Workshop evidence
Cross-Selling Opportunities Agent
This report separates source-only checks, native final-answer acceptance and learner-facing visual evidence. A screenshot supports only its reviewed visible scope; it does not certify every workshop step.
Deterministic case contract
These source-only marker checks are not, by themselves, native final-answer passes.
| Case | Must include | Must not claim |
|---|---|---|
CS-01 |
Cross-Sell Opportunity ScanSynthetic Usage SignalsEvidence boundary | I don't have accessprovide the recordmessage was sentCRM record updated successfully |
CS-02 |
Product Affinity MatrixResponse AssumptionEvidence boundary | I don't have accessprovide the recordmessage was sentCRM record updated successfully |
CS-03 |
Prioritized RecommendationsDraft Engagement PlanEvidence boundary | I don't have accessprovide the recordmessage was sentCRM record updated successfully |
CS-04 |
Synthetic Cross-Sell Value ScenarioPortfolio TotalsEvidence boundary | I don't have accessprovide the recordmessage was sentCRM record updated successfully |
CS-05 |
Cross-Sell Opportunity SummaryQuick WinsEvidence boundary | I don't have accessprovide the recordmessage was sentCRM record updated successfully |
CS-06 |
Top Cross-Sell OpportunitiesDeep DiveEvidence boundary | I don't have accessprovide the recordmessage was sentCRM record updated successfully |
CS-07 |
Draft Account AssignmentsThis Week's ActionsEvidence boundary | I don't have accessprovide the recordmessage was sentCRM record updated successfully |
Displayed visual checkpoints
Only reviewed checkpoints count within their stated scope. A labeled PNG board can combine multiple actual views; it is not an old JPEG or a continuous walkthrough. Asset paths are included for traceability.
| Checkpoint | Mode | Visible evidence | Annotated asset |
|---|---|---|---|
easy-review-build |
easy | Cross-Selling Pilot; Draft; portfolio-scan; account-assignments; product-affinity; top-opportunities; opportunity-scan; aibast_cross-selling-operating-rules.md; aibast_cross-selling-synthetic-records.md | solutions/cross-selling/screenshots/assisted/annotated/01-review-build.png |
easy-cs-01 |
easy | Cross-Sell Opportunity Scan; Synthetic Usage Signals; Evidence boundary | solutions/cross-selling/screenshots/assisted/annotated/02-cs-01.png |
easy-cs-02 |
easy | Product Affinity Matrix; Response Assumption; Evidence boundary | solutions/cross-selling/screenshots/assisted/annotated/03-cs-02.png |
easy-cs-03 |
easy | Prioritized Recommendations; Draft Engagement Plan; Evidence boundary | solutions/cross-selling/screenshots/assisted/annotated/04-cs-03.png |
easy-cs-04 |
easy | Synthetic Cross-Sell Value Scenario; Portfolio Totals; Evidence boundary | solutions/cross-selling/screenshots/assisted/annotated/05-cs-04.png |
easy-cs-05 |
easy | Cross-Sell Opportunity Summary; Quick Wins; Evidence boundary | solutions/cross-selling/screenshots/assisted/annotated/06-cs-05.png |
easy-cs-06 |
easy | Top Cross-Sell Opportunities; Deep Dive; Evidence boundary | solutions/cross-selling/screenshots/assisted/annotated/07-cs-06.png |
easy-cs-07 |
easy | Draft Account Assignments; This Week's Actions; Evidence boundary | solutions/cross-selling/screenshots/assisted/annotated/08-cs-07.png |
easy-confirm-draft |
easy | Cross-Selling Pilot | solutions/cross-selling/screenshots/assisted/annotated/09-confirm-draft.png |
hard-step-01 |
hard | Untitled Agent | solutions/cross-selling/screenshots/manual/annotated/01-create-blank-agent.png |
hard-step-02 |
hard | Cross-Selling Manual | solutions/cross-selling/screenshots/manual/annotated/02-name-agent.png |
hard-step-03 |
hard | Cross-Selling Opportunities Agent — Manual Globa | solutions/cross-selling/screenshots/manual/annotated/03-enter-instructions.png |
