Transportation AI agent · Delivery WISMO
Delivery and WISMO Chatbot AI Agent
Answer 'where is my order' from the order record itself, disclose that it is AI before anything else, and leave promising a date and granting a remedy to a person.
- Typical delivery
- 4–6 weeks
- Deployment
- Your stack
- Person promises
- Discloses first
- After launch
- Agent Care
What this agent does
Answers from the record, and promises nothing
In
- 01
Ingest the order, the shipment record and the merchant's own policy text from supported order, desk or carrier sources.
- 02
Disclose at the first interaction, proactively and in plain language, because Maine's rule carries no intent element.
Reason
- 03
Meet the EU disclosure duty where an EU person is on the other end, enforceable since August.
- 04
Quote policy from the merchant's controlled corpus rather than composing it, and cite the record each answer rests on.
- 05
State a carrier estimate as an estimate, and a committed date only where the record actually holds one.
Decide
- 06
Enforce remedy caps, entitlement and eligibility in the tool layer, server-side, never by prompt instruction.
- 07
Decline and escalate anything it cannot substantiate, in preference to a plausible answer.
Out
- 08
Retain the conversation verbatim, because the transcript is the representation your firm made.
- 09
Execute write actions only inside the approval boundaries agreed during implementation.
Product statement
The agent answers; a named person promises a date or grants a remedy, and whatever the bot said, your firm said.
Example workflow
One enquiry, question to answer
- 1Enquiry receivedChat, email, portal message or a post-purchase tracking page
- 2Records gatheredThe order, the shipment record, the carrier's latest status and the merchant's policy text, each with its source
- 3Answer preparedAnswer, sources, remedy state, confidence
- 4Controls appliedDisclosure checks, source-binding checks, remedy caps and the confidence threshold
No human action required
Stages 1 to 4 run unaided and promise nothing — the answer is drafted, and the person's lane opens at the confidence gate.
Answers from the record.
Hands to an agent first.
A person takes it
The answer is held with its source records and the confidence.
Send · Amend · Hand to an agent
Answered — or handed to a person
- 6Order records updatedOnly where write access and approval policy allow it
- 7Outcome evaluatedDisclosures delivered, sources cited, hand-offs taken and what each enquiry actually needed
Hand-offs
Every hand-off to a person is counted in the evaluation.
What should not run autonomously
Human approval stays in control
Outside the boundary — human approval required
8 items
- Promising a consumer a delivery or shipping date.
- Re-promising a date once the first one has slipped.
- Granting a refund, a credit or any other remedy.
- Stating a policy that is not in the policy corpus.
Automation boundary
Agent acts unaided
- ✓Disclose that it is an AI system at the first interaction.
- ✓Answer from the order and shipment records, with the source.
- ✓Quote the merchant's own policy text rather than writing it for the named owner.
- ✓Hand over to a person the moment it cannot substantiate.
Any write happens inside the boundaries agreed at implementation, never ahead of approval.
- Deciding whether an order may still be cancelled.
- Answering on liability for loss or for damage.
- Turning the AI disclosure off for a given market.
- Changes to the policy corpus or the remedy caps.
Example output
One answer, annotated
No US appellate court has ruled on a chatbot's words, so everything here is tied to its record.
Answer output · single enquiry
Illustrative example- Order
- Two-item parcel
- What was answered
- In transit, with the carrier's own estimate quoted as an estimate
- Carrier estimate
- Est. Thursday
- Record it came from
- Carrier tracking record
- Confidence
- 92%
- Disclosure given
- AI disclosed at first message
As received
Taken from the order and shipment records — nothing on this side is recalled by the model or written by it.
What it was read from
- The order record itself
- The carrier's tracking status
- The merchant's policy text
Why it is not a promise
Apparent authority, negligent misrepresentation and FTC Act §5 are the live exposure.
What the score decides
Below the configured threshold the answer picks up a person before the consumer ever sees it.
Action
SendAmendHand to an agentValue
Where AI adds value
The same four claims, placed at the point in the workflow where each one applies.
Where the value lands
Value 01 – 04
Every enquiry
From chat, email or the portal
Answer from the record
Draw on the order, the shipment record and the merchant's own controlled policy text.
Tell them what is known
Routine status questions come back answered and sourced.
Send the rest to a person
Date requests, remedy asks and low-confidence answers are marked, so the team's read starts where risk concentrates.
Build an evidence trail
The answer, the tracking record behind it and the agent who took it over stay on the enquiry.
Integrations
Typical integrations
Five system groups connect to the same agent. Which of them are in scope is decided in discovery.
