Docs

SophMate documentation

Reference guides for installing SophMate, configuring provider access, working with Theme Assistant, managing automation, and preparing support-safe diagnostics.

Getting Started

Getting Started docs

Install SophMate

Install SophMate on a WordPress site, confirm baseline requirements, and verify the admin surfaces before connecting provider credentials.

First-Run Checklist

Use this first-run checklist to validate provider status, permissions, budgets, approvals, diagnostics, and low-risk prompts before team rollout.

Copilot Prompting and Context

Use SophMate Copilot with bounded prompts, visible context, safe memory choices, and action-plan handoff for WordPress and WooCommerce work.

Copilot Conversation Governance

Govern Copilot conversations, branches, attachments, bookmarks, pins, exports, team inbox state, and share links without leaking private context.

WordPress Requirements

Review the WordPress, PHP, extension, outbound connectivity, role, and hosting requirements that should be confirmed before production usage.

Environment and Hosting Checklist

Confirm hosting, PHP extensions, outbound HTTPS, cron, cache, staging, and backup expectations before SophMate handles production workflows.

Staging Test Data and Demo Hygiene

Prepare SophMate staging, demo data, fake customers, sample orders, and test workflows without leaking real customer or production context.

Operator Training and SOP Rollout

Train SophMate operators with role-specific SOPs, approval examples, refusal rules, incident paths, and first-week review before broad team adoption.

SophMate Onboarding and Demo Mode

Use SophMate onboarding, sample data, demo mode, and launch checks to train operators without mixing test activity into production evidence.

Configuration

Configuration docs

Connect an AI Provider

Configure provider access, test encrypted key storage, and keep SophMate budget controls visible before real team usage begins.

Budget and Usage Controls

Set provider budget caps, review usage ownership, and define escalation rules when SophMate usage changes faster than expected.

Cost Allocation and Client Billing Review

Map SophMate provider usage to teams, clients, campaigns, workflows, and approval owners before budgets become hard to explain.

Roles and Permissions

Map SophMate access by role so administrators, editors, support users, marketers, developers, and agencies only see the modules they need.

WooCommerce Context Setup

Prepare WooCommerce products, coupons, orders, stock signals, policies, and support context so SophMate recommendations stay grounded.

Knowledge Document Import and Analytics

Import Knowledge Base documents, organize collections, improve items with AI, review revisions, test citations, and export analytics.

Image Studio Provider and Brand Kit Onboarding

Set up Image Studio providers, generation tests, cost estimates, onboarding state, brand kit rules, and first approved assets.

Knowledge Base Sources

Organize policy, FAQ, tone, product, and operational source material so SophMate answers can cite current approved information.

Source Freshness Review Calendar

Set review dates for SophMate Knowledge Base sources, policies, product facts, support tone, and WooCommerce operating rules before stale content spreads.

Mail and Notification Settings

Prepare monitored mailboxes, transactional mail, watcher alerts, support confirmations, and notification ownership before production rollout.

Email Deliverability and Domain Authentication

Verify sender domains, transactional mail, SPF, DKIM, DMARC, bounce handling, and monitored replies before SophMate sends operational email.

Security and Key Rotation

Protect SophMate provider credentials, rotate keys safely, restrict sensitive settings, and preserve support-safe evidence during incidents.

Cache Queue and Performance

Plan SophMate cache, queue, cron, object-cache, and performance expectations before scheduled work, diagnostics, and WooCommerce workflows scale.

Scheduled Task and Cron Reliability

Verify WordPress cron, server cron, queue timing, watcher schedules, retries, and alert delivery before SophMate scheduled work runs at production scale.

Provider Models and Fallbacks

Choose SophMate AI providers and models with capability, budget, latency, reliability, privacy, and fallback behavior documented before team rollout.

Data Residency and Provider Policy Review

Review provider data handling, residency expectations, logging, retention, and client policy fit before SophMate sends sensitive context to AI services.

Provider Rate Limits and Retry Planning

Plan SophMate provider quotas, rate limits, retry behavior, backoff rules, duplicate prevention, and operator escalation before workflow volume scales.

Copilot MCP Servers

Register, test, refresh, and govern Copilot MCP servers so discovered tools stay permissioned, reviewable, and safe for team usage.

Theme Assistant

Theme Assistant docs

Theme Assistant Basics

Understand the Theme Assistant workspace, design chat, responsive checks, accessibility review, and review flow for visual WordPress changes.

Design from URL

Use external reference URLs safely in Theme Assistant, diagnose failed fetches, and keep design inspiration separate from unsafe copying.

Responsive and Accessibility Review

Review Theme Assistant changes across breakpoints, keyboard behavior, contrast, spacing, and accessibility checks before publishing.

Client Presentation Workflow

Prepare Theme Assistant changes for client review with screenshots, rationale, approval notes, rollback context, and next-step ownership.

WooCommerce Store Design Kits

Use Store Design Kits to review WooCommerce storefront patterns while protecting checkout, account, cart, and revenue-critical flows.

