Design and audit cart and checkout flows — cart state, multi-step vs one-page checkout, guest checkout, address/shipping/tax/payment steps, and abandoned-cart recovery. Platform-agnostic conversion and correctness patterns. Triggers: designing a checkout, auditing drop-off, planning abandoned-cart flows.
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The highest-leverage surface in commerce: where intent becomes revenue. Design carts and checkouts that are correct under concurrency and optimized for completion — without prescribing a framework.
Gather: cart model (server-persisted vs client, guest vs account), checkout type (single vs multi-step), payment/shipping/tax requirements, and goal (design new flow, audit drop-off, or build abandoned-cart recovery).
| Mode | Trigger | Output |
|---|---|---|
| Design | design | Cart state model + checkout step flow + edge cases |
| Audit | audit | Friction/drop-off analysis with prioritized fixes |
| Abandoned | abandoned | Recovery sequence (triggers, timing, channels) |
| Decision | Recommendation |
|---|---|
| Persistence | Server-side cart keyed by session + user; merge on login |
| Pricing | Re-price at checkout — never trust cart-stored prices |
| Inventory | Soft-reserve at checkout start, not on add-to-cart |
| Identity | Allow guest carts; merge guest → account without losing items |
Rule: The cart is a draft, not a contract. Totals, stock, and promotions are recomputed server-side before payment.
Canonical steps: Cart → Identity → Shipping address → Shipping method → Payment → Review → Confirmation.
payments-architecture).For the full step-by-step field list, error handling, and address validation patterns, see references/checkout-flow-spec.md.
| Touch | Timing | Angle |
|---|---|---|
| 1 | ~1h | Reminder ("you left these") |
| 2 | ~24h | Help/objection handling + reviews |
| 3 | ~72h | Incentive (discount) — only if margin allows |
Capture email as early as possible; suppress recovery once the order completes; respect consent and frequency caps.
| Request | Output |
|---|---|
| Design flow | Cart model + annotated step diagram + edge-case list |
| Audit | Drop-off table with severity and READY-to-ship fixes |
| Abandoned | Trigger/timing/channel sequence + suppression rules |
A checkout is READY when guest checkout works, prices/stock are re-validated server-side, payment is idempotent, and data survives validation errors.
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