{
  "schema": "aibast-visual-checkpoints/1.0",
  "solution": "@aibast-agents-library/cross-selling",
  "policy": {
    "machine_gate": "The full locked case passes only when the deterministic validator confirms every must_include and must_not_include marker against the final response.",
    "visual_gate": "A reusable screenshot must show at least one positive deterministic anchor from the expected state and must not show a blocker or refusal.",
    "partial_rule": "An annotated screenshot is a learner-facing visual checkpoint, not a substitute for the full machine gate.",
    "reshoot_rule": "Reshoot when the target state is absent, the response is blocked or refusing, or no positive deterministic anchor is visible."
  },
  "summary": {
    "total_existing_captures": 35,
    "reusable": 35,
    "reshoot_required": 0
  },
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      "source": "solutions/cross-selling/screenshots/assisted/01-review-build.jpg",
      "caption": "Copilot-assisted step 1 · Review the Copilot-assisted Draft configuration",
      "draft": true,
      "annotated": "solutions/cross-selling/screenshots/assisted/annotated/01-review-build.png",
      "status": "reusable",
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        "Draft",
        "portfolio-scan",
        "account-assignments",
        "product-affinity",
        "top-opportunities",
        "opportunity-scan",
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        "aibast_cross-selling-synthetic-records.md"
      ],
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          "y": 20,
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          "height": 24,
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        },
        {
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          "width": 38,
          "height": 17,
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        },
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        {
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          "height": 21,
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        {
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        {
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          "height": 21,
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          "width": 253,
          "height": 22,
          "label": "aibast_cross-selling-operating-rules.md"
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          "width": 265,
          "height": 22,
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    },
    {
      "id": "easy-cs-01",
      "mode": "easy",
      "source": "solutions/cross-selling/screenshots/assisted/02-cs-01.jpg",
      "caption": "CS-01 · Sales Operations Manager: Scan synthetic customer CUST-001 (Acme Corp) for product gaps, usage signals, buying signals, and budget timing.",
      "case_id": "CS-01",
      "annotated": "solutions/cross-selling/screenshots/assisted/annotated/02-cs-01.png",
      "status": "reusable",
      "visible_anchors": [
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        "Synthetic Usage Signals",
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        },
        {
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          "y": 895,
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          "height": 24,
          "label": "Synthetic Usage Signals"
        },
        {
          "x": 306,
          "y": 1594,
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        }
      ]
    },
    {
      "id": "easy-cs-02",
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      "source": "solutions/cross-selling/screenshots/assisted/03-cs-02.jpg",
      "caption": "CS-02 · Enablement Manager: Explain the synthetic product-affinity and benchmark assumptions without treating them as observed conversion performance.",
      "case_id": "CS-02",
      "annotated": "solutions/cross-selling/screenshots/assisted/annotated/03-cs-02.png",
      "status": "reusable",
      "visible_anchors": [
        "Product Affinity Matrix",
        "Response Assumption",
        "Evidence boundary"
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          "height": 28,
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        },
        {
          "x": 765,
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          "width": 170,
          "height": 24,
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        },
        {
          "x": 286,
          "y": 1790,
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      ]
    },
    {
      "id": "easy-cs-03",
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      "source": "solutions/cross-selling/screenshots/assisted/04-cs-03.jpg",
      "caption": "CS-03 · Enablement Manager: Draft engagement strategies, talking points, and an outreach sequence for synthetic customer CUST-001 (Acme Corp) without ",
      "case_id": "CS-03",
      "annotated": "solutions/cross-selling/screenshots/assisted/annotated/04-cs-03.png",
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      "visible_anchors": [
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        "Draft Engagement Plan",
        "Evidence boundary"
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          "height": 24,
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        },
        {
          "x": 306,
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        {
          "x": 286,
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    },
    {
      "id": "easy-cs-04",
