For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/guides/abandoned-cart-in-the-crm.md.
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      • How do I work abandoned carts with human follow-up?

      Automation recovers low-ticket abandonments. On a high ticket, what recovers the sale is a person — and for that the abandonment has to become an opportunity with an owner, not just an automatic send.

      Before you start

      1. Decide the cut-off

      It is not worth sending an attendant after every abandonment. Define a criterion — cart value, product or lead source — that separates what deserves human contact from what stays with the automation.

      2. Create the stage in the pipeline

      Add a stage of its own for recovery. Mixing abandonments in with new leads makes the attendant treat both the same way, and they are very different situations: someone who abandoned has already chosen the product.

      3. Distribute the work

      Assign the recovery opportunities to whoever is going to work them — see attendant assignment. An opportunity with no owner does not get worked.

      4. Give the attendant context

      Before making contact, the attendant should open the contact profile: what the person tried to buy, where they came from, what they have already received. A generic approach to someone who abandoned reads like a debt collection call.

      5. Record the outcome

      Recovered: advance the opportunity and record the sale. Not recovered: Mark as lost with the Loss reason. The reason here usually exposes a price or a checkout problem — information that improves the whole offer. See lost opportunity.

      6. Close the loop with the automation

      Make sure anyone who has entered human follow-up drops out of the automatic sequence. Receiving a "you left something behind" message in the middle of a conversation with a salesperson destroys your credibility with that contact.

      If it didn't work

      • No abandonment shows up at all: the offer has to use the Clickmax checkout.
      • The attendant cannot see the opportunity: review the assignment and their role.
      • The customer received automated messages during the conversation: the flow is missing the condition that takes them out of the sequence.