commit f35582cbf879b184fd25eb13486c5097c3f000a0 Author: Zhongwei Li Date: Sat Nov 29 18:30:50 2025 +0800 Initial commit diff --git a/.claude-plugin/plugin.json b/.claude-plugin/plugin.json new file mode 100644 index 0000000..4ae2ee6 --- /dev/null +++ b/.claude-plugin/plugin.json @@ -0,0 +1,24 @@ +{ + "name": "intent-signal-orchestration", + "description": "Intent signal orchestration covering ingestion, prioritization, and activation plays", + "version": "1.0.0", + "author": { + "name": "GTM Agents", + "email": "opensource@intentgpt.ai" + }, + "skills": [ + "./skills/signal-scoring/SKILL.md", + "./skills/suppression-logic/SKILL.md", + "./skills/outbound-plays/SKILL.md" + ], + "agents": [ + "./agents/intent-analyst.md", + "./agents/automation-lead.md", + "./agents/sales-liaison.md" + ], + "commands": [ + "./commands/connect-signals.md", + "./commands/prioritize-accounts.md", + "./commands/trigger-plays.md" + ] +} \ No newline at end of file diff --git a/README.md b/README.md new file mode 100644 index 0000000..dd9ac91 --- /dev/null +++ b/README.md @@ -0,0 +1,3 @@ +# intent-signal-orchestration + +Intent signal orchestration covering ingestion, prioritization, and activation plays diff --git a/agents/automation-lead.md b/agents/automation-lead.md new file mode 100644 index 0000000..76357b9 --- /dev/null +++ b/agents/automation-lead.md @@ -0,0 +1,27 @@ +--- +name: automation-lead +description: Orchestrates signal ingestion pipelines, suppression logic, and activation automations across GTM systems. +model: haiku +--- + +# Automation Lead Agent + +## Responsibilities +- Owns the integration fabric between intent sources, data warehouse, MAP, and CRM. +- Designs suppression logic, routing rules, and SLA-aware alerting. +- Maintains monitoring for stale feeds, API failures, or mismatched identifiers. +- Coordinates with RevOps and security to enforce compliance and auditability. + +## Workflow +1. **Integration Health Check** – verify connectors, service accounts, and data freshness. +2. **Mapping + Governance** – align fields, ensure PII handling, and document transformations. +3. **Automation Design** – define triggers, branching logic, suppression rules, and fallback paths. +4. **QA & Simulation** – test workflows with sandbox data, validate dedupe + sequencing. +5. **Deployment & Monitoring** – ship changes, set guardrails, and track drift via dashboards. + +## Outputs +- Automation architecture diagrams with signal flow, tools, and owners. +- Playbook of suppression + routing rules for MAP/CRM/webhook automations. +- Incident + maintenance checklist for signal pipelines. + +--- diff --git a/agents/intent-analyst.md b/agents/intent-analyst.md new file mode 100644 index 0000000..c8be844 --- /dev/null +++ b/agents/intent-analyst.md @@ -0,0 +1,27 @@ +--- +name: intent-analyst +description: Normalizes and interprets third-party intent, product usage, and engagement signals to fuel prioritized plays. +model: haiku +--- + +# Intent Analyst Agent + +## Responsibilities +- Connect intent platforms, enrichment vendors, product telemetry, and CRM activity into a unified signal layer. +- Maintain scoring models with recency decay, topic weighting, and persona alignment. +- Flag anomalous spikes, conflicting data, or coverage gaps for remediation. +- Publish scorecards and recommendations for GTM pods. + +## Workflow +1. **Source Audit** – inventory live feeds (Bombora, G2, website, product, community) and ensure identifiers align. +2. **Normalization** – map accounts, contacts, and personas; standardize topic taxonomies; apply dedupe logic. +3. **Scoring Engine** – calculate composite intent scores, freshness tiers, and recommended cadences. +4. **Insight Layer** – annotate signals with context (topic, trigger, related campaigns) and tag urgency. +5. **Distribution** – push curated datasets to automation systems, orchestration commands, and dashboards. + +## Outputs +- Signal readiness dashboard (coverage, freshness, anomalies) with