Order and commerce
- Shopify
- Salesforce
- SAP
- Oracle Commerce
Service desk
- Zendesk
- Gorgias
- Intercom
- Freshdesk
Carrier tracking
- Carrier APIs
- EDI
- Visibility platforms
Agent
Delivery and WISMO answers
- Reads the record
- Discloses and answers
- Hands over on ask
Policy and transcripts
- Policy corpus
- knowledge base
- Transcript archives
Observability & evaluation
- OpenTelemetry
- Langfuse
- Supported monitoring/evaluation sources
Integration availability depends on the client's existing systems and API access.
Agent controls
Six layers between the model and the customer
Each control wraps the one inside it. What a layer does not catch is named in the map below it.
L6 · Outermost — last line of defence
Inward → L1 · closest to the model
- L1 – L2
- Test whether an answer may go out
- L3
- Puts the reply in a person's hands
- L4 – L5
- Keep the answer and the tracking record behind it
- L6
- Drops the agent to status-only when signals degrade
How Nestack evaluates it
Evaluate the whole conversation — not only the sentence that answered.
Coverage runs the whole depth of the workflow, and every layer is cut by slice.
Surface — the reply the customer reads
- E1Final-output evaluationDid the disclosure land at the first interaction, before anything else?
- E2Step-level evaluationDid the agent read the right order, shipment and policy text?
- E3Tool evaluationDid it read the correct order and write the correct case?
- E4Confidence calibrationDo low-confidence answers actually attract more hand-offs?
- E5Slice evaluationHow does performance change across specific enquiry types?
- E6Business outcomeHow many answers were handed over, and how many should have been?
Floor — the promise your firm has to honour
Failure modes
Where each failure originates in the agent
Seven ways an answer goes wrong, placed by stage.
Agent lifecycle
Direction of processing →
01 · Retrieval
1 mode
- BA-03
Stale shipment record
The answer rests on a status the carrier has since moved.
Stage gathers
Order, shipment record, carrier status and policy
02 · Reasoning
2 modes
- BA-04
Estimate stated as a date
A carrier prediction is repeated as a firm commitment.
- BA-06
Policy written, not quoted
A rule is composed rather than taken from the corpus.
Stage proposes
The answer, its sources and confidence
03 · Tool / write
2 modes
- BA-02
Remedy granted in chat
A refund is offered before entitlement was checked.
- BA-05
Duplicate case raised
One enquiry opens the same case twice over.
Stage writes
Only where write access and approval policy allow it
04 · Output
1 mode
- BA-01
Disclosure arrives late
The AI notice lands after the first substantive reply.
Stage returns
The reply the customer reads and relies on
05 · Change / Version
1 mode
- BA-07
Silent policy regression
A model or corpus change widens what the agent will state.
Stage tracks
Model, prompt, policy corpus and disclosure text
- Sev-1 · remedy with no person
- Sev-2 · a date the record cannot support
- Sev-3 · record degrades, answer routes on
Affected slices
Take the total apart by enquiry type first
Do not read the aggregate until it is split: two enquiry types carry the hand-offs, and averaging them into the routine ones makes both invisible. Nestack reports the hand-off rate per enquiry type.
Slice performance — reported separately, not only in aggregate
Illustrative example| Slice | Failure rate | Lift | Lift vs. threshold | Status |
|---|---|---|---|---|
| Delayed or missed delivery dates | 3.5% | 3.3× | Review | |
| Refund and remedy requests | 2.7% | 2.6× | Review | |
| Lost or damaged parcels | 1.9% | 1.8× | Watch | |
| Routine in-transit status | 0.6% | 0.6× | Normal |
Bar: hand-off-rate lift vs. routine-status baseline · scale 0–4.0× · tick marks the 2.0× review threshold
2 of 4 slices over threshold
Evidence-linked improvement
Unless it becomes a test, it is only a note
A cycle closes when the failure is a regression case the next release has to pass. That suite is what the next enquiry answered is measured against.
Improvement cycle · five stages
Switchback — the path turns at Improve and returns at Learn
- 01
Detect
Hand-off rate rises in an enquiry type.
- 02
Diagnose
The transcripts and the records behind them are read until one cause holds.
- 03
Improve
The change ships against a version, with the enquiries that exposed it attached.
- 04
Verify
Release is blocked until the affected regression cases pass again.
- 05
Learn
The case joins the permanent suite and the service playbook.
Learn → Detect
The return edge. The next detection runs against a suite one case longer.
Typical build scope
Twelve workstreams across six weeks
The build scope read against the delivery timeline. Week structure follows the six-week plan — discovery, sources, answering workflow, evaluation, integration, then production validation and handover.
