Report Issue
Turn a rough defect report or product ask into a clean bug or feature-request record.
Core rule
- Understand the user-visible problem or request before proposing a fix.
- Capture concrete behavior, affected workflow, and scope boundaries. Do not jump straight to implementation.
- Keep business context brief and secondary unless it materially changes priority.
- Default feature requests to feature-level scoping, not broad roadmap planning.
- Pull taxonomy before creation when product, customer, company, or component signals are present.
Metadata rules
- Use
list-taxonomybefore creation when the affected product, product area, customer, company, segment, release, or component is clear enough to tag. - Prefer product labels first.
- Also attach customer or company labels when the issue is clearly tied to a specific account or customer context.
- Use
list-taxonomyonly after the issue type and core scope are clear enough to avoid premature tagging. - Attach labels only for exact or high-confidence matches.
- If multiple labels are plausible for the same concept, ask one disambiguation question instead of guessing.
- Do not guess taxonomy from weak signals. If the match is unclear, leave it off.
Use when
- The user wants to log a new bug.
- The user wants to log a new feature request.
- The record type is already clear enough to avoid a broader triage flow.
Do not use when
- The request should become a roadmap initiative instead of a feature request.
- The request is a personal follow-up or operational task.
- The user wants to triage, assign, or update an existing record rather than create a new one.
Conversation rules
- Ask one question at a time and stop after each answer.
- Reuse what the user already said. Skip answered questions.
- If the user says "just log it" or gives enough detail up front, fast-track the intake and create the record.
- Do not over-rotate on business goals. A short background note is usually enough.
Execution order
Follow this sequence to keep the interaction predictable:
- Confirm whether this is a bug or a feature request.
- Gather only the missing minimum context for that record type.
- Check for duplicates or overlapping work.
- Resolve taxonomy only after the scope is stable.
- Write the markdown description.
- Confirm the minimum create fields are ready.
- Create the record.
Minimum viable intake threshold
Stop asking questions and create once you know the essentials.
For bugs:
- what is broken
- where it happens
- expected vs actual behavior
- enough repro detail to make the report actionable, or a clear note that repro is still unclear
For feature requests:
- which user or workflow this improves
- what should change
- what is in scope
- what is out of scope
Do not keep asking for business context once the record is actionable. Put remaining uncertainty in ### Open questions.
Output guidance
- Write a short markdown description before creating the record.
- Start with a 1-paragraph TLDR.
- Prefer
###headings for the main sections. - Use clear feature or workflow language in titles and descriptions.
- If related issues or initiatives are relevant, reference them as markdown links when available.
Bug intake
What to learn
Ask only the missing questions, one at a time:
- What is broken for the user?
- Which workflow, page, or feature is affected?
- Which product or product area is this in?
- What should happen?
- What actually happens?
- How do we reproduce it?
- Who is affected, and how broadly?
- Is this tied to a specific customer, company, or segment we should tag?
- Is there a workaround?
- What is explicitly known to be out of scope for this report?
Duplicate check
- Extract 3-5 meaningful keywords from the defect.
- Use
search-tasksto look for likely matching existing work before creating a new bug. - If a clear duplicate exists, say so and ask whether to add context there instead of creating a new bug.
Description format
Short TLDR paragraph:
In 2-4 sentences, summarize what is broken, who it affects, the main repro condition, and the current impact.
### Background
- In one short paragraph: what changed or what is happening now, and why this matters.
### Affected flow / use case
- Which user or workflow is hitting the issue?
- Where in the product does it happen?
### Expected behavior
- What should happen?
### Actual behavior
- What happens instead?
### Reproduction
- Clear repro steps or triggering conditions.
### Known scope / boundaries
- What is affected?
- What is explicitly not part of this bug as currently understood?
### Evidence, workaround, and open questions
- Links, screenshots, logs, or customer reports.
- Any workaround if known.
- Anything still unconfirmed.Create step
- Resolve team or assignee metadata if needed.
- Use
list-taxonomyto attach matching product labels first, then customer/company or other relevant labels when the match is clear. - Before creation, confirm the minimum create fields are ready:
- title - markdown description - workspace - any clear team/assignee metadata - any clear taxonomy labels
- Call
report-bugwith a clear symptom-based title and the markdown description.
report-bug({
"title": "Checkout fails when coupon and gift card are combined",
"description": "<full bug description in markdown>",
"workspaceId": "<workspaceId>",
"teamIds": ["<teamId>"],
"assigneeIds": ["<userId>"],
"taxonomyLabelIds": ["<productLabelId>", "<customerOrCompanyLabelId>"]
})Feature request intake
What to learn
Ask only the missing questions, one at a time:
- What user story or workflow are we trying to improve?
- Who is this for in this phase?
- Which product or product area is this for?
- What should they be able to do?
- What is definitely in scope?
- What is explicitly out of scope?
- What is the smallest useful version?
- Is this tied to a specific customer, company, or segment we should tag?
- Is there a short background note worth capturing?
Related work check
- Extract 3-5 meaningful keywords from the request.
- Use
search-tasksto look for overlapping feature requests or initiatives. - If strong overlap exists, surface it and ask whether to add context there instead of creating a new request.
Description format
Short TLDR paragraph:
In 2-4 sentences, summarize what is being requested, which user or workflow it improves, what this request includes, and the main boundary or constraint.
### Background
- In one short paragraph: what is missing today, why this matters now, and what happens if nothing changes.
- If there is a business reason, keep it brief and secondary.
### Feature / use case sections
- Use concrete section titles such as `### Add Login with Google` or `### Export filtered results`.
- Under each section, write a short paragraph covering who it is for, what changes, and why it matters to that workflow.
### In scope
- What is included in this request?
- Which surfaces, flows, or constraints matter?
### Out of scope
- What is explicitly not included?
- What adjacent ideas should not get pulled into this request?
### Success
- How will we know this request was fulfilled well enough?
- Prefer user and workflow outcomes over business framing.
### Open questions
- What still needs a decision or validation?Create step
- Resolve team or assignee metadata if needed.
- Use
list-taxonomyto attach matching product labels first, then customer/company or other relevant labels when the match is clear. - Before creation, confirm the minimum create fields are ready:
- title - markdown description - workspace - any clear team/assignee metadata - any clear taxonomy labels
- Call
report-feature-requestwith a capability-based title and the markdown description.
report-feature-request({
"title": "Allow per-pipeline HubSpot sync toggles",
"description": "<full feature request description in markdown>",
"workspaceId": "<workspaceId>",
"teamIds": ["<teamId>"],
"assigneeIds": ["<userId>"],
"taxonomyLabelIds": ["<productLabelId>", "<customerOrCompanyLabelId>"]
})