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      "source": "solutions/cross-selling/screenshots/assisted/05-cs-04.jpg",
      "caption": "CS-04 · Sales Leader: Show me the revenue impact and conversion timeline for the cross-sell plan, without treating the scenario as committed revenue.",
      "case_id": "CS-04",
      "annotated": "solutions/cross-selling/screenshots/assisted/annotated/05-cs-04.png",
      "status": "reusable",
      "visible_anchors": [
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        "Evidence boundary"
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          "height": 24,
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          "x": 286,
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          "label": "Evidence boundary"
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    },
    {
      "id": "easy-cs-05",
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      "source": "solutions/cross-selling/screenshots/assisted/06-cs-05.jpg",
      "caption": "CS-05 · Sales Leader: Analyze our top 100 enterprise accounts and identify cross-selling opportunities based on their current product usage.",
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      "annotated": "solutions/cross-selling/screenshots/assisted/annotated/06-cs-05.png",
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      "annotated": "solutions/cross-selling/screenshots/assisted/annotated/07-cs-06.png",
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        },
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          "height": 27,
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      "id": "easy-cs-07",
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      "source": "solutions/cross-selling/screenshots/assisted/08-cs-07.jpg",
      "caption": "CS-07 · Sales Operations Manager: Assign the opportunity accounts to reps by expertise and draft this week's action plan.",
      "case_id": "CS-07",
      "annotated": "solutions/cross-selling/screenshots/assisted/annotated/08-cs-07.png",
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        "This Week's Actions",
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    },
    {
      "id": "easy-confirm-draft",
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      "source": "solutions/cross-selling/screenshots/assisted/09-confirm-draft.jpg",
      "caption": "Copilot-assisted step 9 · Confirm Draft and stop before publish",
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    },
    {
      "id": "hard-step-01",
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      "source": "solutions/cross-selling/screenshots/manual/01-create-blank-agent.jpg",
      "caption": "Manual step 1 · Create a blank Copilot Studio agent",
      "step": 1,
      "annotated": "solutions/cross-selling/screenshots/manual/annotated/01-create-blank-agent.png",
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      "visible_anchors": [
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      "boxes": [
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    {
      "id": "hard-step-02",
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      "source": "solutions/cross-selling/screenshots/manual/02-name-agent.jpg",
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      "annotated": "solutions/cross-selling/screenshots/manual/annotated/02-name-agent.png",
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      "visible_anchors": [
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    {
      "id": "hard-step-03",
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      "source": "solutions/cross-selling/screenshots/manual/03-enter-instructions.jpg",
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      "step": 3,
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      "visible_anchors": [
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      "boxes": [
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      ]
    },
    {
      "id": "hard-step-04",
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      "source": "solutions/cross-selling/screenshots/manual/04-save-instructions.jpg",
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      "step": 4,
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      "boxes": [
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      "id": "hard-step-05",
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      "source": "solutions/cross-selling/screenshots/manual/05-remove-web-search.jpg",
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      "step": 5,
      "annotated": "solutions/cross-selling/screenshots/manual/annotated/05-remove-web-search.png",
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      "caption": "Manual step 8 · Add skill: aibast_account-assignments_07",
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      "id": "hard-step-09",
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      "step": 9,
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      "source": "solutions/cross-selling/screenshots/manual/11-add-aibast-product-affinity-02.jpg",
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      "source": "solutions/cross-selling/screenshots/manual/12-add-aibast-recommendation-engine-03.jpg",
      "caption": "Manual step 12 · Add skill: aibast_recommendation-engine_03",
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      "id": "hard-step-13",
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      "source": "solutions/cross-selling/screenshots/manual/13-add-aibast-revenue-impact-04.jpg",
