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Example workflows

Each workflow below shows what to ask, which tools the agent calls, and what to check. Change the names, prices and dates to fit your shop. The agent works out the IDs itself, so you can talk about products and customers by name or email.

The first four workflows use store setup tools and work on every plan. The rest need Subbly X.

Launch a subscription product

Create a monthly coffee subscription called “Roaster's Choice” at $24 a month. Ship each box 3 days after billing. Keep it unpublished.

1. create_subscription_product makes the product. It starts unpublished and with no plans.
2. create_plan adds the monthly plan: frequencyUnit: month, frequencyCount: 1, price: 2400 and a shipment schedule.
3. The agent shows you the result. When you are happy, ask it to publish: publish_subscription_product.

Good to know. Prices are in cents. A physical product needs a shipment schedule on each plan; a digital product must not have one. Ask for a 3-month prepaid plan in the same message and the agent adds a second plan.

Run a promotion

Create a coupon SPRING20 for 20% off the first box. It ends on 31 March and each customer can use it once.

1. create_coupon with percentOff: 20, duration: once, limitOnePerCustomer: 1 and redeemBy set to the end date.
2. list_coupons or get_coupon to show you the saved coupon.

Good to know. A percentage or amount off is set when the coupon is created and cannot change later; make a new coupon instead. Conditions, “these products only” rules and gifts need coupon customisation, which every current plan has.

Restock low inventory

Which active inventory items have fewer than 20 in stock? Set the Ethiopia Yirgacheffe beans to 150.

1. list_inventory_items with status: 1. The agent pages through the list and picks the items under 20.
2. update_inventory_item sets the new stockCount.

Good to know. There is no stock filter on the list, so a large catalog takes a few pages. Search by name or SKU with query when you know the item.

Tidy up the catalog

List the products I have not published, and archive the ones with “test” in the name. Ask me before you archive anything.

1. list_products with published: 0.
2. The agent shows you the matches and waits for your answer.
3. archive_subscription_product or archive_one_time_product for each product you confirm.

Good to know. Archiving cannot be undone. To hide a product for a while, ask the agent to unpublish it instead.

Help a customer

Find jane@example.com. She is away until 1 February: skip her coffee subscription until then.

1. list_customers with emails: ["jane@example.com"].
2. list_subscriptions with her customerId.
3. skip_subscription with skipUntil: "2027-02-01".

Good to know. A subscription that is paused, past due or already skipping cannot skip. Subbly runs subscription changes one at a time per shop, so ask for one change, check it, then ask for the next.

Ship today's orders

Show me the orders waiting to ship that were created this week, then mark order 48213 as shipped.

1. list_orders with statuses: ["awaiting_delivery"] and a createdAt range.
2. ship_order with the order ID.

Good to know. ship_order sends the customer the “order shipped” email straight away and counts the shipment on the subscription. Check the order number before you confirm.

Chase failed payments

List invoices that are past due from last month, with the customer's email.

1. list_invoices with statuses: ["past_due"], a createdAt range and expand: ["customer"].
2. To charge again, ask the agent to pick a date and time: schedule_invoice_payment sets the next payment attempt.
3. If the customer paid you another way, mark_invoice_as_paid records the payment without a charge.

Good to know. void_invoice and forgive_invoice close an invoice for good; forgiving also clears the subscription's past-due state. Read the amount and the customer before you allow either one.

Fix webhook deliveries

Did any webhook deliveries fail today? Retry them.

1. list_webhook_deliveries with status: failed and a createdAt range.
2. get_webhook_delivery for the attempts of one delivery, to see the error your endpoint returned.
3. retry_webhook_delivery for each one. The endpoint must be enabled.

Good to know. A shop can retry up to 60 deliveries a minute. If your endpoint is still down, fix it first. ping_webhook_endpoint sends it a test event, so you can see when it answers again.

Prompts to try

Copy one of these and change the details.

Store setup — every plan
List my published subscription products with their plans.
Create a one-time product called [name], unpublished.
Add a 3-month plan at $[price] to [product].
Create a [percent]% coupon [CODE] that ends on [date].
Which inventory items in the [group] group are inactive?
Add the [tag] tag to [product].

Running the business — Subbly X
Find the customer [email] and show their subscriptions.
Pause subscription [ID] / Resume subscription [ID].
Switch subscription [ID] to the [plan] plan.
Which orders are still awaiting delivery from last week?
List past due invoices from [month].
Add a note to [email]: [note].

Webhooks — Subbly X
List my webhook endpoints and what events they receive.
Create an endpoint at [URL] for order.created events.
Show failed deliveries for [endpoint] since yesterday.
Rotate the secret of endpoint [ID].

Next steps

• Tools — every tool the agent can call.
• Security and access — good habits before you hand an agent big changes.