Workflows

Marketing and personalization 6 min read

Publish Personalization Slots with Block, Shortcode, and PHP Helpers

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

WooCommerce operations 6 min read

Configure Insights Goals, Custom Metrics, and Scheduled Reports

Set Insights goals, custom metrics, dashboard layout, scheduled reports, and AI summaries so WooCommerce reporting remains decision-support only.

Copilot and playbooks 6 min read

Schedule Playbooks with Parameters and Failure Review

Schedule SophMate playbooks with parameters, owners, dry runs, retries, and failure review before using recurring workflows on client sites.

Workflows and operations 6 min read

Build Custom Watchers with Escalation and Quiet Hours

Create custom SophMate watchers with trigger conditions, escalation rules, quiet hours, action jobs, and evidence review before alerts affect operators.

Workflows and operations 6 min read

Review Agent Coordination, Goals, and Provider Gateway

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

Workflows and operations 6 min read

Operate App Center Frontend Panels, Forms, Cart, and Budget Meter

Review App Center frontend panels, visitor forms, cart interactions, budget meters, UI policies, and consent fallbacks before public rollout.

Workflows and operations 6 min read

Simulate Workflow Impact and Replay Runs Safely

Use workflow simulation, impact preview, replay, run exports, audit exports, and rollback notes before repeating production workflow runs.