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name, description, usage
name description usage
route-insights Operationalizes feedback themes by assigning owners, communication plans, and tracking loops. /customer-feedback-orchestration:route-insights --themes file://themes.json --cadence monthly --channels "product,cs,marketing"

Command: route-insights

Inputs

  • themes JSON/CSV file or inline JSON containing prioritized themes from synthesize-feedback.
  • cadence meeting or reporting cadence (weekly, biweekly, monthly).
  • channels comma-separated functional audiences (product, cs, marketing, exec, community).
  • broadcast true/false toggle to auto-generate comms templates for customers.
  • tracking project tool identifier (asana, jira, notion) for action logging.

GTM Agents Pattern & Plan Checklist

Mirrors GTM Agents orchestrator blueprint @puerto/plugins/orchestrator/README.md#112-325.

  • 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.
  • 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).
  • 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.
  • Guardrails: Default retry limit = 2 for task routing/comms failures; escalation ladder = Product Liaison → CX Leadership → Exec sponsor.
  • Review: Run docs/usage-guide.md#orchestration-best-practices-puerto-parity before publishing to confirm dependencies, approvals, deliverables.

Workflow

  1. Theme Intake validate scoring, persona coverage, and urgency tags.
  2. Owner Mapping assign DRIs per functional area, define success metrics, and set deadlines.
  3. Action Serialization create tasks/epics with references to supporting data and customer quotes.
  4. Communication Plan craft internal/external messaging, executive summaries, and customer follow-ups.
  5. Feedback Loop Setup configure progress dashboards, reminders, and close-the-loop alerts.

Outputs

  • Routing table (theme, owner, due date, metric, status).
  • Internal + external comms templates referencing impact and next steps.
  • Action tracker ready for import into chosen project tool.
  • Plan JSON entry stored/updated in .claude/plans for audit trail.

Agent/Skill Invocations

  • product-liaison ensures roadmap alignment and executive visibility.
  • cs-analyst verifies metrics + datasets tied to each action.
  • stakeholder-ops skill governs approvals, cadences, and comms.
  • insight-synthesis skill keeps narratives consistent with source data.

GTM Agents Safeguards

  • Fallback agents: document substitutes (e.g., CX Ops covering Product Liaison) when stakeholders unavailable.
  • 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.
  • Plan maintenance: update plan JSON/change log when owners, cadences, or tracking tools change to maintain audit parity.