      "caption": "Manual step 13 · Add skill: aibast_revenue-impact_04",
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      "source": "solutions/cross-selling/screenshots/manual/14-add-aibast-top-opportunities-06.jpg",
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      "source": "solutions/cross-selling/screenshots/manual/15-review-inventory.jpg",
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          "height": 22,
          "label": "revenue-impact"
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          "label": "recommendation-engine"
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    {
      "id": "hard-step-17",
      "mode": "hard",
      "source": "solutions/cross-selling/screenshots/manual/17-review-skills-more.jpg",
      "caption": "Manual step 17 · Review the rest of the skill list",
      "step": 17,
      "annotated": "solutions/cross-selling/screenshots/manual/annotated/17-review-skills-more.png",
      "status": "reusable",
      "visible_anchors": [
        "product-affinity",
        "portfolio-scan",
        "top-opportunities",
        "opportunity-scan",
        "account-assignments"
      ],
      "boxes": [
        {
          "x": 1055,
          "y": 162,
          "width": 108,
          "height": 22,
          "label": "product-affinity"
        },
        {
          "x": 1055,
          "y": 260,
          "width": 97,
          "height": 22,
          "label": "portfolio-scan"
        },
        {
          "x": 1167,
          "y": 304,
          "width": 82,
          "height": 19,
          "label": "top-opportunities"
        },
        {
          "x": 1055,
          "y": 358,
          "width": 117,
          "height": 22,
          "label": "opportunity-scan"
        },
        {
          "x": 1055,
          "y": 456,
          "width": 142,
          "height": 22,
          "label": "account-assignments"
        }
      ]
    },
    {
      "id": "hard-step-18",
      "mode": "hard",
      "source": "solutions/cross-selling/screenshots/manual/18-open-preview.jpg",
      "caption": "Manual step 18 · Open a fresh Preview conversation",
      "step": 18,
      "annotated": "solutions/cross-selling/screenshots/manual/annotated/18-open-preview.png",
      "status": "reusable",
      "visible_anchors": [
        "Cross-Selling Manual"
      ],
      "boxes": [
        {
          "x": 84,
          "y": 20,
          "width": 163,
          "height": 24,
          "label": "Cross-Selling Manual"
        }
      ]
    },
    {
      "id": "hard-cs-01",
      "mode": "hard",
      "source": "solutions/cross-selling/screenshots/manual/19-cs-01.jpg",
      "caption": "CS-01 · Sales Operations Manager: Scan synthetic customer CUST-001 (Acme Corp) for product gaps, usage signals, buying signals, and budget timing.",
      "step": 19,
      "case_id": "CS-01",
      "annotated": "solutions/cross-selling/screenshots/manual/annotated/19-cs-01.png",
      "status": "reusable",
      "visible_anchors": [
        "Cross-Sell Opportunity Scan",
        "Synthetic Usage Signals",
        "Evidence boundary"
      ],
      "boxes": [
        {
          "x": 286,
          "y": 489,
          "width": 218,
          "height": 24,
          "label": "Cross-Sell Opportunity Scan"
        },
        {
          "x": 286,
          "y": 878,
          "width": 186,
          "height": 24,
          "label": "Synthetic Usage Signals"
        },
        {
          "x": 753,
          "y": 1446,
          "width": 74,
          "height": 21,
          "label": "Evidence boundary"
        }
      ]
    },
    {
      "id": "hard-cs-02",
      "mode": "hard",
      "source": "solutions/cross-selling/screenshots/manual/20-cs-02.jpg",
      "caption": "CS-02 · Enablement Manager: Explain the synthetic product-affinity and benchmark assumptions without treating them as observed conversion performance.",
      "step": 20,
      "case_id": "CS-02",
      "annotated": "solutions/cross-selling/screenshots/manual/annotated/20-cs-02.png",
      "status": "reusable",
      "visible_anchors": [
        "Product Affinity Matrix",
        "Response Assumption",
        "Evidence boundary"
      ],
      "boxes": [
        {
          "x": 605,
          "y": 489,
          "width": 193,
          "height": 24,
          "label": "Product Affinity Matrix"
        },
        {
          "x": 765,
          "y": 587,
          "width": 170,
          "height": 24,
          "label": "Response Assumption"
        },
        {
          "x": 286,
          "y": 1675,
          "width": 153,
          "height": 24,
          "label": "Evidence boundary"
        }
      ]
    },
    {
      "id": "hard-cs-03",
      "mode": "hard",
      "source": "solutions/cross-selling/screenshots/manual/21-cs-03.jpg",
      "caption": "CS-03 · Enablement Manager: Draft engagement strategies, talking points, and an outreach sequence for synthetic customer CUST-001 (Acme Corp) without ",
      "step": 21,
      "case_id": "CS-03",
      "annotated": "solutions/cross-selling/screenshots/manual/annotated/21-cs-03.png",
      "status": "reusable",
      "visible_anchors": [
        "Prioritized Recommendations",
        "Draft Engagement Plan",
        "Evidence boundary"
      ],
      "boxes": [
        {
          "x": 286,
          "y": 489,
          "width": 228,
          "height": 21,
          "label": "Prioritized Recommendations"
        },
        {
          "x": 286,
          "y": 1057,
          "width": 179,
          "height": 24,
          "label": "Draft Engagement Plan"
