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CartBay Docs

Automation Workflows

Use these workflows as starting points for AI agents, MCP clients, and automation systems.

Read-Only Health Check

Section titled “Read-Only Health Check”

Recommended permissions: read scope or cartbay_agent_read capability.

Workflow:

  1. Read the agent manifest.
  2. Read analytics for 7, 30, and 90 days.
  3. List recent sessions with masked PII.
  4. Identify high failed-email counts, low restore rates, or many pending notifications.
  5. Report findings without modifying settings.

Safe output:

  • Session IDs.
  • Status counts.
  • Recovery rates.
  • Notification status counts.
  • Recommendations that require human approval.

Avoid outputting raw customer emails unless sensitive access is explicitly enabled and required.

Email Failure Diagnosis

Section titled “Email Failure Diagnosis”

Recommended permissions: read; optionally sensitive access for trusted support workflows.

Workflow:

  1. Read notification-heavy sessions.
  2. Identify failed and retry-queued notifications.
  3. Inspect error fields and lifecycle timestamps.
  4. Check whether Action Scheduler queues are delayed.
  5. Recommend SMTP/ESP verification if WordPress mail failures appear.

Do not resend emails automatically unless contact actions are enabled and the store owner approves.

Campaign Review

Section titled “Campaign Review”

Recommended permissions: read; write only for approved changes.

Workflow:

  1. Read current campaign settings.
  2. Compare Email 1, 2, and 3 timings with defaults.
  3. Check coupon-enabled steps against offer settings.
  4. Read analytics by sequence step.
  5. Recommend changes such as delaying a step or moving coupons later.
  6. Apply changes only when Agent Write Actions is enabled and approval is explicit.

Controlled Send Action

Section titled “Controlled Send Action”

Recommended permissions: contact plus read access.

Workflow:

  1. Read target session.
  2. Confirm it is a CartBay session and currently abandoned.
  3. Confirm email is not suppressed.
  4. Confirm no recovered order exists.
  5. Run send_email_step_now only for the intended step.
  6. Re-read session notifications and audit log.

Cleanup Workflow

Section titled “Cleanup Workflow”

Recommended permissions: destructive access only for trusted admin automation.

Workflow:

  1. List sessions older than the retention policy or clearly test-only sessions.
  2. Present candidate session IDs and reasons.
  3. Require explicit approval.
  4. Use expire_session before delete_session when possible.
  5. Confirm logs and analytics after completion.

MCP Workflow

Section titled “MCP Workflow”

For WordPress MCP Adapter users:

  1. Create a dedicated WordPress user with least-privilege CartBay capabilities.
  2. Use Application Passwords for the MCP client.
  3. Enable Abilities Access.
  4. Enable MCP Public Exposure only for the dedicated user/workflow.
  5. Keep destructive and sensitive gates off unless the workflow requires them.

Agent Reporting Format

Section titled “Agent Reporting Format”

Recommended report fields:

  • Time range reviewed.
  • Settings gates enabled.
  • Capabilities/scopes used.
  • Read operations performed.
  • Write/contact/destructive operations performed.
  • Session IDs touched.
  • Warnings and unresolved questions.
  • Whether any PII was accessed.