The conversation
I left my order at checkout. Does this item come in a smaller size?
SARAH
Let’s check the available sizes and your saved cart before you continue.
Conversation → structured context
Hire Sarah.
Keep abandoned carts moving toward checkout.
Sarah is UnleashX’s AI Cart Recovery Agent. Sarah autonomously follows up on eligible abandoned carts, answers product questions, checks availability, shares permitted checkout offers and records purchase outcomes. Routine actions run within your configured knowledge, permissions and business rules; exceptions and decisions outside that authority go to your team with context.
Autonomous execution within your rules. Human handoff when required, not at every step.
100+ system integrations · SOC 2 and ISO 27001 · Information security standards
SARAH AT WORK
From checkout hesitation to an informed next step.
Sarah autonomously follows up on eligible abandoned carts, answers product questions, checks availability, shares permitted checkout offers and records purchase outcomes. Switch to an exception to see when, and why, your team steps in.
CUSTOMER REQUEST
Sarah
Read current cart and contact preferences
Autonomous · within your rules
Commerce + inventory
People join only when needed
Saved cart
- Cart · matched to customer
- Question · size availability
- Next step · eligible checkout link
SYSTEM ACTION
Read current cart and contact preferences
Awaiting workflow steps
Step 1 of 4 · Check cart
Example sequence only. Channels, integrations and permitted actions are configured and validated for your deployment.
SELF-SERVICE SETUP
You configure Sarah.
Sarah gets to work.
Sign up and make this pre-built role your own. Prepare your approved knowledge, business rules, system access and escalation owner before launch.
ROLE CONFIGURATION
Define the job
YOUR ROLE BRIEF
- Starts with
- An eligible abandoned checkout
- Works toward
- A verified order, resolved question or recorded customer preference
- First responsibility
- Refresh the cart state
- Human authority
- Unapproved discounts, payment handling and policy exceptions
A defined scope for Sarah to work within.
Sign up
Create your account, then configure your employee in UnleashX. This preview does not save settings or connect systems.
THE JOB TO BE DONE
A clear responsibility.
A verifiable outcome.
Hire Sarah to own the routine work, not just recommend the next step. Sarah follows up on eligible abandoned carts, answers product questions, checks availability, shares permitted checkout offers and records purchase outcomes, without step-by-step supervision. Your team sets the rules and handles unapproved discounts, payment handling and policy exceptions.
Work Sarah executes autonomously
- Refresh the cart state
- Understand the obstacle
- Answer within approved policy
- Offer a permitted next step
- Verify the outcome
Your team handles the exceptions
Unapproved discounts, payment handling and policy exceptions stay with authorized people in the scope described here.
- Use approved knowledge instead of guessing an answer.
- Separate customer intent from a confirmed system result.
- Assign unresolved work to a named team.
- Test policy changes before expanding responsibility.
Define Sarah’s knowledge, system permissions and business rules before launch. Sarah executes within that scope autonomously. The examples illustrate the workflow; they are not measured customer results.
FROM REQUEST TO RECORDED RESULT
How Sarah executes the work.
Starting with an eligible abandoned checkout, Sarah runs these steps autonomously within your configured permissions and business rules. Routine work does not wait for manual approval. Exceptions and unverified outcomes follow the agreed recovery or human-handoff path.
- 01
Refresh the cart state
Check whether the customer has already purchased, the cart has expired or contact should be suppressed.
- Information needed
- Checkout identifier, order state and outreach permissions.
- What moves forward
- An eligible recovery case without contacting recent purchasers unnecessarily.
- 02
Understand the obstacle
Ask whether the blocker is product uncertainty, delivery, payment friction or simply a decision not to buy.
- Information needed
- Cart contents and the customer’s stated concern.
- What moves forward
- A recorded reason for abandonment rather than an assumed price objection.
- 03
Answer within approved policy
Use current product, delivery and returns information. Route questions not supported by the approved sources.
- Information needed
- Product information, delivery estimates and current policy.
- What moves forward
- An accurate answer or contextual support handoff.
- 04
Offer a permitted next step
Use approved checkout links and offers only when eligibility is confirmed. Keep sensitive payment details in the approved payment flow.
