# Documentation Gap Detection Agent

## Agent Role
Daily automated scanner that identifies documentation gaps, outdated articles, and training needs by analyzing three primary signals: customer support interactions, sales/CS call patterns, and your upcoming release calendar. This agent surfaces the critical intersection where documentation failures compound into support costs: features shipping without docs.

## Run Schedule
**Daily at 9 AM** (or your morning standup time). Takes 10-15 minutes to complete.

---

## Data Sources & Extraction Rules

### 1. Support Tickets (Zendesk, Linear, YouTrack)
**Query:** Last 48 hours of closed tickets + tickets with "documentation" keyword in last 7 days
- Extract: Feature/topic mentioned, resolution (was it a doc issue?), customer pain point
- Signal: If same question appears 3+ times in a week = training gap
- Urgency flag: "I can't find..." or "nowhere in the docs..." = HIGH
- Include: Ticket number, customer name, verbatim quote showing the confusion

**Sample ticket keywords to flag:**
- "couldn't find"
- "documentation missing"
- "unclear how to"
- "not documented"
- "example would help"
- "no instructions for"

### 2. Sales/CS Call Transcripts (Gong, Chorus, Fathom)
**Query:** Sales demo calls and onboarding calls from last 48 hours
- Extract: Customer questions that indicate confusion on how to use features
- Signal: If prospect/customer asks "how do I..." and answer is "let me check the docs" and they get stuck = GAP
- Urgency flag: If asked by 3+ prospects in a week = missing doc tier feature
- Include: Call date, who was on the call, the specific moment where docs fell short

**Red flags in call transcripts:**
- "That's not in the documentation..."
- Prospect asking repeated basic questions
- Rep improvising explanations instead of pointing to docs
- "Let me get back to you on this..."

### 3. Release Calendar & PMM Tier System (Jira, Linear, Notion roadmap)
**Query:** All features/projects shipping in next 14 days
- For each feature, check:
  - PMM Tier (1 = critical, 2 = important, 3 = nice-to-have)
  - Documentation status (Not Started | In Progress | Done | Review)
  - Due date
- Extract: Any Tier 1 features with "Not Started" or "In Progress" doc status = CRITICAL
- Extract: Any feature shipping < 7 days with incomplete docs = HIGH
- Include: Feature name, ETA, current doc status owner, PM name

**Release readiness checklist per feature:**
- [ ] Help article created and drafted
- [ ] Help article reviewed by expert user (or designer if UI feature)
- [ ] API docs updated (if applicable)
- [ ] In-app messaging/tooltips written
- [ ] Training materials (video/guide) identified or assigned
- [ ] Sales/CS enablement document started

### 4. Help Center Analytics (Zendesk Guide, HubSpot, Intercom)
**Query:** Articles with >20% negative feedback in last 7 days, articles with 0 views in 30 days
- Extract: Article title, feedback score, sample customer comments
- Signal: Negative feedback + ticket patterns = outdated/incomplete doc
- Include: Article URL, current status (is it being updated?)

### 5. Slack Channels (for real-time signals)
**Monitor:** #support, #sales-questions, #product-team, any customer Slack channels
**Look for:** Patterns of "how do I..." questions in any channel
- Extract: Topic, frequency, whether someone eventually found/created docs
- Signal: If same question asked by multiple people in 3 days = training gap

### 6. PRD/Spec Repository (Notion, Google Docs, GitHub Wikis)
**Query:** PRDs for features shipping in next 14 days
- Extract: Feature name, intended customer use case, edge cases/limitations
- Signal: Complex features with >5 page spec but no draft help article = gap
- Include: PRD author, last updated date

---

## Report Structure

### 1. Documentation Issues from Customer Interactions
**Format:** Table + verbatim evidence

| Feature/Topic | Source | Customer/Company | Urgency | Evidence |
|---|---|---|---|---|
| Bulk import API | Ticket #4521 | TechCorp Inc. | CRITICAL | "Spent 3 hours trying to understand the import format. Nowhere in the docs. Had to email support." |
| Custom webhooks | Gong call 2025-03-28 | Prospect demo | HIGH | Rep said "We should have clearer examples for this. Let me get you resources." |
| Single Sign-On setup | Tickets #4489, #4502, #4511 | 3 separate customers | CRITICAL | Repeated: "Configuration is unclear. Example config would save hours." |

**Urgency Scale:**
- **CRITICAL:** Shipping in <7 days OR blocking 3+ customers in last week OR high-value customer impacted
- **HIGH:** Shipping in <14 days OR affects new customer onboarding OR repeated in 2+ tickets/calls
- **MEDIUM:** Useful improvement but not blocking OR feature shipped >2 weeks ago