Publishing and Rollback for Theme Changes

Publish Theme Assistant CSS and presentation decisions with scoped approvals, visual evidence, cache checks, and rollback instructions.

Multi-Page Consistency Checker

Use Theme Assistant multi-page consistency checks to compare repeated components, page patterns, spacing, typography, and approval notes before publishing design changes.

Animation and Interaction Builder

Plan Theme Assistant animation and interaction changes with reduced-motion support, accessibility review, performance checks, and rollback notes.

Design Tokens and Style System

Maintain Theme Assistant design tokens for color, type, spacing, radius, buttons, cards, product surfaces, and WooCommerce state patterns.

Theme Assistant Profiles, Tests, and Email Styles

Review Theme Assistant design profiles, A/B tests, WooCommerce email styles, template drafts, and theme-switch migration notes.

Theme Assistant Token and Child Theme Exports

Export Theme Assistant tokens and child theme packages with accepted changes, review notes, staging checks, and rollback context.

Workflows

Workflows docs

Workflow Safety

Prepare SophMate workflows, watchers, and workflow paths with ownership, dry-run checks, and kill switches before production rollout.

Workflow Safe Mode and Kill Switches

Operate SophMate workflows with kill switches, safe mode expectations, pause ownership, restart rules, and incident-aware workflow review.

Watchers and Alerts

Configure SophMate watchers for low-stock, sales drops, operational alerts, ownership, escalation, and recurring review.

Agents

Build SophMate agents with narrow scope, approved tools, traces, evals, memory review, and controlled rollout to storefront or admin surfaces.

Model Evaluation and Regression Review

Create SophMate evaluation prompts, expected outputs, traces, and regression checks for agents, workflows, and reusable prompts before broad rollout.

App Center and Custom Tools

Register custom apps and tools with explicit capability grants, schema validation, visibility controls, and risk classification.

Tool Validation and Schema Testing

Validate SophMate custom tool schemas, permissions, sample payloads, errors, audit records, and agent visibility before production use.

Webhook and External Service Security

Review SophMate webhooks, external service calls, authentication, payload minimization, retries, replay protection, and audit behavior.

Playbooks and Quick Actions

Use SophMate playbooks and Quick Actions for repeatable WordPress tasks while keeping inputs, approvals, and execution records reviewable.

Prompt Template Governance

Govern reusable SophMate prompts, slash-command patterns, playbooks, tone rules, and approval language so teams reuse safe instructions.

Content and SEO Workflows

Use SophMate for content briefs, product copy, SEO titles, excerpts, alt text, refresh plans, and editorial review without bypassing publishing standards.

Playbook Import Export and Agency Reuse

Export SophMate playbooks for reuse across agency client sites while preserving local provider settings, policies, approvals, and WooCommerce differences.

Localization and Translation Review

Review translated SophMate drafts, tone guides, locale-specific policies, glossary terms, and WooCommerce copy before publishing multilingual content.

Image Studio Asset Review

Review SophMate Image Studio drafts for brand fit, rights, product accuracy, alt text, metadata, and Media Library handoff before publishing.

Insights and Reporting Review

Use SophMate Insights reports, AI summaries, goals, exports, and WooCommerce metrics as decision support without replacing financial review.

Media Library Asset Lifecycle

Manage SophMate-generated assets through approval, naming, alt text, rights notes, campaign expiry, cleanup, and reuse decisions.

Marketing Studio Campaign Review

Plan SophMate Marketing Studio campaigns with product context, channel health, offer rules, approval status, and post-campaign learning.

Support Reply Review Workflow

Draft WooCommerce support replies with order context, Knowledge Base citations, tone guidance, customer-impact review, and escalation rules.

Analytics Attribution Review

Review SophMate campaign links, UTM choices, conversion context, attribution limits, and post-campaign notes before using AI insights for decisions.

Contextual List Table Actions

Use SophMate contextual actions from WordPress and WooCommerce list tables while preserving selected-record scope and review paths.

App Center Jobs and Approvals

Operate App Center jobs, dry runs, artifacts, failures, approval chains, and frontend panels with safe ownership and fallbacks.

App Center OAuth and Webhooks

Review App Center OAuth accounts, inbound webhooks, inbox deliveries, channel messages, and analytics events before production rollout.

Tools Library and MCP Operations

Govern SophMate Tools Library entries, MCP calls, imported presets, categories, schemas, permissions, and agent visibility.

Workflow Versions and Marketplace Imports

Review SophMate workflow versions, imports, exports, marketplace listings, diffs, and rollback points before workflow changes go live.

Workflow Scheduler and Browser Push

Operate SophMate workflow schedules, browser push notifications, cron health, queue locks, missed runs, and maintenance windows.

Agent MCP Bindings and Memory

Review SophMate agent MCP bindings, memory episodes, run artifacts, provider gateways, versions, and trigger scope before production use.

App Center Vector Indexes and Attachments

Prepare App Center vector indexes, attachment references, retrieval scope, redaction, cleanup, and citation review for custom apps.

