ClientDeliveryKitAgent

AI Automation Consultant Delivery Kit

ClientDeliveryKitAgent is a client-facing workflow demo for turning synthetic client intake into pain point diagnosis, automation opportunity scorecards, useful signals, recommended actions, and public-safe delivery reports.

It is local-first, synthetic demo-only, and public-safe. It does not process real client data, connect real connectors, collect credentials, upload files, or execute real automation actions. The project is managed as a local spoke through AgentHubControlCenter and can be opened locally at:

http://localhost:8535

Current Stage

• Checkpoint: CLIENTDELIVERYKIT-011-PROFILE-PIN-OR-MAINTAIN-SHOWCASE-DECISION-COMPLETE
• Mode: local demo scoring, public-safe report export, and Streamlit dashboard
• Data: synthetic demo data only
• Execution: local dashboard view, object generation, and public-safe local report export only; no real automation actions
• Connector status: planned only
• GitHub status: live public showcase verified at https://github.com/CHENXJC/ClientDeliveryKitAgent
• Portfolio status: recommend pin if a GitHub profile slot is available; otherwise maintain showcase as an AgentHub spoke

Positioning

This project fills the portfolio gap between technical AgentOps dashboards and practical client delivery materials. It is intended to show how a business-oriented AI automation consultant can structure intake, diagnose operational pain, score automation opportunities, and prepare a public-safe delivery report.

MVP Workflow

1. Client Intake
2. Business Context Extraction
3. Pain Point Diagnosis
4. Workflow Bottleneck Mapping
5. Automation Opportunity Scoring
6. Useful Signals
7. Recommended Actions
8. Delivery Report / Proposal Summary
9. AgentHubControlCenter Integration

Planned Core Modules

• client_intake: represented by ClientIntake
• business_context: represented by BusinessContext
• pain_point_diagnosis: implemented in client_delivery_kit/pain_point_engine.py
• workflow_mapping: represented through pain point workflow areas
• automation_opportunity_scoring: implemented in client_delivery_kit/scoring_engine.py
• useful_signals: implemented in client_delivery_kit/useful_signals.py
• recommendation_engine: implemented in client_delivery_kit/recommendation_engine.py
• delivery_report_builder: implemented in client_delivery_kit/report_builder.py
• streamlit_dashboard: implemented in app.py and client_delivery_kit/dashboard_views.py
• agenthub_export: currently summary object only
• connector_readiness: planned only

Current Demo Engine

CLIENTDELIVERYKIT-002 adds a deterministic local scoring engine that can:

• load synthetic JSON samples from sample_data/
• validate demo-only client intake, business context, and workflow pain points
• diagnose workflow bottlenecks
• score automation opportunities using transparent weighted rules
• produce AgentHub-ready useful signal objects
• produce text-only recommended action objects
• build a public-safe delivery summary object without writing a full report

Public-Safe Report Export

CLIENTDELIVERYKIT-003 adds a report builder that converts the demo DeliverySummary into:

• Markdown report: outputs/public_reports/clientdeliverykit_demo_report.md
• JSON report: outputs/public_reports/clientdeliverykit_demo_report.json
• CSV scorecard: outputs/public_reports/clientdeliverykit_opportunity_scorecard.csv

All report artifacts include public-safe disclaimers and are generated only from synthetic demo data. The exporter rejects paths outside outputs/public_reports/, rejects outputs/private/, and does not connect external systems.

Consultant Dashboard

CLIENTDELIVERYKIT-004 adds a local Streamlit dashboard at:

http://localhost:8535

The dashboard shows Overview, Client Snapshot, Pain Point Diagnosis, Opportunity Scorecard, Useful Signals, Recommended Actions, Report Export, and AgentHub Integration. It does not provide file upload, credential input, OAuth, real connector, or real action execution.

