MAXX Chat is designed to be straightforward, but a few simple habits can dramatically improve the quality of the insights you get. This article covers tips, best practices, and practical advice to help you get the most value from MAXX Chat.
Start with the question, not the feature
The best way to use MAXX Chat is to ask the question that's actually on your mind. Don't worry about which dashboard or report it would normally come from — just describe what you want to know.
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 with your questions
Specificity is the single biggest factor in getting great answers. The more context you include, the more precise and useful the response will be.
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 code 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 these details when you can:
Time frame: "this week," "last 30 days," "Q4 vs. Q3"
Segment: "first-time shoppers," "mobile users," "customers above the free shipping threshold"
Metric: "conversion rate," "AOV," "shipping revenue per order"
Comparison: "vs. last week," "vs. industry average," "by device type"
Use follow-up questions to go deeper
MAXX Chat keeps context within your conversation, so you can drill down naturally- just like talking to a colleague.
Example flow:
You: "Why did conversion drop this week?" MAXX Chat: Identifies a drop in first-time mobile shoppers...
You: "Break that down by shipping method." MAXX Chat: Shows express shipping correlates with highest abandonment...
You: "What A/B test should I run to fix this?" MAXX Chat: Recommends a specific test with projected revenue impact...
Each follow-up builds on the previous answer, so you can go from diagnosis to action plan in a single conversation.
Ask for recommendations, not just data
MAXX Chat doesn't just describe what happened — it can tell you what to do about it. Get into the habit of asking for next steps.
Try questions like:
"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."
MAXX Chat will return specific recommendations with estimated revenue impact, implementation complexity, and next steps you can act on right away.
Verify the reasoning when it matters
MAXX Chat shows its work for every answer, including the data sources, logic, and calculations used to reach its conclusions. For important business decisions, take a moment to review the reasoning.
What to look for:
Data sources: Confirm the right time period and segments are being analyzed.
Logic path: Check that the analysis makes sense for your business context.
Confidence indicators: MAXX Chat will flag when data is limited or results are less certain.
If something doesn't look right, use the feedback button to flag the response. This helps PDQ's team improve the model.
💡 Tip: You can ask MAXX Chat to show more detail about its methodology at any time: "How did you calculate that?" or "Show me the underlying data."
Make MAXX Chat a daily habit
Teams that get the most value from MAXX Chat use it regularly — not just when something goes wrong. Here's a simple routine to consider:
Daily (2 minutes):
"Give me a quick summary of yesterday's checkout performance."
Weekly (5 minutes):
"What were my biggest conversion changes this week, and what caused them?" "Are there any new segment opportunities I should look at?"Monthly (10 minutes):
"How do my key metrics compare to industry benchmarks this month?" "What should I A/B test next based on this month's data?"
💡 Tip: You can also set up MAXX Digest to automatically deliver daily or weekly performance summaries to your inbox.
Collaborate with your team
MAXX Chat is built for entire teams, not just one person. Share insights across your organization:
Share specific findings by copying MAXX Chat responses into Slack, email, or team documents.
Use MAXX Chat in Slack for real-time team discussions about performance (ask your PDQ account team about Slack integration).
Align on priorities by asking MAXX Chat to rank your top optimization opportunities, then discuss the results as a team.
Things to keep in mind
Data depth matters. MAXX Chat works best with 30+ days of checkout data. Industry benchmarking requires 60+ days for statistical relevance.
One question at a time. For the best results, ask one clear question per message rather than combining multiple questions into a single prompt.
Rephrase if needed. If a response isn't quite what you expected, try asking the same question in a different way or with more specifics.
MAXX Chat is a co-pilot, not an autopilot. It provides data-backed recommendations, but final business decisions are always yours to make.