Image Studio Jobs and Webhooks

Schedule Image Studio jobs and configure webhooks while keeping recurring asset generation reviewable and approval-aware.

Image Studio Versions and Edit Stacks

Use Image Studio versions, edit stacks, comments, revert points, and similar-image search to govern reusable generated assets.

Image Studio Collections and Presets

Govern Image Studio collections, prompt presets, stock imports, brand kits, rights notes, and Media Library handoff for reusable assets.

Image Studio Editing Tools

Use Image Studio background removal, upscaling, variations, cropping, and outpainting without losing review history or product accuracy.

Marketing Providers and SMS

Configure Marketing Studio providers, DNS checks, SMS settings, subscriber flows, short links, and tracking before campaign launch.

Marketing Compliance and Referrals

Review Marketing Studio compliance, referral, loyalty, and testimonial workflows before customer-facing campaign copy is published.

Marketing Campaign Templates and Copywriting

Build Marketing Studio campaign templates, email templates, copywriting briefs, approval comments, and reusable channel structures.

Marketing Audiences, Budgets, and Multistore

Review Marketing Studio audience segments, budget dashboard, ROI caveats, competitive context, and multistore campaign groups.

Insights Goals, Metrics, and Scheduled Reports

Configure Insights goals, custom metrics, dashboard layout, scheduled reports, exports, and AI summaries as decision-support workflows.

Playbook Schedules and Failure Review

Schedule SophMate playbooks with explicit parameters, owners, dry runs, retry rules, quiet hours, notifications, and failure review.

Custom Watchers, Escalation, and Quiet Hours

Build SophMate custom watchers with conditions, severity, escalation, quiet hours, action jobs, retries, and monthly evidence review.

Agent Coordination Goals and Provider Gateway

Review SophMate agent goals, coordination runs, provider gateway settings, imported bundles, versions, and artifacts before autonomous work.

App Center Frontend Panels and Budget Meter

Review App Center frontend panels, visitor forms, cart helpers, budget meters, UI policies, consent, and public fallback states.

Workflow Simulation, Replay, and Impact Review

Use SophMate workflow simulation, impact previews, replay, run exports, audit exports, and rollback notes before repeating workflow execution.

Marketing Loyalty and Send-Time Recommendations

Review Marketing Studio loyalty rules, referral rewards, audience sync, product recommendations, send-time suggestions, and approval comments.

Governance

Governance docs

Approval Controls

Use SophMate approval controls to keep customer, commerce, content, and settings changes reviewable before anything affects production.

Regulated Claims and Legal Review

Route regulated, legal, medical, financial, safety, warranty, and compliance-sensitive SophMate outputs through qualified human review.

Audit Log Review

Use the SophMate audit log to review AI-assisted decisions, approvals, executions, failures, retries, and operational accountability.

Privacy and Data Retention

Operate SophMate with privacy-aware prompts, retention controls, export and erase support, redaction rules, and customer data boundaries.

Privacy Export and Erase Requests

Handle SophMate-related privacy export and erase requests with scoped evidence, retention awareness, redaction, audit review, and owner approval.

Agency Governance

Standardize SophMate rollout across client WordPress sites with provider ownership, permissions, playbooks, approvals, diagnostics, and reporting.

Access Offboarding and Seat Review

Remove SophMate access safely after staff changes, agency handoffs, contractor exits, role changes, and provider ownership transitions.

Backup and Staging Workflow

Use backups, staging validation, approval notes, rollback owners, and release windows to keep SophMate changes recoverable.

WooCommerce High-Risk Actions

Classify WooCommerce AI-assisted work by revenue, customer, refund, coupon, stock, order, checkout, and policy impact before execution.

Personalization Privacy Review

Launch SophMate personalization with consent-aware audiences, fallback content, sensitive-page exclusions, explainability, and experiment review.

Storefront Panel Consent Review

Review storefront AI panels, consent state, data exposure, fallback behavior, and escalation paths before visitor-facing SophMate experiences launch.

Personalization Policy Graphs

Create, simulate, validate, activate, pause, retire, and revert Personalization policy graphs with consent-aware fallback behavior.

Personalization Headless Runtime

Use SophMate Personalization runtime APIs, headless decisions, slots, events, hooks, and consent handling without exposing excess data.

Personalization Lifecycle Programs

Build Personalization audiences, slots, variants, recommenders, experiments, and lifecycle programs with explainable consent-aware rules.

Personalization Slot Developer Surfaces

Publish Personalization slots through blocks, shortcodes, PHP helpers, JavaScript events, and fallback content with consent-aware behavior.

WooCommerce Bulk Action Approval Runbook

Prepare WooCommerce bulk product, coupon, order, customer, and email actions with dry runs, approval gates, batches, and rollback evidence.

Personalization Events and Email Webhooks

Review Personalization event tracking, product interactions, lifecycle triggers, email webhooks, signatures, opt-outs, and erase behavior.

Approval Delegation, Snooze, and Undo Evidence

Configure SophMate approval delegation, snooze rules, bulk undo evidence, reviewer roles, expiry windows, and audit records.

Support