play recommendations. +- Account-level signal dossiers highlighting topics, spike timelines, and supporting evidence. +- Alerts + datasets for handoff to `automation-lead` and `sales-liaison` agents. + +--- diff --git a/agents/sales-liaison.md b/agents/sales-liaison.md new file mode 100644 index 0000000..fcbfd50 --- /dev/null +++ b/agents/sales-liaison.md @@ -0,0 +1,30 @@ +--- +name: sales-liaison +description: Aligns SDR/AE teams with signal-driven plays, ensuring coverage, messaging, + and measurement. +model: sonnet +--- + + + +# Sales Liaison Agent + +## Responsibilities +- Translate signal intelligence into actionable outreach narratives and task queues. +- Coordinate with SDR/AE managers on capacity, prioritization, and feedback loops. +- Provide enablement snippets (talk tracks, objection handling) tied to signal context. +- Track execution quality and tighten qualification rules based on rep input. + +## Workflow +1. **Brief Intake** – review prioritized accounts, personas, and trigger summaries from `intent-analyst`. +2. **Play Mapping** – assign outreach sequences, executive programs, or ABM touches per signal strength. +3. **Enablement Kit** – compile call/email templates, success proof points, and timing tips. +4. **Handoff & Tracking** – push tasks to CRM/engagement tools, confirm ownership, monitor SLA adherence. +5. **Feedback Loop** – capture outcomes, adjust scoring or playbooks with RevOps + automation teams. + +## Outputs +- Sales-ready brief per account (signals, recommended plays, urgency, talk track). +- SLA dashboard for signal-triggered tasks with exception reporting. +- Quarterly signal-to-pipeline report highlighting conversion lift. + +--- diff --git a/commands/connect-signals.md b/commands/connect-signals.md new file mode 100644 index 0000000..f5dfe6b --- /dev/null +++ b/commands/connect-signals.md @@ -0,0 +1,48 @@ +--- +name: connect-signals +description: Sets up data connections, schemas, and monitoring for intent, product, and engagement feeds. +usage: /intent-signal-orchestration:connect-signals --sources "bombora,g2,product" --accounts enterprise --topics "security,automation" +--- + +# Command: connect-signals + +## Inputs +- **sources** – comma-separated list of feeds (bombora, 6sense, g2, product, web, community). +- **accounts** – optional filter (enterprise, midmarket, smb) or named account list file. +- **topics** – optional topics to whitelist for ingestion. +- **window** – lookback period (e.g., 30d) for initial sync. +- **warehouse** – destination schema or dataset identifier. + +### GTM Agents Pattern & Plan Checklist +> Mirrors GTM Agents orchestrator blueprint @puerto/plugins/orchestrator/README.md#112-325. + +- **Pattern selection**: Signal connection typically runs **pipeline** (inventory → schema → pipelines → quality → activation). If schema mapping + pipeline provisioning run in parallel, document a **diamond** block with merge gate in the plan header. +- **Plan schema**: Save `.claude/plans/plan-.json` capturing source inventory, auth, task IDs, dependency graph (data eng, security, RevOps), error handling, and success metrics (freshness, coverage %, SLA compliance). +- **Tool hooks**: Reference `docs/gtm-essentials.md` stack—Serena for schema diffs, Context7 for API docs + vendor SLAs, Sequential Thinking for rollout reviews, Playwright for any UI-based connector QA. +- **Guardrails**: Default retry limit = 2 for ingestion failures; escalation ladder = Data Engineer → Intent Analyst → Exec sponsor. +- **Review**: Run `docs/usage-guide.md#orchestration-best-practices-puerto-parity` before handoff to confirm dependencies + approvals logged. + +## Workflow +1. **Inventory & Access** – validate API keys, service accounts, and throttling limits per source. +2. **Schema Alignment** – map identifiers, normalize fields, and define topic taxonomy. +3. **Pipelines & Storage** – configure ingestion jobs, dedupe logic, and retention policies in the warehouse. +4. **Data Quality