        },
        {
          "x": 758,
          "y": 1260,
          "width": 73,
          "height": 21,
          "label": "Evidence boundary"
        }
      ]
    },
    {
      "id": "hard-cs-04",
      "mode": "hard",
      "source": "solutions/cross-selling/screenshots/manual/22-cs-04.jpg",
      "caption": "CS-04 · Sales Leader: Show me the revenue impact and conversion timeline for the cross-sell plan, without treating the scenario as committed revenue.",
      "step": 22,
      "case_id": "CS-04",
      "annotated": "solutions/cross-selling/screenshots/manual/annotated/22-cs-04.png",
      "status": "reusable",
      "visible_anchors": [
        "Synthetic Cross-Sell Value Scenario",
        "Portfolio Totals",
        "Evidence boundary"
      ],
      "boxes": [
        {
          "x": 286,
          "y": 594,
          "width": 264,
          "height": 24,
          "label": "Synthetic Cross-Sell Value Scenario"
        },
        {
          "x": 852,
          "y": 594,
          "width": 110,
          "height": 24,
          "label": "Portfolio Totals"
        },
        {
          "x": 387,
          "y": 1468,
          "width": 76,
          "height": 20,
          "label": "Evidence boundary"
        }
      ]
    },
    {
      "id": "hard-cs-05",
      "mode": "hard",
      "source": "solutions/cross-selling/screenshots/manual/23-cs-05.jpg",
      "caption": "CS-05 · Sales Leader: Analyze our top 100 enterprise accounts and identify cross-selling opportunities based on their current product usage.",
      "step": 23,
      "case_id": "CS-05",
      "annotated": "solutions/cross-selling/screenshots/manual/annotated/23-cs-05.png",
      "status": "reusable",
      "visible_anchors": [
        "Cross-Sell Opportunity Summary",
        "Quick Wins",
        "Evidence boundary"
      ],
      "boxes": [
        {
          "x": 286,
          "y": 556,
          "width": 250,
          "height": 24,
          "label": "Cross-Sell Opportunity Summary"
        },
        {
          "x": 286,
          "y": 815,
          "width": 92,
          "height": 22,
          "label": "Quick Wins"
        },
        {
          "x": 286,
          "y": 1070,
          "width": 153,
          "height": 24,
          "label": "Evidence boundary"
        }
      ]
    },
    {
      "id": "hard-cs-06",
      "mode": "hard",
      "source": "solutions/cross-selling/screenshots/manual/24-cs-06.jpg",
      "caption": "CS-06 · Sales Leader: Show me the top 5 highest-value cross-sell opportunities and a deep dive on the first account.",
      "step": 24,
      "case_id": "CS-06",
      "annotated": "solutions/cross-selling/screenshots/manual/annotated/24-cs-06.png",
      "status": "reusable",
      "visible_anchors": [
        "Top Cross-Sell Opportunities",
        "Deep Dive",
        "Evidence boundary"
      ],
      "boxes": [
        {
          "x": 285,
          "y": 483,
          "width": 220,
          "height": 24,
          "label": "Top Cross-Sell Opportunities"
        },
        {
          "x": 286,
          "y": 869,
          "width": 85,
          "height": 23,
          "label": "Deep Dive"
        },
        {
          "x": 761,
          "y": 1435,
          "width": 73,
          "height": 20,
          "label": "Evidence boundary"
        }
      ]
    },
    {
      "id": "hard-cs-07",
      "mode": "hard",
      "source": "solutions/cross-selling/screenshots/manual/25-cs-07.jpg",
      "caption": "CS-07 · Sales Operations Manager: Assign the opportunity accounts to reps by expertise and draft this week's action plan.",
      "step": 25,
      "case_id": "CS-07",
      "annotated": "solutions/cross-selling/screenshots/manual/annotated/25-cs-07.png",
      "status": "reusable",
      "visible_anchors": [
        "Draft Account Assignments",
        "This Week's Actions",
        "Evidence boundary"
      ],
      "boxes": [
        {
          "x": 286,
          "y": 462,
          "width": 209,
          "height": 24,
          "label": "Draft Account Assignments"
        },
        {
          "x": 285,
          "y": 1113,
          "width": 155,
          "height": 20,
          "label": "This Week's Actions"
        },
        {
          "x": 650,
          "y": 1693,
          "width": 74,
          "height": 20,
          "label": "Evidence boundary"
        }
      ]
    },
    {
      "id": "hard-step-26",
      "mode": "hard",
      "source": "solutions/cross-selling/screenshots/manual/26-confirm-draft.jpg",
      "caption": "Manual step 26 · Confirm Draft and stop before publish",
      "step": 26,
      "draft": true,
      "annotated": "solutions/cross-selling/screenshots/manual/annotated/26-confirm-draft.png",
      "status": "reusable",
      "visible_anchors": [
        "Cross-Selling Manual"
      ],
      "boxes": [
        {
          "x": 140,
          "y": 154,
          "width": 164,
          "height": 24,
          "label": "Cross-Selling Manual"
        }
      ]
    }
  ],
  "reshoot_plan": {
    "replacement_captures": [],
    "new_learn_step_captures": []
  },
  "release_review": {
    "status": "approved",
    "reviewer": "claude:workshop-reshoot",
    "reviewed_at": "2026-10-08T11:46:59.324100+00:00",
    "method": "Workshop re-shot end to end in the real Copilot Studio UI (kodyv8) after the agent was aligned with its demo video and one-pager; every frame inspected (vision review) and every locked case checked against its machine gate; boxes placed from the frame image.",
    "notes": "Draft only; nothing published."
  }
}
