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This system is built around a workflow backbone. Deployments bring work into Duckie, workflows hold deterministic state, and agents handle judgment-heavy steps.

Operational Flow

Reporting and Improvement Loop

Component Responsibilities

ComponentResponsibility
Intake deploymentStarts the system from a ticket, webhook, or processor event.
Dispute handling workflowOwns case state, deterministic branches, retries, and handoffs.
Case validation workflowNormalizes the case record and checks required fields.
Reason classification agentInterprets messy dispute text and chooses the most likely reason.
Decision policy workflowApplies deterministic accept, counter, close, and escalation rules.
Account communication agentContacts the account or merchant for missing information.
Evidence preparation workflowCalls tools and agents to assemble the draft evidence packet.
Human approval workflowRequires a reviewer decision before final submission.
Slack escalation agentSends structured questions and returns structured answers through the internal review channel.
Duckie Assistant reporting agentReads runs and posts a scheduled digest for stakeholders.
Duckie Assistant feedback agentReviews runs and corrections to recommend improvements to Duckie configuration.

Deterministic vs Autonomous

Use deterministic workflows for:
  • Required field checks
  • Deadline calculation
  • Branch routing
  • Approval gates
  • Submission status changes
  • Retrying failed tool calls
  • Calling reusable subflows
Use autonomous agents for:
  • Classifying unclear reason codes
  • Reading free-form dispute notes
  • Drafting account messages
  • Drafting evidence narratives
  • Summarizing reviewer feedback
  • Explaining daily operational trends
  • Delegating narrow tasks to other agents
When a step must happen the same way every time, make it a workflow. When a step needs interpretation, make it an agent called by the workflow.

Deployment Inventory

DeploymentTriggerTargetMode to start
Dispute intakeTicketing event, custom webhook, or processor webhookDispute handling workflowTesting
Slack escalationInternal Slack channel or responder behavior from workflowEscalation agentTesting
Daily stakeholder reportScheduler, such as weekdays at 9 AMDuckie Assistant reporting agentTesting
Feedback reviewScheduler or manual internal requestDuckie Assistant feedback agentTesting

Deployments

Learn how deployments connect triggers to agents and workflows.

Custom Webhooks

Trigger Duckie from external systems.

Scheduled Deployments

Run reporting and review loops on a schedule.

Runs

Inspect what happened during each case.