Commerce workflow planning

Plan AI abandoned-cart recovery around real buying questions

A paused checkout can hide an unanswered question. Build the recovery conversation around the actual event and the help the shopper needs.

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A conversation with a next stepIllustrative example
  1. Source event

    A connected system supplies a verified cart event and eligible contact.

  2. Approved conversation

    The shopper asks about delivery timing. The agent explains the published terms without guaranteeing an unsupported date.

  3. Supported action

    A secure purchase destination is shared only if the configured platform supports it.

  4. Completion

    A confirmed order closes the recovery sequence; an opt-out stops further outreach.

No calls or messages are sent. Examples describe configured actions, not a live customer result.

Did the shopper abandon a cart, or are we guessing?

A page visit is not a cart and a checkout link is not a sale. A useful recovery workflow needs verified source events, an eligible contact and a reliable way to stop after purchase.

  1. 01

    Verify events and eligibility

    Confirm how the platform identifies abandonment, completed orders, duplicate contacts and channel permission. Agree a waiting period appropriate to the buying journey.

  2. 02

    Resolve the purchase barrier

    Use the approved product, delivery and return information. Confirm whether any incentive or cart restoration is actually supported; never assume a discount is authorized.

  3. 03

    Measure completion and stop

    Use the commerce system’s agreed purchase signal. Separate purchases that might have occurred anyway from defensible incremental outcomes.

Measure the work

Useful conversations.
Verifiable outcomes.

Agree a baseline and compare like-for-like eligible inquiries. Review the full cost and the experience alongside the commercial result.

Build your pilot scorecard ↗
  • Verified recovered orders under agreed attribution
  • Margin after incentives, returns and service costs
  • False triggers and duplicate outreach
  • Opt-outs and unresolved questions

Know the scope

Define the boundary before launch.

This page describes deployment planning, not an assertion of a universal cart connector. Specific platform/version, events, cart restoration, discount and order actions must be demonstrated before activation.

Keep the next step useful.

Explore the related playbook, prepare your information or review the action you want to test.

Your first workflow

Bring the question.
Leave with a plan.

Show us your offer, the inquiries your team receives and the result you want to measure. We’ll walk through approved answers, connections and a focused pilot.

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