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Pilot Customer Onboarding Setup

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.NET 9.0

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部署一个包含3个代理的客户入职系统，自动化新客户从欢迎、设置到成功跟踪的全流程。使用此技能的时机：

客户登机设置

功能概述

客户登机设置是一项面向实际任务的技能，主要用于部署3名代理, 将客户的行程从欢迎通过设置自动化到成功跟踪；Roles.；

核心要点

Role.；
Hostname.；
Skills. 目的；

使用与执行

欢迎- bot %prefix > - 喜悦- bot. pilot。它将相关步骤、工具调用和结果整理方式集中到统一流程中，帮助使用者更快完成目标并减少重复操作。使用时应结合输入条件选择合适的执行方式，核对必要参数、依赖环境与输出内容，并按原始要求处理异常情况。该技能适合需要稳定复用相关能力的场景，可作为自动化工作流的一部分，也便于后续检查、调整和扩展。

结果检查与注意事项

从功能定位来看，该技能强调把分散的操作要求整理成清晰、可复用的处理流程，使用户能够围绕既定目标快速准备输入、选择执行方式并获得结构化结果。实际使用前应先确认任务范围、数据来源、运行环境、必要权限和关键参数，再依据技能说明逐步执行；若输入条件不完整，应先补齐信息或采用保守配置，避免因错误假设导致结果偏离需求。执行过程中需要关注工具调用是否成功、接口或依赖是否可用、输出格式是否符合预期，并对异常提示、缺失字段和边界情况进行处理；涉及批量任务时，还应保存进度，避免中断后重复操作。

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

角色	主机名	能力（Skills）	用途
welcome-bot	`-welcome-bot`	pilot-chat, pilot-announce, pilot-receipt	向客户致意，收集偏好信息，并发送欢迎流程消息
setup-guide	`-setup-guide`	pilot-task-chain, pilot-share, pilot-webhook-bridge	引导客户完成产品配置，跟踪关键里程碑，并提供实时帮助
success-tracker	`-success-tracker`	pilot-metrics, pilot-alert, pilot-slack-bridge	监控产品采用情况，识别存在风险的客户，并触发干预流程

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）。