SophMate documentation

Install SophMate

Install SophMate on a WordPress site, confirm baseline requirements, and verify the admin surfaces before connecting provider credentials.

First-Run Checklist

Use this first-run checklist to validate provider status, permissions, budgets, approvals, diagnostics, and low-risk prompts before team rollout.

Copilot Prompting and Context

Use SophMate Copilot with bounded prompts, visible context, safe memory choices, and action-plan handoff for WordPress and WooCommerce work.

WordPress Requirements

Review the WordPress, PHP, extension, outbound connectivity, role, and hosting requirements that should be confirmed before production usage.

Environment and Hosting Checklist

Confirm hosting, PHP extensions, outbound HTTPS, cron, cache, staging, and backup expectations before SophMate handles production workflows.

Staging Test Data and Demo Hygiene

Prepare SophMate staging, demo data, fake customers, sample orders, and test workflows without leaking real customer or production context.

Operator Training and SOP Rollout

Train SophMate operators with role-specific SOPs, approval examples, refusal rules, incident paths, and first-week review before broad team adoption.

Connect an AI Provider

Configure provider access, test encrypted key storage, and keep SophMate budget controls visible before real team usage begins.

Budget and Usage Controls

Set provider budget caps, review usage ownership, and define escalation rules when SophMate usage changes faster than expected.

Cost Allocation and Client Billing Review

Map SophMate provider usage to teams, clients, campaigns, workflows, and approval owners before budgets become hard to explain.

Roles and Permissions

Map SophMate access by role so administrators, editors, support users, marketers, developers, and agencies only see the modules they need.

WooCommerce Context Setup

Prepare WooCommerce products, coupons, orders, stock signals, policies, and support context so SophMate recommendations stay grounded.

Knowledge Base Sources

Organize policy, FAQ, tone, product, and operational source material so SophMate answers can cite current approved information.

Source Freshness Review Calendar

Set review dates for SophMate Knowledge Base sources, policies, product facts, support tone, and WooCommerce operating rules before stale content spreads.

Mail and Notification Settings

Prepare monitored mailboxes, transactional mail, watcher alerts, support confirmations, and notification ownership before production rollout.

Email Deliverability and Domain Authentication

Verify sender domains, transactional mail, SPF, DKIM, DMARC, bounce handling, and monitored replies before SophMate sends operational email.

Security and Key Rotation

Protect SophMate provider credentials, rotate keys safely, restrict sensitive settings, and preserve support-safe evidence during incidents.

Cache Queue and Performance

Plan SophMate cache, queue, cron, object-cache, and performance expectations before automation, diagnostics, and WooCommerce workflows scale.

Scheduled Task and Cron Reliability

Verify WordPress cron, server cron, queue timing, watcher schedules, retries, and alert delivery before SophMate automation runs at production scale.

Provider Models and Fallbacks

Choose SophMate AI providers and models with capability, budget, latency, reliability, privacy, and fallback behavior documented before team rollout.

Data Residency and Provider Policy Review

Review provider data handling, residency expectations, logging, retention, and client policy fit before SophMate sends sensitive context to AI services.

Provider Rate Limits and Retry Planning

Plan SophMate provider quotas, rate limits, retry behavior, backoff rules, duplicate prevention, and operator escalation before automation scales.

Theme Assistant Basics

Understand the Theme Assistant workspace, design chat, responsive checks, accessibility review, and review flow for visual WordPress changes.

Design from URL

Use external reference URLs safely in Theme Assistant, diagnose failed fetches, and keep design inspiration separate from unsafe copying.

Responsive and Accessibility Review

Review Theme Assistant changes across breakpoints, keyboard behavior, contrast, spacing, and accessibility checks before publishing.

Client Presentation Workflow

Prepare Theme Assistant changes for client review with screenshots, rationale, approval notes, rollback context, and next-step ownership.

WooCommerce Store Design Kits

Use Store Design Kits to review WooCommerce storefront patterns while protecting checkout, account, cart, and revenue-critical flows.

Publishing and Rollback for Theme Changes

Publish Theme Assistant CSS and presentation decisions with scoped approvals, visual evidence, cache checks, and rollback instructions.

Multi-Page Consistency Checker

Use Theme Assistant multi-page consistency checks to compare repeated components, page patterns, spacing, typography, and approval notes before publishing design changes.

Animation and Interaction Builder

Plan Theme Assistant animation and interaction changes with reduced-motion support, accessibility review, performance checks, and rollback notes.

Design Tokens and Style System

Maintain Theme Assistant design tokens for color, type, spacing, radius, buttons, cards, product surfaces, and WooCommerce state patterns.

Workflow Safety

Prepare SophMate workflows, watchers, and automation categories with ownership, dry-run checks, and kill switches before production rollout.

Automation Safe Mode and Kill Switches

Operate SophMate automation with category kill switches, safe mode expectations, pause ownership, restart rules, and incident-aware workflow review.

Watchers and Alerts

Configure SophMate watchers for low-stock, sales drops, operational alerts, ownership, escalation, and recurring review.

Agents

Build SophMate agents with narrow scope, approved tools, traces, evals, memory review, and controlled rollout to storefront or admin surfaces.

Model Evaluation and Regression Review

Create SophMate evaluation prompts, expected outputs, traces, and regression checks for agents, workflows, and reusable prompts before broad rollout.