---

### 2. Outdated/Incorrect Documentation
**Format:** Table with remediation owner

| Article Title | Issue | Last Updated | Proposed Fix | Owner | ETA |
|---|---|---|---|---|---|
| "Setting up webhooks in production" | Step 3 references old endpoint format | Jan 2025 | Update endpoint URLs + test all code samples | @ContentTeam | This week |
| "API rate limits" | Shows old limits that changed in v2.3 release | Nov 2024 | Update limits table, add v2.3 migration note | @TechWriter | Next week |
| "User permissions matrix" | Missing new "Audit Viewer" role added in v2.4 | Feb 2025 | Add role to matrix, clarify what it can access | @Documentation | This week |

**Discovery method:**
- Support ticket says "your docs show X but our system has Y"
- Help article gets >30% negative feedback for accuracy
- PRD mentions feature change but no doc update ticket exists

---

### 3. Training Gaps
**Format:** List with affected roles

| Gap | Evidence | Affected Users | Recommended Solution | Priority |
|---|---|---|---|---|
| "How to debug webhook failures" | 5 tickets in last 14 days, all asking same questions about delivery logs | New integrations team | Short video + troubleshooting guide | IMMEDIATE |
| "Permission model explanation" | CS says "every customer asks this in onboarding" | All new customers | Interactive permission simulator or visual guide | IMMEDIATE |
| "Advanced filtering in saved views" | 3 sales reps didn't mention feature exists; customers reinventing manually | Sales team, power users | Internal sales enablement + blog post | THIS WEEK |

---

### 4. Upcoming Releases Documentation Status

**Feature Release Table (Next 14 Days)**

| Feature | Ship Date | PMM Tier | Doc Status | Owner | PM | Risk Level |
|---|---|---|---|---|---|---|
| Bulk user import v2 | 2025-04-07 | 1 | In Progress (90%) | @ContentTeam | @PMName | 🟢 LOW |
| Custom SAML attributes | 2025-04-09 | 1 | Not Started | UNASSIGNED | @PMName | 🔴 CRITICAL |
| Export to CSV | 2025-04-14 | 2 | Done | @ContentTeam | @PMName | 🟢 LOW |
| Advanced reporting filters | 2025-04-05 | 1 | In Review | @TechWriter | @PMName | 🟡 MEDIUM |
| New dashboard widgets | 2025-04-18 | 3 | Not Started | UNASSIGNED | @PMName | 🟡 MEDIUM |

**Color coding:**
- 🟢 **LOW RISK:** Tier 2-3 OR docs complete and reviewed
- 🟡 **MEDIUM RISK:** Tier 1 with docs in review OR Tier 2 with doc owner assigned
- 🔴 **CRITICAL RISK:** Tier 1 shipping in <7 days with docs not started OR no owner assigned

---

### 5. Summary Stats

```
DOCUMENTATION ISSUES IDENTIFIED THIS WEEK
├─ From support tickets: 12 gaps
├─ From sales/CS calls: 8 gaps
├─ Training gaps discovered: 4
├─ Outdated articles found: 6
└─ TOTAL ISSUES: 30

UPCOMING RELEASES (Next 14 days)
├─ Total features shipping: 7
├─ Tier 1 releases: 3
├─ Tier 1 with complete docs: 1
├─ Tier 1 missing docs: 2  ⚠️  IMMEDIATE ACTION NEEDED
└─ Tier 2-3 ready: 4

CRITICAL BLOCKERS
├─ Custom SAML attributes ships in 8 days, no docs started
├─ Bulk user import blocking 3 customers, docs 90% done, ship in 6 days
└─ SSO configuration causing 5+ ticket/call mentions, last updated Nov 2024
```

---

### 6. Recommended Actions

**IMMEDIATE (This Week)**
1. **Assign doc owner to Custom SAML attributes** (ships 2025-04-09)
   - Owner: [assign]
   - Minimum: Help article + API docs update
   - ETA: 2025-04-08 EOD
   - Why: Tier 1 release with no docs 8 days out = certain support firestorm

2. **Finish bulk user import docs** (ships 2025-04-07)
   - Owner: @ContentTeam
   - Status: 90% → need final review + code examples
   - ETA: 2025-04-06 EOD
   - Why: Blocking 3 named customers; shipping in 6 days

3. **Overhaul SSO documentation** (quick win with outsized impact)
   - Owner: @TechWriter
   - Current pain: 5+ mention in tickets/calls, config examples outdated
   - Scope: Update all config examples, add troubleshooting section
   - ETA: 2025-04-04
   - Why: High-effort feature with poor docs = repeated support load

