Start With the MVP
You do not need to launch the full WISMO system at once. Start with a narrow loop that identifies the customer and order, pulls live order context, detects the most common WISMO condition, answers allowed status questions, and schedules a proactive follow-up when the status may change. Then add supplier backorders, warehouse exceptions, carrier investigations, delivered-not-received review, replacement/refund approval, and broader proactive event handling after the first loop is trusted.What This System Does
The system helps a CX and operations team:- Receive WISMO questions from chat, email, ticketing, or backend events
- Identify the customer, order, shipment, and active support case
- Pull live OMS, WMS, supplier, inventory, carrier, and support-history context
- Route the same customer intent to the right specialist handler based on actual order state
- Send factual customer replies without generic status copy or unsupported ETA promises
- Proactively update customers when backend tracking, fulfillment, or supplier status changes
- Escalate high-value, repeated-contact, fraud/address-hold, or ambiguous cases to the right internal team
- Gate replacement, refund, cancellation, and address-change actions behind policy and approval
- Track conditions, outcomes, follow-up commitments, and automation quality
WISMO is not primarily an order lookup problem. The hard part is deciding what to say and do when the order state is stale, blocked, split across systems, or operationally ambiguous.
Design at a Glance
| Function | Duckie component | Why |
|---|---|---|
| Customer and event intake | Deployments plus WISMO intake workflow or triage agent | WISMO can start from tickets, chat, email replies, carrier events, supplier updates, or scheduled checks. |
| Order context | Order context workflow | Canonical OMS, WMS, supplier, inventory, carrier, hold, and support-history fields should be pulled in a repeatable order. |
| Ambiguous investigation | Order investigation agent | Conflicting or incomplete system data needs flexible tool choice and summarization. |
| Condition routing | Condition routing workflow | Clear status rules, approval thresholds, and follow-up commitments should be auditable. |
| Specialist handling | Standard status, supplier, warehouse, split shipment, carrier, and delivered-not-received agents | The expensive variation belongs in agent instructions, runbooks, knowledge, and guardrails. |
| Proactive follow-up | Proactive monitor workflow plus customer communications agent | Backend changes should trigger customer updates before another ticket is opened. |
| Resolution and approval | Resolution eligibility workflow plus Slack escalation agent | Replacement, refund, cancellation, and address-change decisions need controlled gates. |
| Analytics | Categories, attributes, resolution rules, and run review | Teams need to see which WISMO conditions are resolved, monitored, escalated, or blocked. |
Blueprint Pages
MVP
Start with the smallest useful WISMO loop before adding all exception handling.
System Map
See the workflow backbone, specialist agents, proactive follow-up, and human review path.
Intake and Order Context
Normalize customer requests and backend events into a consistent WISMO case.
Condition Routing and Agents
Route order states to the right specialist agent or controlled workflow.
Proactive Follow-Up
Send updates when backend tracking, supplier, warehouse, or shipment status changes.
Escalation and Resolution
Route human decisions and approval-gated actions through a structured internal loop.
Rollout Plan
Move from shadow-mode WISMO handling to broader live proactive operations.
Recommended Reading Order
- Start with the MVP to understand the smallest useful version.
- Read the system map to see how the components connect.
- Read intake and order context to understand the data contract.
- Read condition routing and agents to map order states to handlers.
- Add proactive follow-up once backend events are reliable.
- Add escalation and resolution before enabling high-impact actions.
- Follow the rollout plan before expanding live traffic.
Related Docs
Designing Agent Systems
Learn the general workflow-plus-agent design pattern.
Choosing an Agent Architecture
Decide when to use workflows, agents, runbooks, and human review.
Deployments
Connect Duckie to ticketing, messaging, webhook, and scheduled triggers.
Replay Testing
Test historical WISMO tickets before live customer replies.