traffic automatically.

  1. Ask Max in the chat, for example Send me a summary of my orders and leads every Monday at 8 AM. or Send me a weekly website traffic report every Monday at 7 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, its Schedule (for example Weekly on Mon, Wed at 8:00 AM (Asia/Manila)), what it Covers (for example Orders, Leads · Last 7 days, or Website traffic · Last 7 days) and its Status, Active or Paused.
    • Max names the report after what it covers: Leads Summary, Orders Summary, Website Traffic Summary, Leads & Orders Summary, Orders & Website Traffic Summary, Leads & Website Traffic Summary or Leads, Orders & Website Traffic Summary.
  3. To stop a report, click its Delete (trash) button, then click Delete in the Delete scheduled alert? window.
  4. You can also stop a report from the chat. Ask Max to cancel it in your own words, for example Cancel my weekly website traffic report. Max matches your words to the report's name and ignores extra words such as my, weekly and report. If your words fit more than one report, Max asks which one you mean; if nothing matches, Max lists the reports you have scheduled.

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 or Website Traffic 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. The empty panel suggests what to ask, for example Send me a daily summary of orders and leads at 8 AM. or Send me a weekly website traffic report every Monday at 7 AM. 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 your orders, leads and website traffic.
  • 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: 11/06/2026