AAIBAST guided workshop
Academy / Customer Loyalty and Rewards Agent
Workshop settingsOpen field guide

Evidence-grounded customer journey

Customer Loyalty and Rewards Agent

Build this agent step by step, then show it to a customer. Easy mode lets AI do the clicks; Manual mode shows every step yourself.

About this workshop
Workshop mission: Turn motivated, open-minded, non-technical sales professionals into AI superheroes who can match the practical output and problem-solving pace of technical peers who are not using AI, while staying evidence-grounded, governed, and honest about what the tools proved.
Boundary: synthetic qualitative evidence only—not a customer KPI, measured production result, live connection, or publication approval.

Self-paced local achievements

Workshop achievements

0 total points 0 in this workshop

0 of 0 Easy checkpoints complete

  • No badges yet
View achievements and local profile

Optional public verification

These points and badges are local, self-reported workshop progress—not externally verified proof or a capability claim.

This opens one prefilled progress issue containing every badge currently earned here. Nothing syncs until you submit it. Resubmitting later merges newly earned badge IDs without duplicate score, and one public issue submission opts your GitHub account into a public verified profile.

1

Workshop setup

Open GitHub Copilot Chat

Start in GitHub Copilot Chat. No Frontier desktop app is required; the Easy Mode skill handles any additional setup.

Get ready
  1. Open VS Code with the GitHub Copilot Chat extension installed.
  2. Sign in to GitHub with an account that has Copilot access.
  3. Open the Copilot Chat panel and select Agent mode.
Expected result

GitHub Copilot Chat is open in VS Code, signed in, and set to Agent mode.

What you will learn

  • Use the single Easy Mode skill.
  • Build and prove the portable agent.
  • Deploy the reviewed solution as an unpublished Draft.
  • Confirm the behavior yourself in Copilot Studio Preview.
  • Recognize the evidence that means the module is complete.

Before you begin

  • Use VS Code with GitHub Copilot Chat in Agent mode.
  • Sign in to GitHub with Copilot access.
  • Have access to a Copilot Studio environment.
  • The skill handles setup for you.
  • Do not publish. This module ends with a validated Draft.

Easy mode

2

Prepare your Copilot

Brief your Copilot with one line

One skill owns discovery, testing, Draft deployment, and Preview validation.

Do this
  1. Open GitHub Copilot Chat in VS Code and select Agent mode.
  2. Paste this one line and send it. Copilot reads the skill itself; nothing to download.
Send this message
Go and read https://raw.githubusercontent.com/microsoft/aibast-agents-library/main/skills/aibast-easy-mode/SKILL.md and run the Customer Loyalty and Rewards workshop for me.
Expected result

Copilot says it has read the skill and is running the workshop. The skill owns the remaining setup and validation.

3

Prove the solution locally

Ask Easy Mode to build and test Customer Loyalty and Rewards

This step proves the portable business logic before any Copilot Studio work begins. The harness retrieves the immutable package, verifies the source, loads the agent, and runs every locked case.

Send this message
Give me Customer Loyalty and Rewards using Easy Mode and test it for me.
Expected result

Copilot reports a verified source and 10/10 locked local cases passed.

Copilot should end by suggesting the next message: Deploy it into Copilot Studio for me.

4

Create the reviewed Draft

Deploy the already-tested solution to Copilot Studio

The harness now uses the verified Microsoft Copilot Studio plugin to reuse or create the source-controlled Draft, synchronize the reviewed instructions and assets, validate the PAC project, and leave publication off.

Send this message
Deploy it into Copilot Studio for me.
Expected result
  • Draft: Customer Loyalty Manual
  • Model: Claude Opus 5
  • Knowledge files: 2
  • Skills: 10
  • Status: Draft; published: false

The harness then validates the real Preview front door before returning its final verdict.

5

Verify the real experience

Confirm the Draft in Copilot Studio Preview

The harness already runs these checks automatically. Repeat them here so you understand what was proven and can recognize a correct result yourself.

  1. Open the validated Draft.
  2. Select Preview.
  3. Choose New chat before each case.
  4. Paste the exact prompt.
  5. Compare the answer with the required and forbidden markers.
Expected result

Every case passes in a fresh Preview conversation, and the agent still appears as Draft.

CLR-01 · Loyalty Program Director

Confirm the expected evidence

As Loyalty Program Director, summarize the synthetic program health and governance boundary.
Must include
Prepared for:** Loyalty Program DirectorSynthetic Loyalty Program Dashboardno member is contacted
Must not claim
No unsupported side effect
CLR-01 positive visual checkpoint

Visible positive anchors: Prepared for:** Loyalty Program Director; Synthetic Loyalty Program Dashboard; no member is contacted. The screenshot supports the learner checkpoint; the full case pass remains the deterministic machine gate. Source: 1424×863 JPEG. Download original.

CLR-02 · CRM Manager

Confirm the expected evidence

As CRM Manager, explain the synthetic Gold member balance without changing the ledger.
Must include
Prepared for:** CRM ManagerSynthetic Points SummarySynthetic Gold Member
Must not claim
No unsupported side effect
CLR-02 positive visual checkpoint

Visible positive anchors: Prepared for:** CRM Manager; Synthetic Points Summary; Synthetic Gold Member. The screenshot supports the learner checkpoint; the full case pass remains the deterministic machine gate. Source: 1424×863 JPEG. Download original.

