> ## Documentation Index > Fetch the complete documentation index at: https://docs.duckie.ai/llms.txt > Use this file to discover all available pages before exploring further. # Overview > A blueprint for automating payment dispute operations with Duckie This blueprint shows how to design a Duckie system for payment disputes and chargebacks. It uses generic payment operations terminology so you can adapt it to your own ticketing system, payment processor, CRM, and required approval process. The recommended design uses a deterministic workflow backbone with autonomous agents for the ambiguous parts of the work. ## Start With the MVP You do not need to launch the full disputes system at once. Start with an autonomous loop that validates cases, classifies the reason, applies decision policy, gathers approved evidence, and routes only policy-required approvals or exceptions to humans. Then add broader submission automation, escalation, reporting, and feedback after the first loop is trusted. Use the [MVP](/examples/disputes-and-chargebacks/mvp) as the starting point if you are building this blueprint for the first time. ## What This System Does The system helps a team: * Receive dispute cases from a ticketing system, webhook, or payment processor * Classify the case reason and deadline * Gather missing information from the account or merchant * Draft an evidence packet from approved data sources * Route policy-required approvals or exceptions to humans * Submit or record the final response when policy allows * Track the outcome * Report daily operational status to stakeholders * Learn from escalations, failures, and operator corrections Do not remove required approval gates. For financial or compliance-sensitive processes, automate allowed paths and route only policy-required approvals, high-risk cases, and exceptions to the right human owner. ## Design at a Glance | Function | Duckie component | Why | | ---------------------- | --------------------------------------------------------------- | ---------------------------------------------------------------------------- | | Case intake and triage | Workflow deployment from ticketing or webhook | Intake needs repeatable extraction, validation, and routing. | | Reason classification | Autonomous classifier agent called by workflow | Dispute reasons can be messy and require judgment. | | Account communication | Autonomous communication agent called by workflow | Messages need context, tone, and language handling. | | Evidence preparation | Workflow plus evidence drafting agent | The process is deterministic, but drafting needs judgment. | | Required approvals | Approval workflow plus Slack escalation agent | Policy-required approvals and exceptions need a structured internal request. | | Daily reporting | Scheduler deployment running a Duckie Assistant reporting agent | Stakeholders need recurring visibility without a custom cron service. | | Feedback loop | Duckie Assistant feedback agent and analytics | Corrections should improve guidelines, workflows, categories, and tools. | ## Blueprint Pages Start with autonomous case handling before adding broader submission and escalation loops. See the full multi-agent, multi-channel architecture. Deploy the entry point that validates and routes new cases. Build the deterministic backbone for the case lifecycle. Gather missing information from the account or merchant. Draft evidence packets and route required approvals. Send questions and approvals to an internal Slack channel. Post a scheduled stakeholder digest. Turn run data, outcomes, and corrections into improvements. Move from narrow case handling to broader live operations. ## Recommended Reading Order 1. Start with the [MVP](/examples/disputes-and-chargebacks/mvp) to understand the smallest useful autonomous loop. 2. Read the [system map](/examples/disputes-and-chargebacks/system-map) to see how the MVP expands into the full architecture. 3. Read [intake and triage](/examples/disputes-and-chargebacks/intake-and-triage) to understand the entry point. 4. Read the [dispute handling workflow](/examples/disputes-and-chargebacks/dispute-handling-workflow) to see how state is controlled. 5. Open the function page for the first component you want to build. 6. Use the [rollout plan](/examples/disputes-and-chargebacks/rollout-plan) before moving to live traffic. ## Related Docs Learn the general workflow-plus-agent design pattern. Test historical cases before live deployment.