- Information needed
- Offer rules, stock status and a valid checkout destination.
- What moves forward
- A customer-selected next action with the applicable terms.
- 05
Verify the outcome
Reconcile the order before reporting recovery and stop the sequence when the cart converts or the customer declines.
- Information needed
- Order-system result and contact preference.
- What moves forward
- A verified conversion or an explicit non-conversion outcome.
HUMAN HANDOFF
When an exception needs a person, send the full context.
A handoff should explain the request, completed steps and unresolved decision. Do not make customers repeat information already captured, or leave a failed operation without an owner.
- Customer and source-record references
- The customer’s stated request or concern
- Completed actions and verified results
- Unresolved questions and exception reason
- Relevant knowledge or policy version
- Assigned team and the next decision needed
DESIGN THE DIFFICULT CASES
Exceptions need a path, not a success message.
Use these role-specific cases when reviewing the workflow with business and technical owners. The expected behavior must be agreed before a pilot, not inferred after something fails.
Customer already checked out
Stop recovery and refresh the order status.
Review: No further recovery message after the confirmed purchase.Promotion is not eligible
Explain the approved terms or route for review; do not create a discount.
Review: Offer eligibility and conversation record.Payment attempt fails
Direct the customer to the approved checkout or support process; never collect card secrets in chat.
Review: Payment-flow destination and support handoff.SYSTEMS & PERMISSIONS
Connect the work to the source of truth.
Agree the exact records, fields and operations needed for Sarah’s role. Reading context and changing a record are different permissions. The categories below are the requirements map for this role. Scoping confirms the exact reads and writes against your systems.
| System category | Workflow use | Review before connecting |
|---|---|---|
| Commerce platform | Read cart, product and order state. | Cart expiry, inventory freshness and customer matching. |
| Offer catalog | Check approved promotions and eligibility. | Offer validity, stacking rules and authorization. |
| Messaging / support | Follow up and route unresolved checkout problems. | Consent, suppression and service-team ownership. |
Bring system names, versions, API documentation and test-environment access. Review identity matching, retention, network boundaries, credential ownership and how an ambiguous write is reconciled.
Explore integration requirementsPILOT EVIDENCE
Measure the result.
Inspect the failures.
Choose an eligible cohort and record the current baseline. Keep successful conversations, verified outcomes and unresolved exceptions separate. Define a review sample that includes normal cases as well as failed tools and difficult customer requests.
Verified recovery
Eligible carts with confirmed subsequent orders under an agreed attribution window.
Unnecessary outreach
Recovery contacts sent after purchase or an applicable stop request.
Resolution quality
Reviewed objections answered accurately or routed with useful context.
| Test case | Expected behavior | Evidence to inspect |
|---|---|---|
| Customer already checked out | Stop recovery and refresh the order status. | No further recovery message after the confirmed purchase. |
| Promotion is not eligible | Explain the approved terms or route for review; do not create a discount. | Offer eligibility and conversation record. |
| Payment attempt fails | Direct the customer to the approved checkout or support process; never collect card secrets in chat. | Payment-flow destination and support handoff. |
Agree thresholds before testing, then measure verified outcomes, action accuracy and time saved against your baseline.
Review the evaluation approachIMPLEMENTATION GATES
Prepare the workflow before production.
Pre-built means the role is a starting point. It runs alongside knowledge review, integration mapping and your organization’s release decision.
Scope
Define eligible cases around this trigger: an eligible abandoned checkout. Agree what counts as a verified order, resolved question or recorded customer preference and which requests are excluded.
Output: approved role brief and named business owner.Connect
Map required fields and approved knowledge to the systems listed above. Separate read permissions from writes, test identity matching and document failure recovery.
Output: reviewed access and data-flow map.Evaluate
Exercise the normal journey and the exception cases on this page. Inspect responses, system actions and final records together, with a reviewer for unresolved results.
Output: acceptance record and documented open issues.Release
Start with limited traffic, monitoring ownership and stop conditions. Review the first outcomes before expanding scope; keep a way to pause work and return it to people.
