tegwick
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Add repo layout doc, ADR-006 convention, playbook v1 with supplier-notes, override manifest design, and wiki integration. Mark workplan done (10/10).
85 lines
3.5 KiB
Markdown
85 lines
3.5 KiB
Markdown
# Customer Engagement Playbook v1 (supplier)
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How kaizen-agentic supports a **customer engagement repo** (reference:
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[coulomb-loop](https://gitea.example/coulomb/coulomb-loop)). Second engagements
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should copy [customer-engagement-repo-layout.md](customer-engagement-repo-layout.md)
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and complete the checklist in one session.
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## Roles
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| Repo | Role |
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|------|------|
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| Customer (coulomb-loop) | Roster, ActivityDefinition copies, cadence policy, loop health |
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| Supplier (kaizen-agentic) | Agents, CLI, integration contracts, this playbook |
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| Target repos | `.kaizen/` state (schedule, memory, metrics) |
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| activity-core | Cron + event orchestration, task creation |
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## Bootstrap checklist
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### 1. Customer repo
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- Register engagement in state-hub (`register_project.sh`)
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- Write `INTENT.md`, `SCOPE.md`, LOOP-WP-0000–0004 workplans
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- Accept ADRs and DEC-* decisions; run `fix-consistency REPO=<customer>`
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- Copy ActivityDefinitions to `activity-definitions/` (DEC-003 option A)
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- Register reuse-surface capability (LOOP-WP-0000 T08)
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- Enable definitions incrementally: metrics → coach → optimization
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### 2. Target repos (per pilot)
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```bash
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kaizen-agentic schedule init --engagement <customer-slug> \
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--agents coach,optimization --bootstrap-cadence hourly
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kaizen-agentic schedule validate
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kaizen-agentic memory init coach
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kaizen-agentic memory init optimization
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```
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Hourly bootstrap uses `cadence: daily` with hourly `cron` overrides — see
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[activity-core-handoff-engagement.md](activity-core-handoff-engagement.md) R2.
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### 3. Session close (each agent run)
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```bash
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kaizen-agentic metrics record <agent> --success --time <s> --quality <0-1>
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kaizen-agentic metrics record <agent> --success --time <s> --quality <0-1> --emit-event
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```
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Requires `pip install 'kaizen-agentic[events]'` for `--emit-event`.
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### 4. activity-core
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- Sync definitions from customer `activity-definitions/`
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- Implement handoff requirements in [activity-core-handoff-engagement.md](activity-core-handoff-engagement.md)
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- Manual trigger smoke before enabling hourly crons
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## Lessons from coulomb-loop (supplier-notes absorbed)
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| Observation | Resolution (shipped) |
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|-------------|----------------------|
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| `schedule init` weekly defaults unsuitable for bootstrap | `schedule init --engagement --bootstrap-cadence hourly` (KAIZEN-WP-0008 T04) |
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| No metrics event for LOOP-WP-0002 | `metrics record --emit-event` (T03) |
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| `metrics optimize` with 0 records confusing during bootstrap | Expected — document in bootstrap log; optimizer needs ≥10 records for recommendations |
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| ActivityDefinition drift from supplier templates | Customer copies (DEC-003 A); hybrid manifest design for v2 ([override manifest](activity-definition-override-manifest.md)) |
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| Rotation saturation signals | Future: `metrics rotation-signals` CLI (ADR-004 follow-on) |
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## Cadence promotion
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Customer regulator (LOOP-WP-0004) approves promotion. Re-init schedules:
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```bash
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kaizen-agentic schedule init --engagement <slug> --bootstrap-cadence daily --force
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kaizen-agentic schedule init --engagement <slug> --bootstrap-cadence weekly --force
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```
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## Reference implementation
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- Customer: [coulomb-loop INTENT](https://gitea.example/coulomb/coulomb-loop/blob/main/INTENT.md)
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- Supplier workplan: [KAIZEN-WP-0008](../../workplans/kaizen-agentic-WP-0008-coulomb-loop-supplier-engagement.md)
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- Convention: [ADR-006](../adr/ADR-006-customer-engagement-convention.md)
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## Related
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- [INTEGRATION_PATTERNS.md](../INTEGRATION_PATTERNS.md) Pattern 2
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- [activity-core-handoff-wp0006.md](activity-core-handoff-wp0006.md)
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