Questionnaire Skill

Questionnaire Skill

This skill helps users interactively fill out the client questionnaire with intelligent suggestions and validation.

Detection Patterns

This skill activates when:

• User is viewing or editing a questionnaire.md file
• User asks for help filling out the questionnaire
• User mentions specific infrastructure they want to monitor
• User is unsure about questionnaire options

Behavior

Interactive Mode

When helping fill out a questionnaire, this skill:

1. Reads current questionnaire state

   • Identifies which sections are complete
   • Highlights required sections

2. Asks clarifying questions

   • Cloud providers in use
   • Infrastructure components
   • Monitoring requirements
   • Team structure

3. Provides recommendations

   • Suggests common configurations
   • Explains trade-offs
   • Recommends best practices

4. Validates responses

   • Ensures required fields are filled
   • Checks for conflicting selections
   • Warns about missing dependencies

Section-by-Section Assistance

Organization Setup

Questions asked:

• Is this a new Datadog organization or existing?
• Will this be a child organization under a parent?
• What's the organization name?

Recommendations:

• Child organizations recommended for client isolation
• Parent org credentials needed for child org creation

Cloud Providers

Questions asked:

• Which cloud providers are in use?
• Are workloads spread across multiple providers?
• Is there a primary cloud provider?

Recommendations:

• Start with primary provider, add others later
• Multi-cloud requires additional integration setup

Infrastructure Components

Questions asked:

• What types of hosts? (Linux, Windows, Solaris)
• Container orchestration? (Kubernetes, ECS, Docker Swarm)
• Serverless functions? (Lambda, Cloud Functions)
• Databases? (RDS, Cloud SQL, Azure SQL)

Recommendations:

• Enable host monitoring first
• Kubernetes requires cluster agent deployment
• Database monitoring may need additional permissions

Services & Applications

Questions asked:

• Web servers? (nginx, Apache, IIS)
• Application servers? (Node, Java, Python)
• Message queues? (RabbitMQ, Kafka, SQS)
• Caching? (Redis, Memcached)

Recommendations:

• APM provides deeper service visibility
• Integration setup varies by service

Monitoring Requirements

Questions asked:

• APM for application tracing?
• RUM for frontend monitoring?
• Synthetic tests for uptime?
• Private locations for internal endpoints?

Recommendations:

• APM recommended for microservices
• RUM requires frontend code instrumentation
• Private locations need dedicated workers

Team Structure

Questions asked:

• How many admin users?
• How many standard users?
• Any read-only stakeholders?
• Role-based access requirements?

Recommendations:

• Limit admin access
• Create role-specific permissions
• Use teams for alert routing

Tagging Strategy

Questions asked:

• Environment naming? (dev, staging, prod)
• Team identifiers?
• Application names?
• Custom tags needed?

Recommendations:

• Consistent tagging is critical
• Use managed_by:terraform for all resources
• Environment tags enable filtering

Example Interaction

User: "Help me fill out the questionnaire for acme-corp"

Skill:

Let me help you complete the questionnaire for acme-corp.

Section 1: Organization Setup
-----------------------------
Is this a new Datadog organization or will you use an existing one?

Options:
- [ ] Create new child organization (recommended for client isolation)
- [ ] Use existing organization
- [ ] Other

What would you like to select?

User: "New child organization"

Skill:

Great choice for client isolation.

Section 2: Cloud Providers
--------------------------
Which cloud providers does acme-corp use? (Select all that apply)

- [ ] AWS
- [ ] GCP
- [ ] Azure
- [ ] On-premise / VDC

Which ones should I select?

Validation Rules

The skill validates:

Rule	Validation
Required sections	Organization, Cloud Providers, Team Structure
Dependency checks	Private locations requires Synthetics
Conflict detection	Cannot have both "no containers" and "Kubernetes"
Completeness	All selected sections must have sub-selections

Output

When complete, the skill:

1. Writes the filled questionnaire to disk
2. Provides a summary of selections
3. Instructs user to run /org-generator:apply