Knowledge Base
Document
Description
Updated
Global Payouts — Dependency MapStatus: Living reference · Globalized Commerce settlement layer Scope: How an agentic purchase gets from authorized to money-in-a-bank, per market, and what each market depends on.2026-06-21
Globalization — Goal Checklist (Pending / Review State)Status board for the globalization parameters of the chat-commerce platform (chatbot, Knowledge Base, market storefronts). Each entry is a goal with its current state. States:2026-06-12
CRM Sync — Security & Compliance PostureFor: Compliance officers, security auditors, and risk assessment teams Date: 2026-06-152026-07-03
CRM Sync — Security Audit & Paired Data RequirementsDate: 2026-05-18 Version: 1.1 Worker Version: dac8f178-f6ed-4a11-96be-f640a67c64ae2026-05-26
Shopify Expiring Token ManagementAs of April 2026, Shopify mandates that all OAuth apps use expiring offline access tokens with rotation. Non-expiring tokens return 403: Non-expiring access tokens are no longer…2026-05-26
Key Ceremony — Loop Review Checklist (Automation)Version: 1.0 Date: 2026-06-22 Companion to: KEY-MANAGEMENT-LIFECYCLE.md (§8 rotation, §9 ceremony, §10 glossary, §12 ownership) Run mode: recurring automated review (e.g. Claude…2026-06-22
CRM Sync — Key Management LifecycleVersion: 1.5 Date: 2026-07-03 (v1.4: 2026-06-22; v1.2: 2026-06-15; v1.1: 2026-06-11; v1.0: 2026-05-26) Scope: Dev → Stage → Prod key management, consulting team workflow, stakeh…2026-07-03
CRM Sync — Auth PipelinesFor: Engineering, security auditors, and compliance teams reviewing authentication architecture Date: 2026-05-192026-05-29
Consent, Cookies & Preferences — User GuideThe consent banner, cookie preferences, reset, Do Not Sell vs consent, and the audit trail.2026-07-09
CRM Sync — Migration Guide: CSV & Legacy Tools → Connected StreamsFor: Marketing ops, analytics teams, and CRM administrators planning the transition Date: 2026-05-182026-05-26
Agency → Client Deploy HandoffChecklist + Interactive Key Rotation ceremony. This document is the normative handoff procedure for transferring a deployed CRM Sync / headless commerce stack from the implement…2026-06-12
CRM Sync — PWA & Native App Commerce Setup GuideShip your CRM as an installable PWA and native app (iOS · Android · desktop) on Shopify + Webflow + Xano — with auth, real-time consent, GA4, and agent permissions. Everything y…2026-07-06
CRM Sync Setup GuideEverything you need to get your CRM system running. Complete each section in order — each one builds on the last.2026-07-07
Marketing was built on the page view. The funnel now pays for the consented login.For: Marketing ops, performance media, and analytics engineering Status: Built (GA4 push + audiences) · Direct Google Ads push pending Ads API credentials Date: 2026-07-07 Depen…2026-07-07
Google turned off the list upload. We were never uploading lists.For: Marketing ops, analytics engineering, and the business analyst who owns segments Status: Plan of record · GA4 pipe built · Live Google push routes via the Data Manager API2026-07-10
Shopify App Requirements Checklist (2026)A comprehensive, downloadable checklist for building, submitting, and maintaining a Shopify App Store app. Based on Shopify's official App Store requirements and the latest plat…2026-05-29
CRM Sync — Shopify App Platform ChangesFor: Product managers, operations teams, and business stakeholders tracking Shopify app compliance Date: 2026-05-182026-05-26
Risk & Liability Brief — The 2026 Client-Side CliffAudience: owners, finance, legal, and engineering leads who carry the downside. As of: 2026-06-21 · Companion to: FORWARD-DEPLOY-AGENTIC-GRAPHQL.md (the fix).2026-06-21
JS Execution Order — Challenge & SolutionConsent fires first: the client-JS execution-order contract and the tests that enforce it.2026-07-09
CRM Sync — Why This Architecture Is SaferFor: Business leaders, compliance officers, and operations teams evaluating CRM Sync Date: 2026-05-182026-05-26
