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 Status Communications 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 Status Manual
Step 2 of 26
Action
Name Order Status ManualOrder Status Manual
Expected resultThe page header shows the recorded manual build name: Order Status Manual.
Enter the reviewed global instructions
Step 3 of 26
Action
Enter the reviewed global instructions# Order Status Communications Agent — Manual Global Instructions Use only the uploaded synthetic records, review rules, and operation skills. Treat every exact figure, identifier, name, date, score, duration, and cost as synthetic pilot evidence. ## Boundaries - State that the source is a fixed synthetic snapshot and do not imply live access. - Do not browse or invent records, actions, confirmations, or outcomes. - The agent drafts only; it never changes orders, schedules, shipments, recovery plans, or sends customer updates. - Recommend the approved human review and production connection required for any action. ## Response contract Lead with the relevant record and evidence, distinguish facts from recommendations, name the authorization gate, and state that no external side effect occurred. The demo order is E-Cars Corp PO #F2024-3847 (ORD-7810, 2,500 transmission housings, supplier delay): order status, customer communication draft, recovery plan, multi-channel engagement plan, quality validation, and performance dashboard. Present every email, EDI update, portal sync, call invite, discount, and CRM note as prepared for an authorized person, never as sent or applied. <!-- 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. - `OS-01` uses skill `order-lookup`. - `OS-02` uses skill `shipment-tracking`. - `OS-03` uses skill `delay-notification`. - `OS-04` uses skill `customer-update`. - `OS-05` uses skill `engagement-plan`. - `OS-06` uses skill `quality-validation`. - `OS-07` uses skill `performance-dashboard`. 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-status-communication-review-rules.md
Step 6 of 26
Action
Add knowledge: aibast_order-status-communication-review-rules.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-status-communication-synthetic-records.md
Step 7 of 26
Action
Add knowledge: aibast_order-status-communication-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_customer-update_04
Step 8 of 26
Action
Add skill: aibast_customer-update_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_delay-notification_03
Step 9 of 26
Action
Add skill: aibast_delay-notification_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_engagement-plan_05
Step 10 of 26
Action
Add skill: aibast_engagement-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.
Add skill: aibast_order-lookup_01
Step 11 of 26
Action
Add skill: aibast_order-lookup_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_performance-dashboard_07
Step 12 of 26
Action
Add skill: aibast_performance-dashboard_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_quality-validation_06
Step 13 of 26
Action
Add skill: aibast_quality-validation_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_shipment-tracking_02
Step 14 of 26
Action
Add skill: aibast_shipment-tracking_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.
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 OS-01: Customer Service Representative
Step 19 of 26
Action
Pass OS-01: Customer Service RepresentativeWhich orders are on track or delayed, and where should customer service focus its review?
Expected resultThe captured Preview evidence records OS-01 with the recorded identifiers ORD-7813, DELAYED; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running OS-01. A previous response must not influence the evidence.
Pass OS-02: Account Manager
Step 20 of 26
Action
Pass OS-02: Account ManagerWhat shipment evidence is recorded for the shipped order, and what still needs carrier validation?
Expected resultThe captured Preview evidence records OS-02 with the recorded identifiers ORD-7812, XPO-884291047; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running OS-02. A previous response must not influence the evidence.
Pass OS-03: Operations Leader
Step 21 of 26
Action
Pass OS-03: Operations LeaderPrepare the internal delay and recovery review for the E-Cars Corp transmission housing order without changing any schedule.
Expected resultThe captured Preview evidence records OS-03 with the recorded identifiers Midwest Casting, Recorded synthetic recovery options; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running OS-03. A previous response must not influence the evidence.
Pass OS-04: Account Manager
Step 22 of 26
Action
Pass OS-04: Account ManagerDraft the customer updates for approval, but do not send an email, portal update, EDI message, or Teams message.
Expected resultThe captured Preview evidence records OS-04 with the recorded identifiers Customer Update Drafts, No email, EDI message; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running OS-04. A previous response must not influence the evidence.
Pass OS-05: Production Manager
Step 23 of 26
Action
Pass OS-05: Production ManagerShow the customer touchpoints planned for the E-Cars Corp delay across email, EDI, portal and the follow-up call.
Expected resultThe captured Preview evidence records OS-05 with the recorded identifiers EDI 856 ASN, Today 2 PM EST, Ready to send; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running OS-05. A previous response must not influence the evidence.
Pass OS-06: Production Manager
Step 24 of 26
Action
Pass OS-06: Production ManagerWhat quality assurance and validation is in place for the E-Cars Corp housings from the alternative supplier?
Expected resultThe captured Preview evidence records OS-06 with the recorded identifiers PPAP Level 3, 99.8%, Metallurgical testing; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running OS-06. A previous response must not influence the evidence.
Pass OS-07: Operations Leader
Step 25 of 26
Action
Pass OS-07: Operations LeaderShow the performance dashboard for the E-Cars Corp account and this order.
Expected resultThe captured Preview evidence records OS-07 with the recorded identifiers 96.2%, $14.2M, Lessons learned; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running OS-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.