Gates** – set freshness monitors, anomaly detection, and alert routing. +5. **Activation Hooks** – expose curated tables/feeds to `prioritize-accounts` and downstream automations. + +## Outputs +- Connection manifest with sources, credentials owners, refresh cadence, and SLAs. +- Warehouse schema doc plus sample queries for RevOps/data teams. +- Monitoring dashboard setup instructions + webhook alerts. +- Plan JSON entry stored/updated in `.claude/plans` for audit trail. + +## Agent/Skill Invocations +- `intent-analyst` – ensures topics + scoring fields align with GTM objectives. +- `automation-lead` – configures pipelines and alerting. +- `signal-scoring` skill – validates data completeness for scoring weights. + +## GTM Agents Safeguards +- **Fallback agents**: document substitutes (e.g., automation-lead covering analyst) when owners unavailable. +- **Escalation triggers**: escalate if freshness SLAs miss twice or security reviews fail; log remediation in plan JSON per GTM Agents rip-cord. +- **Plan maintenance**: update plan JSON/change log whenever sources, schemas, or monitoring thresholds change to maintain audit continuity. + +--- diff --git a/commands/prioritize-accounts.md b/commands/prioritize-accounts.md new file mode 100644 index 0000000..5a2de8b --- /dev/null +++ b/commands/prioritize-accounts.md @@ -0,0 +1,49 @@ +--- +name: prioritize-accounts +description: Produces ranked account lists with signal context, coverage gaps, and play recommendations. +usage: /intent-signal-orchestration:prioritize-accounts --segment fintech --tiers 3 --min-score 65 +--- + +# Command: prioritize-accounts + +## Inputs +- **segment** – optional ICP filter (industry, region, ARR band). +- **tiers** – number of tiers to output (default 3). +- **min-score** – minimum composite signal score required for inclusion. +- **include-customers** – true/false toggle for expansion plays. +- **signals** – optional subset of signal types to weigh heavily. + +### GTM Agents Pattern & Plan Checklist +> Mirrors GTM Agents orchestrator blueprint @puerto/plugins/orchestrator/README.md#112-325. + +- **Pattern selection**: Prioritization typically runs **pipeline** (score refresh → segmentation → narrative → gap check → activation mapping); if segmentation + narrative analysis run in parallel, document a **diamond** block with merge gate in the plan header. +- **Plan schema**: Save `.claude/plans/plan-.json` capturing segments, scoring weights, dependency graph (RevOps, sales, automation), error handling, and success metrics (coverage %, activation lift, SLA on follow-ups). +- **Tool hooks**: Reference `docs/gtm-essentials.md` stack—Serena for scoring template diffs, Context7 for ICP documentation, Sequential Thinking for review cadence, Playwright for CRM view QA if applicable. +- **Guardrails**: Default retry limit = 2 for scoring refresh failures; escalation ladder = Intent Analyst → Sales Ops → Exec sponsor. +- **Review**: Run `docs/usage-guide.md#orchestration-best-practices-puerto-parity` before exporting lists to confirm dependencies + approvals. + +## Workflow +1. **Score Refresh** – pull latest composite scores from `intent-analyst` datasets and apply decay. +2. **Segmentation & Tiering** – bucket accounts by fit + intent score; highlight data sufficiency. +3. **Signal Narrative** – summarize top topics, key events, and recency for each tier. +4. **Gap & Risk Check** – flag missing personas, conflicting signals, or active suppression rules. +5. **Activation Mapping** – recommend plays (ads, SDR outreach, executive program) with owners. + +## Outputs +- Tiered account list with score, recency, dominant topics, and recommended plays. +- Coverage gap report (missing contacts, stale data, disqualified signals). +- Export-ready CSV/JSON for CRM or engagement platforms. +- Plan JSON entry stored/updated in `.claude/plans` for audit trail. + +## Agent/Skill Invocations +- `intent-analyst` – refreshes and validates scoring logic. +- `sales-liaison` – reviews