Standing Order Agent / Customer journey
Requirements Architecture MD View build plan
Customer journey

From weekly intent to a cart ready for review.

The experience is intentionally calm: configure once, get notified when the cart is ready, understand every change, and take over whenever the agent needs help.

8main journey steps
4user control points
1frozen review snapshot
0silent checkout retries
Main journey

The end-to-end workflow

End-to-end user flow
Editable .drawio
End-to-end user flow
Authentication challenges pause the run. User changes produce a fresh cart and snapshot. Phase 1 hands control to the user for final checkout.
Experience

What the user sees

  1. 01

    Connect

    The user opens an isolated browser, signs in directly with Stop & Shop, and completes MFA if requested.

  2. 02

    Configure

    Choose products, cadence, quantities, budget, allowed substitutions, preparation lead time, and ranked delivery windows.

  3. 03

    Prepare

    A durable schedule occurrence starts. The agent validates the account, resolves products, and reconciles the cart.

  4. 04

    Reserve

    The agent ranks currently available delivery slots and selects the first one that satisfies household rules.

  5. 05

    Review

    The dashboard highlights substitutions, unavailable items, price changes, fees, total, delivery slot, and required decisions.

  6. 06

    Adjust

    The user can change quantities, add a one-time item, remove a product, change the slot, skip, pause, or take over.

  7. 07

    Complete manually

    In the assisted prototype, the user performs the final retailer confirmation in the retailer-controlled experience.

  8. 08

    Verify

    The system records confirmation only after it sees retailer evidence. An ambiguous result becomes manual verification, never an automatic retry.

Control points

Where the user can intervene

Before the run

Edit the template, change limits or windows, skip the next occurrence, or pause the standing order.

During preparation

Complete authentication, answer a product question, or open a short-lived takeover session.

At review

Inspect changes, request a rebuild, select another slot, skip, or continue to Stop & Shop.

After checkout

Verify the retailer order, inspect audit history, and adjust preferences for the next cycle.

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Unknown is a first-class result

If the browser loses contact after a consequential action, the workflow does not guess. It records what is known, checks for visible retailer confirmation, and asks the user to verify when certainty is impossible.