50 lines
3.4 KiB
Markdown
50 lines
3.4 KiB
Markdown
---
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name: route-insights
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description: Operationalizes feedback themes by assigning owners, communication plans, and tracking loops.
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usage: /customer-feedback-orchestration:route-insights --themes file://themes.json --cadence monthly --channels "product,cs,marketing"
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---
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# Command: route-insights
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## Inputs
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- **themes** – JSON/CSV file or inline JSON containing prioritized themes from `synthesize-feedback`.
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- **cadence** – meeting or reporting cadence (weekly, biweekly, monthly).
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- **channels** – comma-separated functional audiences (product, cs, marketing, exec, community).
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- **broadcast** – true/false toggle to auto-generate comms templates for customers.
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- **tracking** – project tool identifier (asana, jira, notion) for action logging.
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### GTM Agents Pattern & Plan Checklist
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> Mirrors GTM Agents orchestrator blueprint @puerto/plugins/orchestrator/README.md#112-325.
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- **Pattern selection**: Insight routing generally runs **pipeline** (theme intake → owner mapping → action serialization → communications → feedback loop). If action serialization + comms can run in parallel, document a **diamond** block with merge gate in the plan header.
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- **Plan schema**: Save `.claude/plans/plan-<timestamp>.json` capturing theme set, DRIs, dependency graph (product, CS, marketing, exec), error handling, and success metrics (resolution rate, time-to-close, comms completion).
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- **Tool hooks**: Reference `docs/gtm-essentials.md` stack—Serena for workflow automation diffs, Context7 for past retros + roadmap docs, Sequential Thinking for follow-up cadence, Playwright for portal/comms QA if needed.
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- **Guardrails**: Default retry limit = 2 for task routing/comms failures; escalation ladder = Product Liaison → CX Leadership → Exec sponsor.
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- **Review**: Run `docs/usage-guide.md#orchestration-best-practices-puerto-parity` before publishing to confirm dependencies, approvals, deliverables.
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## Workflow
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1. **Theme Intake** – validate scoring, persona coverage, and urgency tags.
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2. **Owner Mapping** – assign DRIs per functional area, define success metrics, and set deadlines.
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3. **Action Serialization** – create tasks/epics with references to supporting data and customer quotes.
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4. **Communication Plan** – craft internal/external messaging, executive summaries, and customer follow-ups.
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5. **Feedback Loop Setup** – configure progress dashboards, reminders, and close-the-loop alerts.
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## Outputs
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- Routing table (theme, owner, due date, metric, status).
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- Internal + external comms templates referencing impact and next steps.
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- Action tracker ready for import into chosen project tool.
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- Plan JSON entry stored/updated in `.claude/plans` for audit trail.
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## Agent/Skill Invocations
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- `product-liaison` – ensures roadmap alignment and executive visibility.
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- `cs-analyst` – verifies metrics + datasets tied to each action.
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- `stakeholder-ops` skill – governs approvals, cadences, and comms.
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- `insight-synthesis` skill – keeps narratives consistent with source data.
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## GTM Agents Safeguards
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- **Fallback agents**: document substitutes (e.g., CX Ops covering Product Liaison) when stakeholders unavailable.
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- **Escalation triggers**: if SLAs for close-the-loop breaching twice or roadmap owners reject actions repeatedly, escalate via GTM Agents rip-cord and log remediation inside plan JSON.
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- **Plan maintenance**: update plan JSON/change log when owners, cadences, or tracking tools change to maintain audit parity.
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---
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