Process Management Guide — Webflow · Xano · Cloudflare · ShopifyAudience: Operations, platform engineering, and business stakeholders running a multi-system commerce stack Scope: Public guide. No secrets, credentials, or source code. Process…2026-06-08
CRM Sync — UI Component & ID RegistryCanonical naming + delivery model for the storefront UI system (nav, footer, cart, login, search) across design-sync.myshopify.com → crm-sync.dev. One addressable crm- namespace…2026-07-07
CRM Sync — Feature SpecificationDocument ID: CRM-FEAT-003 Version: 1.0 Date: 2026-07-06 Status: Published Classification: Public Parent: CRM-FUNC-SPEC-0012026-07-06
Forward-Deploy Guideline — Server-Side GraphQL + Agentic Workflows + Tool RunnerAudience: merchants, app developers, and platform teams planning their Shopify roadmap. Thesis: Shopify's 2025–2026 deprecation cliff retires the client-side / REST / Script-Edi…2026-06-21
CRM Sync — What Traditional CRMs MissFor: Business leaders, investors, and operations teams evaluating CRM Sync against Salesforce, HubSpot, and Klaviyo Date: 2026-05-192026-05-29
Analytics Export via Xano Polling + Worker CronVersion: 1.0 Date: 2026-05-27 Status: Specification2026-05-27
CRM Sync — Functional Specification & UAT Release PlanDocument ID: CRM-FUNC-SPEC-001 Version: 1.19 Date: 2026-06-17 Status: Draft — Pending DPO & PMO Review Classification: Public2026-06-21
CRM Sync — Feature Specification AddendumDocument ID: CRM-FEAT-002 Version: 1.0 Date: 2026-05-17 Status: Draft — Architecture Review Parent: CRM-FUNC-SPEC-001 v1.22026-06-25
CRM Sync — Clean Room Utility & Security RulesVersion: 1.1 — Cloudflare-Native Architecture Date: 2026-05-27 Classification: Internal — Confidential Compliance: GDPR Art. 6/9, CCPA §1798.140, CPRA, UK DPA 2018 Infrastructur…2026-05-27
CRM Sync — Event-Driven Integration SpecVersion: 1.0 Date: 2026-05-27 Status: Specification Replaces: Cron-only polling for external integrations2026-05-27
Webflow App Requirements Checklist (2026)A comprehensive, downloadable checklist for building, submitting, and maintaining a Webflow Marketplace app. Based on Webflow's official Marketplace guidelines and the latest pl…2026-05-29
Globalization — Goal Checklist (Pending / Review State)Status board for the globalization parameters of the chat-commerce platform (chatbot, Knowledge Base, market storefronts). Each entry is a goal with its current state. States:2026-06-12
CRM Sync — Security & Compliance PostureFor: Compliance officers, security auditors, and risk assessment teams Date: 2026-06-152026-07-03
CRM Sync — Security Audit & Paired Data RequirementsDate: 2026-05-18 Version: 1.1 Worker Version: dac8f178-f6ed-4a11-96be-f640a67c64ae2026-05-26
Shopify Expiring Token ManagementAs of April 2026, Shopify mandates that all OAuth apps use expiring offline access tokens with rotation. Non-expiring tokens return 403: Non-expiring access tokens are no longer…2026-05-26
Key Ceremony — Loop Review Checklist (Automation)Version: 1.0 Date: 2026-06-22 Companion to: KEY-MANAGEMENT-LIFECYCLE.md (§8 rotation, §9 ceremony, §10 glossary, §12 ownership) Run mode: recurring automated review (e.g. Claude…2026-06-22
CRM Sync — Key Management LifecycleVersion: 1.5 Date: 2026-07-03 (v1.4: 2026-06-22; v1.2: 2026-06-15; v1.1: 2026-06-11; v1.0: 2026-05-26) Scope: Dev → Stage → Prod key management, consulting team workflow, stakeh…2026-07-03
CRM Sync — Auth PipelinesFor: Engineering, security auditors, and compliance teams reviewing authentication architecture Date: 2026-05-192026-05-29
Consent, Cookies & Preferences — User GuideThe consent banner, cookie preferences, reset, Do Not Sell vs consent, and the audit trail.2026-07-09
CRM Sync — Migration Guide: CSV & Legacy Tools → Connected StreamsFor: Marketing ops, analytics teams, and CRM administrators planning the transition Date: 2026-05-182026-05-26
Agency → Client Deploy HandoffChecklist + Interactive Key Rotation ceremony. This document is the normative handoff procedure for transferring a deployed CRM Sync / headless commerce stack from the implement…2026-06-12
