Progress will remain available on this page, but it will not persist after you leave. Easy Mode remains available.
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.
Found something inaccurate? Use Report an issue at that point. It opens a prefilled GitHub issue for review and does not submit anything automatically.
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
Open VS Code with the GitHub Copilot Chat extension installed.
Sign in to GitHub with an account that has Copilot access.
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Deploy the reviewed solution as an unpublished Draft.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Do not publish.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
Open GitHub Copilot Chat in VS Code and select Agent mode.
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 Omnichannel Engagement 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 Omnichannel Engagement
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 Omnichannel Engagement using Easy Mode and test it for me.
Expected result
Copilot reports a verified source and 9/9 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: Omnichannel Engagement Manual
Model: Claude Opus 5
Knowledge files: 2
Skills: 9
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.
Open the validated Draft.
Select Preview.
Choose New chat before each case.
Paste the exact prompt.
Compare the answer with the required and forbidden markers.
Visible positive anchors: Synthetic Channel Performance. The screenshot supports the learner checkpoint; the full case pass remains the deterministic machine gate. Source: 1424×863 JPEG. Download original.
OCE-02 · Contact Center Supervisor
Confirm the expected evidence
As Contact Center Supervisor, identify handoff friction across the aggregate journey archetypes.
Must include
Prepared for:** Contact Center SupervisorAggregate Customer Journey AnalysisJourney Optimization Opportunities
Must not claim
No unsupported side effect
Visible positive anchors: Prepared for:** Contact Center Supervisor; Aggregate Customer Journey Analysis; Journey Optimization Opportunities. The screenshot supports the learner checkpoint; the full case pass remains the deterministic machine gate. Source: 1424×863 JPEG. Download original.
OCE-03 · Digital Engagement Manager
Confirm the expected evidence
As Digital Engagement Manager, propose consent-aware experiments with frequency caps and no outreach.
Must include
Prepared for:** Digital Engagement ManagerDraft Engagement Optimization Reportfrequency caps
Must not claim
No unsupported side effect
Visible positive anchors: Prepared for:** Digital Engagement Manager; Draft Engagement Optimization Report; frequency caps. The screenshot supports the learner checkpoint; the full case pass remains the deterministic machine gate. Source: 1424×863 JPEG. Download original.
OCE-04 · Digital Engagement Manager
Confirm the expected evidence
As Digital Engagement Manager, summarize the synthetic attribution view and avoid causal claims.
Must include
Synthetic Campaign Attribution ReportOverall Campaign ROIRecommendations only
Must not claim
No unsupported side effect
Visible positive anchors: Synthetic Campaign Attribution Report; Overall Campaign ROI; Recommendations only. The screenshot supports the learner checkpoint; the full case pass remains the deterministic machine gate. Source: 1424×863 JPEG. Download original.
OCE-05 · Contact Center Supervisor
Confirm the expected evidence
Show me the customer's journey across all channels and help me pick up where they left off.
Must include
Customer Journey: Sarah MitchellPayment declined$289 cart
Must not claim
No unsupported side effect
Visible positive anchors: Customer Journey: Sarah Mitchell; Payment declined. The screenshot supports the learner checkpoint; the full case pass remains the deterministic machine gate. Source: 1424×863 JPEG. Download original.
OCE-06 · Contact Center Supervisor
Confirm the expected evidence
Show me what Sarah has been asking about and where we dropped the ball.
Must include
Does Alpine Parka run true to size?runs one size small18 minutes
Must not claim
No unsupported side effect
Visible positive anchors: Does Alpine Parka run true to size?; runs one size small; 18 minutes. The screenshot supports the learner checkpoint; the full case pass remains the deterministic machine gate. Source: 1424×863 JPEG. Download original.
OCE-07 · Digital Engagement Manager
Confirm the expected evidence
Which channel and timing should we use to reach Sarah for this issue and in the future?
Must include
82% openSMS confirmation7-9 PM
Must not claim
No unsupported side effect
Visible positive anchors: 82% open; SMS confirmation; 7-9 PM. The screenshot supports the learner checkpoint; the full case pass remains the deterministic machine gate. Source: 1424×863 JPEG. Download original.
OCE-08 · Digital Engagement Manager
Confirm the expected evidence
What proactive engagement should we plan for Sarah after this purchase, or if she doesn't convert?
