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kaizen-agentic/docs/integrations/customer-engagement-playbook.md
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feat: schedule init --engagement for customer bootstrap presets
Add --engagement, --agents, and --bootstrap-cadence flags to scaffold
hourly/daily/weekly engagement schedules. Hourly bootstrap keeps
cadence: daily with hourly cron overrides per coulomb-loop ADR-003.
Document activity-core requirements in activity-core-handoff-engagement.md.
Closes KAIZEN-WP-0008 T02 and T04.
2026-06-18 08:59:45 +02:00

2.0 KiB

Customer Engagement Playbook (supplier)

How kaizen-agentic supports a customer engagement repo (e.g. coulomb-loop) that orchestrates improvement loops across a pilot roster.

Roles

Repo Role
Customer (coulomb-loop) Roster, ActivityDefinition copies, cadence policy, loop health
Supplier (kaizen-agentic) Agents, CLI, integration contracts
Target repos .kaizen/ state (schedule, memory, metrics)
activity-core Cron + event orchestration, task creation

Bootstrap checklist

1. Customer repo

  • Register engagement in state-hub
  • Commit pilot roster (loops/kaizen-stack/roster.yaml)
  • Copy ActivityDefinitions to activity-definitions/
  • Enable definitions incrementally (metrics → coach → optimization)

2. Target repos (per pilot)

kaizen-agentic schedule init --engagement <customer-slug> \
  --agents coach,optimization --bootstrap-cadence hourly
kaizen-agentic schedule validate
kaizen-agentic memory init coach
kaizen-agentic memory init optimization

Hourly bootstrap writes cadence: daily with hourly cron overrides — see activity-core-handoff-engagement.md R2.

3. Session close (each agent run)

kaizen-agentic metrics record <agent> --success --time <s> --quality <0-1>
kaizen-agentic metrics record <agent> --success --time <s> --quality <0-1> --emit-event

4. activity-core

Hand off activity-core-handoff-engagement.md requirements before enabling event-driven quality escalation.

Cadence promotion

Customer regulator (LOOP-WP-0004) approves promotion. Re-init or patch schedules:

# Stabilize phase
kaizen-agentic schedule init --engagement <slug> \
  --bootstrap-cadence daily --force

# Operate phase
kaizen-agentic schedule init --engagement <slug> \
  --bootstrap-cadence weekly --force