WallaB Docs
These are the docs for WallaB.AI, an AI-powered subscription-retention app for Shopify. Here you’ll find the merchant guide for setting up plans, the AI cancel-save concierge, dunning, and win-backs; the shopper guide to the self-serve portal; a developer reference for the data API; and plain-language definitions of the retention terms WallaB works with. Search below, browse a guide, or just ask WallaB.
Merchant guide
Set up, configure, and run WallaB.AI for your store.
- Getting startedFrom install to your first subscriber: the self-tracking setup guide.
- Plans & pricing wizardSelling plans, tiered intro pricing, volume discounts, build-a-box bundles, and prepaid.
- WallaB concierge & guardrailsConfiguring the AI cancel-save concierge: allowed actions, discount caps, moderation, and auditability.
- Win-back & campaignsSingle win-back offers and paced bulk campaigns for cancelled subscribers.
- Dunning & card-expiry warningsThe failed-payment retry ladder and proactive card-expiry emails.
- Email Studio & sending domainsCustomizing every outbound email and verifying your own sending domains.
- Branding & white-labelPresent the portal, concierge, and emails under your own brand — the three portal-branding controls, email branding, the Pro white-label toggle, and what never changes for shoppers.
- Integrations: Shopify Flow, Klaviyo & PostHogFanning subscription lifecycle events out to Flow, Klaviyo, and PostHog.
- SMS & the consent modelThe concierge over SMS: dual-level consent and carrier keywords.
- Bulk actionsPlan-wide pause, resume, skip, price, and variant changes — preview first.
- Importing subscribersMigrate from any subscription app: a confirmed column mapping, a read-only readiness report, preserved prices and addresses, and a billing hold for a safe cutover.
- Billing plans & supportWallaB.AI's own pricing ladder, trials, and support SLAs.
- Skip limitsOptional merchant caps on how often a subscriber can skip and how far a skip can move the next billing date.
- Over-Deliver: delight campaigns & MomentsUnadvertised $0 surprise-gift campaigns and tenure-milestone Over-Deliver Moments — generosity that's never a save-offer.
Shopper guide
Managing your subscription through the self-serve portal.
WallaB Developer Platform
An AI-ready data API and integration behavior for your own systems.
- Developer platform overviewWhat the WallaB Developer Platform is, what you can build, and where to start.
- QuickstartCreate a key and make your first authenticated API call in under a minute.
- Authentication & API keysBearer keys, the Growth-plan requirement, scopes, rotation, and keeping keys safe.
- API reference (v1)The complete v1 reference: base URL, versioning, rate limits, errors, pagination, and every endpoint.
- MCP serverConnect an AI assistant over the Model Context Protocol: the read-only MCP mirror of the v1 API, with the same keys, scopes, and rate limits.
- Entitlements APIKey-authenticated, read-only subscription status lookups for your own systems.
- Quick-action links & webhooksHow single-use email action tokens behave, and where webhooks fit.
- Platform reliability & monitoringHow WallaB.AI monitors its own production health — durable event logging, job-queue retries, and automated operator alerting.
Retention glossary
Plain-language definitions of the subscription-retention terms WallaB.AI is built around.
- What is dunning?Dunning is the automated retry-and-recovery process for a failed subscription payment — and how WallaB's dunning ladder and card-expiry warnings work.
- What is a cancel-save flow?A cancel-save flow offers a subscriber alternatives the moment they try to cancel — and how WallaB's guardrailed AI concierge runs one without dark patterns.
- Involuntary vs. voluntary churnThe difference between churn from a failed payment and churn from an active decision to cancel — and which WallaB features address each.
- What are prepaid subscriptions?Prepaid subscriptions are paid up front for several cycles at once — and how WallaB handles prepaid billing, balance exhaustion, and forfeiture.
- What is a subscription one-off?A subscription one-off is a one-time extra item added to a shopper's next scheduled delivery, billed and shipped with that order — and how WallaB handles it on pay-as-you-go subscriptions.
- What is a win-back campaign?A win-back campaign is outreach to already-cancelled customers with a specific offer to return — and how WallaB drafts, paces, and audits one.
- What is MRR (monthly recurring revenue)?MRR is the predictable monthly revenue of a subscription book, normalized across cadences — and exactly how WallaB.AI computes it.
- What is churn rate?Churn rate is subscribers lost over a period divided by those active at its start — and the denominator rule WallaB.AI's 30-day churn rate uses.
- What is save rate?Save rate is the share of cancellation attempts that end with the subscription kept — and how WallaB.AI counts saved, cancelled, and abandoned sessions.
- What is payment recovery rate?Payment recovery rate is the share of failed subscription payments a dunning process eventually collects — and which dunning cases WallaB.AI counts.
- What is a selling plan?A selling plan is Shopify's definition of how a product is sold on a recurring basis — a cadence plus a discount — and how WallaB.AI builds and syncs them.
- What is a subscription contract?A subscription contract is Shopify's record of one customer's ongoing subscription — and how WallaB.AI reads, edits, and charges against it.
- Pause vs. skip vs. swapThe three lightweight alternatives to cancelling a subscription, what each one changes, and the limits WallaB.AI enforces on them.
- What is a backup payment method?A backup payment method is a second card on file retried when the primary fails — and how WallaB.AI's opt-in backup-card fallback works inside dunning.
- What is 3-D Secure (SCA)?3-D Secure is the issuer authentication step that can stall a subscription renewal — and how WallaB.AI records a challenged charge without re-charging it.
- What are retention guardrails?Retention guardrails are merchant-set limits on what a save offer may contain, enforced server-side — the list WallaB.AI enforces and what happens when one fires.
- Dark patterns in cancellation flowsWhat a dark pattern is, the shapes it takes in a cancel flow, and the plain-cancel rule WallaB.AI holds as a product rule rather than a setting.
- What is a build-a-box subscription?A build-a-box subscription is a recurring box the shopper fills from merchant-defined slots — and how WallaB.AI models slots, customization, and enforcement.
- What is subscribe and save?Subscribe and save is a discount offered in exchange for a recurring delivery — and how WallaB.AI shapes it with intro tiers, quantity tiers, and a fixed composition order.
Can’t find it? Check the FAQ or email support@wallab.ai — we usually reply within 2 business days.