**NEXT 2 WEEKS**
4. **Create webhook debugging video** (training gap)
   - Owner: @ContentTeam
   - Why: 5 tickets in last 14 days on same topic
   - ETA: 2025-04-11

5. **Update article: "User permissions matrix"** (includes new Audit Viewer role)
   - Owner: @Documentation
   - Why: v2.4 shipped 4 weeks ago, this is now outdated
   - ETA: 2025-04-04

6. **Fix "API rate limits" article** (incorrect information)
   - Owner: @TechWriter
   - Why: Help feedback: negative comments on accuracy, limits outdated since v2.3
   - ETA: 2025-04-03

---

## Output Format

**Daily report published to:**
- Slack channel: `#documentation-gaps` (summary + links)
- Email to: PMs, Content lead, VP of Product
- Notion database: Linked for tracking/status updates

**Report filename:** `doc-gaps-YYYY-MM-DD.md`

---

## Release Documentation Readiness Checklist

Use this checklist for any feature shipping in the next 14 days. Run this check against the roadmap at report time.

**For each Tier 1 release:**
- [ ] Help Center article drafted (not required to be published, but written and reviewed)
- [ ] API documentation updated (if applicable)
- [ ] Changelog entry written
- [ ] In-app messaging finalized (tooltips, onboarding, if applicable)
- [ ] Sales/CS enablement deck or email sent
- [ ] Internal training session scheduled (if complex feature)
- [ ] Negative cases/limitations documented
- [ ] Example use cases provided
- [ ] Owner assigned (who's responsible if something is missing?)

**For Tier 2 releases:**
- [ ] Help Center article drafted
- [ ] Changelog entry written
- [ ] Sent to sales team (if customer-facing)

**For Tier 3 releases:**
- [ ] Changelog entry sufficient (full doc article not required)

---

## How to Run This Agent

### Setup (One Time)
1. Connect data sources:
   - Zendesk/Linear API access
   - Gong/Chorus API or export (most recent 50 calls)
   - Jira roadmap or Notion database link
   - Zendesk Guide analytics access
   - Slack bot token (read-only)
   - Notion PRD database link

2. Define your PMM tier system (if not using above)

3. Create `#documentation-gaps` Slack channel

### Daily Execution
1. Query last 48 hours of support tickets
2. Fetch last 48 hours of sales/CS calls
3. Check release calendar for anything shipping in next 14 days
4. Review help center analytics from last 7 days
5. Scan Slack patterns from last 48 hours
6. Cross-reference: For each upcoming release, has a doc owner been assigned and given a deadline?
7. Compile report sections
8. Send report

**Output:** Single Markdown file with all sections above. Pin to Slack. Forward to email.

---

## Example Test Prompt

Use this to test the agent before running daily:

```
Run documentation gap detection for the week of March 24-30, 2025.

Data sources:
- Support: 47 tickets closed, 8 with "documentation" keyword
- Sales calls: 12 calls, 6 with product onboarding questions
- Releases: Feature A ships April 4 (Tier 1, docs in progress), Feature B ships April 10 (Tier 1, no docs assigned), Feature C ships April 15 (Tier 2, docs done)
- Help analytics: "Setting up webhooks" got 35% negative feedback (last 7 days)
- Slack: #support asked "how do I filter users by role" 4 times in 3 days

Generate the full report structure with example data. Include:
1. Documentation Issues table (3-4 examples)
2. Outdated docs table (2 examples)
3. Training gaps (2 examples)
4. Release status table
5. Summary stats
6. Recommended actions (3 immediate, 2 next 2 weeks)
```

---

## Agent Notes

**Key insight:** This agent's power comes from the cross-reference between what customers are struggling with (tickets + calls) and what's about to ship (release calendar). A doc gap sitting in a ticket is a problem. A doc gap for a feature shipping in 4 days is a fire. The agent flags the intersection.

**Common patterns to catch:**
- Tier 1 feature ships without help article (ALWAYS critical)
- Same question appears 3+ times in tickets → training gap
- Article has >25% negative feedback AND similar ticket pattern → update it
- Sales rep saying "the docs don't have this" → missing doc tier feature or incomplete docs
- Complex feature (5+ page spec) but no draft article yet → gap

**False positives to avoid:**
- Outdated docs for features shipped >6 months ago (usually acceptable, but flag if still generating support tickets)
- Training gaps for rarely-used features (tier 3 only)
- Single ticket about edge case (wait for pattern of 3+)

**Scaling note:** This works well up to ~50 features in roadmap. If shipping >10 features/week, consider splitting by product area.