Dashboard Preview

Public showcase screenshots are captured under docs/images/. Representative README preview images:

Full screenshot inventory:

• 01_dashboard_overview.png
• 02_client_snapshot.png
• 03_pain_point_diagnosis.png
• 04_opportunity_scorecard.png
• 05_useful_signals.png
• 06_recommended_actions.png
• 07_report_export.png
• 08_agenthub_integration.png

Screenshots must use the synthetic dashboard only and must not show terminal secrets, private outputs, credential forms, or real customer data.

First Deliverables

• Discovery summary
• Client pain point map
• Automation opportunity scorecard
• Recommended workflow improvements
• Risk and approval notes
• Suggested next steps
• Public-safe delivery report template

AgentHub Integration

The project is discoverable by AgentHubControlCenter through agent_manifest.json. Future outputs should be convertible into useful signals, Action Center cards, report export sections, and connector readiness reviews.

All future real send, write, customer-data, or external-system actions must pass a connector readiness review and an approval gate before implementation.

Managed Through AgentHubControlCenter

ClientDeliveryKitAgent is now a local AgentHub spoke project. AgentHubControlCenter discovers this project through:

F:\AIProjects\ClientDeliveryKitAgent\agent_manifest.json

Current AgentHub status:

• Manifest status: valid local manifest
• Role in AgentHub: client-facing delivery workflow spoke
• Dashboard URL: http://localhost:8535
• GitHub status: live public showcase verified at https://github.com/CHENXJC/ClientDeliveryKitAgent
• Public-safe status: synthetic demo-only
• Next note: maintain showcase; manual profile pin is optional if a slot is available

Demo Data

The files under sample_data/ use fictional demo-only information for "Demo Local Services Co." They contain no real customer information and are intended only for local planning, UI prototypes, and public-safe documentation.

Public-Safe Sample Report

The full generated demo report stays under outputs/public_reports/ and is not intended to be embedded directly in the README. A compact public-safe summary is available at docs/SAMPLE_DELIVERY_REPORT_SUMMARY.md.

Validate

From this project folder:

python -m json.tool agent_manifest.json
python -m json.tool agent_contract.json
python -m json.tool sample_data\demo_client_intake.json
python -m json.tool sample_data\demo_business_context.json
python -m json.tool sample_data\demo_workflow_pain_points.json
python -m pytest
python -m compileall .
python -m streamlit run app.py --server.port 8535

The test suite covers schema parsing, demo loader safety, validators, scoring, useful signals, recommended actions, and public summary counts. Report tests cover Markdown disclaimers, JSON structure, CSV scorecard rows, safe path export, private output rejection, external path rejection, and end-to-end artifact generation. Dashboard tests cover dashboard data, required page sections, public-safe labels, and absence of upload or credential input fields.

Project Structure

ClientDeliveryKitAgent/
  README.md
  PROJECT_STATUS.md
  agent_manifest.json
  agent_contract.json
  requirements.txt
  client_delivery_kit/
  sample_data/
  outputs/
  docs/
  tests/

Safety Boundary

• Demo-mode only in the current stage.
• No real customer records.
• No real external connectors.
• No automatic send, write, delete, publish, or account actions.
• No client workflow execution.
• command_template values are display text only.
• Future connector work must use approval gates before any real account or customer-data operation.

Roadmap

• CLIENTDELIVERYKIT-002: Core data schema and scoring engine complete
• CLIENTDELIVERYKIT-003: Public-safe delivery report builder complete
• CLIENTDELIVERYKIT-004: Streamlit consultant dashboard complete
• CLIENTDELIVERYKIT-005: AgentHub import and showcase prep complete
• CLIENTDELIVERYKIT-006: Public showcase screenshots and GitHub prep complete
• CLIENTDELIVERYKIT-007: GitHub repo creation decision complete
• CLIENTDELIVERYKIT-008: Screenshot capture and showcase asset review complete
• CLIENTDELIVERYKIT-009: GitHub public repo first commit complete
• CLIENTDELIVERYKIT-010: Live showcase verification and AgentHub published status sync complete
• CLIENTDELIVERYKIT-011: Profile pin and maintain-showcase decision complete