CLR-03 · Marketing Leader

Confirm the expected evidence

As Marketing Leader, show review-only reward options without creating offers or issuing benefits.
Must include
Prepared for:** Marketing LeaderDraft Reward Option Recommendationsno points, tier, offer, reward
Must not claim
No unsupported side effect
CLR-03 positive visual checkpoint

Visible positive anchors: Prepared for:** Marketing Leader; Draft Reward Option Recommendations. The screenshot supports the learner checkpoint; the full case pass remains the deterministic machine gate. Source: 1424×863 JPEG. Download original.

CLR-04 · Loyalty Program Director

Confirm the expected evidence

As Loyalty Program Director, review the synthetic tier structure without changing member status.
Must include
Synthetic Tier AnalysisTier Structureno member is contacted
Must not claim
No unsupported side effect
CLR-04 positive visual checkpoint

Visible positive anchors: Synthetic Tier Analysis; no member is contacted; Tier Structure. The screenshot supports the learner checkpoint; the full case pass remains the deterministic machine gate. Source: 1424×863 JPEG. Download original.

CLR-05 · Marketing Leader

Confirm the expected evidence

As Marketing Leader, help me identify loyalty members who are at risk of churning.
Must include
450K members34,000 at risk$840K expiring in 30 days
Must not claim
I do not have accessI cannot help
CLR-05 positive visual checkpoint

Visible positive anchors: 450K members; 34,000 at risk; $840K expiring in 30 days. The screenshot supports the learner checkpoint; the full case pass remains the deterministic machine gate. Source: 1424×863 JPEG. Download original.

CLR-06 · Marketing Leader

Confirm the expected evidence

As Marketing Leader, show me the top at-risk members and their profiles.
Must include
Linda M.12,400$48K annual value
Must not claim
I do not have accessI cannot help
CLR-06 positive visual checkpoint

Visible positive anchors: $48K annual value; Linda M.; 12,400. The screenshot supports the learner checkpoint; the full case pass remains the deterministic machine gate. Source: 1424×863 JPEG. Download original.

CLR-07 · Marketing Leader

Confirm the expected evidence

As Marketing Leader, create personalized win-back offers for each at-risk segment.
Must include
Your favorite bags are 40% offHigh-Value13,600
Must not claim
I do not have accessI cannot help
CLR-07 positive visual checkpoint

Visible positive anchors: Your favorite bags are 40% off; High-Value; 13,600. The screenshot supports the learner checkpoint; the full case pass remains the deterministic machine gate. Source: 1424×863 JPEG. Download original.

CLR-08 · Marketing Leader

Confirm the expected evidence

As Marketing Leader, get the win-back campaigns ready to launch and show me the expected results.
Must include
Ready to launch$489,60058:1
Must not claim
I do not have accessI cannot help
CLR-08 positive visual checkpoint

Visible positive anchors: Ready to launch; $489,600; 58:1. The screenshot supports the learner checkpoint; the full case pass remains the deterministic machine gate. Source: 1424×863 JPEG. Download original.

CLR-09 · Marketing Leader

Confirm the expected evidence

As Marketing Leader, how can we improve the overall loyalty program?
Must include
Dynamic point expiry+$340K/yr200 points from Gold
Must not claim
I do not have accessI cannot help
CLR-09 positive visual checkpoint

Visible positive anchors: Dynamic point expiry; +$340K/yr; 200 points from Gold. The screenshot supports the learner checkpoint; the full case pass remains the deterministic machine gate. Source: 1424×863 JPEG. Download original.

CLR-10 · Marketing Leader

Confirm the expected evidence

As Marketing Leader, summarize everything we accomplished in this loyalty session.
Must include
Members analyzed34K ($2.1M points)$1.4M
Must not claim
I do not have accessI cannot help
CLR-10 positive visual checkpoint

Visible positive anchors: Members analyzed; 34K ($2.1M points); $1.4M. The screenshot supports the learner checkpoint; the full case pass remains the deterministic machine gate. Source: 1424×863 JPEG. Download original.

6

Recognize completion

Know what “done” looks like

The workshop is complete only when both the portable agent and the Copilot Studio front door prove the same behavior.

Local proof10/10 locked cases passed
Preview proof10/10 locked cases passed
Draft identityCustomer Loyalty Manual
ModelClaude Opus 5
Inventory2 knowledge · 10 skills
Publication gateDraft · published false
Validated agent remains Draft

Positive visual checkpoint. Source: 1424×863 JPEG. Download original.

Final expected verdict

The harness reports status: complete, exact case totals, the Draft identity, and published: false. The module ends here; it does not offer publication.

Troubleshooting

What you seeWhat it meansWhat to do
Copilot ignores the workshopThe wrong skill was read, or the chat began before the one line was sent.Start a new Agent-mode chat and send the one line first.
Local validation is not 10/10The portable source, package, or locked behavior does not match.Stop. Do not deploy. Let the harness report the exact failed case and marker.
No active Copilot Studio environmentPAC has no selected environment.Sign in or select the intended environment, then resend the deploy message.
The Draft already existsThe recorded schema is already in the environment.The harness should clone and reconnect automatically. Treat an attendee choice prompt as a harness defect.
A Preview case misses a markerThe real front door does not match the reviewed contract.Keep the case failed. Inspect instructions and assets; do not retry until it happens to pass.
The agent is PublishedThe workshop crossed its safety boundary.Stop immediately. The module must end at Draft with published: false.
Facilitator evidence and portable download

These links support audit, troubleshooting, and offline delivery. They are not learner steps.