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The Stack: Mapping Your Preferred Plugin to Each Functional Category

Reference data that tells Atarim's workflows and AI which plugin actually handles SEO, security, backups, and more on your sites — configuring it never installs anything.

Atarim team Updated 26 Jul 2026 · 13 min read
Integrations
Before you start

Relevant for

  • Account Holders and Administrators — The Stack is visible to these two roles only
  • Agencies standardising which plugins they use across client sites
  • Anyone whose workflows or AI recommendations reference the wrong plugin

Required knowledge

Familiarity with the WordPress plugin ecosystem for the categories listed.

Tools & resources needed

  • Settings > AI Web Agency > The Stack
  • No setup required to configure the mapping
  • The Atarim plugin installed on any WordPress site you want detection to run against

The Stack is a mapping between a functional category — SEO, Security, Backups, and so on — and the specific plugin you actually use for it. Workflows and AI read this mapping so their guidance, detection, and recommended actions reference your real tools rather than a generic default. It's reference data: selecting a plugin here tells Atarim which tool to reference, and it never installs, activates, or changes anything on a site.

What It’s For, and Why It’s Worth Filling In

Atarim’s workflows and AI agents constantly need to answer one question: which tool does this job on this site? A caching step needs to know your caching plugin. A security scan needs to know your firewall. Without an answer they either guess at whatever is most common, or give advice too generic to act on.

Advice that names your actual tools

With The Stack filled in, a recommendation about caching names the caching plugin you actually run, and a backup step checks the backup tool you actually use. The difference between “consider enabling page caching” and a specific instruction for your specific plugin is the difference between a suggestion and something your team can execute.

One setup, every site

Set it once at workspace level and every project inherits it. You only revisit it when a particular client site genuinely differs, or when you standardise on a new tool across the board.

Detection that sees behind the login

On sites with the Atarim plugin connected, a scan reads the authenticated plugin inventory rather than guessing from the public-facing page. That’s what lets it confirm admin-only categories like security, backups, and caching, which never appear in a front-end scan.

Completely safe to configure

Nothing on this screen touches a live site. Installation is a separate, later, explicitly approved action — so you can map all fourteen categories, change your mind, and change them back without any risk to a client’s site.

Step-by-Step Guide

Opening The Stack

  1. From the main dashboard, select Settings.
  2. In the menu on the left, under the AI Web Agency heading, select The Stack.
  3. Wait for the categories to load. While loading, the panel reads Loading the stack…
  4. Review each category, the plugin shown against it, and the badge beside it.
The Stack page listing functional categories, each with its description, plugin picker, and source badge.
Every Category, With the Plugin That Fulfils It

A notice at the top of the screen states the scope plainly: The Stack only applies to WordPress sites with the Atarim plugin installed, because detection and installs require the connected plugin. You can still set the mapping without it — what you lose is confirmation of what’s actually running.

Tip
The Stack sits under AI Web Agency and is visible to the Account Holder and Administrators only. Team Members and Collaborators don’t see

What The Stack Covers

A fixed list of fourteen functional categories. Each has a one-line description of what it’s for, a plugin, and a badge showing where that plugin came from.

Category What it covers Atarim default
SEO On-page SEO, meta tags, sitemaps, and content analysis Yoast SEO
Security Malware scanning, firewall, and login protection Wordfence
Backups Scheduled backups and restore points JetBackup
Performance Page, object, and browser caching plus minification W3 Total Cache
Images Image compression and WebP conversion ShortPixel
Database Database cleanup and table optimisation WP-Optimize
Analytics Google Analytics integration and reporting MonsterInsights
Forms Contact and lead-capture forms WPForms
Email Email marketing automation and CRM FluentCRM
Uptime Uptime monitoring and site stats Jetpack
Heatmaps Session recordings and heatmaps Microsoft Clarity
eCommerce Store, products, cart, and checkout WooCommerce
Redirects 301/302 redirects and 404 tracking Redirection
Page Builder Detection only, no default is set Gutenberg assumed
Note
These defaults are Atarim’s tested picks, not requirements. If your agency standardises on a different tool for a category, set it here once and every workflow and recommendation follows.

Reading the Badges

Each category carries a badge telling you where its current plugin came from. This matters because an inherited default and a confirmed installation look identical otherwise.

Badge What it means
Installed on site Confirmed present by a scan of the connected site
Workspace default Inherited from this workspace’s setting
Agency default Inherited from an agency-level setting
Recommended & Tested Atarim’s own recommendation for that category
Atarim default Atarim’s pick where it isn’t flagged as a tested recommendation
Custom Someone picked this plugin manually
Not configured No plugin is set for this category
Note
Where a plugin has been confirmed by a scan, the row also shows a tick reading Confirmed on site beneath the picker.
Tip
A row reading Installed on site is the strongest state — it means Atarim has seen that plugin on the site rather than assumed it. Inherited defaults are useful, but a confirmed installation is what lets a workflow act with certainty.