Must include
Proactive Engagement Plan (Draft)Win-BackDay 5: Personal stylist call
Must not claim
No unsupported side effect
Visible positive anchors: Proactive Engagement Plan (Draft); Win-Back; Day 5: Personal stylist call. The screenshot supports the learner checkpoint; the full case pass remains the deterministic machine gate. Source: 1424×863 JPEG. Download original.
OCE-09 · Customer Experience Leader
Confirm the expected evidence
Prepare the context in case Sarah needs to be handed off to another agent.
Must include
Handoff Package: Sarah Mitchell$2,400 LTVno need to repeat anything
Must not claim
No unsupported side effect
Visible positive anchors: Handoff Package: Sarah Mitchell; no need to repeat anything. 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 proof9/9 locked cases passedPreview proof9/9 locked cases passedDraft identityOmnichannel Engagement ManualModelClaude Opus 5Inventory2 knowledge · 9 skillsPublication gateDraft · published false
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 see
What it means
What to do
Copilot ignores the workshop
The 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 9/9
The 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 environment
PAC has no selected environment.
Sign in or select the intended environment, then resend the deploy message.
The Draft already exists
The 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 marker
The 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 Published
The 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.
See how Omnichannel Engagement Agent is built, one capability at a time.
Optional. Easy mode already did all of this for you from one skill file. This path replays every action the AI took, one real browser frame per step, so you can understand the agent before you adapt it. No PAC CLI, YAML import, or plugin architect; 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.
Found something inaccurate? Use Report an issue on that step. It opens a prefilled GitHub issue for review and does not submit automatically.
Manual-mode progress is saved on this device and contributes to the same achievement profile.
Build and verify
1
Create a blank Copilot Studio agent
Step 1 of 30
Action
Create a blank Copilot Studio agent
Expected resultA blank Copilot Studio agent is visible in the captured Draft workspace.
Positive visual checkpoint: Untitled Agent. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.
2
Name Omnichannel Engagement Manual
Step 2 of 30
Action
Omnichannel Engagement Manual
Name Omnichannel Engagement Manual
Expected resultThe page header shows the recorded manual build name: Omnichannel Engagement Manual.
Positive visual checkpoint: Omnichannel Engagement Manual. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.
3
Enter the reviewed global instructions
Step 3 of 30
Action
# Omnichannel Engagement Agent — Manual Global Instructions
Use only the uploaded synthetic records: one consented customer service record
(Sarah Mitchell, CUST-SM-001, the default customer; Alpine Parka, $289 cart) and
the aggregate channel, journey, and campaign records. Do not construct an
identity graph across devices or infer a sensitive trait.
For the customer view, route: journey across all channels / pick up where she
left off -> customer-journey; what she asked and where we dropped the ball ->
unresolved-issues; optimal channel strategy -> channel-recommendation;
proactive engagement -> proactive-plan; handoff context -> handoff-package.
Aggregate marketing questions use channel-performance, journey-analysis,
engagement-optimization, and campaign-attribution.
Produce analysis, drafts, and recommendations only. Never send or schedule
outreach, create an offer, code, or reward, transfer a customer, alter a
customer record, or complete a purchase.
Lead with aggregate evidence, distinguish attribution from causality, name
frequency and approval controls, and state that no side effect 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.
- `OCE-01` uses skill `channel-performance`.
- `OCE-02` uses skill `journey-analysis`.
- `OCE-03` uses skill `engagement-optimization`.
- `OCE-04` uses skill `campaign-attribution`.
- `OCE-05` uses skill `customer-journey`.
- `OCE-06` uses skill `unresolved-issues`.
- `OCE-07` uses skill `channel-recommendation`.
- `OCE-08` uses skill `proactive-plan`.
- `OCE-09` uses skill `handoff-package`.
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 -->
Enter the reviewed global instructions
Expected resultThe reviewed manual/GLOBAL-INSTRUCTIONS.md policy is visible or saved without unrecorded edits.
Positive visual checkpoint: Omnichannel Engagement Agent — Manual Global Ins. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.
4
Save the instruction policy
Step 4 of 30
Action
Save the instruction policy
Expected resultThe reviewed manual/GLOBAL-INSTRUCTIONS.md policy is visible or saved without unrecorded edits.
Positive visual checkpoint: Draft. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.
5
Remove default web search
Step 5 of 30
Action
Remove default web search
Expected resultThe captured inventory no longer lists the default web-search capability.
Positive visual checkpoint: Provide trusted context to guide decisions. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.
Expected 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.
Positive visual checkpoint: aibast_omnichannel-rules-and-safety.md. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.
Expected 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.
