Day-to-day operations

Tickets & automation

The lifecycle, the approval gate, and what happens when it fails

A ticket is the unit of accountability. It carries the evidence, the agent's reasoning, the proposed change, the approval, every command that ran, and the verification result. If someone asks "why did this change happen?" months later, the ticket is the answer.

How a ticket is created

  • Automatically from a correlated alert — the default path.
  • From an inbound email, when a mail account and rule match it.
  • By hand, from the console or the API.
  • From a chat conversation, when an operator asks the agent to open one.

The lifecycle

States are shown to operators in plain language, not as internal constants. The table below maps between them, because the API returns the constant and the UI shows the label.

Operator labelWhat it meansWho acts next
OpenCreated, not yet picked upOrcaMonitor
AnalyzingEvidence gathering and reasoning in progressOrcaMonitor
Needs inputThe agent cannot proceed without a decision or a missing factYou
Awaiting approvalA plan exists and is waiting for a humanYou
Applying fixApproved and executing the planOrcaMonitor
Verifying fixChange applied; the objective is being checkedOrcaMonitor
ResolvedVerified fixed and closedNobody
FailedCould not be resolved; requires a humanYou
"Verifying fix" is a real state, not a spinner

It means the change is already applied and the agent is checking whether it actually achieved the objective. A ticket sits here briefly on a healthy remediation. If it sits here for a long time, the verification criteria are ambiguous or the device is not answering — both are worth investigating, and neither is a stuck ticket.

The ticket page

Tickets — queue with state, priority, source and owner
Tickets — queue with state, priority, source and owner

Opening a ticket shows one timeline rather than tabs to hunt through. Alerts, agent reasoning, tool calls, approvals and verification results are interleaved in the order they happened — which is the only order that makes the causal chain readable.

Ticket detail — timeline, agent reasoning, proposed plan and the approval gate
Ticket detail — timeline, agent reasoning, proposed plan and the approval gate
  • Summary — what is broken, on which device, and the current root-cause hypothesis.
  • Evidence — the alerts and diagnostics that led to the hypothesis, each still linked to its source.
  • Plan — the exact commands the agent wants to run, in order, with the expected effect.
  • Timeline — every event, tool call and state change with timestamps.
  • Verification — the objective that was checked and whether it passed.
  • Change log — the concrete modifications applied, which is also what makes a restore possible.

Approval

Approval is the product's central safety property. The agent can investigate freely, but it cannot change a device until a human approves the specific plan it proposed.

  1. 1
    Read the plan, not the summary

    The summary is generated; the plan is the literal command list. The plan is what runs.

  2. 2
    Approve

    Execution starts immediately and every command is recorded against the ticket.

  3. 3
    Reject

    The run ends and the ticket returns to a human. There is no automatic re-proposal loop — the agent will not nag you with a second plan for the same attempt.

Rejection is terminal for that attempt

Rejecting does not "send it back for another go". If you want a different approach, say so in a comment and re-run analysis deliberately — the reasoning changes because you gave it new information, not because it retried on its own.

Proposed plan with the approval gate
Proposed plan with the approval gate

Verification and rollback

Applying a change successfully is not the same as fixing the problem. After execution the agent verifies the stated objective — the interface is up, the route is present, the service answers.

  • Verification passes → the ticket resolves and the evidence is retained.
  • Verification fails after a partial side effect → the ticket returns to Verifying fix and is flagged for a human.
  • Failed verification with a recorded backup → that backup can be restored exactly once, then the ticket returns to a human.
Restore happens once

The automatic restore is deliberately single-shot. A loop that keeps restoring is how a bad change becomes an outage of its own, so after one restore the decision goes back to a person.

Stopping a running agent

Any operator can stop an in-flight agent from the ticket. The request is cooperative: the running session is told to abort at its next safe point, and the ticket's final state depends on whether any change had already been applied.

POST /api/tickets/<ticket_id>/cancel-agent

# Outcome:
#   change log has rows  -> ticket returns to "Verifying fix" (a human decides)
#   nothing was applied  -> ticket ends "Failed" with "Cancelled by operator"

The emergency stop does the same thing and additionally revokes the worker tasks for that ticket. Use it when you want the run to stop now and not be resumed by a requeue.

Budgets, credits and pausing

Two independent budgets keep a runaway run from becoming a runaway bill: a step/execution budget for the agent, and an AI credit cap for the workspace.

Limit reachedWhat happens
Agent execution budgetRun stops. Ticket ends in Verifying fix if anything was applied, otherwise Failed.
AI credit capWork is paused, not failed. The ticket parks and resumes automatically once credits are available.
A cap is a pause

Parked tickets are re-queued automatically when the workspace has credits again, and parking deliberately does not consume the stale-ticket recovery attempts — so a long pause cannot cause a ticket to be abandoned.

Mail-driven tickets

Inbound mail can open tickets and replies thread onto them. A mail account is polled, each rule decides whether a message becomes a ticket, and outbound mail is sent through your configured SMTP relay with Reply-To set so a reply lands on the right thread.

Mail accounts and the rules that decide what becomes a ticket
Mail accounts and the rules that decide what becomes a ticket
Write the rule narrowly

A rule with no matching criteria accepts every message in the mailbox, which turns a shared inbox into a ticket generator. Match on the subject or body, and remember that rules are evaluated in order — the first match wins.

Playbooks

A playbook is a saved remediation for a recurring incident. Playbooks still pass through the same approval gate as an agent-proposed plan; what they save is the diagnosis time, not the decision.

Automation — playbooks and their last run
Automation — playbooks and their last run

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