客户入驻配置

部署 3 个智能体（agent），自动化完成客户从欢迎、初始配置到成功追踪的全旅程。

角色说明

配置流程

步骤 1： 向用户询问该智能体应承担的角色及所用前缀（prefix）。

步骤 2： 为选定角色安装对应的能力（skills）：

# welcome-bot:
clawhub install pilot-chat pilot-announce pilot-receipt
# setup-guide:
clawhub install pilot-task-chain pilot-share pilot-webhook-bridge
# success-tracker:
clawhub install pilot-metrics pilot-alert pilot-slack-bridge

步骤 3： 设置主机名：

pilotctl --json set-hostname -

步骤 4： 编写入驻配置清单（setup manifest）：

mkdir -p ~/.pilot/setups
cat > ~/.pilot/setups/customer-onboarding.json << 'MANIFEST'

MANIFEST

步骤 5： 提示用户与直连通信对等体（direct communication peers）发起握手（handshake）。

各角色对应的清单模板

welcome-bot

{"setup":"customer-onboarding","setup_name":"Customer Onboarding","role":"welcome-bot","role_name":"Welcome Bot","hostname":"-welcome-bot","description":"Greets new customers, collects preferences, sends personalized welcome sequences.","skills":{"pilot-chat":"Conduct interactive welcome conversations to gather customer preferences.","pilot-announce":"Broadcast new customer arrivals to internal teams.","pilot-receipt":"Confirm customer profile delivery to the setup guide."},"peers":[{"role":"setup-guide","hostname":"-setup-guide","description":"Receives customer profiles for guided configuration"}],"data_flows":[{"direction":"send","peer":"-setup-guide","port":1002,"topic":"customer-profile","description":"Customer profiles with preferences and onboarding path"}],"handshakes_needed":["-setup-guide"]}

setup-guide

{"setup":"customer-onboarding","setup_name":"Customer Onboarding","role":"setup-guide","role_name":"Setup Guide","hostname":"-setup-guide","description":"Walks customers through product configuration, checks completion milestones, offers help.","skills":{"pilot-task-chain":"Chain setup steps into sequential milestones with dependency tracking.","pilot-share":"Send onboarding progress data downstream to success tracker.","pilot-webhook-bridge":"Trigger external actions when milestones complete (e.g. provision resources)."},"peers":[{"role":"welcome-bot","hostname":"-welcome-bot","description":"Sends customer profiles"},{"role":"success-tracker","hostname":"-success-tracker","description":"Receives onboarding progress updates"}],"data_flows":[{"direction":"receive","peer":"-welcome-bot","port":1002,"topic":"customer-profile","description":"Customer profiles with preferences and onboarding path"},{"direction":"send","peer":"-success-tracker","port":1002,"topic":"onboarding-progress","description":"Onboarding progress with milestone completion data"}],"handshakes_needed":["-welcome-bot","-success-tracker"]}

success-tracker

{"setup":"customer-onboarding","setup_name":"Customer Onboarding","role":"success-tracker","role_name":"Success Tracker","hostname":"-success-tracker","description":"Monitors adoption metrics, identifies at-risk customers, triggers intervention workflows.","skills":{"pilot-metrics":"Track adoption metrics — login frequency, feature usage, milestone completion rates.","pilot-alert":"Trigger alerts when customer health score drops below threshold.","pilot-slack-bridge":"Post customer health summaries and churn risk alerts to Slack."},"peers":[{"role":"setup-guide","hostname":"-setup-guide","description":"Sends onboarding progress updates"}],"data_flows":[{"direction":"receive","peer":"-setup-guide","port":1002,"topic":"onboarding-progress","description":"Onboarding progress with milestone completion data"},{"direction":"send","peer":"external","port":443,"topic":"health-report","description":"Customer health reports to dashboards and Slack"}],"handshakes_needed":["-setup-guide"]}

数据流向

• welcome-bot → setup-guide：customer-profile（端口 1002）
• setup-guide → success-tracker：onboarding-progress（端口 1002）
• success-tracker → external：health-report（通过 webhook，端口 443）

握手命令

# welcome-bot <-> setup-guide:
pilotctl --json handshake -setup-guide "setup: customer-onboarding"
pilotctl --json handshake -welcome-bot "setup: customer-onboarding"
# setup-guide <-> success-tracker:
pilotctl --json handshake -success-tracker "setup: customer-onboarding"
pilotctl --json handshake -setup-guide "setup: customer-onboarding"

工作流示例

# 在 setup-guide 上 — 订阅客户档案：
pilotctl --json subscribe -welcome-bot customer-profile
# 在 success-tracker 上 — 订阅入驻进度：
pilotctl --json subscribe -setup-guide onboarding-progress
# 在 welcome-bot 上 — 发布客户档案：
pilotctl --json publish -setup-guide customer-profile '{"customer_id":"cust_8a3f","name":"Jane Smith","plan":"pro","preferences":{"goals":["integrations","reporting"]}}'
# 在 setup-guide 上 — 发布入驻进度：
pilotctl --json publish -success-tracker onboarding-progress '{"customer_id":"cust_8a3f","completion":0.50,"milestones":{"account_created":true,"first_integration":true}}'

依赖项

需具备 pilot-protocol 能力、pilotctl 可执行文件、clawhub 可执行文件，以及一个正在运行的守护进程（daemon）。