Output: rollout, support and recovery plan.Estimate the timeline from actual dependencies. Confirm privacy, contact requirements and decision authority with the relevant internal owners. Deployment design is not a substitute for their review.
BUYER GUIDANCE
Choose the right level of responsibility.
Hire Sarah to own the routine work, not just recommend the next step. Sarah follows up on eligible abandoned carts, answers product questions, checks availability, shares permitted checkout offers and records purchase outcomes, without step-by-step supervision. Your team sets the rules and handles unapproved discounts, payment handling and policy exceptions.
Use simpler automation when…
The input is structured, the action is fixed and there is no ambiguity to clarify. A form, notification or rule-based workflow can be the appropriate tool. Do not add a conversational role solely to perform a deterministic system update.
Consider Sarah when…
You want routine work executed end to end, without supervising each action. Keep the outcome explicit: a verified order, resolved question or recorded customer preference. Validate that the configured role can meet that outcome under your constraints.
Keep a human in charge when…
The case requires unapproved discounts, payment handling and policy exceptions. The AI employee can prepare information and route the request without assuming decision authority.
Build a custom workforce when…
The job spans several distinct responsibilities or the pre-built brief does not fit. Define separate roles only where the coordination adds value, and give each handoff a clear owner.
Explore the custom pathBUYER & IMPLEMENTATION QUESTIONS
What to know before hiring Sarah.
Does Sarah need human approval at every step?
No. Once knowledge, system access and business rules are configured, Sarah autonomously follows up on eligible abandoned carts, answers product questions, checks availability, shares permitted checkout offers and records purchase outcomes. Human handoff is required for unapproved discounts, payment handling and policy exceptions, or an unresolved case outside the configured rules. The handoff includes the request, completed actions and the decision needed.
Does every recovered cart count as incremental revenue?
No. A customer may have purchased without contact. Agree attribution and a comparison method before reporting uplift; distinguish observed conversions from incremental impact.
Can Sarah offer discounts automatically?
Only offers explicitly included in the approved workflow should be considered. Define eligibility, expiry and stacking rules, and test ineligible requests.
Can Sarah take card details during a conversation?
The intended flow keeps payment in your approved checkout or payment process. Do not design conversations to collect card secrets or bypass the existing payment controls.
What does Sarah do?
Sarah autonomously follows up on eligible abandoned carts, answers product questions, checks availability, shares permitted checkout offers and records purchase outcomes. Routine actions run within your configured knowledge, permissions and business rules; exceptions and decisions outside that authority go to your team with context. The workflow starts with an eligible abandoned checkout and is designed around this outcome: a verified order, resolved question or recorded customer preference. Agree the actual configuration and supported actions before release.
Can I set up Sarah myself?
Yes. Sign up for UnleashX and configure Sarah yourself. Prepare your approved knowledge, business rules, system access and exception owners. Test the configured workflow before using live traffic; supported connections and actions depend on your setup.
Can we customize Sarah for our business?
Use the role as a starting brief. Define your knowledge sources, required fields, permitted actions and escalation paths. Keep unapproved discounts, payment handling and policy exceptions outside automatic authority unless a separately reviewed workflow explicitly defines the relevant permissions.
Are the listed integrations available out of the box?
Connector availability depends on your systems and required operations. Confirm your vendors, versions, API operations and network requirements with the integration team. Document read and write access separately and test system failures before production.
How long will deployment take?
Estimate the schedule after reviewing scope, data readiness, integration access and approval requirements. Agree milestone owners and dependencies. Configuration, security review and evaluation are part of every deployment.
What happens when a system fails?
Define bounded retries, result reconciliation and human recovery for every write. A timeout can leave the outcome uncertain: inspect the destination record before retrying an action that could create a duplicate. Keep unresolved work visible with an owner.
How do we measure the employee’s impact?
Agree the workflow’s baseline, eligible cases and measurement period. Track verified completion, unresolved work, human review and operating cost using your source records.
Make Sarah part of
your workflow.
Configure Sarah’s knowledge, connect your supported systems and test the journey. You decide the scope before live work begins.
Sign up
CUSTOMER REVIEWS ON G2
From conversations to completed work.
4.9/ 5
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