Setting the Plugin for a Category

  1. Select the plugin name on the right of the row you want to change. Where nothing is set the row reads Select a plugin instead.
  2. Pick from the Curated group to use a plugin Atarim has tested for that category. The curated pick carries a tick and its Recommended & Tested badge.
  3. Or type into the search field to look up any plugin in the WordPress directory. Results appear under WordPress.org, each showing its active install count and when it was last updated.
  4. Or, on a project, choose from Detected on this site. This group sits at the top of the list and each entry carries a blue Installed pill, so you know it’s genuinely present.
  5. Select the plugin. The row saves immediately — there is no Save button — and the badge updates to match where the new value came from.
Curated First, Then the WordPress Directory
Search Any Plugin, With Install Counts to Judge By
Project dashboard top bar with the Project brief tooltip showing on the document icon.
Switch to Stack, Then Unlock to Override
Re-scan Site Confirms What’s Actually Installed
Unlocked and Scanned — 14 Installs Proposed
Scan Again and Nothing Is Proposed Twice
Tip
To revert, pick the Atarim default again. That clears your override rather than pinning a duplicate entry, and the badge reverts to Recommended & Tested.
Note
The WordPress.org group prompts you to type at least two characters before it searches. Long plugin names are shortened in the dropdown once selected — that’s display only, and the full plugin is stored.

Telling the AI How You Use a Plugin

Each row carries a short description of what that plugin is for. Atarim pre-fills it from the recommended plugin, and you can rewrite it — worth doing when you’ve picked a tool Atarim has no description for, or when your team uses a plugin in a particular way.

  1. Select the description text underneath the category name. It looks like static text but it’s editable.
  2. Type your guidance into the text area. The placeholder reads How the AI should use this plugin…
  3. Select Save, or Cancel to discard and keep the previous text.
Tell the AI How Your Team Uses the Plugin

This line is what the AI reads to understand the tool’s role on your sites, so a sentence about how your team uses it is more valuable than a generic product description.

Warning
Choosing a plugin saves the row immediately, but the description editor has its own Save and Cancel buttons. A description you type and navigate away from is lost.

Overriding the Mapping for a Single Site

The Stack also appears on each project, so one site can differ from the rest without you rebuilding all fourteen categories.

  1. Open the project and select the Project brief icon in the top bar.
  2. In the modal, switch from Brief to Stack using the toggle in the top right.
  3. Find the Inherit from workspace defaults switch. It’s on by default, shown with a closed padlock, and reads Inheriting the workspace defaults, categories are read-only.
  4. Turn the switch off. The padlock opens and the line changes to Unlocked — override any plugin below.
  5. Change only the categories that differ for this site. Everything you leave alone keeps inheriting from the workspace, shown with a Workspace default badge.
Project dashboard top bar with the Project brief tooltip showing on the document icon.
Switch to Stack, Then Unlock to Override

Scanning a Site to Confirm What’s Installed

  1. On the project’s Stack screen, select Re-scan site. The button reads Scanning site… while it runs.
  2. Wait for the confirmation. The first scan of a site reports how many plugin installs it has proposed, for example Scan complete — 14 plugin installs proposed in the Approval Queue.
  3. Scan again later and, where nothing has changed, the message reads Scan complete — your stack is up to date.
  4. Check the rows that were confirmed. They switch to Installed on site, with a tick reading Confirmed on site beneath the picker.
Re-scan site button only appears on a project.
Re-scan Site Confirms What’s Actually Installed
14 plugin installs proposed in the Approval Queue
Note
Scanning doesn’t only confirm what’s present — it also proposes an install for every category whose plugin isn’t there yet. On a site that has none of them, that means an approval request per category waiting in the queue. Nothing installs without your sign-off, but expect a full queue after the first scan, and decline anything that client doesn’t need.
Tip
An amber notice appears after the scan: We couldn’t read this site’s plugin inventory, so installed plugins are unconfirmed. Connect the Atarim plugin on the site and re-scan to confirm what’s installed. Until then the entries shown are inherited defaults rather than confirmed installations.

Understanding Detection-Only Categories

Page Builder behaves differently from the other thirteen. It’s detection-only, with no Atarim default — Gutenberg, the WordPress block editor, is assumed until a third-party builder is detected on a connected site. Because no plugin is set, the row shows Not configured rather than a green Recommended & Tested badge.

This is deliberate. Page builders are visible in a site’s own content rather than chosen by an agency as a standard, so Atarim detects rather than recommends

Gutenberg Is Assumed Until Something Else Is Detected
Warning
Not configured on Page Builder is the expected state, not something to fix. It resolves on its own once a third-party builder is detected on a connected site.

How Workflows Use The Stack

This is where the mapping earns its keep. Workflow steps that operate on a functional area declare which category they belong to, and the workflow runner resolves that category through The Stack immediately before the step runs.

