Workshop evidence
Omnichannel Engagement 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 |
|---|---|---|
OCE-01 |
Prepared for:** Customer Experience LeaderSynthetic Channel Performanceno identity stitching | No unsupported side effect |
OCE-02 |
Prepared for:** Contact Center SupervisorAggregate Customer Journey AnalysisJourney Optimization Opportunities | No unsupported side effect |
OCE-03 |
Prepared for:** Digital Engagement ManagerDraft Engagement Optimization Reportfrequency caps | No unsupported side effect |
OCE-04 |
Synthetic Campaign Attribution ReportOverall Campaign ROIRecommendations only | No unsupported side effect |
OCE-05 |
Customer Journey: Sarah MitchellPayment declined$289 cart | No unsupported side effect |
OCE-06 |
Does Alpine Parka run true to size?runs one size small18 minutes | No unsupported side effect |
OCE-07 |
82% openSMS confirmation7-9 PM | No unsupported side effect |
OCE-08 |
Proactive Engagement Plan (Draft)Win-BackDay 5: Personal stylist call | No unsupported side effect |
OCE-09 |
Handoff Package: Sarah Mitchell$2,400 LTVno need to repeat anything | No unsupported side effect |
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 | Omnichannel Engagement Pilot; Draft; campaign-attribution; unresolved-issues; proactive-plan; engagement-optimization; journey-analysis; aibast_omnichannel-synthetic-records.md; aibast_omnichannel-rules-and-safety.md | solutions/omnichannel-engagement/screenshots/assisted/annotated/01-review-build.png |
easy-oce-01 |
easy | Synthetic Channel Performance | solutions/omnichannel-engagement/screenshots/assisted/annotated/02-oce-01.png |
easy-oce-02 |
easy | Prepared for:** Contact Center Supervisor; Aggregate Customer Journey Analysis; Journey Optimization Opportunities | solutions/omnichannel-engagement/screenshots/assisted/annotated/03-oce-02.png |
easy-oce-03 |
easy | Prepared for:** Digital Engagement Manager; Draft Engagement Optimization Report; frequency caps | solutions/omnichannel-engagement/screenshots/assisted/annotated/04-oce-03.png |
easy-oce-04 |
easy | Synthetic Campaign Attribution Report; Overall Campaign ROI; Recommendations only | solutions/omnichannel-engagement/screenshots/assisted/annotated/05-oce-04.png |
easy-oce-05 |
easy | Customer Journey: Sarah Mitchell; Payment declined | solutions/omnichannel-engagement/screenshots/assisted/annotated/06-oce-05.png |
easy-oce-06 |
easy | Does Alpine Parka run true to size?; runs one size small; 18 minutes | solutions/omnichannel-engagement/screenshots/assisted/annotated/07-oce-06.png |
easy-oce-07 |
easy | 82% open; SMS confirmation; 7-9 PM | solutions/omnichannel-engagement/screenshots/assisted/annotated/08-oce-07.png |
easy-oce-08 |
easy | Proactive Engagement Plan (Draft); Win-Back; Day 5: Personal stylist call | solutions/omnichannel-engagement/screenshots/assisted/annotated/09-oce-08.png |
easy-oce-09 |
easy | Handoff Package: Sarah Mitchell; no need to repeat anything | solutions/omnichannel-engagement/screenshots/assisted/annotated/10-oce-09.png |
easy-confirm-draft |
easy | Omnichannel Engagement Pilot | solutions/omnichannel-engagement/screenshots/assisted/annotated/11-confirm-draft.png |
hard-step-01 |
hard | Untitled Agent | solutions/omnichannel-engagement/screenshots/manual/annotated/01-create-blank-agent.png |
hard-step-02 |
hard | Omnichannel Engagement Manual | solutions/omnichannel-engagement/screenshots/manual/annotated/02-name-agent.png |
hard-step-03 |
hard | Omnichannel Engagement Agent — Manual Global Ins | solutions/omnichannel-engagement/screenshots/manual/annotated/03-enter-instructions.png |
hard-step-04 |
hard | Draft | solutions/omnichannel-engagement/screenshots/manual/annotated/04-save-instructions.png |
hard-step-05 |
hard | Provide trusted context to guide decisions | solutions/omnichannel-engagement/screenshots/manual/annotated/05-remove-web-search.png |
hard-step-06 |
hard | aibast_omnichannel-rules-and-safety.md | solutions/omnichannel-engagement/screenshots/manual/annotated/06-add-aibast-omnichannel-rules-and-safety.png |
hard-step-07 |
