3.4 KiB
3.4 KiB
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>.jsoncapturing 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.mdstack—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-paritybefore publishing to confirm dependencies, approvals, deliverables.
Workflow
- Theme Intake – validate scoring, persona coverage, and urgency tags.
- Owner Mapping – assign DRIs per functional area, define success metrics, and set deadlines.
- Action Serialization – create tasks/epics with references to supporting data and customer quotes.
- Communication Plan – craft internal/external messaging, executive summaries, and customer follow-ups.
- 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/plansfor audit trail.
Agent/Skill Invocations
product-liaison– ensures roadmap alignment and executive visibility.cs-analyst– verifies metrics + datasets tied to each action.stakeholder-opsskill – governs approvals, cadences, and comms.insight-synthesisskill – 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.