CRM Sync — PWA & Native App Commerce Setup GuideShip your CRM as an installable PWA and native app (iOS · Android · desktop) on Shopify + Webflow + Xano — with auth, real-time consent, GA4, and agent permissions. Everything y…2026-07-06
CRM Sync Setup GuideEverything you need to get your CRM system running. Complete each section in order — each one builds on the last.2026-07-07
Marketing was built on the page view. The funnel now pays for the consented login.For: Marketing ops, performance media, and analytics engineering Status: Built (GA4 push + audiences) · Direct Google Ads push pending Ads API credentials Date: 2026-07-07 Depen…2026-07-07
Google turned off the list upload. We were never uploading lists.For: Marketing ops, analytics engineering, and the business analyst who owns segments Status: Plan of record · GA4 pipe built · Live Google push routes via the Data Manager API2026-07-10
Shopify App Requirements Checklist (2026)A comprehensive, downloadable checklist for building, submitting, and maintaining a Shopify App Store app. Based on Shopify's official App Store requirements and the latest plat…2026-05-29
CRM Sync — Shopify App Platform ChangesFor: Product managers, operations teams, and business stakeholders tracking Shopify app compliance Date: 2026-05-182026-05-26
Risk & Liability Brief — The 2026 Client-Side CliffAudience: owners, finance, legal, and engineering leads who carry the downside. As of: 2026-06-21 · Companion to: FORWARD-DEPLOY-AGENTIC-GRAPHQL.md (the fix).2026-06-21
JS Execution Order — Challenge & SolutionConsent fires first: the client-JS execution-order contract and the tests that enforce it.2026-07-09
CRM Sync — Why This Architecture Is SaferFor: Business leaders, compliance officers, and operations teams evaluating CRM Sync Date: 2026-05-182026-05-26
Process Management Guide — Webflow · Xano · Cloudflare · ShopifyAudience: Operations, platform engineering, and business stakeholders running a multi-system commerce stack Scope: Public guide. No secrets, credentials, or source code. Process…2026-06-08
CRM Sync — UI Component & ID RegistryCanonical naming + delivery model for the storefront UI system (nav, footer, cart, login, search) across design-sync.myshopify.com → crm-sync.dev. One addressable crm- namespace…2026-07-07
CRM Sync — Feature SpecificationDocument ID: CRM-FEAT-003 Version: 1.0 Date: 2026-07-06 Status: Published Classification: Public Parent: CRM-FUNC-SPEC-0012026-07-06
Forward-Deploy Guideline — Server-Side GraphQL + Agentic Workflows + Tool RunnerAudience: merchants, app developers, and platform teams planning their Shopify roadmap. Thesis: Shopify's 2025–2026 deprecation cliff retires the client-side / REST / Script-Edi…2026-06-21
CRM Sync — What Traditional CRMs MissFor: Business leaders, investors, and operations teams evaluating CRM Sync against Salesforce, HubSpot, and Klaviyo Date: 2026-05-192026-05-29
Analytics Export via Xano Polling + Worker CronVersion: 1.0 Date: 2026-05-27 Status: Specification2026-05-27
CRM Sync — Functional Specification & UAT Release PlanDocument ID: CRM-FUNC-SPEC-001 Version: 1.19 Date: 2026-06-17 Status: Draft — Pending DPO & PMO Review Classification: Public2026-06-21
CRM Sync — Feature Specification AddendumDocument ID: CRM-FEAT-002 Version: 1.0 Date: 2026-05-17 Status: Draft — Architecture Review Parent: CRM-FUNC-SPEC-001 v1.22026-06-25
CRM Sync — Clean Room Utility & Security RulesVersion: 1.1 — Cloudflare-Native Architecture Date: 2026-05-27 Classification: Internal — Confidential Compliance: GDPR Art. 6/9, CCPA §1798.140, CPRA, UK DPA 2018 Infrastructur…2026-05-27
CRM Sync — Event-Driven Integration SpecVersion: 1.0 Date: 2026-05-27 Status: Specification Replaces: Cron-only polling for external integrations2026-05-27
Webflow App Requirements Checklist (2026)A comprehensive, downloadable checklist for building, submitting, and maintaining a Webflow Marketplace app. Based on Webflow's official Marketplace guidelines and the latest pl…2026-05-29