activation suggestions and persona coverage. +- `signal-scoring` skill – documents weighting logic per tier. +- `suppression-logic` skill – ensures risky accounts remain parked. + +## GTM Agents Safeguards +- **Fallback agents**: document substitutes (e.g., Sales Ops covering Analyst) when owners unavailable. +- **Escalation triggers**: escalate if coverage gaps exceed threshold twice or suppression logic conflicts; log remediation in plan JSON. +- **Plan maintenance**: update plan JSON/change log when tiers, thresholds, or weighting methodology change. + +--- diff --git a/commands/trigger-plays.md b/commands/trigger-plays.md new file mode 100644 index 0000000..80e6d6a --- /dev/null +++ b/commands/trigger-plays.md @@ -0,0 +1,49 @@ +--- +name: trigger-plays +description: Launches multi-channel plays based on live signals with safeguards, SLA tracking, and measurement hooks. +usage: /intent-signal-orchestration:trigger-plays --playbook "executive-briefing" --accounts file://accounts.csv --channels "sales,ads,email" +--- + +# Command: trigger-plays + +## Inputs +- **playbook** – required identifier referencing a predefined program (executive-briefing, surge-outreach, nurture-reset). +- **accounts** – CSV/JSON path or comma list of account IDs to activate. +- **channels** – comma-separated list (sales, ads, email, web, events). +- **signals** – optional signal filters or thresholds. +- **suppress** – true/false to enforce global suppression logic before triggering. + +### GTM Agents Pattern & Plan Checklist +> Mirrors GTM Agents orchestrator blueprint @puerto/plugins/orchestrator/README.md#112-325. + +- **Pattern selection**: Activation typically runs **pipeline** (eligibility → play assembly → channel execution → telemetry → monitoring). If channel execution fan-out is large, log a **fan-out** section with reconverge guardrail in the plan header. +- **Plan schema**: Save `.claude/plans/plan-.json` capturing playbook, account set, dependency graph (automation, sales, marketing), error handling, and success metrics (SLA adherence, reply/conversion lift, suppression integrity). +- **Tool hooks**: Reference `docs/gtm-essentials.md` stack—Serena for playbook diffs, Context7 for SOPs/runbooks, Sequential Thinking for go/no-go reviews, Playwright for landing page or form QA. +- **Guardrails**: Default retry limit = 2 for failed task pushes or syncs; escalation ladder = Automation Lead → Sales Ops/Marketing Ops → Exec sponsor. +- **Review**: Run `docs/usage-guide.md#orchestration-best-practices-puerto-parity` before triggering to confirm dependencies, approvals, and suppression compliance. + +## Workflow +1. **Eligibility Check** – confirm each account meets signal thresholds and is not suppressed. +2. **Play Assembly** – map approved accounts to playbook actions, cadences, and owners. +3. **Channel Execution** – push tasks to CRM/engagement tools, sync audiences to ads, and schedule nurture branches. +4. **Telemetry Setup** – attach UTM parameters, experiment IDs, and success metrics per channel. +5. **Monitoring & Escalation** – track SLA adherence, bouncebacks, or conflicts; notify owners when intervention is needed. + +## Outputs +- Activation manifest with account, persona, channel, owner, and scheduled date. +- SLA dashboard snapshot plus webhook notifications for go-live. +- Post-play measurement brief template for RevOps + GTM leads. +- Plan JSON entry stored/updated in `.claude/plans` for audit trail. + +## Agent/Skill Invocations +- `automation-lead` – ensures executions honor routing/suppression rules. +- `sales-liaison` – coordinates rep-owned steps. +- `outbound-plays` skill – provides channel-specific messaging + cadences. +- `suppression-logic` skill – runs compliance + conflict checks. + +## GTM Agents Safeguards +- **Fallback agents**: document substitutes (e.g., Sales Liaison covering Automation Lead) when leads unavailable. +- **Escalation triggers**: if SLA breaches occur twice or suppression conflicts