App Center and Custom Tools

Register custom apps and tools with explicit capability grants, schema validation, visibility controls, and risk classification.

Tool Validation and Schema Testing

Validate SophMate custom tool schemas, permissions, sample payloads, errors, audit records, and agent visibility before production use.

Webhook and External Service Security

Review SophMate webhooks, external service calls, authentication, payload minimization, retries, replay protection, and audit behavior.

Playbooks and Quick Actions

Use SophMate playbooks and Quick Actions for repeatable WordPress tasks while keeping inputs, approvals, and execution records reviewable.

Prompt Template Governance

Govern reusable SophMate prompts, slash-command patterns, playbooks, tone rules, and approval language so teams reuse safe instructions.

Content and SEO Workflows

Use SophMate for content briefs, product copy, SEO titles, excerpts, alt text, refresh plans, and editorial review without bypassing publishing standards.

Playbook Import Export and Agency Reuse

Export SophMate playbooks for reuse across agency client sites while preserving local provider settings, policies, approvals, and WooCommerce differences.

Localization and Translation Review

Review translated SophMate drafts, tone guides, locale-specific policies, glossary terms, and WooCommerce copy before publishing multilingual content.

Image Studio Asset Review

Review SophMate Image Studio drafts for brand fit, rights, product accuracy, alt text, metadata, and Media Library handoff before publishing.

Insights and Reporting Review

Use SophMate Insights reports, AI summaries, goals, exports, and WooCommerce metrics as decision support without replacing financial review.

Media Library Asset Lifecycle

Manage SophMate-generated assets through approval, naming, alt text, rights notes, campaign expiry, cleanup, and reuse decisions.

Marketing Studio Campaign Review

Plan SophMate Marketing Studio campaigns with product context, channel health, offer rules, approval status, and post-campaign learning.

Support Reply Review Workflow

Draft WooCommerce support replies with order context, Knowledge Base citations, tone guidance, customer-impact review, and escalation rules.

Analytics Attribution Review

Review SophMate campaign links, UTM choices, conversion context, attribution limits, and post-campaign notes before using AI insights for decisions.

Approval Controls

Use SophMate approval controls to keep customer, commerce, content, and settings changes reviewable before anything affects production.

Regulated Claims and Legal Review

Route regulated, legal, medical, financial, safety, warranty, and compliance-sensitive SophMate outputs through qualified human review.

Audit Log Review

Use the SophMate audit log to review AI-assisted decisions, approvals, executions, failures, retries, and operational accountability.

Privacy and Data Retention

Operate SophMate with privacy-aware prompts, retention controls, export and erase support, redaction rules, and customer data boundaries.

Privacy Export and Erase Requests

Handle SophMate-related privacy export and erase requests with scoped evidence, retention awareness, redaction, audit review, and owner approval.

Agency Governance

Standardize SophMate rollout across client WordPress sites with provider ownership, permissions, playbooks, approvals, diagnostics, and reporting.

Access Offboarding and Seat Review

Remove SophMate access safely after staff changes, agency handoffs, contractor exits, role changes, and provider ownership transitions.

Backup and Staging Workflow

Use backups, staging validation, approval notes, rollback owners, and release windows to keep SophMate changes recoverable.

WooCommerce High-Risk Actions

Classify WooCommerce AI-assisted work by revenue, customer, refund, coupon, stock, order, checkout, and policy impact before execution.

Personalization Privacy Review

Launch SophMate personalization with consent-aware audiences, fallback content, sensitive-page exclusions, explainability, and experiment review.

Storefront Panel Consent Review

Review storefront AI panels, consent state, data exposure, fallback behavior, and escalation paths before visitor-facing SophMate experiences launch.

Diagnostics and Support

Create support-safe diagnostics evidence for provider failures, hosting issues, update problems, and CodeCanyon support requests.

Troubleshoot Provider Connections

Diagnose SophMate provider connection failures caused by keys, billing, model access, PHP extensions, outbound HTTPS, DNS, SSL, or host restrictions.

Update and Rollback

Update SophMate safely from a CodeCanyon release by preparing backups, staging checks, diagnostics, workflow pauses, and rollback notes.

Migration and Reindex Review

Plan SophMate updates, database migrations, source reindexing, cache rebuilds, and post-update verification before restarting production workflows.

Incident Response Runbook

Respond to SophMate provider failures, workflow incidents, Theme Assistant regressions, support issues, and unexpected production changes.

Post-Incident Review and Prevention

Turn SophMate incidents into prevention work with root-cause notes, owner assignment, regression checks, documentation updates, and restart decisions.

Error Reports and Support Codes

Read SophMate error reports, preserve timestamps and codes, redact sensitive evidence, and route issues to support, hosting, or provider owners.

Contacting Support

Prepare CodeCanyon purchase context, diagnostics, environment details, reproduction steps, and redacted evidence before contacting SophMate support.

Support SLA and Escalation Matrix

Define SophMate support severity levels, response expectations, escalation owners, evidence requirements, and customer communication rules.

CodeCanyon Licensing and Updates

Prepare SophMate CodeCanyon purchase context, update ownership, support entitlement, version checks, release notes, and renewal decisions.

Changelog and Release Note Review

Review SophMate changelog entries and release notes for module impact, requirements, migrations, support risk, and buyer-safe communication.