Positive visual checkpoint: aibast_omnichannel-synthetic-records.md. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.
8
Add skill: aibast_campaign-attribution_04
Step 8 of 30
Action
Add skill: aibast_campaign-attribution_04
Expected 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.
Positive visual checkpoint: campaign-attribution. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.
9
Add skill: aibast_channel-performance_01
Step 9 of 30
Action
Add skill: aibast_channel-performance_01
Expected 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.
Positive visual checkpoint: channel-performance. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.
10
Add skill: aibast_channel-recommendation_07
Step 10 of 30
Action
Add skill: aibast_channel-recommendation_07
Expected 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.
Positive visual checkpoint: channel-recommendation. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.
11
Add skill: aibast_customer-journey_05
Step 11 of 30
Action
Add skill: aibast_customer-journey_05
Expected 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.
Positive visual checkpoint: customer-journey. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.
12
Add skill: aibast_engagement-optimization_03
Step 12 of 30
Action
Add skill: aibast_engagement-optimization_03
Expected 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.
Positive visual checkpoint: engagement-optimization. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.
13
Add skill: aibast_handoff-package_09
Step 13 of 30
Action
Add skill: aibast_handoff-package_09
Expected 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.
Positive visual checkpoint: handoff-package. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.
14
Add skill: aibast_journey-analysis_02
Step 14 of 30
Action
Add skill: aibast_journey-analysis_02
Expected 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.
Positive visual checkpoint: journey-analysis. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.
15
Add skill: aibast_proactive-plan_08
Step 15 of 30
Action
Add skill: aibast_proactive-plan_08
Expected 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.
Positive visual checkpoint: proactive-plan. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.
16
Add skill: aibast_unresolved-issues_06
Step 16 of 30
Action
Add skill: aibast_unresolved-issues_06
Expected 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.
Positive visual checkpoint: unresolved-issues. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.
17
Review model, skills, knowledge, and safety boundaries
Step 17 of 30
Action
Review model, skills, knowledge, and safety boundaries
Expected resultThe screenshot visibly confirms Claude Opus 5, 9 rendered skills, and no tools. Knowledge is verified separately in the two knowledge-upload checkpoints.
Positive visual checkpoint: Claude Opus 5; unresolved-issues; proactive-plan; journey-analysis; handoff-package; engagement-optimization; aibast_omnichannel-synthetic-records.md; aibast_omnichannel-rules-and-safety.md. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.
18
Review the skill list (9 skills)
Step 18 of 30
Action
Review the skill list (9 skills)
Expected resultThe screenshot visibly confirms Claude Opus 5, 9 rendered skills, and no tools. Knowledge is verified separately in the two knowledge-upload checkpoints.
Positive visual checkpoint: unresolved-issues; proactive-plan; engagement-optimization; journey-analysis; handoff-package; customer-journey. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.
19
Review the rest of the skill list
Step 19 of 30
Action
Review the rest of the skill list
Expected resultThe screenshot visibly confirms Claude Opus 5, 9 rendered skills, and no tools. Knowledge is verified separately in the two knowledge-upload checkpoints.
Positive visual checkpoint: engagement-optimization; customer-journey; channel-recommendation; channel-performance; campaign-attribution. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.
20
Open a fresh Preview conversation
Step 20 of 30
Action
Open a fresh Preview conversation
Expected resultA fresh Preview surface or its recorded qualitative result is visible; only the evidence file defines a pass.
Positive visual checkpoint: Omnichannel Engagement Manual. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.
21
Pass OCE-01: Customer Experience Leader
Step 21 of 30
Action
As Customer Experience Leader, compare the aggregate channel picture and call out continuity risks.
Pass OCE-01: Customer Experience Leader
Expected resultThe captured Preview evidence records OCE-01 with the recorded identifiers Prepared for:** Customer Experience Leader, Synthetic Channel Performance, no identity stitching; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running OCE-01. A previous response must not influence the evidence.
Positive visual checkpoint: Prepared for:** Customer Experience Leader; Synthetic Channel Performance; no identity stitching. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.
22
Pass OCE-02: Contact Center Supervisor
Step 22 of 30
Action
As Contact Center Supervisor, identify handoff friction across the aggregate journey archetypes.
Pass OCE-02: Contact Center Supervisor
Expected resultThe captured Preview evidence records OCE-02 with the recorded identifiers Prepared for:** Contact Center Supervisor, Aggregate Customer Journey Analysis, Journey Optimization Opportunities; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running OCE-02. A previous response must not influence the evidence.