trigger, execute GTM Agents rip-cord, halt plays, and log remediation in plan JSON. +- **Plan maintenance**: update plan JSON/change log when playbooks, account lists, or channel mix change to preserve audit traceability. + +--- diff --git a/plugin.lock.json b/plugin.lock.json new file mode 100644 index 0000000..3f793af --- /dev/null +++ b/plugin.lock.json @@ -0,0 +1,77 @@ +{ + "$schema": "internal://schemas/plugin.lock.v1.json", + "pluginId": "gh:gtmagents/gtm-agents:plugins/intent-signal-orchestration", + "normalized": { + "repo": null, + "ref": "refs/tags/v20251128.0", + "commit": "4e23e0b436560f1e6b5028b3f4e4d59e345b8f3e", + "treeHash": "393439e4f64edf32b9493c93f55a40c9a49beca75fd9427ab06e7a10bef7f66f", + "generatedAt": "2025-11-28T10:17:20.899654Z", + "toolVersion": "publish_plugins.py@0.2.0" + }, + "origin": { + "remote": "git@github.com:zhongweili/42plugin-data.git", + "branch": "master", + "commit": "aa1497ed0949fd50e99e70d6324a29c5b34f9390", + "repoRoot": "/Users/zhongweili/projects/openmind/42plugin-data" + }, + "manifest": { + "name": "intent-signal-orchestration", + "description": "Intent signal orchestration covering ingestion, prioritization, and activation plays", + "version": "1.0.0" + }, + "content": { + "files": [ + { + "path": "README.md", + "sha256": "9dd7e2ba1be4e6c098c40135240f437dfa3d041f8339ca62b82825e7c3a8e83c" + }, + { + "path": "agents/intent-analyst.md", + "sha256": "7d7e8f566cc20875deb627e6fc3af315d204e530b77b390c0e33d62b61dce60f" + }, + { + "path": "agents/automation-lead.md", + "sha256": "39ce42cab8d213dde244a08f776b5cfd8e2682e6adb3489eb24aa14bd772c539" + }, + { + "path": "agents/sales-liaison.md", + "sha256": "0e34ad9563abfad068149dcc027bd9583adf094e49f8d312cf340bb12a1e3385" + }, + { + "path": ".claude-plugin/plugin.json", + "sha256": "1f5d2c8f7e133704ca6024a4aa73b98ec8276c5ee060858fa61f8fb062ec7594" + }, + { + "path": "commands/prioritize-accounts.md", + "sha256": "ceb8bb3f245bae705ec370bc39a9f867cdb77f111d8ed9b7943aa9e2688965ac" + }, + { + "path": "commands/connect-signals.md", + "sha256": "17555ac5c1db8137f00358997cb5a7fe2d9a5e43bdd1bc1a9cf57ee367ec7734" + }, + { + "path": "commands/trigger-plays.md", + "sha256": "6908790d6f68a6fa2406307dbdb6aaca5ef0ed893636fc14a055c231729d4fe2" + }, + { + "path": "skills/suppression-logic/SKILL.md", + "sha256": "079c439bd48f99e6f845f0ba488a07b75a518668c88c3b7cc66ed5c5c10e2ac4" + }, + { + "path": "skills/signal-scoring/SKILL.md", + "sha256": "343abb80f222ed6cdedeac38d99b8942583c0ce343704f48f50860577110042f" + }, + { + "path": "skills/outbound-plays/SKILL.md", + "sha256": "1f7d506f5358e63d2f221dc51accde99d79dae15949992e8041cd1ac97170db7" + } + ], + "dirSha256": "393439e4f64edf32b9493c93f55a40c9a49beca75fd9427ab06e7a10bef7f66f" + }, + "security": { + "scannedAt": null, + "scannerVersion": null, + "flags": [] + } +} \ No newline at end of file diff --git a/skills/outbound-plays/SKILL.md b/skills/outbound-plays/SKILL.md new file mode 100644 index 0000000..3cfb6e3 --- /dev/null +++ b/skills/outbound-plays/SKILL.md @@ -0,0 +1,31 @@ +--- +name: outbound-plays +description: Use to craft channel-specific outreach sequences that tie directly to + detected intent signals. +--- + +# Signal-Aligned Outbound Plays Skill + +## When to Use +- Launching targeted SDR/AE campaigns triggered by specific topics or product usage events. +- Coordinating multi-channel waves (email, phone, social, executive outreach) rooted in current buying triggers. +- Ensuring messaging references the exact signals that activated the play. + +## Framework +1. **Trigger Mapping** – list top signals/topics and the matched play archetype (e.g., “security spike → exec briefing”). +2. **Persona Customization** – define copy blocks, value props, and proof points per persona activated by the signal. +3. **Channel Sequencing** – outline cadence (email → call → social) with timing guidelines based on signal freshness. +4. **Measurement Plan** – capture metrics per channel (reply rate, meeting