hard-step-04 |
hard | Draft | solutions/cross-selling/screenshots/manual/annotated/04-save-instructions.png |
hard-step-05 |
hard | Provide trusted context to guide decisions | solutions/cross-selling/screenshots/manual/annotated/05-remove-web-search.png |
hard-step-06 |
hard | aibast_cross-selling-operating-rules.md | solutions/cross-selling/screenshots/manual/annotated/06-add-aibast-cross-selling-operating-rules.png |
hard-step-07 |
hard | aibast_cross-selling-synthetic-records.md | solutions/cross-selling/screenshots/manual/annotated/07-add-aibast-cross-selling-synthetic-records.png |
hard-step-08 |
hard | account-assignments | solutions/cross-selling/screenshots/manual/annotated/08-add-aibast-account-assignments-07.png |
hard-step-09 |
hard | opportunity-scan | solutions/cross-selling/screenshots/manual/annotated/09-add-aibast-opportunity-scan-01.png |
hard-step-10 |
hard | portfolio-scan | solutions/cross-selling/screenshots/manual/annotated/10-add-aibast-portfolio-scan-05.png |
hard-step-11 |
hard | product-affinity | solutions/cross-selling/screenshots/manual/annotated/11-add-aibast-product-affinity-02.png |
hard-step-12 |
hard | recommendation-engine | solutions/cross-selling/screenshots/manual/annotated/12-add-aibast-recommendation-engine-03.png |
hard-step-13 |
hard | revenue-impact | solutions/cross-selling/screenshots/manual/annotated/13-add-aibast-revenue-impact-04.png |
hard-step-14 |
hard | top-opportunities | solutions/cross-selling/screenshots/manual/annotated/14-add-aibast-top-opportunities-06.png |
hard-step-15 |
hard | Claude Opus 5; revenue-impact; top-opportunities; recommendation-engine; product-affinity; portfolio-scan; aibast_cross-selling-synthetic-records.md; aibast_cross-selling-operating-rules.md | solutions/cross-selling/screenshots/manual/annotated/15-review-inventory.png |
hard-step-16 |
hard | top-opportunities; revenue-impact; recommendation-engine; product-affinity | solutions/cross-selling/screenshots/manual/annotated/16-review-skills.png |
hard-step-17 |
hard | product-affinity; portfolio-scan; top-opportunities; opportunity-scan; account-assignments | solutions/cross-selling/screenshots/manual/annotated/17-review-skills-more.png |
hard-step-18 |
hard | Cross-Selling Manual | solutions/cross-selling/screenshots/manual/annotated/18-open-preview.png |
hard-cs-01 |
hard | Cross-Sell Opportunity Scan; Synthetic Usage Signals; Evidence boundary | solutions/cross-selling/screenshots/manual/annotated/19-cs-01.png |
hard-cs-02 |
hard | Product Affinity Matrix; Response Assumption; Evidence boundary | solutions/cross-selling/screenshots/manual/annotated/20-cs-02.png |
hard-cs-03 |
hard | Prioritized Recommendations; Draft Engagement Plan; Evidence boundary | solutions/cross-selling/screenshots/manual/annotated/21-cs-03.png |
hard-cs-04 |
hard | Synthetic Cross-Sell Value Scenario; Portfolio Totals; Evidence boundary | solutions/cross-selling/screenshots/manual/annotated/22-cs-04.png |
hard-cs-05 |
hard | Cross-Sell Opportunity Summary; Quick Wins; Evidence boundary | solutions/cross-selling/screenshots/manual/annotated/23-cs-05.png |
hard-cs-06 |
hard | Top Cross-Sell Opportunities; Deep Dive; Evidence boundary | solutions/cross-selling/screenshots/manual/annotated/24-cs-06.png |
hard-cs-07 |
hard | Draft Account Assignments; This Week's Actions; Evidence boundary | solutions/cross-selling/screenshots/manual/annotated/25-cs-07.png |
hard-step-26 |
hard | Cross-Selling Manual | solutions/cross-selling/screenshots/manual/annotated/26-confirm-draft.png |
Reference-only visual gaps
These checkpoints remain open or reference historical captures. No current image is implied by this table; review and reshoot requirements must be resolved before acceptance.
| Checkpoint | Mode | Source asset | Reason |
|---|