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StoreAgent
Customers recipe

Set Which Chat Topics Go Straight to a Human

Checks real shopper chats for refund, billing and order problems, then sets the assistant to hand those chats to your team.

WHAT IT DOES asks first Changes your store, only after you say yes
TIME SAVED ~30 min vs doing it by hand
REQUIRES
StoreAgentFree plugin · MCP on every plan
Connect your store
THE PROMPT
Read our shopper chats from the last 30 days and find the ones about refunds, billing, cancellations or problems with an order. Tell me how many of each you found and show a short example of each. Then propose escalation settings for the chat assistant: which of those topics should go straight to a human, a short line of extra guidance for anything else sensitive you saw, and the email address that should get escalated chats. Show me the settings first and wait for my OK before you save them.
PASTE INTO ClaudeChatGPTCursor+ any MCP client
WHAT HAPPENS NEXT

What Happens When You Paste It

Your assistant picks the right abilities, pulls live data from your store and does the work. Here’s roughly how the conversation goes.

1
It reads first. Read abilities run straight away, so it’s working from your real catalog, not guessing.
2
It checks with you. Anything that writes to your store stops and asks before it goes ahead.
3
It’s all logged. Every ability call shows up in wp-admin, so you can see exactly what changed.
Claude · connected to your store
yourstore.com · via StoreAgent MCP
Live
Read our shopper chats from the last 30 days and find the ones about refunds, billing, cancellations or problems with an order…
Of 212 chats in 30 days, 17 were refund requests, 9 were order problems and 4 asked to cancel an order. None were about billing. Calling:
storeagent/list-chat-conversationsdone
storeagent/get-chat-conversationdone
storeagent/set-chat-escalation-settingsdone
CONFIRM BEFORE WRITING
This will make changes in WooCommerce. Do you want me to go ahead?
Yes, applyShow me first
Saved. Refunds, order problems and cancellations now go to [email protected], with extra guidance to escalate chats about allergic reactions.
UNDER THE HOOD

Abilities This Recipe Calls

Make sure these are switched on in your StoreAgent MCP settings. You can turn any of them off at any time.

List shopper chats
read only
Lists recent conversations shoppers had with your chat assistant, by date.
From StoreAgent
storeagent/list-chat-conversations
Read a shopper chat
read only
Reads the full transcript of one shopper conversation, oldest message first.
From StoreAgent
storeagent/get-chat-conversation
Set chat escalation rules
asks first
Sets which topics go to a human and who gets the email. Paid plans only.
From StoreAgent
storeagent/set-chat-escalation-settings
MAKE IT YOURS

Tweak It for Your Store

Add one of these to the end of the prompt. Swap anything in [brackets] for your own details.

+ Send escalated chats to [email address].
+ Also turn on escalation when a shopper gives the chat a thumbs down.
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StoreAgent

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