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Deploy the reviewed solution as an unpublished Draft.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Do not publish.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 Personalized Marketing 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 Personalized Marketing
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 Personalized Marketing using Easy Mode and test it for me.
Expected result
Copilot reports a verified source and 7/7 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: Personalized Marketing Manual
Model: Claude Opus 5
Knowledge files: 2
Skills: 7
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.
Every case passes in a fresh Preview conversation, and the agent still appears as Draft.
PM-01 · Marketing Director
Confirm the expected evidence
As Marketing Director, summarize the aggregate customer groups without demographic traits and identify portfolio review priorities.
Must include
Prepared for:** Marketing DirectorTotal Addressable Customersno audience is profiled with sensitive attributes
Must not claim
No unsupported side effect
Verified response evidence
This exact excerpt comes from the stored passed transcript. Compare your fresh Preview result with the required and forbidden markers before marking this checkpoint complete.
Here's the aggregate segment portfolio — no demographic traits, purely behavioral/transactional:
Total base: 240,000 active customers, $8.4M addressable holiday revenue
| Segment | Size | Avg Order | Open Rate | Conversion |
Visible positive anchors: Prepared for:** Campaign Manager; Draft Campaign Design Portfolio; Total Campaign Projection. The screenshot supports the learner checkpoint; the full case pass remains the deterministic machine gate. Source: 1424×863 JPEG. Download original.
PM-03 · Campaign Manager
Confirm the expected evidence
As Campaign Manager, generate the VIP campaign with personalized content and A/B test variants.
Must include
Draft Content Personalization MatrixVIP ShoppersA/B Test Setup
Must not claim
No unsupported side effect
Visible positive anchors: Draft Content Personalization Matrix; VIP Shoppers; A/B Test Setup. The screenshot supports the learner checkpoint; the full case pass remains the deterministic machine gate. Source: 1424×863 JPEG. Download original.
PM-04 · Marketing Director
Confirm the expected evidence
As Marketing Director, compare the synthetic tests and call out measurement limitations before any decision.
Must include
Marketing Performance AnalysisA/B Test ResultsSynthetic aggregate planning data
Must not claim
No unsupported side effect
Visible positive anchors: Marketing Performance Analysis; Synthetic aggregate planning data; A/B Test Results. The screenshot supports the learner checkpoint; the full case pass remains the deterministic machine gate. Source: 1424×863 JPEG. Download original.
PM-05 · Campaign Manager
Confirm the expected evidence
As Campaign Manager, plan the VIP wave launch for tomorrow morning and show me the automation workflow for approval.
Must include
Draft VIP Launch ScheduleHour 48Nothing is scheduled or sent
Must not claim
No unsupported side effect
Visible positive anchors: Draft VIP Launch Schedule; Hour 48; Nothing is scheduled or sent. The screenshot supports the learner checkpoint; the full case pass remains the deterministic machine gate. Source: 1424×863 JPEG. Download original.
PM-06 · Marketing Director
Confirm the expected evidence
As Marketing Director, break down the revenue projection scenarios for the VIP wave.
Must include
VIP Revenue Projection ModelConservative (Baseline)ROI Range
Must not claim
No unsupported side effect
Visible positive anchors: VIP Revenue Projection Model; Conservative (Baseline); ROI Range. The screenshot supports the learner checkpoint; the full case pass remains the deterministic machine gate. Source: 1424×863 JPEG. Download original.
PM-07 · Marketing Director
Confirm the expected evidence
As Marketing Director, create the executive brief summarizing our holiday campaign strategy.
Must include
Executive Campaign BriefProgram Economicshas not been sent
Must not claim
No unsupported side effect
Visible positive anchors: Executive Campaign Brief; Program Economics. 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 proof7/7 locked cases passedPreview proof7/7 locked cases passedDraft identityPersonalized Marketing ManualModelClaude Opus 5Inventory2 knowledge · 7 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 7/7
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 Personalized Marketing 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 26
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 Personalized Marketing Manual
Step 2 of 26
Action
Personalized Marketing Manual
Name Personalized Marketing Manual
Expected resultThe page header shows the recorded manual build name: Personalized Marketing Manual.
