Create a blank Copilot Studio agent
Step 1 of 28
Action
Create a blank Copilot Studio agentExpected resultA blank Copilot Studio agent is visible in the captured Draft workspace.
Manual mode · literal browser construction
Build Inventory Visibility Agent manually.
No PAC CLI, YAML import, or plugin architect. Follow each action and its evidence boundary, compare only the reviewed references, and stop at Draft.
Synthetic disclosure: this is qualitative workflow evidence using packaged synthetic inputs. It is not a customer KPI or a live-system result.
Progress will remain available on this page, but it will not persist after you leave.
Found something inaccurate? Use Report an issue on that step. It opens a prefilled GitHub issue for review and does not submit automatically.
Build and verify
Name Inventory Visibility Manual
Step 2 of 28
Action
Name Inventory Visibility ManualInventory Visibility Manual
Expected resultThe page header shows the recorded manual build name: Inventory Visibility Manual.
Enter the reviewed global instructions
Step 3 of 28
Action
Enter the reviewed global instructions# Inventory Visibility Agent — Manual Global Instructions Use only the uploaded synthetic inventory snapshot, planning rules, and operation skills. Every quantity requires verification in the system of record. Demo scenario: a regional retailer with 51 locations; the Alpine Pro Winter Jacket (SKU-2001) is sold out in Portland while Seattle holds 247 units. Eight skills cover the walkthrough: status, stockout review, replenishment, channel allocation, the Seattle -> Portland reallocation plan, system-wide health, warehouse automation and the 3-year investment proposal. Produce visibility, alert, replenishment, transfer, allocation, health and investment drafts only. An approval never moves stock; return the release-ready packet. Never reserve, transfer, replenish, allocate, promise, sell, or purchase inventory. Lead with the relevant SKU and location evidence, name assumptions and approval gates, and state that no inventory change occurred. <!-- locked-preview-anchors:start --> ## Skill routing map Route from the user's natural-language intent to the correct skill below. Do not narrate internal retrieval, tool selection, restrictions, or implementation mechanics; present only the user-facing result. - `IV-01` uses skill `read-only-inventory-visibility`. - `IV-02` uses skill `store-stock-review-candidates`. - `IV-03` uses skill `draft-replenishment-scenario`. - `IV-04` uses skill `category-channel-allocation-scenario`. - `IV-05` uses skill `transfer-plan`. - `IV-06` uses skill `network-health`. - `IV-07` uses skill `automation-recommendations`. - `IV-08` uses skill `investment-proposal`. These skill names above are the ONLY valid skill identifiers. Never invent, guess, or reference any other skill name. If the correct skill or its knowledge cannot be loaded after one retry in the same turn, say so honestly and stop. Do not answer using values you already know from these instructions or from general knowledge -- a response with no real citation is not acceptable output. <!-- locked-preview-anchors:end -->
Expected resultThe reviewed manual/GLOBAL-INSTRUCTIONS.md policy is visible or saved without unrecorded edits.
Save the instruction policy
Step 4 of 28
Action
Save the instruction policyExpected resultThe reviewed manual/GLOBAL-INSTRUCTIONS.md policy is visible or saved without unrecorded edits.
Remove default web search
Step 5 of 28
Action
Remove default web searchExpected resultThe captured inventory no longer lists the default web-search capability.
Add knowledge: aibast_inventory-visibility-rules-and-safety.md
Step 6 of 28
Action
Add knowledge: aibast_inventory-visibility-rules-and-safety.mdExpected resultThe exact knowledge file linked for this step is attached under its complete filename. Wait for processing to finish before continuing. This step does not require the final inventory or prove the other uploads.
Add knowledge: aibast_inventory-visibility-synthetic-records.md
Step 7 of 28
Action
Add knowledge: aibast_inventory-visibility-synthetic-records.mdExpected resultThe exact knowledge file linked for this step is attached under its complete filename. Wait for processing to finish before continuing. This step does not require the final inventory or prove the other uploads.
Add skill: aibast_automation-recommendations_07
Step 8 of 28
Action
Add skill: aibast_automation-recommendations_07Expected resultThe linked SKILL.md appears with its frontmatter name and description. Open it and compare the complete instructions with the source file. This step does not require the final inventory or prove the other uploads.
Add skill: aibast_channel-allocation_04
Step 9 of 28
Action
Add skill: aibast_channel-allocation_04Expected resultThe linked SKILL.md appears with its frontmatter name and description. Open it and compare the complete instructions with the source file. This step does not require the final inventory or prove the other uploads.
Add skill: aibast_inventory-dashboard_01
Step 10 of 28
Action
Add skill: aibast_inventory-dashboard_01Expected resultThe linked SKILL.md appears with its frontmatter name and description. Open it and compare the complete instructions with the source file. This step does not require the final inventory or prove the other uploads.
Add skill: aibast_investment-proposal_08
Step 11 of 28
Action
Add skill: aibast_investment-proposal_08Expected resultThe linked SKILL.md appears with its frontmatter name and description. Open it and compare the complete instructions with the source file. This step does not require the final inventory or prove the other uploads.
Add skill: aibast_network-health_06
Step 12 of 28
Action
Add skill: aibast_network-health_06Expected resultThe linked SKILL.md appears with its frontmatter name and description. Open it and compare the complete instructions with the source file. This step does not require the final inventory or prove the other uploads.
Add skill: aibast_replenishment-plan_03
Step 13 of 28
Action
Add skill: aibast_replenishment-plan_03Expected resultThe linked SKILL.md appears with its frontmatter name and description. Open it and compare the complete instructions with the source file. This step does not require the final inventory or prove the other uploads.
