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Condition routing is the core of the WISMO system. The customer may ask the same question every time, but Duckie should not answer every order-status request the same way. Use a workflow for the routing layer. Use specialist agents for the exception-specific investigation and response.

Routing Workflow

Condition Matrix

ConditionTrigger examplesHandlerExpected output
Standard in transitCarrier ETA exists, latest scan is current, no unresolved contactsStandard status agentCurrent status, ETA, tracking link, follow-up only if ETA changes.
Processing within SLAOMS processing, WMS not started, still inside fulfillment SLAStandard status agentExpected ship-by date and clear next checkpoint.
Supplier backorderSupplier ETA moved, allocation shortage, inbound PO delayedSupplier backorder agentCustomer-safe explanation, wait/cancel/alternate options, next supplier check.
Allocation conflictInventory exists but is reserved or allocation failedSupplier backorder agentExplanation that availability changed before fulfillment, escalation if exception needed.
Warehouse pick delayPick pending beyond SLA, short pick, SKU quarantine, cycle-count mismatchWarehouse investigation agentWarehouse status, trace action, next checkpoint, escalation threshold.
Label created, no pickupLabel exists but no first physical scan after thresholdCarrier exception agentHandoff explanation, trace action, follow-up checkpoint.
No tracking movementNo carrier scan for threshold periodCarrier exception agentCarrier investigation status, expected investigation SLA, replacement/refund review if needed.
Delivery failedAddress issue, access issue, business closed, recipient unavailableCarrier exception agentCarrier reason, reattempt or pickup options, address-verification path.
Return-to-senderCarrier status says return-to-sender or attempts exhaustedCarrier exception agent plus resolution workflowResolution choices and approval path.
Partial shipmentSome items shipped or delivered while others are pendingSplit shipment agentItemized shipment map and per-shipment status.
Delivered not receivedCarrier delivered, customer says not receivedDelivered-not-received agent plus resolution workflowDelivery proof review, investigation path, approval recommendation.
Fraud, payment, or address holdOMS hold status, payment review, address verificationGuarded hold workflow plus communications agentApproved verification request or internal escalation.
Repeated contactSame order has 2+ WISMO contacts before resolutionPriority escalation workflow plus Slack agentSummary of prior updates and human review request.

Specialist Agent Contracts

Each specialist agent should return the same output shape:
OutputDescription
condition_typeThe specific WISMO condition detected.
customer_safe_summaryFacts that can be shared with the customer.
internal_summaryOperational details for CX or operations only.
recommended_actionAnswer, monitor, trace, investigate, replacement review, refund review, or escalate.
customer_optionsWait, cancel, alternate item, address correction, hold for pickup, replacement, or refund if allowed.
follow_up_reasonWhy Duckie should check again later.
next_follow_up_due_atThe promised or internal follow-up time.
confidenceHigh, medium, or low. Low confidence should trigger review.

Agent Responsibilities

AgentScopeAvoid
Standard status agentNormal processing, in-transit, delivered, and within-SLA states.Inventing ETAs or using generic time windows.
Supplier backorder agentSupplier ETA, allocation, preorder/backorder, and approved substitute paths.Blaming suppliers or offering unapproved component alternatives.
Warehouse investigation agentPick/pack delay, short pick, SKU quarantine, label-created-no-handoff, and SLA breach.Promising warehouse action that the WMS does not support.
Split shipment agentMulti-shipment itemization and per-item status explanation.Hiding that only part of the order shipped.
Carrier exception agentNo scan, no movement, delivery failure, return-to-sender, investigation status.Treating label creation as physical carrier possession.
Delivered-not-received agentDelivery proof, address, customer history, and replacement/refund review recommendation.Approving high-value replacements without the resolution workflow.
Customer communications agentCustomer-facing replies and proactive updates.Exposing internal risk signals or operational blame.

Keep the Workflow Small

Do not create a workflow branch for every carrier scan code, supplier note, warehouse exception, or SKU-specific rule. Keep the routing workflow focused on stable condition families, then update specialist agent instructions, runbooks, knowledge, and guardrails as operations change.
The routing workflow should decide who handles the case. The specialist agent should decide how to interpret the facts and what customer-safe explanation to draft within its scope.

Next Pages

After routing and specialist agents:
  1. Add proactive follow-up.
  2. Add escalation and resolution.
  3. Use the rollout plan before expanding live traffic.