Release & Communication · master area
CS Handoff
Happy path, known limitations, likely questions, escalation path. CS reads it before customers do. A handoff that arrives at release-day is a handoff CS didn't have time to absorb.
Owners: PO, CS Lead Phase it lives in: How We Build (Volume IV) The corpus principle this enacts: Support is a signal collection system for reality — and only collects what it understands.
Where it lives in the chain
What a CS handoff contains
- What's new — one paragraph in CS-speak (not engineering-speak).
- Happy path — "Gal opens the exam, clicks Grade, the new shortcut moves to the next exam." Step by step.
- Known limitations — what isn't in this release, named. "Not yet available in Hebrew. Not yet supported on tablets." So CS isn't surprised when customers ask.
- Likely questions and answers — the three or four the PO can predict. "How do I turn this off? It's not optional this release. Will I get the old way back? No, unless the signal reading shows we should."
- Escalation path — for L1 questions: how to look it up. For L2: how to reproduce. For L3: how to file a JIRA bug with the chain-aware label.
- Dashboard link — the leading-signals dashboard CS can read to see whether their tickets correlate with usage patterns.
How to do this
- Written 1 week before release. Not on release day. Not the night before.
- Walked through with CS Lead in a 30-minute session. Questions there become updates to the handoff before customers ask them.
- Living document — updated through the gradual rollout as the team learns from the first 1% and 5%.
What good practice looks like
A CS team that reads the handoff and asks three sharp questions before release is a CS team that catches three classes of tickets before they become tickets. Each question is either answered in the handoff or surfaces a gap in the release brief. Either outcome makes the release better.
A team that ships without handoff produces a CS team that learns the feature from the customer's tickets — and the first wave of tickets are the team teaching CS what the feature does, in real-time, at the cost of customer trust.
Related crafts
- Support Levels (L1/L2/L3) — who reads the handoff
- Release Brief to Client — the public-facing counterpart
- Support-to-Bug Pipeline — what CS does with what they hear