Conversion types

Eight ways a customer's agent can complete a conversion, one commerce model, and a matrix of where each applies.

A conversion is whatever "yes" means for your business. AGORA's commerce model has eight conversion types. Your packs enable some of them and your merchant settings can narrow them further. The matrix below is normative data shared by every service: must means the conversion works whenever it is enabled for that offering kind, may means it is allowed, and n/a means AGORA answers not_applicable instead of failing, so an agent always gets a clear reply.

Every conversion keeps you as the merchant of record. Payments use your PSP's tokens; AGORA never sees a card number and never confirms a payment itself.

Offering kind × conversion type

Offering kind	checkout	booking	inquiry	quote	signup	application	subscription	call
`product`	● must	○ may	● must	● must	— n_a	— n_a	○ may	● must
`service`	○ may	● must	● must	● must	— n_a	— n_a	○ may	● must
`plan`	○ may	— n_a	● must	○ may	● must	— n_a	● must	● must
`programme`	○ may	○ may	● must	○ may	● must	● must	○ may	● must
`listing`	— n_a	● must	● must	○ may	— n_a	● must	— n_a	● must
`membership`	○ may	— n_a	● must	— n_a	● must	○ may	● must	● must
`event`	● must	● must	● must	○ may	○ may	— n_a	— n_a	● must
`consultation`	○ may	● must	● must	● must	— n_a	— n_a	○ may	● must
`other`	○ may	○ may	● must	● must	○ may	○ may	○ may	● must

● must work when enabled · ○ may be enabled · — not applicable (answers not_applicable)

The eight conversion types

CheckoutAgents buy through UCP or ACP checkout, or hand the customer to your own checkout with a signed link.BookingAgents read live availability, hold a slot and confirm it, with deposits and policies applied.Qualified enquiryStructured intake with consent, scored against your qualification rules and delivered to your CRM.QuoteAgents request a quote with specifications and timing; you answer from your own pricing.Sign-upEligibility-gated sign-up hands the customer to your flow only where they are permitted.ApplicationAgents start an application with the documents your programme requires.SubscriptionAgents start a subscription or trial intent on the plan and interval the customer chose.CallWhen a conversation needs a person, agents hand off to a call with the context attached.

Source: docs/portal/docs/conversions.md + KIND_CONVERSION_MATRIX (shared/src/generality.ts)