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Replace placeholder gitea.example URLs with gitea.coulomb.social in engagement docs; apply fix-consistency brief writeback.
3.5 KiB
3.5 KiB
Customer Engagement Playbook v1 (supplier)
How kaizen-agentic supports a customer engagement repo (reference: coulomb-loop). Second engagements should copy customer-engagement-repo-layout.md and complete the checklist in one session.
Roles
| Repo | Role |
|---|---|
| Customer (coulomb-loop) | Roster, ActivityDefinition copies, cadence policy, loop health |
| Supplier (kaizen-agentic) | Agents, CLI, integration contracts, this playbook |
| Target repos | .kaizen/ state (schedule, memory, metrics) |
| activity-core | Cron + event orchestration, task creation |
Bootstrap checklist
1. Customer repo
- Register engagement in state-hub (
register_project.sh) - Write
INTENT.md,SCOPE.md, LOOP-WP-0000–0004 workplans - Accept ADRs and DEC-* decisions; run
fix-consistency REPO=<customer> - Copy ActivityDefinitions to
activity-definitions/(DEC-003 option A) - Register reuse-surface capability (LOOP-WP-0000 T08)
- 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 uses 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
Requires pip install 'kaizen-agentic[events]' for --emit-event.
4. activity-core
- Sync definitions from customer
activity-definitions/ - Implement handoff requirements in activity-core-handoff-engagement.md
- Manual trigger smoke before enabling hourly crons
Lessons from coulomb-loop (supplier-notes absorbed)
| Observation | Resolution (shipped) |
|---|---|
schedule init weekly defaults unsuitable for bootstrap |
schedule init --engagement --bootstrap-cadence hourly (KAIZEN-WP-0008 T04) |
| No metrics event for LOOP-WP-0002 | metrics record --emit-event (T03) |
metrics optimize with 0 records confusing during bootstrap |
Expected — document in bootstrap log; optimizer needs ≥10 records for recommendations |
| ActivityDefinition drift from supplier templates | Customer copies (DEC-003 A); hybrid manifest design for v2 (override manifest) |
| Rotation saturation signals | Future: metrics rotation-signals CLI (ADR-004 follow-on) |
Cadence promotion
Customer regulator (LOOP-WP-0004) approves promotion. Re-init schedules:
kaizen-agentic schedule init --engagement <slug> --bootstrap-cadence daily --force
kaizen-agentic schedule init --engagement <slug> --bootstrap-cadence weekly --force
Reference implementation
- Customer: coulomb-loop INTENT
- Supplier workplan: KAIZEN-WP-0008
- Convention: ADR-006