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How to Use the Merchandiser 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 Merchandiser agent in Max AI looks after your product catalog. Ask it to find products, check stock, improve titles and descriptions, fix product photos, make a short promotional video reel, or add products from a spreadsheet you attach. For changes to your products, Max can ask for your approval before it saves anything.

Prerequisites:

  • Max AI set up and AI Credits in your balance. See How to Get Started with Max AI.
  • Products in your store. See How to Add Your First Product.

Step-by-Step Instructions

Step 1: Open the Merchandiser

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

The message box asks What products would you like to create or improve today? You can also open the Merchandiser from the Manage Products with MaxAI card on your inventory page.

Step 2: Pick a product to work on

  1. Under Tools & Capabilities, click My Products. Or type @products in the message box.
  2. In My Products, use Search products... to find it. Each row shows the product's picture, name and SKU. Use the arrows to see more pages.
  3. Click the product. It's added to your message as a chip. You can add more than one product.
  4. Type what you want, for example Improve the title and description, and press Enter.

Step 3: Improve a listing

  1. Click Improve Listing. It fills in Help me improve the title and description for this product listing.
  2. Add the product (Step 2) and press Enter.
  3. Max suggests a better title and description. It may first ask what the product is, so tell it a few details (for example the material, size or who it is for). If Max shows an approval card with the change, check it, then click Approve or Decline.

You can ask for SEO-friendly titles, category ideas or pricing suggestions the same way.

Step 4: Fix product photos

  1. Click Fix Product Photos. It fills in I want to improve a product photo. and opens your Media Library.
  2. Pick the photo (or click Upload Image to add one), then click Select.
  3. Say what you want: remove the background, enhance the quality or adjust the lighting. Press Enter.
  4. Max shows the improved photo in the chat. Click it to see it full size.

Step 5: Make a promo reel

  1. Click Promo Reel. It fills in Create a short promotional reel for this product.
  2. Add the product (Step 2) and press Enter.
  3. Max makes the video in the background and shows its progress under Processing.... You can leave the page; the progress picks up again when you come back.
  4. When it's ready, the video plays in the chat. Click Download to save it, or Copy link to share it.

Step 6: Add products from a spreadsheet

  1. In the message box, click the paperclip button and attach a CSV file from your media library. Switch the type list to Documents to find or upload it.
  2. Ask Max to add the products, for example Add the products in this file to my store. Say anything it needs to know about your columns in the same message, for example SRP is the price.
  3. Max reads every row, shows you how it read each column, and lists the products it will add. It asks once for a default category or package size if your file doesn't have them.
  4. On the approval card above the message box, check the table, then click Approve or Decline. The card says Nothing changes until you approve.
  5. The products are added as unpublished drafts, so publish the ones you want to sell.

Your file can have any columns in any order. For the full steps, see How to Add Products from a Spreadsheet with Max AI.

Step 7: Manage your catalog by chat

Ask in plain words, for example:

  • Which products are low on stock?
  • Add a new product to my store.
  • Publish all products in my Summer category.
  • Help me organize my product categories.

When Max shows an approval card, it is pinned above the message box, with Needs your approval across the top. Check the change before you click Approve. When it covers more than 5 products, click Show all N to see every one, and Show fewer to close it again.

Verify It Worked

Success criteria:

  • After Approve, the card's strip reads You approved this, Max confirms the change in the chat, and the product shows it in your inventory.
  • An improved photo or a finished reel appears in the chat.

Troubleshooting

Common errors

  • "No products found": check the spelling in Search products..., or add products first.
  • "Only accepts .jpg, .png, .ico, and .webp file types." or "10MB max size limit reached. Try again.": upload a JPG, PNG, ICO or WebP photo under 10 MB.
  • The reel stopped with an error: click Retry.
  • I can't type a message: answer the approval card above the message box first. While it waits, the message box says Approve or decline the change above to keep going.
  • "You’re out of AI credits.": click Top Up Now, or see How to Buy AI Credits.

Limitations & considerations

  • The Merchandiser can only mention products. To mention orders, pages or blogs, switch to Copilot.
  • Products added from a spreadsheet are always simple physical products, saved unpublished, and only the first 500 rows of a file are read.
  • Max shows one approval card at a time, pinned above the message box.
  • Each request uses AI Credits. Promo reels usually take longer than other requests.

Next Steps & Related Resources

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

Last Updated: 11/05/2026