# UpsellBay Documentation Canonical: https://wpanchorbay.github.io/upsellbay/ Full documentation export: https://wpanchorbay.github.io/upsellbay/llms-full.txt ## Docs Index - Welcome to UpsellBay: https://wpanchorbay.github.io/upsellbay/ Increase WooCommerce average order value (AOV) with native order bumps and journey-integrated offers. - Agent Access & Capabilities: https://wpanchorbay.github.io/upsellbay/agents/overview/ Guidelines for AI coding agents operating and inspecting UpsellBay. - Safety Rules & Guardrails: https://wpanchorbay.github.io/upsellbay/agents/safety-rules/ Strict code isolation policies, PII-safe operations, and CartBay anti-coupling. - Development Workflows: https://wpanchorbay.github.io/upsellbay/agents/workflows/ Standard instructions for automated code generation and plugin modifications. - Compatibility Guide: https://wpanchorbay.github.io/upsellbay/compatibility/ Use this guide to validate UpsellBay with your theme, checkout stack, and store workflow before launch. - Data Retention: https://wpanchorbay.github.io/upsellbay/data-retention/ Understand what UpsellBay stores, how long it keeps it, and how cleanup controls work. - Developer Guide: https://wpanchorbay.github.io/upsellbay/developer/ External developer reference for UpsellBay architecture, storage contracts, REST routes, and hooks. - Architecture Overview: https://wpanchorbay.github.io/upsellbay/developer/architecture/ High-level runtime architecture and the extension boundaries external developers can rely on. - Background Jobs: https://wpanchorbay.github.io/upsellbay/developer/background-jobs/ Idempotent Action Scheduler tasks, rollups, and data cleanup. - Build Process: https://wpanchorbay.github.io/upsellbay/developer/build-process/ Asset compiling, bun tasks, and internationalization commands. - Data & Storage: https://wpanchorbay.github.io/upsellbay/developer/data-and-storage/ Storage contracts, shared identifiers, and the persistence rules external integrations should follow. - Development Environment: https://wpanchorbay.github.io/upsellbay/developer/development-environment/ Mock data, WP-CLI commands, and sandbox setup guidelines. - Hooks & Filters: https://wpanchorbay.github.io/upsellbay/developer/hooks-and-filters/ Stable WordPress hooks for extending UpsellBay without coupling to private internals. - Release Process: https://wpanchorbay.github.io/upsellbay/developer/release-process/ Versioning, POT regeneration, and WooCommerce Marketplace submission. - REST API Reference: https://wpanchorbay.github.io/upsellbay/developer/rest-api/ Current REST routes exposed by UpsellBay and the security rules around them. - Testing & QA: https://wpanchorbay.github.io/upsellbay/developer/testing-and-qa/ QA validation, PHPUnit, PHPStan, PHPCS, and E2E Playwright tests. - Troubleshooting Guide: https://wpanchorbay.github.io/upsellbay/developer/troubleshooting/ System diagnostics, logging file paths, and known issue solutions. - First Offer Tutorial: https://wpanchorbay.github.io/upsellbay/first-offer/ Practical tutorial for creating a safe first UpsellBay offer from start to finish. - Installation: https://wpanchorbay.github.io/upsellbay/getting-started/installation/ Install and activate the private UpsellBay WooCommerce plugin safely on a WordPress site. - Introduction to UpsellBay: https://wpanchorbay.github.io/upsellbay/getting-started/introduction/ Understand what UpsellBay does, where it fits in WooCommerce, and how it increases AOV without replacing checkout. - License Activation: https://wpanchorbay.github.io/upsellbay/getting-started/license-activation/ Activate, check, reactivate, remove, and understand your UpsellBay license state. - Quick Start Guide: https://wpanchorbay.github.io/upsellbay/getting-started/quick-start/ Create, preview, refine, and publish a safe first UpsellBay offer. - Requirements: https://wpanchorbay.github.io/upsellbay/getting-started/requirements/ Technical requirements and operational assumptions for running UpsellBay in a WooCommerce store. - Setup Wizard: https://wpanchorbay.github.io/upsellbay/getting-started/setup-wizard/ Use the first-run wizard to create a safe draft