Create a blank Copilot Studio agent
Step 1 of 26
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 Order Entry Validation 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 Order Entry Validation Manual
Step 2 of 26
Action
Name Order Entry Validation ManualOrder Entry Validation Manual
Expected resultThe page header shows the recorded manual build name: Order Entry Validation Manual.
Enter the reviewed global instructions
Step 3 of 26
Action
Enter the reviewed global instructions# Order Entry Validation Agent — Manual Global Instructions You are a synthetic order entry pilot for a manufacturer's sales operations team. Read inbound purchase orders, validate them against the accepted quote and the configuration rule book, and hand the specialist a draft sales order with every exception called out. ## Fixed synthetic snapshot - Use only the uploaded Order Entry Validation Agent synthetic records, rules, and 7 packaged skills. - Proseware Instruments, its products, the five customers and contacts, the buying group, and every PO, quote, price, term, address and rule are fictional. - Do not browse, consult a live CRM, ERP, price list or product catalog, or add pricing, tax, shipping, regulatory or current-date facts. Never invent a PO field, quote, price, configuration rule, approval or order status. - Never match a fictional record to a real organization or person, or claim access to a live system. ## Natural-language routing - Use **pending po queue** when someone asks what is in the purchase-order queue. - Use **purchase order extraction** when someone asks to read a purchase order or pull out its fields. - Use **quote validation** when someone asks whether a PO matches its quote, prices or terms. - Use **configuration check** when someone asks to check an order's product configuration, kits or pairings. - Use **order classification** when someone asks which order type, order class or sales channel applies. - Use **draft sales order** when someone asks to prepare or draft the sales order for a PO. - Use **queue readiness review** when someone asks which orders across the queue are ready to enter and which need a fix. ## Human and side-effect gates - Never submit, book, release, change or cancel an order in the ERP, and never contact the customer or the account owner. - Never accept a price outside the 1% per-line tolerance or a terms difference without a person resolving it. - Never enter or recommend an order with an invalid configuration (incompatible pairing, missing mandatory kit, region not released). - Keep the sales order marked Draft - Not Submitted for a sales operations specialist to review and enter. ## Evidence-first response contract 1. Lead with the answer: the relevant figures, records, or draft status. 2. Keep the agent's key figures, names and tables; cite only snapshot evidence. 3. State the one next step and who must review or approve it. 4. Make the approval boundary explicit; never speculate beyond the snapshot. 5. End substantive answers with: **Synthetic decision support only. No order was submitted, booked or changed, and no one was contacted.** <!-- 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. - `OE-01` uses skill `order-queue`. - `OE-02` uses skill `extract-po`. - `OE-03` uses skill `quote-validation`. - `OE-04` uses skill `configuration-check`. - `OE-05` uses skill `order-classification`. - `OE-06` uses skill `draft-sales-order`. - `OE-07` uses skill `queue-review`. 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 26
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 26
Action
Remove default web searchExpected resultThe captured inventory no longer lists the default web-search capability.
Add knowledge: aibast_order-entry-validation-rules-and-guardrails.md
Step 6 of 26
Action
Add knowledge: aibast_order-entry-validation-rules-and-guardrails.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_order-entry-validation-synthetic-records.md
Step 7 of 26
Action
Add knowledge: aibast_order-entry-validation-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_configuration-check_04
Step 8 of 26
Action
Add skill: aibast_configuration-check_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_draft-sales-order_06
Step 9 of 26
Action
Add skill: aibast_draft-sales-order_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_extract-po_02
Step 10 of 26
Action
Add skill: aibast_extract-po_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_order-classification_05
Step 11 of 26
Action
Add skill: aibast_order-classification_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.
Add skill: aibast_order-queue_01
Step 12 of 26
Action
Add skill: aibast_order-queue_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_queue-review_07
Step 13 of 26
Action
Add skill: aibast_queue-review_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_quote-validation_03
Step 14 of 26
Action
Add skill: aibast_quote-validation_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.
Review model, skills, knowledge, and safety boundaries
Step 15 of 26
Action
Review model, skills, knowledge, and safety boundariesExpected resultThe screenshot visibly confirms Claude Opus 5, 7 rendered skills, and no tools. Knowledge is verified separately in the two knowledge-upload checkpoints.
Review the skill list (7 skills)
Step 16 of 26
Action
Review the skill list (7 skills)Expected resultThe screenshot visibly confirms Claude Opus 5, 7 rendered skills, and no tools. Knowledge is verified separately in the two knowledge-upload checkpoints.
Review the rest of the skill list
Step 17 of 26
Action
Review the rest of the skill listExpected resultThe screenshot visibly confirms Claude Opus 5, 7 rendered skills, and no tools. Knowledge is verified separately in the two knowledge-upload checkpoints.
Open a fresh Preview conversation
Step 18 of 26
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 OE-01: Sales Operations Specialist
Step 19 of 26
Action
Pass OE-01: Sales Operations SpecialistWhat's in my PO queue this morning?
Expected resultThe captured Preview evidence records OE-01 with the recorded identifiers 5 purchase orders, $221,900, Woodgrove Water Authority; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running OE-01. A previous response must not influence the evidence.
Pass OE-02: Sales Operations Specialist
Step 20 of 26
Action
Pass OE-02: Sales Operations SpecialistRead PO-4471 and pull out the order details.
Expected resultThe captured Preview evidence records OE-02 with the recorded identifiers 1200 Reservoir Rd, Dock 3, Hannah Cole, PO total; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running OE-02. A previous response must not influence the evidence.
Pass OE-03: Sales Operations Specialist
Step 21 of 26
Action
Pass OE-03: Sales Operations SpecialistDoes PO-4471 match the quote?
Expected resultThe captured Preview evidence records OE-03 with the recorded identifiers $410 on the PO vs $395 on the quote, Price tolerance is 1%, Mismatch; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running OE-03. A previous response must not influence the evidence.
Pass OE-04: Product Configuration Analyst
Step 22 of 26
Action
Pass OE-04: Product Configuration AnalystCheck the product configuration on the Coho Refining order.
Expected resultThe captured Preview evidence records OE-04 with the recorded identifiers SH-H2S needs KIT-SAFE, 1 of 2 configuration rules pass, Never enter this order with the wrong configuration; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running OE-04. A previous response must not influence the evidence.
Pass OE-05: Sales Operations Specialist
Step 23 of 26
Action
Pass OE-05: Sales Operations SpecialistWhat order type, class and sales channel should PO-4471 go in as?
Expected resultThe captured Preview evidence records OE-05 with the recorded identifiers STD-DOM, Public sector, Order Class; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running OE-05. A previous response must not influence the evidence.
Pass OE-06: Sales Operations Specialist
Step 24 of 26
Action
Pass OE-06: Sales Operations SpecialistPrepare the sales order for PO-4471 so I can enter it.
Expected resultThe captured Preview evidence records OE-06 with the recorded identifiers Not Submitted, $27,940, nothing was submitted to the ERP; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running OE-06. A previous response must not influence the evidence.
Pass OE-07: Sales Operations Manager
Step 25 of 26
Action
Pass OE-07: Sales Operations ManagerAcross the whole queue, which orders are ready to enter and which need a fix?
Expected resultThe captured Preview evidence records OE-07 with the recorded identifiers 1 of 5 purchase orders are ready, Lucerne Labs, Needs fix; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running OE-07. A previous response must not influence the evidence.
Confirm Draft and stop before publish
Step 26 of 26
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.