3.1 KiB
3.1 KiB
name, description, usage
| name | description | usage |
|---|---|---|
| monitor-loyalty | Evaluates loyalty program performance, member health, and experiment impact. | /loyalty-lifecycle-orchestration:monitor-loyalty --window 30d --detail full --dimensions "tier,region" |
Command: monitor-loyalty
Inputs
- window – time range (7d, 30d, quarter) for analysis.
- detail – summary | full report depth.
- dimensions – optional breakdowns (tier, cohort, region, channel).
- experiments – optional list of campaigns/tests to review.
- alert_threshold – optional KPI threshold for escalations.
GTM Agents Pattern & Plan Checklist
Mirrors GTM Agents orchestrator blueprint @puerto/plugins/orchestrator/README.md#112-325.
- Pattern selection: Monitoring typically runs pipeline (data → diagnostics → experiments → action plan). If diagnostics and experiment review can run in parallel, document a diamond segment with merge gate in the plan header.
- Plan schema: Save
.claude/plans/plan-<timestamp>.jsoncapturing window, feeds, task IDs, dependency graph (BI, CRM, experimentation), error handling, and success metrics (retention, liability, engagement lift, alert remediation time). - Tool hooks: Reference
docs/gtm-essentials.mdstack—Serena for metric definition diffs, Context7 for SOPs/dashboards, Sequential Thinking for retro cadence, Playwright for verifying embedded dashboards. - Guardrails: Default retry limit = 2 for failed data pulls or chart renders; escalation ladder = Member Insights Analyst → Loyalty Strategist → Exec sponsor.
- Review: Run
docs/usage-guide.md#orchestration-best-practices-puerto-paritybefore distributing outputs to ensure dependencies + approvals captured.
Workflow
- Data Pull – collect enrollment, engagement, redemption, CSAT, and revenue metrics by selected window.
- Health Diagnostics – evaluate tier mix, churn risk, point liability, and reward breakage.
- Member Insights – surface segments needing nudges, upgrade opportunities, or win-back plays.
- Experiment Review – summarize test results with lift, guardrails, and recommendations.
- Action Plan – produce prioritized backlog (journey tweaks, rewards refresh, messaging updates).
Outputs
- Dashboard snapshot with KPI trends and drilldowns.
- Risk/Opportunity list referencing data points and owners.
- Experiment readouts plus next-test suggestions.
- Plan JSON entry stored/updated in
.claude/plansfor audit trail.
Agent/Skill Invocations
member-insights-analyst– owns analysis + insights.loyalty-strategist– validates roadmap adjustments.member-insightsskill – ensures segmentation + reporting standards.
GTM Agents Safeguards
- Fallback agents: document substitutes (e.g., Loyalty Strategist covering Analyst) when analysts unavailable.
- Escalation triggers: if alert_threshold is breached twice or liability spikes, trigger GTM Agents rip-cord escalation and record remediation in plan JSON.
- Plan maintenance: update plan JSON/change log when metrics, thresholds, or tooling stack shift to keep audit history accurate.