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StoreAgent
Marketing & promos recipe

Follow Up on Approved Quotes Not Yet Accepted

Finds approved quotes sitting untouched and sends each customer a short nudge with their quote link. Needs Wholesale Quotes.

WHAT IT DOES asks first Changes your store, only after you say yes
TIME SAVED ~25 min vs doing it by hand
REQUIRES BOTH
StoreAgentFree plugin · MCP on every plan
+
Wholesale Suite Installed and active
Connect your store
THE PROMPT
Find approved wholesale quotes that have not been updated in more than [7] days. For each one, show the quote number, customer email, total, expiry date and the last message on the quote. Get the shareable quote link where one exists. Draft a short, friendly follow-up message for each one. Show me all the drafts and wait for my OK before you send any.
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
Find approved wholesale quotes that have not been updated in more than [7] days…
6 approved quotes are over 7 days old, worth $14,200 together. 2 expire this week. 4 have a shareable link. Calling:
wholesale-suite/list-quotesdone
wholesale-suite/list-quote-messagesdone
wholesale-suite/get-quote-public-linkdone
wholesale-suite/send-quote-messagedone
CONFIRM BEFORE WRITING
This will make changes in WooCommerce. Do you want me to go ahead?
Yes, applyShow me first
Sent 6 follow-up messages. The 2 quotes expiring this week mention the expiry date. 4 messages include the quote link.
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 quotes
read only
Lists wholesale quotes, filtered by status, customer, date or search.
From Wholesale Suite
wholesale-suite/list-quotes
List quote messages
read only
Shows the messages between you and the customer on a quote.
From Wholesale Suite
wholesale-suite/list-quote-messages
Get quote public link
read only
Gets the shareable no-login link for a quote that was already shared.
From Wholesale Suite
wholesale-suite/get-quote-public-link
Send quote message
asks first
Sends a message to the customer on a quote.
From Wholesale Suite
wholesale-suite/send-quote-message
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.

+ Only chase quotes over [$2,000].
+ Use a more formal tone.
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StoreAgent

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