MAXX Chat is designed to be straightforward, but a few habits dramatically improve the quality of the insights you get.
Start with the question, not the feature
Ask the question that's actually on your mind - don't worry about which dashboard it would normally come from.
Instead of: "Show me the segment report."
Try: "Which customer segments have the highest conversion rate but the lowest average order value?"
MAXX Chat is built to interpret intent, not navigate menus. The more naturally you ask, the better the results.
Be specific
Specificity is the single biggest factor in getting great answers.
Less effective | More effective |
"How are conversions?" | "What is my checkout conversion rate for first-time shoppers this week vs. last week?" |
"Tell me about coupons." | "Which coupon has the highest checkout conversion rate among repeat customers in the last 30 days?" |
"Are we doing well?" | "How does my AOV compare to other apparel brands in my revenue range?" |
Include when you can: time frame ("last 30 days," "Q4 vs. Q3"), segment ("first-time shoppers," "mobile," "above the FST"), metric ("conversion rate," "AOV," "shipping revenue per order"), and comparison ("vs. last week," "vs. industry average," "by device type").
Use follow-up questions to go deeper
MAXX Chat keeps context within a conversation, so you can drill down like you would with a colleague:
You: "Why did conversion drop this week?" → MAXX identifies a drop in first-time mobile shoppers.
You: "Break that down by shipping method." → MAXX shows express shipping correlates with highest abandonment.
You: "What A/B test should I run to fix this?" → MAXX recommends a specific test with projected impact.
Ask for recommendations, not just data
MAXX Chat can tell you what to do, not just what happened:
"What should I do about this?"
"What A/B test would address this issue?"
"What's the recommended fix?"
"Prioritize my top 3 optimization opportunities right now."
You'll get specific recommendations with estimated revenue impact, implementation complexity, and next steps.
Verify the reasoning when it matters
MAXX Chat shows its work - data sources, logic, and calculations. For important decisions, review:
Data sources - confirm the right time period and segments.
Logic path - check the analysis fits your business context.
Confidence indicators - MAXX flags when data is limited or results are less certain.
If something looks off, use the feedback button to flag it. 💡 You can also ask "How did you calculate that?" or "Show me the underlying data" at any time.
Make MAXX Chat a daily habit
Teams that get the most value use it regularly, not just when something breaks:
Daily (2 min): "Give me a quick summary of yesterday's checkout performance."
Weekly (5 min): "What were my biggest conversion changes this week, and what caused them?"
Monthly (10 min): "How do my key metrics compare to industry benchmarks this month? What should I A/B test next?"
💡 You can automate this with MAXX Digest, which delivers scheduled summaries to your inbox.
Collaborate with your team
MAXX Chat is built for teams, not just one person. Share findings via Slack, email, or docs, and align on priorities by asking MAXX to rank your top opportunities, then discussing them together.
Things to keep in mind
Data depth matters. MAXX Chat works best with 30+ days of checkout data; industry benchmarking needs 60+ days for statistical relevance.
One question at a time. Ask one clear question per message rather than combining several.
Rephrase if needed. If a response isn't quite right, ask again with more specifics.
MAXX Chat is a co-pilot, not an autopilot. It gives data-backed recommendations, but final decisions are yours.