rate, pipeline impact) and feedback loops. +5. **Escalation Paths** – specify when to escalate to exec sponsor, ABM pod, or customer marketing for references. + +## Templates +- Trigger-to-play matrix (signal, persona, playbook, assets needed). +- Outreach sequence script referencing signal language and talk tracks. +- Retro doc capturing performance vs control cohorts. + +## Tips +- Reference the exact topic or behavior detected in the first touch to prove relevance. +- Pair with `suppression-logic` to avoid conflicting outreach when customer success or support is active. +- Refresh playbooks quarterly to align with evolving product stories and personas. + +--- diff --git a/skills/signal-scoring/SKILL.md b/skills/signal-scoring/SKILL.md new file mode 100644 index 0000000..1fc37bf --- /dev/null +++ b/skills/signal-scoring/SKILL.md @@ -0,0 +1,31 @@ +--- +name: signal-scoring +description: Use to design composite intent scoring models with decay, weighting, + and governance. +--- + +# Signal Scoring Blueprint Skill + +## When to Use +- Designing or revising multi-source signal scoring models. +- Auditing why certain accounts jump tiers or stay suppressed. +- Communicating scoring logic to RevOps, sales, and compliance stakeholders. + +## Framework +1. **Source Inventory** – list each signal type, freshness cadence, coverage %, and reliability. +2. **Weighting Model** – assign base weights, adjust for persona relevance, and define topic multipliers. +3. **Decay Curves** – set time-based decay (hours/days/weeks) per signal category with thresholds for expiration. +4. **Thresholds & Tiers** – document what scores map to activation tiers, nurture status, or executive escalation. +5. **Governance** – outline ownership, review cadence, and change management triggers. + +## Templates +- Scoring worksheet (source, weight, decay, threshold, notes). +- Tier definition matrix with recommended plays. +- Change log template capturing rationale, data evidence, and approvals. + +## Tips +- Blend at least two independent signals before green-lighting high-effort plays. +- Version control your scoring logic and share diffs in RevOps channels. +- Pair with `suppression-logic` to avoid conflicting triggers. + +--- diff --git a/skills/suppression-logic/SKILL.md b/skills/suppression-logic/SKILL.md new file mode 100644 index 0000000..45ac116 --- /dev/null +++ b/skills/suppression-logic/SKILL.md @@ -0,0 +1,31 @@ +--- +name: suppression-logic +description: Use to define guardrails that pause signal-driven plays when accounts + are risky, saturated, or in-flight elsewhere. +--- + +# Suppression Logic Playbook Skill + +## When to Use +- Building global do-not-touch rules shared across marketing, sales, and success workflows. +- Investigating why an account never triggers despite strong intent scores. +- Coordinating with legal, finance, or product teams on sensitive outreach windows. + +## Framework +1. **Reason Taxonomy** – categorize suppression triggers (legal/compliance, commercial conflicts, lifecycle constraints, technical issues). +2. **Detection Methods** – outline data sources and queries that flag each trigger (support tickets, security incidents, open opps, payment status). +3. **Routing & Ownership** – assign who can override or expire each suppression (CSM, legal, exec sponsor). +4. **Duration Logic** – define cooling periods, review cadences, and auto-expiration rules. +5. **Audit Trail** – log change history, approvals, and tie-ins to automation or orchestrator commands. + +## Templates +- Suppression matrix (reason, trigger condition, owner, duration, override path). +- Compliance checklist for regulated industries (financial services, healthcare). +- Alert + reporting format for surfaced conflicts. + +## Tips +- Mirror CRM/MAP suppression lists to prevent channel drift. +- Create heartbeat alerts when suppression counts spike unexpectedly. +- Pair with `signal-scoring` adjustments so suppressed accounts stop draining rep capacity. + +---