Merchant policy Pro

Agent Adapt Pro is opening soon. See pricing for early access.

With Pro, WooCommerce → Agents has a What agents may do panel below the agents table. Press Save policy after any change. Your policy applies on top of whatever each customer approves: an agent gets the narrower of the two.

Account actions

Tick the actions agents may perform on a customer’s account. All are on by default.

• Put a past order back in the cart
• Cancel an unpaid order
• Cancel a paid order with a full refund (the customer approves each one)
• Send you a return request
• Change a saved address (the customer approves each one)

Searching, product details and the cart are always available, because any visitor can do those. An action you untick disappears completely: agents can’t see it or call it, and it’s left out of the store’s API description and MCP tools. Unticking address changes also stops the store offering that permission at sign-in.

Return window

How many days after an order is completed a customer’s agent can send a return request (1 to 365; 30 by default).

Account access, per agent

In the per-agent table, Account access sets the most each agent may do with a customer’s account:

Setting	Effect
Whatever the customer approves	The default
View only	Orders, addresses and reordering, but no changes
None: signed-out shopping only	The agent can’t sign customers in at all

A cap also narrows what the approval page offers, and it applies straight away to customers who connected the agent before you set it.

Allowlist

Tick Only accept the agents ticked below to refuse every agent you haven’t ticked under On the allowlist. A refused agent is treated like a blocked one. Blocking still wins over the allowlist.

Set it up in this order: let the agents you want visit at least once, so they appear in the table; tick them; then turn the allowlist on. While it’s on, a new agent is refused before it’s recorded, so it never appears in the table to be ticked.