Help Center
Help Center›Max AI

How to Use the Marketing 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 10 minutes Beginner

Summary

Overview: The Marketing agent in Max AI is your content and strategy partner. It drafts email campaigns, writes social captions, plans a monthly content calendar, and keeps everything in your brand voice. You can review and edit everything it writes, send emails to your contacts from your own email address, and save plans to your Content Calendar. It never posts to social media for you.

Prerequisites:

  • Max AI set up and AI Credits in your balance. See How to Get Started with Max AI.
  • To send emails: an active store email under Settings → Messaging. See How to Set Up Your Store Email.
  • To send to your contacts: contacts with an email address. See How to Manage Your Contacts.

Step-by-Step Instructions

Step 1: Open the Marketing 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 Marketing card. If you're already in a chat, click the agent button in the message box and choose Marketing.
  3. Under Tools & Capabilities, pick a starter card, or type your own request in the message box (What are we creating today?).

A starter card fills the message box with a request. Change the text if you like, then press Enter to send it.

Card What it does
Draft an email campaign Fills in Draft a promotional email campaign for my store.
Promote a product Opens the product search (@products). Pick a product, then say what you want, and Max uses its photo, price and details in the email.
Write social captions Fills in Write 3 Instagram caption options for my latest product.
Plan a content calendar Fills in Help me plan a content calendar for next month.
Set your brand voice Fills in Help me set up my brand voice.
Repurpose content Fills in Repurpose my latest blog post into a social media carousel.

Step 2: Set your brand voice (do this first)

Your brand voice tells Max how your brand should sound, so every email and caption stays consistent.

  1. Ask Max with the Set your brand voice card, or open the Max Marketing panel with the Marketing button at the side of the chat. The panel opens on the Brand Voice tab.
  2. Fill in:
    • Tone / personality (required), for example Warm, plain-spoken, lightly witty.
    • Target audience, for example First-time plant owners in their 20s–30s.
    • Words / phrases to use and Words / phrases to avoid.
  3. Click Save brand voice. The chat shows Saved my brand voice. and Max uses it from then on.

You can also ask Max to suggest a brand voice. It fills in the fields for you to check and save.

Step 3: Draft an email campaign

  1. Ask Max for an email, for example with Draft an email campaign or Promote a product.
  2. Max writes the email and opens it in the Email tab of the Max Marketing panel. If Max writes more than one, use the arrows to move between them (Email 1 of 3).
  3. Check the preview. Your logo, colors, fonts and button style come from your store's Design Settings automatically, and the footer adds a Visit our store button, your social links and your store name.
  4. To change it, click Edit:
    • Subject (required).
    • Header image: choose Store logo, or Upload your own image. Use the Logo size slider to resize it.
    • Body: edit the text with the toolbar (headings, bold, lists, alignment, links).
    • Click Insert name to add the recipient's first name. It's filled in automatically for each person when you send.
  5. Click Done to go back to the preview.

To remove an email you don't need, click Clear. Only the email you're viewing is removed.

Step 4: Send the email

  1. In the preview, click Send. Prosperna checks your email setup.
  2. Choose who gets it:
    • Tick contacts from your list. Use Search contacts… to find someone, or tick Select all contacts.
    • To add an address that isn't in your contacts, type it in Add an email address… and click Add.
  3. Check the line at the bottom: it shows how many recipients you picked and how many sends you have left today. Click Send.
  4. On Confirm send, check the number of recipients and the subject, then click Confirm send. Sending can't be undone.

The email is sent right away from your own email address. Each person sees their own first name where you used Insert name.

Step 5: Write social captions

  1. Ask Max for captions, for example with Write social captions. Name the platform if you have one in mind (Instagram, Facebook, LinkedIn, X or TikTok).
  2. Each caption appears in the chat as its own card, with the platform's icon.
  3. Click Copy on the caption you want, then paste it into the social app. It copies the caption and its hashtags.

Max doesn't post for you and doesn't connect to your social or ad accounts. You stay in control of what goes live.

Step 6: Plan your content calendar

  1. Ask Max to plan your content, for example with Plan a content calendar.
  2. Max fills in the Content Calendar tab of the Max Marketing panel. Each entry shows the channel and topic. Hover over an entry to see its details.
  3. Change the plan:
    • Click a date to add an entry, or click an entry to edit it.
    • Drag an entry to another day to reschedule it.
    • In the Calendar entry window, set Date, Topic, Channel, Format, Audience and Description / what to do, then click Save. To remove an entry, open it and click Delete.
  4. Click Save calendar. Your changes are only kept after you click it, and it saves the month you're looking at.

You can also save an email to the calendar: in the Email tab, click Save to Calendar, set the Date and Topic (and optionally Audience and Notes), then click Save to Calendar. Channel and format are set to Email automatically.

Your saved plan also appears on the Content Calendar page. See How to Plan Content with the Marketing Calendar.

Step 7: Repurpose existing content

Ask Max to turn something you already have into new content, for example Repurpose my latest blog post into a social media carousel, or into an email or captions. Use @ to point Max at a specific product. Emails open in the Email tab; captions appear as caption cards.

Verify It Worked

Success criteria:

  • After Save brand voice, the chat shows Saved my brand voice.
  • After sending, you see Email sent to [number] recipient(s).
  • After Save calendar, you see Content calendar saved., and the entries appear on the Content Calendar page.
  • After Save to Calendar, you see Added to your Content Calendar.

Troubleshooting

Common errors

  • "You need an active email (SMTP) setup before you can send.": connect your store email first. Click Set up email sending →, or see How to Set Up Your Store Email.
  • "That's more than your [number] remaining sends today.": you've picked more recipients than you have sends left today. Remove some recipients, or send the rest tomorrow.
  • Send is greyed out: the email needs both a subject and body text. Click Edit and add them.
  • Done is greyed out: add a Subject first.
  • "No contacts found.": you have no contacts with an email address yet. Add them in Contacts, or type addresses in Add an email address….
  • "Failed to send. Please try again.": try again. If it keeps failing, check your store email under Settings → Messaging.
  • "Could not save the calendar. Please try again." or "Could not save to calendar. Please try again.": try again.
  • I can't switch to another agent: the Marketing panel has unsaved work (an email draft, unsaved calendar changes or captions). Save or clear it first.
  • "You’re out of AI credits.": buy more credits. See How to Buy AI Credits.

Limitations & considerations

  • Emails are sent immediately. There's no option to schedule a send.
  • You choose recipients one by one or all at once. The list shows up to 1,000 contacts.
  • Save to Calendar replaces an entry already saved on the same date.
  • Links in an email that point outside your store are changed to your store's address, so every link takes customers to your store.
  • Writing, editing and sending in the panel doesn't use AI Credits. Asking Max to write or change something does.

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