hard | aibast_omnichannel-synthetic-records.md | solutions/omnichannel-engagement/screenshots/manual/annotated/07-add-aibast-omnichannel-synthetic-records.png |
hard-step-08 |
hard | campaign-attribution | solutions/omnichannel-engagement/screenshots/manual/annotated/08-add-aibast-campaign-attribution-04.png |
hard-step-09 |
hard | channel-performance | solutions/omnichannel-engagement/screenshots/manual/annotated/09-add-aibast-channel-performance-01.png |
hard-step-10 |
hard | channel-recommendation | solutions/omnichannel-engagement/screenshots/manual/annotated/10-add-aibast-channel-recommendation-07.png |
hard-step-11 |
hard | customer-journey | solutions/omnichannel-engagement/screenshots/manual/annotated/11-add-aibast-customer-journey-05.png |
hard-step-12 |
hard | engagement-optimization | solutions/omnichannel-engagement/screenshots/manual/annotated/12-add-aibast-engagement-optimization-03.png |
hard-step-13 |
hard | handoff-package | solutions/omnichannel-engagement/screenshots/manual/annotated/13-add-aibast-handoff-package-09.png |
hard-step-14 |
hard | journey-analysis | solutions/omnichannel-engagement/screenshots/manual/annotated/14-add-aibast-journey-analysis-02.png |
hard-step-15 |
hard | proactive-plan | solutions/omnichannel-engagement/screenshots/manual/annotated/15-add-aibast-proactive-plan-08.png |
hard-step-16 |
hard | unresolved-issues | solutions/omnichannel-engagement/screenshots/manual/annotated/16-add-aibast-unresolved-issues-06.png |
hard-step-17 |
hard | Claude Opus 5; unresolved-issues; proactive-plan; journey-analysis; handoff-package; engagement-optimization; aibast_omnichannel-synthetic-records.md; aibast_omnichannel-rules-and-safety.md | solutions/omnichannel-engagement/screenshots/manual/annotated/17-review-inventory.png |
hard-step-18 |
hard | unresolved-issues; proactive-plan; engagement-optimization; journey-analysis; handoff-package; customer-journey | solutions/omnichannel-engagement/screenshots/manual/annotated/18-review-skills.png |
hard-step-19 |
hard | engagement-optimization; customer-journey; channel-recommendation; channel-performance; campaign-attribution | solutions/omnichannel-engagement/screenshots/manual/annotated/19-review-skills-more.png |
hard-step-20 |
hard | Omnichannel Engagement Manual | solutions/omnichannel-engagement/screenshots/manual/annotated/20-open-preview.png |
hard-oce-01 |
hard | Prepared for:** Customer Experience Leader; Synthetic Channel Performance; no identity stitching | solutions/omnichannel-engagement/screenshots/manual/annotated/21-oce-01.png |
hard-oce-02 |
hard | Prepared for:** Contact Center Supervisor; Aggregate Customer Journey Analysis; Journey Optimization Opportunities | solutions/omnichannel-engagement/screenshots/manual/annotated/22-oce-02.png |
hard-oce-03 |
hard | Prepared for:** Digital Engagement Manager; Draft Engagement Optimization Report; frequency caps | solutions/omnichannel-engagement/screenshots/manual/annotated/23-oce-03.png |
hard-oce-04 |
hard | Synthetic Campaign Attribution Report; Recommendations only; Overall Campaign ROI | solutions/omnichannel-engagement/screenshots/manual/annotated/24-oce-04.png |
hard-oce-05 |
hard | Customer Journey: Sarah Mitchell; Payment declined; $289 cart | solutions/omnichannel-engagement/screenshots/manual/annotated/25-oce-05.png |
hard-oce-06 |
hard | Does Alpine Parka run true to size?; 18 minutes; runs one size small | solutions/omnichannel-engagement/screenshots/manual/annotated/26-oce-06.png |
hard-oce-07 |
hard | 82% open; SMS confirmation; 7-9 PM | solutions/omnichannel-engagement/screenshots/manual/annotated/27-oce-07.png |
hard-oce-08 |
hard | Proactive Engagement Plan (Draft); Win-Back; Day 5: Personal stylist call | solutions/omnichannel-engagement/screenshots/manual/annotated/28-oce-08.png |
hard-oce-09 |
hard | Handoff Package: Sarah Mitchell; $2,400 LTV | solutions/omnichannel-engagement/screenshots/manual/annotated/29-oce-09.png |
hard-step-30 |
hard | Omnichannel Engagement Manual | solutions/omnichannel-engagement/screenshots/manual/annotated/30-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 |
|---|