Configure Rewards

Orchestrates reward catalog setup, fulfillment workflows, and QA before launch.

Published by @gtmagents·0 agent reads / 30d·0 saves·

Command: configure-rewards

Inputs

  • program – reference name/ID for the loyalty initiative.
  • catalog – storage location or doc with reward definitions.
  • launch-date – target go-live date.
  • regions – optional localization list for compliance and fulfillment.
  • approvers – optional stakeholders (legal, finance, partner, ops).

GTM Agents Pattern & Plan Checklist

Mirrors GTM Agents orchestrator blueprint @puerto/plugins/orchestrator/README.md#112-325.

  • Pattern selection: Reward configuration usually runs pipeline (catalog intake → fulfillment design → compliance QA → launch packet). If QA + compliance run in parallel, document a diamond block with merge gate in the plan header.
  • Plan schema: Save .claude/plans/plan-<timestamp>.json capturing catalog source, fulfillment automations, dependency graph (legal, finance, ops, vendors), error handling, and success metrics (SLA, redemption accuracy, fraud rate).
  • Tool hooks: Reference docs/gtm-essentials.md stack—Serena for catalog diffs, Context7 for compliance/billing SOPs, Sequential Thinking for QA retros, Playwright for redemption form testing.
  • Guardrails: Default retry limit = 2 for failed catalog loads or QA runs; escalation ladder = Reward Ops → Finance/Legal → Exec sponsor.
  • Review: Run docs/usage-guide.md#orchestration-best-practices-puerto-parity before launch to confirm dependencies + approvals.

Workflow

  1. Catalog Intake – load reward definitions (cost, eligibility, inventory) plus vendor details.
  2. Fulfillment Design – define earning/redemption automations, notification flows, and SLA tracking.
  3. Compliance & Risk – validate tax regulations, export controls, and fraud safeguards.
  4. QA Checklist – run test transactions across tiers, currencies, devices, and failure scenarios.
  5. Launch Packet – produce runbook, escalation plan, and monitoring dashboard references.

Outputs

  • Reward configuration checklist with owner + status.
  • QA evidence (screenshots, logs, test cases) stored with catalog.
  • Fulfillment runbook (SLA, webhook IDs, contact points) for ops + support teams.
  • Plan JSON entry stored/updated in .claude/plans for audit trail.

Agent/Skill Invocations

  • reward-operations – leads fulfillment + QA steps.
  • loyalty-strategist – approves benefit alignment with goals.
  • reward-ops skill – enforces operational standards.
  • loyalty-modeling skill – confirms economics after final catalog changes.

GTM Agents Safeguards

  • Fallback agents: document substitutes (e.g., Reward Ops covering Strategist) when approvers unavailable.
  • Escalation triggers: escalate if QA fails twice or compliance issues surface; follow GTM Agents rip-cord and log remediation inside plan JSON.
  • Plan maintenance: update plan JSON/change log whenever catalog, vendors, or launch dates shift for audit parity.

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