offer and enable admin-only preview mode. - Meta files and discovery endpoints: https://wpanchorbay.github.io/upsellbay/others/ai-crawler/ Discover LLM-friendly metadata endpoints and crawler policy for UpsellBay docs. - Frequently Asked Questions: https://wpanchorbay.github.io/upsellbay/others/faq/ Find answers to common questions about the UpsellBay WooCommerce native offer engine. - Setup Guide: https://wpanchorbay.github.io/upsellbay/setup/ Central setup guide linking installation, wizard, first-offer workflow, and settings review. - Cart Offer: https://wpanchorbay.github.io/upsellbay/storefront/cart-offer/ Use cart page real estate to cross-sell products and help customers reach incentive thresholds. - Checkout Bump: https://wpanchorbay.github.io/upsellbay/storefront/checkout-bump/ Learn how to effectively use checkout order bumps to increase your average order value. - Checkout Bumps (Classic & Block): https://wpanchorbay.github.io/upsellbay/storefront/checkout/ Order bumps on classic checkouts and block-based checkout blocks. - Storefront Experience: https://wpanchorbay.github.io/upsellbay/storefront/overview/ Learn how UpsellBay transforms the customer buying journey with high-converting, native-feeling offers. - Product Page Offer: https://wpanchorbay.github.io/upsellbay/storefront/product-page-offer/ Maximize early touchpoints with companion product recommendations and frequently bought together offers. - Thank-You Follow-on Offer: https://wpanchorbay.github.io/upsellbay/storefront/thank-you-offer/ Capitalize on post-purchase euphoria with exclusive, limited-time follow-on offers. - Dashboard: https://wpanchorbay.github.io/upsellbay/usage/dashboard/ Understand the UpsellBay dashboard, store status cards, and performance range summary. - Help & Diagnostics: https://wpanchorbay.github.io/upsellbay/usage/help/ Use the Help page, Tools page, diagnostics, import validation, and logs for support and operations. - Offers Overview: https://wpanchorbay.github.io/upsellbay/usage/offers/01-overview/ Understand the Offers screen, list table controls, and the lifecycle of an UpsellBay offer. - Creating an Offer: https://wpanchorbay.github.io/upsellbay/usage/offers/02-create/ Field-by-field guide to the Add Offer and Edit Offer screens in UpsellBay. - Offer Types & Goals: https://wpanchorbay.github.io/upsellbay/usage/offers/03-types/ Choose the right offer type and goal for each stage of the WooCommerce buying journey. - Targeting Rules: https://wpanchorbay.github.io/upsellbay/usage/offers/04-targeting-rules/ Learn every supported targeting rule in UpsellBay and how rule matching changes eligibility. - Triggers & Advanced Targeting: https://wpanchorbay.github.io/upsellbay/usage/offers/05-triggers/ Use direct trigger IDs, rule combinations, and advanced targeting controls for precise offer eligibility. - Display Settings, Schedule & Conflicts: https://wpanchorbay.github.io/upsellbay/usage/offers/06-display-conditions/ Configure how an offer renders, when it runs, and how it behaves around conflicts. - Offer Analytics: https://wpanchorbay.github.io/upsellbay/usage/offers/07-analytics/ Review offer-level performance data, aggregate dashboard metrics, and what the numbers mean. - General Settings: https://wpanchorbay.github.io/upsellbay/usage/settings/01-general/ Full reference for the General settings section, including global offer controls, placement limits, and style options. - Data Settings: https://wpanchorbay.github.io/upsellbay/usage/settings/02-data/ Full documentation for retention controls, uninstall cleanup, and the destructive reset tools in the Data section. - License Settings: https://wpanchorbay.github.io/upsellbay/usage/settings/03-license/ Full documentation for license status, masked key handling, renewal visibility, and all license actions. - Log: https://wpanchorbay.github.io/upsellbay/usage/settings/04-log/ Full documentation for the Settings Logs section, including table fields, filtering, inspection, export, and cleanup workflows. - Tools: https://wpanchorbay.github.io/upsellbay/usage/tools/ Easily migrate, backup, and restore your UpsellBay offers and global settings.