The step gets your plugin, not a guess

A caching step in a monthly maintenance workflow resolves the performance category and receives your caching plugin. A backup-and-restore step resolves backups and receives yours. The same workflow template therefore behaves correctly across clients running different tools, without you maintaining a separate copy per client.

Every resolution is recorded

The plugin resolved for each step is written into the workflow’s run trace, so when you open a run you can see which tool the step actually used. If a step behaved unexpectedly, the trace shows whether it resolved the plugin you meant.

Resolution never means installation

Resolving tooling and installing tooling are deliberately separate. A workflow that resolves a category and finds nothing installed requests approval rather than installing inline.

Runs without a specific site

A workflow run that isn’t scoped to one concrete site — an All Projects run with no task site, for example — has nothing to resolve against, and steps simply run without Stack context.

Note
Because the plugin is resolved per site at run time, you can build a workflow once and deploy it across clients running entirely different tooling. Keeping The Stack accurate is what makes that portability work.

What Happens When a Plugin Is Missing

Configuring The Stack never installs anything. Installation only happens later, at work-execution time — when a workflow or AI chat is doing something that genuinely needs a category’s tooling and finds it missing. Even then, nothing installs on its own:

  1. The workflow or chat resolves the category through The Stack and finds no plugin present.
  2. Atarim queues a request in the project’s Approval Queue rather than installing.
  3. The entry is titled Install {plugin name} and describes the action as installing and activating that plugin on the site.
  4. Nothing further happens until a person approves it.
  5. On approval, the held action is replayed and the install runs.

Requests are de-duplicated per site and plugin, so a workflow that hits the same missing plugin repeatedly won’t fill your queue with copies.

Note
There is no path that installs a plugin without a human decision first — not from a workflow, not from a site scan, not from chat. This isn’t a preference you could accidentally switch off.

Approving an Install

Configuring The Stack never installs anything, and neither does scanning. Installs are proposed, then wait for a person:

  1. A scan, a workflow, or a chat request resolves a category and finds the plugin isn’t present.
  2. Atarim queues a request in the project’s Approval Queue rather than installing.
  3. The entry is titled Install {plugin name} and describes the action as installing and activating that plugin on the site.
  4. Nothing further happens until a person approves it.
  5. On approval, the held action is replayed and the install runs.
Every Install Waits for Your Approval
Note
There is no path that installs a plugin without a human decision first — not from a scan, not from a workflow, not from chat. This isn’t a preference you could accidentally switch off.

FAQs

Does changing a selection here install the new plugin?

No. The Stack is reference data only. Installing a plugin is a separate, explicit action that requires approval on the connected WordPress site.

What if I use a plugin that’s not in the curated list?

Search the WordPress directory from the same picker and choose whichever plugin your stack actually uses. It’s worth editing the description afterwards so the AI knows what you use it for.

Why does scanning propose so many installs?

A scan confirms what’s present and proposes an install for every category whose plugin isn’t. On a fresh site that means one request per category. They sit in the Approval Queue until you decide, and declining is as valid as approving.

Why does Page Builder show “Not configured” instead of a green badge?

It’s detection-only, so it has no Atarim default to carry a Recommended & Tested status. The picker reads Gutenberg assumed until a third-party builder is detected on a connected site.

Do I have to set The Stack for every project?

No. Set it once per workspace and every project inherits it. Override individual categories on a project only where that site genuinely differs.

Who can edit The Stack?

The Account Holder and Administrators. It isn’t shown to Team Members or Collaborators.

Does The Stack work on sites without the Atarim plugin?

You can still set the mapping, and workflows will read it. What you lose is detection — Atarim can’t confirm what’s actually installed without the connected plugin.

Can an AI agent install a plugin without asking me?

No. Every install is queued in the project’s Approval Queue and waits for a person to sign off, including installs initiated from chat.

Do I need to press Save?

Not for the plugin picker — choosing a plugin saves the row immediately. The description editor is the exception: it has its own Save and Cancel buttons.

How do I know which plugin a workflow step actually used?

Open the workflow’s run and check the trace. The plugin resolved for each step is recorded there, so you can confirm the step used the tool you intended.

Conclusion

The Stack is a small, one-time setup step with outsized payoff. Once it accurately reflects your real plugin choices, every workflow and AI recommendation that touches SEO, security, backups, or the other categories references the tool you actually use rather than a generic guess — and one workflow template works across clients running entirely different tooling.

It's also one of the safest screens in Atarim to experiment with: nothing you do here changes a site, and the only thing that ever touches a live install is an approval you grant yourself.

Tips & best practices

Fill in The Stack once per workspace — it applies across every connected WordPress site, and projects inherit it automatically. Revisit it whenever you standardise on a new plugin for a category; a stale entry produces confidently wrong AI guidance rather than an obvious error. Rewrite the description when you pick a non-curated plugin — that line is what the AI reads to understand how you use it. Re-scan a site after connecting the Atarim plugin, then work through the Approval Queue rather than leaving it full. Only override at project level where a site genuinely differs; leaving categories inherited means one workspace change updates them all.

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