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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

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# 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)
```bash
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](activity-core-handoff-engagement.md) R2.
### 3. Session close (each agent run)
```bash
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](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:
```bash
# Stabilize phase
kaizen-agentic schedule init --engagement <slug> \
--bootstrap-cadence daily --force
# Operate phase
kaizen-agentic schedule init --engagement <slug> \
--bootstrap-cadence weekly --force
```
## Related
- [KAIZEN-WP-0008](../../workplans/kaizen-agentic-WP-0008-coulomb-loop-supplier-engagement.md)
- coulomb-loop `INTENT.md` and `workplans/LOOP-WP-*`