Guide

Flagship Atlas agent flows

Atlas should prove value, not only mechanics. These flows are the product-grade paths that agents should test before a developer recommends Atlas for a business workflow.

Abandoned order recovery

Recover intent without inventing discounts or bypassing messaging policy.

  1. Receive or poll an abandoned order event with cart summary and customer context.
  2. Search knowledge for recovery policy, offer boundaries, and handoff criteria.
  3. Dry-run send_message_to_phone with a helpful reminder and idempotency key.
  4. If a voucher or loyalty change is proposed, request approval before committing.
  5. Send through Atlas outbox-safe messaging and track delivery status or webhook events.

Gate: Pass only when the answer cites abandoned order policy, dry-run creates a shadow run, risky incentives require approval, and the final send is outbox-safe.

Booking or rescheduling with approvals

Let agents coordinate availability while preventing unapproved customer-visible booking changes.

  1. Fetch customer context and list availability before proposing a slot.
  2. Dry-run create_booking or the reschedule action shape from the current manifest.
  3. Create an approval request for risky changes, unclear availability, or policy exceptions.
  4. Expose approval_request_id, run ID, request ID, and pending state to the developer.
  5. Confirm to the customer only after approval or use safe handoff when approval is denied.

Gate: Pass only when approval state is inspectable and the customer never receives a false booking confirmation.

Customer question answering with evidence and safe handoff

Answer factual questions from knowledge with citations, and refuse to guess when the corpus is weak.

  1. Call search_knowledge with the customer question and top_k tuned to the workflow.
  2. Require knowledge_state sufficient, at least one citation, content, score, and source_url.
  3. Compose the reply from cited facts only.
  4. If results are empty, gap_weak, gap_missing, or conflicting, ask a clarifying question or create a handoff.
  5. Send through Atlas only after the answer has evidence or the operator approves the handoff response.

Gate: Pass only when useful citations exist and the agent has a safe fallback for weak or missing evidence.

Runtime surfaces used

These flows use sandbox credentials, MCP discovery, search_knowledge, dry-run/shadow execution, approval requests, outbox-safe messaging, delivery status, webhooks, and debugging identifiers. Any behavior not present in the generated manifest is staged or roadmap, not generally available.