Add skill: aibast_stock-alerts_02
Step 14 of 28
Action
Add skill: aibast_stock-alerts_02Expected resultThe linked SKILL.md appears with its frontmatter name and description. Open it and compare the complete instructions with the source file. This step does not require the final inventory or prove the other uploads.
Add skill: aibast_transfer-plan_05
Step 15 of 28
Action
Add skill: aibast_transfer-plan_05Expected resultThe linked SKILL.md appears with its frontmatter name and description. Open it and compare the complete instructions with the source file. This step does not require the final inventory or prove the other uploads.
Review model, skills, knowledge, and safety boundaries
Step 16 of 28
Action
Review model, skills, knowledge, and safety boundariesExpected resultThe screenshot visibly confirms Claude Opus 5, 8 rendered skills, and no tools. Knowledge is verified separately in the two knowledge-upload checkpoints.
Review the skill list (8 skills)
Step 17 of 28
Action
Review the skill list (8 skills)Expected resultThe screenshot visibly confirms Claude Opus 5, 8 rendered skills, and no tools. Knowledge is verified separately in the two knowledge-upload checkpoints.
Review the rest of the skill list
Step 18 of 28
Action
Review the rest of the skill listExpected resultThe screenshot visibly confirms Claude Opus 5, 8 rendered skills, and no tools. Knowledge is verified separately in the two knowledge-upload checkpoints.
Open a fresh Preview conversation
Step 19 of 28
Action
Open a fresh Preview conversationExpected resultA fresh Preview surface or its recorded qualitative result is visible; only the evidence file defines a pass.
Pass IV-01: Inventory Planner
Step 20 of 28
Action
Pass IV-01: Inventory PlannerAs Inventory Planner, summarize the store snapshot and verification boundary.
Expected resultThe captured Preview evidence records IV-01 with the recorded identifiers Prepared for:** Inventory Planner, Inventory Visibility Snapshot, no stock is reserved; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running IV-01. A previous response must not influence the evidence.
Pass IV-02: Store Manager
Step 21 of 28
Action
Pass IV-02: Store ManagerAs Store Manager, identify urgent review candidates without issuing transfer or replenishment commands.
Expected resultThe captured Preview evidence records IV-02 with the recorded identifiers Prepared for:** Store Manager, Draft Stock Review, Review transfer candidate; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running IV-02. A previous response must not influence the evidence.
Pass IV-03: Inventory Planner
Step 22 of 28
Action
Pass IV-03: Inventory PlannerAs Inventory Planner, show the fourteen-day replenishment scenario and its assumptions.
Expected resultThe captured Preview evidence records IV-03 with the recorded identifiers Draft Replenishment Plan, 14-day supply, Estimated Total Replenishment Cost; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running IV-03. A previous response must not influence the evidence.
Pass IV-04: Category Manager
Step 23 of 28
Action
Pass IV-04: Category ManagerAs Category Manager, compare the channel planning scenario without reserving any stock.
Expected resultThe captured Preview evidence records IV-04 with the recorded identifiers Prepared for:** Category Manager, Channel Allocation Scenario, do not reserve units; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running IV-04. A previous response must not influence the evidence.
Pass IV-05: Inventory Planner
Step 24 of 28
Action
Pass IV-05: Inventory PlannerYes, create the reallocation plan with cost and timing details.
Expected resultThe captured Preview evidence records IV-05 with the recorded identifiers Draft Reallocation Plan, $18,400, 35:1; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running IV-05. A previous response must not influence the evidence.
Pass IV-06: Inventory Planner
Step 25 of 28
Action
Pass IV-06: Inventory PlannerApproved. Execute both phases and show me system-wide inventory health.
Expected resultThe captured Preview evidence records IV-06 with the recorded identifiers Stock balance score, $84,200, Slow movers; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running IV-06. A previous response must not influence the evidence.
Pass IV-07: Inventory Planner
Step 26 of 28
Action
Pass IV-07: Inventory PlannerYes, optimize all 8 and show me the warehouse automation recommendations.
Expected resultThe captured Preview evidence records IV-07 with the recorded identifiers RFID Tracking, 680 across 15 routes, $340,000; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running IV-07. A previous response must not influence the evidence.
Pass IV-08: Inventory Planner
Step 27 of 28
Action
Pass IV-08: Inventory PlannerYes, create the investment proposal with 3-year financial projections.
Expected resultThe captured Preview evidence records IV-08 with the recorded identifiers Draft Investment Proposal, $858,000, 5.7 months; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running IV-08. A previous response must not influence the evidence.
Confirm Draft and stop before publish
Step 28 of 28
Action
Confirm Draft and stop before publishExpected resultThe agent remains Draft and no Publish action is taken.
Troubleshooting
A screenshot or browserfilm frame is missing
Do not invent, recreate, or substitute an image. Keep the step open until its actual evidence is captured and reviewed. Remove --allow-pending only after all workshop evidence gates are met.
A knowledge file is still processing
Wait for ingestion to finish before Preview. A partial answer is not evidence.
A skill upload fails
Use the linked raw SKILL.md. Fix the reviewed source deliberately; do not silently skip the action.
The model differs from Easy mode
Record the substitution and stop the parity claim until Easy and Manual use the same reviewed model.
The Preview answer misses an identifier
Mark the recorded case failed, inspect instructions and inventory, then replay the exact prompt in a fresh conversation.
Should I publish?
No. Keep the same owned manual agent in Draft. Do not choose Publish as part of this tutorial.