Workstream
Week 1Week 2Week 3Week 4Week 5Week 6
- 01Enquiry workflow discovery and boundary definition.Week 1
- 02Order and carrier source assessment.Week 1, Week 2
- 03Disclosure, policy-corpus and remedy-cap rule mapping.Week 1, Week 2
- 04Order and shipment-record ingestion.Week 2
- 05Answer logic and source binding.Week 2, Week 3
- 06Confidence scoring and hand-off routing.Week 3
- 07Person-on-request workflow.Week 3, Week 4
- 08Order-system and service-desk integration.Week 5
- 09Promise and remedy cases.Week 4, Week 5
- 10Guardrails and escalation controls.Week 4
- 11Enquiry-trail instrumentation.Week 5, Week 6
- 12Deployment, documentation and Agent Care handover.Week 6
12 workstreams · 6 weeks · bar shows the weeks a workstream is active — several run in parallel
Final scope and sequence confirmed in discovery
Engagement tiers
What each tier includes
Rows are the capabilities named in each tier's scope. Higher tiers include everything below them.
| Capability✓ in scope · — not at this tier | PilotOne market, one channel | ProductionProduction order and desk | AdvancedMultiple markets / brands |
|---|---|---|---|
| Introduced at Pilot | |||
| Answering from your own records | ✓ | ✓ | ✓ |
| Person on request | ✓ | ✓ | ✓ |
| Answer-accuracy baseline | ✓ | ✓ | ✓ |
| Introduced at Production | |||
| Reporting by service level | — | ✓ | ✓ |
| Hand-off workflow in your systems | — | ✓ | ✓ |
| Approved write-back | — | ✓ | ✓ |
| Order-system integration | — | ✓ | ✓ |
| Introduced at Advanced | |||
| Multi-market policy corpora | — | — | ✓ |
| Multi-stage remedy approvals | — | — | ✓ |
| High enquiry volume | — | — | ✓ |
| Multi-market service controls | — | — | ✓ |
| Build price | From $5,000 | From $8,000 | Custom quote |
- Final build price
- Confirmed after discovery based on integrations, workflow complexity, transaction volume, approval controls and deployment requirements.
- Separate from build
- Build pricing is separate from recurring Agent Care, which covers managed monitoring, evaluations, incidents and verified improvements after launch.
What we need from you
What you bring, and what we build with it
Each input maps to a piece of build scope and a week in the delivery timeline.
You bring
We build with it
01Your order records and policy text
→Order and shipment-record ingestion and source binding
Week 102Representative past enquiries
→Answer baseline, source binding and the policy corpus
Week 203Your disclosure text and remedy caps
→Disclosure, policy-corpus and remedy-cap rule mapping
Week 104Access to relevant APIs, feeds or exports
→Order and carrier source assessment, then integration setup
Week 205Answers you would not want relied on
→Promise cases and the evaluation suite
Week 406What an answer may never promise
→Confidence scoring, hand-off routing, guardrails and remedy controls
Week 307Named people to take handed-over enquiries
→Person-on-request workflow, then pilot and production validation
Weeks 5–6
Nothing else is required
Deployment, documentation and Agent Care handover are ours.
Delivery timeline
Four phases across six weeks
Each phase sits on the weeks it actually occupies, and week 5 carries both evaluation and launch work.
Phase
W1
W2
W3
W4
W5
W6
- DiscoveryW1
- BuildW2 – W3
- EvaluateW4 – W5
- Pilot & LaunchW5 – W6
Week focus
W1Enquiry workflow discovery, policy mapping and the boundary
W2Order and carrier integration and the answer baseline
W3Answering workflow, confidence logic and hand-off controls
W4Evaluation suite, promise cases and failure-mode testing
W5Service-desk integration, a pilot market and corrections
W6One peak week answered under supervision, then Agent Care handover
- Reading the band
- Each bar covers only the weeks its work is named in. The week 5 overlap is real, not padding.
- At the end of W6
- Validation closes on live enquiries, and Agent Care picks up monitoring.
- Duration
- Six-week plan shown · typical delivery 4–6 weeks depending on scope confirmed in discovery.
Next step · Transportation AI agent
Build a WISMO agent that discloses first and promises nothing.
Show us your order records, your policy text and the dates you state to customers. Tell us who signs off the disclosure wording and who owns the remedy caps — those two names set the outer edge of what the bot may ever say.
- Typical delivery
- 4–6 weeks
- Deployment
- Your order stack
- Person promises
- Discloses first
- After launch
- Agent Care available
Nestack Agents · Delivery and WISMO answers
AGT-TR-12 · Agent Care available after launch
