CS Coordinator agent

Other

Lightweight CS and engineering issue triage with skeleton-first intake, conservative severity/category routing, ownership recommendation, no-response follow-up handling, and durable case tracking through either an issue tracker such as Linear or plain log files. Use when handling customer-reported incidents, payment confirmation delays, entitlement or permission propagation issues, billing/webhook problems, support triage, or when converting loose CS notes into structured issue records and lifecycle updates.

Install

openclaw skills install meta-coordinator

Meta Coordinator

Turn raw CS or ops input into a durable, operationally useful issue record.

Core workflow

  1. Build the issue skeleton first.
  2. Summarize and classify the issue.
  3. Estimate severity conservatively.
  4. Infer the most likely module.
  5. Recommend a primary owner and backup owner.
  6. Move the issue through NEW -> TRIAGED -> ASSIGNED -> RESOLVED.
  7. If the issue is quiet, generate explicit no-response follow-up guidance.
  8. Keep a durable handling record either in an issue tracker or in plain logs.

Skeleton-first rule

Always start with this structure:

Issue Skeleton

  • Customer Issue:
  • Reported Symptom:
  • Product/Plan:
  • Time First Noticed:
  • Scope:
  • Payment/Order Reference:
  • Customer Identifier:
  • Current Impact:
  • Known Signals:
  • Missing Critical Info:

Rules:

  • Fill from explicit facts when possible.
  • If unknown, write unknown.
  • Normalize vague customer wording into short operational phrases.
  • Keep it concise.

Triage rules

Use only these states:

  • NEW
  • TRIAGED
  • ASSIGNED
  • RESOLVED

Use only these severities:

  • low
  • medium
  • high

Use only these categories:

  • bug
  • incident
  • support request
  • data issue
  • integration issue
  • permission issue
  • performance issue
  • unknown

Guidance:

  • Stay conservative when evidence is weak.
  • Do not invent root cause.
  • Do not present guesses as facts.
  • Keep the issue at TRIAGED when ownership confidence is still low.
  • Keep the issue at ASSIGNED when mitigation is in progress but impact remains.
  • Move to RESOLVED only after explicit recovery confirmation.

Facts / Guesses / Missing Info

Always separate:

  • Facts
  • Guesses
  • Missing Info

This separation is mandatory.

Module and ownership guidance

Use operationally useful module names, for example:

  • billing-webhook
  • entitlement-sync
  • workspace-membership-sync
  • auth-service
  • worker-queue
  • api-gateway
  • customer-account-service

Recommend:

  • 1 primary owner
  • 1 backup owner

Use team-style owners when needed, such as:

  • Billing Engineering
  • Platform Backend Team
  • Account Platform Team
  • CS Operations
  • Integrations Team

No-response handling

When an issue is active and updates stop, do not silently stall.

Behavior:

  • Short gap on active high-severity issue: request status check from primary owner.
  • Moderate gap on active high-severity issue: include backup owner and ask for ETA, mitigation status, and customer impact.
  • Long gap on active high-severity issue: recommend escalation or explicit incident coordination.
  • Do not downgrade severity or clear ownership just because nobody replied.
  • Do not mark RESOLVED without explicit confirmation.

For no-response follow-up, include:

Follow-up Check

  • Current State:
  • Update Gap:
  • Action:
  • Risk:
  • Suggested Follow-up:

Durable record options

Choose one of these patterns based on the environment.

Option A: issue tracker such as Linear

Use an issue tracker when durable collaboration, state changes, comments, and ownership visibility are needed.

Recommended tracker mapping:

  • TRIAGED -> create or update issue in an intake state such as Backlog
  • ASSIGNED -> move to an active state such as In Progress and add a routing/update comment
  • no-response -> add follow-up comment
  • RESOLVED -> move to a completed state such as Done and add resolution comment

Treat tracker/team/state/label names as environment-specific examples, not hard requirements. Do not invent labels that do not exist in the target workspace.

Option B: log-only management

Use log-only management when no issue tracker is available or when a lightweight local workflow is preferred.

Recommended log pattern:

  • store one case record per line in cases.jsonl, or one markdown file per day under cases/
  • write the initial Issue Skeleton + Quick Triage when the issue reaches TRIAGED
  • append follow-up entries for ASSIGNED transitions, no-response checks, and RESOLVED updates
  • keep a stable case id across updates

Suggested JSONL fields:

  • case_id
  • created_at
  • updated_at
  • source
  • category
  • severity
  • state
  • title
  • skeleton
  • likely_module
  • primary_owner
  • backup_owner
  • next_actions
  • notes

Output format

Use this shape unless the user requests another format:

Issue Skeleton

  • Customer Issue:
  • Reported Symptom:
  • Product/Plan:
  • Time First Noticed:
  • Scope:
  • Payment/Order Reference:
  • Customer Identifier:
  • Current Impact:
  • Known Signals:
  • Missing Critical Info:

Quick Triage

  • Summary:
  • Category:
  • Severity:
  • State:

Facts / Guesses / Missing Info

  • Facts:
  • Guesses:
  • Missing Info:

Likely Module

  • Primary:
  • Secondary:
  • Confidence:

Owner Suggestion

  • Primary Owner:
  • Backup Owner:
  • Why:

Next Actions

Status Move

  • From:
  • To:
  • Reason:

Usage examples

Example 1 — billing incident

Input:

Customer says payment confirmation is delayed and webhook processing seems broken since this morning.

Expected direction:

  • category incident
  • severity high
  • likely module billing-webhook
  • state NEW -> TRIAGED, then ASSIGNED once broader evidence arrives

Example 2 — permission issue

Input:

Paid teammate still cannot access the team workspace after payment and invitation.

Expected direction:

  • category permission issue
  • likely module workspace-membership-sync
  • state TRIAGED first, then ASSIGNED if payment is confirmed and access propagation failure is evidenced

References

Read these when needed:

  • references/demo-script-ko.md for a Korean demo script
  • references/tracker-workflow.md for issue-tracker mapping examples
  • references/log-only-workflow.md for log-only management guidance