Positive visual checkpoint: Prepared for:** Contact Center Supervisor; Aggregate Customer Journey Analysis; Journey Optimization Opportunities. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.
23
Pass OCE-03: Digital Engagement Manager
Step 23 of 30
Action
As Digital Engagement Manager, propose consent-aware experiments with frequency caps and no outreach.
Pass OCE-03: Digital Engagement Manager
Expected resultThe captured Preview evidence records OCE-03 with the recorded identifiers Prepared for:** Digital Engagement Manager, Draft Engagement Optimization Report, frequency caps; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running OCE-03. A previous response must not influence the evidence.
Positive visual checkpoint: Prepared for:** Digital Engagement Manager; Draft Engagement Optimization Report; frequency caps. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.
24
Pass OCE-04: Digital Engagement Manager
Step 24 of 30
Action
As Digital Engagement Manager, summarize the synthetic attribution view and avoid causal claims.
Pass OCE-04: Digital Engagement Manager
Expected resultThe captured Preview evidence records OCE-04 with the recorded identifiers Synthetic Campaign Attribution Report, Overall Campaign ROI, Recommendations only; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running OCE-04. A previous response must not influence the evidence.
Positive visual checkpoint: Synthetic Campaign Attribution Report; Recommendations only; Overall Campaign ROI. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.
25
Pass OCE-05: Contact Center Supervisor
Step 25 of 30
Action
Show me the customer's journey across all channels and help me pick up where they left off.
Pass OCE-05: Contact Center Supervisor
Expected resultThe captured Preview evidence records OCE-05 with the recorded identifiers Customer Journey: Sarah Mitchell, Payment declined, $289 cart; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running OCE-05. A previous response must not influence the evidence.
Positive visual checkpoint: Customer Journey: Sarah Mitchell; Payment declined; $289 cart. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.
26
Pass OCE-06: Contact Center Supervisor
Step 26 of 30
Action
Show me what Sarah has been asking about and where we dropped the ball.
Pass OCE-06: Contact Center Supervisor
Expected resultThe captured Preview evidence records OCE-06 with the recorded identifiers Does Alpine Parka run true to size?, runs one size small, 18 minutes; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running OCE-06. A previous response must not influence the evidence.
Positive visual checkpoint: Does Alpine Parka run true to size?; 18 minutes; runs one size small. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.
27
Pass OCE-07: Digital Engagement Manager
Step 27 of 30
Action
Which channel and timing should we use to reach Sarah for this issue and in the future?
Pass OCE-07: Digital Engagement Manager
Expected resultThe captured Preview evidence records OCE-07 with the recorded identifiers 82% open, SMS confirmation, 7-9 PM; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running OCE-07. A previous response must not influence the evidence.
Positive visual checkpoint: 82% open; SMS confirmation; 7-9 PM. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.
28
Pass OCE-08: Digital Engagement Manager
Step 28 of 30
Action
What proactive engagement should we plan for Sarah after this purchase, or if she doesn't convert?
Pass OCE-08: Digital Engagement Manager
Expected resultThe captured Preview evidence records OCE-08 with the recorded identifiers Proactive Engagement Plan (Draft), Win-Back, Day 5: Personal stylist call; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running OCE-08. A previous response must not influence the evidence.
Positive visual checkpoint: Proactive Engagement Plan (Draft); Win-Back; Day 5: Personal stylist call. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.
29
Pass OCE-09: Customer Experience Leader
Step 29 of 30
Action
Prepare the context in case Sarah needs to be handed off to another agent.
Pass OCE-09: Customer Experience Leader
Expected resultThe captured Preview evidence records OCE-09 with the recorded identifiers Handoff Package: Sarah Mitchell, $2,400 LTV, no need to repeat anything; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running OCE-09. A previous response must not influence the evidence.
Positive visual checkpoint: Handoff Package: Sarah Mitchell; $2,400 LTV. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.
30
Confirm Draft and stop before publish
Step 30 of 30
Action
Confirm Draft and stop before publish
Expected resultThe agent remains Draft and no Publish action is taken.
Positive visual checkpoint: Omnichannel Engagement Manual. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.
Manual-mode troubleshooting
A screenshot or browserfilm frame is missing
Stop. Do not invent, recreate, or substitute an image. Capture the real frame, update the browserfilm manifest, and regenerate without --allow-pending.
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 this manual duplicate in Draft unless publication is separately approved. Do not choose Publish as part of this tutorial.
