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Routing evidence to product & docs

A pattern in the Insights hub is only useful once it reaches the person who can act on it. This is how a card becomes a spec, a doc plan, or a training note — with its evidence riding along so nothing is lost in translation.

6 min read
For PMs, docs & enablement
PM Docs owner Enablement CS Leader

The Insights hub is where company-wide patterns surface. This article is the next step: what to do with one once you've read it. The move is almost always the same — hand it to whoever owns the fix, and hand them the evidence at the same time.

The evidence travels with the ask.
A card isn't a summary you retype into a ticket. It carries the source conversations, so the spec or doc plan you create points back at what customers actually said.

What routes where

The card type tells you the destination. Each pattern in the hub maps cleanly to an owner and an artifact — most of the routing decision is already made for you.

Pattern → destination
Capability
Capability gap → Product
Attach the evidence to a spec or a discovery doc. The card's account count is your demand signal.
Doc
Doc need → Docs plan
The recurring question is the outline. Write the answer once, where customers keep looking for it.
Education
Customer education → Enablement
A misuse pattern becomes an onboarding tweak or a training plan — the fix is guidance, not a defect.
Recurring
Recurring topic → Wherever it fits
A theme with no obvious home — read the evidence, decide whether it's a product, docs, or process issue, then route it.
Card types come from Signal & card types. If a card's type surprises you, open its evidence before routing.

Attach the evidence

When you route a card, you're not copying a headline into a ticket — you're carrying its receipts. Each pattern card opens into the exact conversations behind it, with excerpts, timestamps, and the accounts they came from. Pull those into the spec or doc so the reader can check the claim themselves.

Insights · Voice of Customer Reconstructed — not a live capture
Capability Bulk export by date range 9 accounts · 14 conversations
Customers repeatedly ask to export records filtered by date — there's no way to do it today.
“Is there any way to pull just last quarter's tickets out to a CSV?”
Northwind Logistics · Mar 14
“We need a date-bounded export for our quarterly review — doing it by hand now.”
Acme Corp · Mar 28
Copy evidence Open all 14 conversations
The excerpts and their sources are the part that survives the handoff — a spec grounded in real quotes gets prioritized differently than one built on a hunch.

Weight it before you route it

Two numbers decide how hard to push. The account count is reach — how many customers this pattern touches. The confidence is how sure the read is. A card at nine accounts and high confidence is a straightforward prioritization case; a two-account, low-confidence card is worth watching before you spend a sprint on it.

Neither number replaces reading the evidence. They tell you which cards deserve your attention first — the conversations tell you what to actually build or write.

Closing the loop

Routing isn't a one-way street. Once you ship the feature or publish the doc, the pattern should fade — customers stop asking, the conversations that fed the card age out, and the card clears itself. That disappearance is your confirmation the fix landed, visible right back in the hub.

If a card doesn't fade after you've addressed it, that's a signal too — the fix may not have reached the customers who needed it, which is usually an enablement or docs-placement problem rather than a product one.

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