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Ask Max

Chat with Max to get instant answers about revenue, campaigns, products, sales, and customers from your Convertmax data.

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Max is your AI revenue intelligence assistant. Ask natural questions about your business data and get instant answers with charts and tables — no dashboards or reports needed.

Getting started

Go to /ai/max/ in your Convertmax workspace to open the Max chat interface. Type any question about your revenue, campaigns, products, or customers, and Max will analyze your connected data to answer.

You can also click one of the quick-action chips or open the 💡 Ideas button to browse preset questions organized by topic.

What can Max answer?

Revenue and Attribution

Max can analyze where your revenue comes from and how marketing channels contribute to conversions.

  • Which marketing channels drove the most revenue?
  • Show revenue by channel with prior-period comparison
  • What’s my revenue per visitor by channel?
  • Which campaigns generated the most revenue?
  • Show attributed revenue by day
  • What’s my return on ad spend (ROAS) by channel?
  • Compare organic vs. paid revenue
  • Show revenue by device type
  • Break down revenue by geography
  • Which UTM sources drove the most revenue?
  • Show revenue by UTM campaign
  • What’s the conversion rate by UTM medium?

Campaign Performance

Understand which campaigns are winning and which need attention.

  • Which paid campaigns underperformed?
  • Show campaign performance with cost and revenue
  • What’s my cost per acquisition by campaign?
  • Which campaigns have the best ROI?
  • Show campaign trends over time
  • Compare campaign performance to last period
  • What’s my click-through rate by campaign?

Products and E-Commerce

Get insights into what’s selling, what’s not, and how your products perform.

  • Which products are selling best right now?
  • Show product revenue with prior-period comparison
  • What’s my average order value?
  • Show product trends over time
  • Which products are bought together?
  • What’s my cart abandonment rate?
  • Show top products by quantity sold
  • What’s my refund rate by product?
  • Which products have the highest margin?

Sales Pipeline

Track deals, leads, and sales performance directly from Max.

  • Show my current sales pipeline summary
  • Which deals are expected to close this week?
  • Which deals are expected to close this month?
  • Which deals have been stuck in the same stage too long?
  • Show won deals with prior-period comparison
  • Show lost deals with loss reasons
  • Which leads need follow-up?
  • Show the highest-scoring leads
  • Show sales performance by rep
  • What is the revenue forecast for the next 30 days?
  • What is the average sales cycle length?
  • How many new contacts from each source?
  • What is the win rate by lead source?

Conversion Funnel

Identify where visitors drop off and optimize your conversion path.

  • Show conversion funnel drop-off rates
  • What’s my overall conversion rate?
  • Show funnel by device type
  • What’s my add-to-cart rate?
  • Show checkout abandonment rate
  • Compare funnel conversion to last period

Traffic and Visitors

Understand who’s visiting your site and how they behave.

  • Show traffic sources with session counts
  • What’s my bounce rate by channel?
  • Show new vs. returning visitor ratio
  • What’s the average session duration by channel?
  • Show pages per session by source
  • Which landing pages get the most traffic?

Spot patterns and changes in your data over time.

  • Show daily revenue — best and worst days
  • What’s my weekly revenue trend?
  • Show monthly revenue comparison
  • What’s my conversion rate trend?
  • Show traffic trend by channel
  • Compare this week to last week

Customer Engagement

Track how customers interact with your brand across channels.

  • Show email open and click rates
  • What’s my customer retention rate?
  • Show cohort repeat purchase rate and LTV
  • What’s my customer lifetime value?
  • Show engagement by customer segment

Customizing Max

Custom Instructions

You can write persistent instructions that Max follows for every question. Click the ⚙️ (gear) icon next to the prompt box to open Custom Instructions. For example:

  • “Always show revenue in USD and round to 2 decimal places.”
  • “Focus on paid channels when comparing performance.”
  • “Prioritize mobile metrics in your analysis.”

Instructions are saved per-user and apply to all future questions. The limit is 2,000 characters.

Preset Questions

Not sure what to ask? Click the 💡 Ideas button to browse 70+ preset questions organized by category. Each preset is a starting point — feel free to edit it before asking.

Tips for better answers

  • Be specific about time ranges: “Show revenue for last week” is better than “Show revenue.”
  • Ask for comparisons: “Compare this month to last month” gives more context.
  • Request breakdowns: “Break down by channel” or “Show by device” adds dimension.
  • Follow up: After any answer, use the follow-up chips to dig deeper — “What does this mean?”, “What should I do about this?”, “Break down by channel.”
  • Use merge fields: For recurring questions, use placeholders like [date range] that Max will fill in automatically.