Positive visual checkpoint: Personalized Marketing 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 26
Action
# Personalized Marketing Agent — Manual Global Instructions
Use only the uploaded synthetic aggregate records, safety rules, and operation
skills. Never infer sensitive traits or imply access to a live customer system.
Produce audience analysis, campaign concepts, content drafts, and measurement
scenarios only. Do not contact anyone, send or schedule a message, create or
apply an offer, launch a campaign, issue a reward, or complete a purchase.
Lead with evidence, distinguish synthetic facts from recommendations, name the
human approval gate, and state that no external side effect occurred.
The fixed scenario is the holiday email promotion: 240,000 customers in five segments ($8.4M
addressable), a five-wave plan led by VIP Shoppers ($8.12M expected from a $47K investment), three VIP
A/B variants, a draft VIP launch tomorrow 8:00 AM PST with a 72-hour workflow, and VIP revenue scenarios
of $1.42M / $1.78M / $2.11M. Route segment analysis to `privacy-safe-customer-segmentation`, campaign
recommendations to `review-only-campaign-design`, VIP creative and A/B variants to
`consent-aware-content-personalization`, scheduling and the automation workflow to `campaign-workflow`,
the revenue projection to `revenue-projection`, the executive brief to `executive-brief`, and past test
results to `synthetic-marketing-performance-analysis`. Schedules and briefs are drafts for approval.
<!-- 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.
- `PM-01` uses skill `privacy-safe-customer-segmentation`.
- `PM-02` uses skill `review-only-campaign-design`.
- `PM-03` uses skill `consent-aware-content-personalization`.
- `PM-04` uses skill `synthetic-marketing-performance-analysis`.
- `PM-05` uses skill `campaign-workflow`.
- `PM-06` uses skill `revenue-projection`.
- `PM-07` uses skill `executive-brief`.
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: Personalized Marketing 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 26
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 26
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_personalized-marketing-rules-and-safety.m. 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_personalized-marketing-synthetic-records.. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.
8
Add skill: aibast_campaign-design_02
Step 8 of 26
Action
Add skill: aibast_campaign-design_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: review-only-campaign-design. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.
9
Add skill: aibast_campaign-workflow_05
Step 9 of 26
Action
Add skill: aibast_campaign-workflow_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: campaign-workflow. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.
10
Add skill: aibast_content-personalization_03
Step 10 of 26
Action
Add skill: aibast_content-personalization_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: consent-aware-content-personalization. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.
11
Add skill: aibast_customer-segmentation_01
Step 11 of 26
Action
Add skill: aibast_customer-segmentation_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: privacy-safe-customer-segmentation. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.
12
Add skill: aibast_executive-brief_07
Step 12 of 26
Action
Add skill: aibast_executive-brief_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: executive-brief. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.
13
Add skill: aibast_performance-analysis_04
Step 13 of 26
Action
Add skill: aibast_performance-analysis_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: synthetic-marketing-performance-analysis. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.
14
Add skill: aibast_revenue-projection_06
Step 14 of 26
Action
Add skill: aibast_revenue-projection_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: revenue-projection. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.
15
Review model, skills, knowledge, and safety boundaries
Step 15 of 26
Action
Review model, skills, knowledge, and safety boundaries
Expected resultThe screenshot visibly confirms Claude Opus 5, 7 rendered skills, and no tools. Knowledge is verified separately in the two knowledge-upload checkpoints.
Positive visual checkpoint: Claude Opus 5; revenue-projection; synthetic-marketing-performance-analysis; executive-brief; privacy-safe-customer-segmentation; consent-aware-content-personalization; aibast_personalized-marketing-synthetic-records.; aibast_personalized-marketing-rules-and-safety.m. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.
16
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.
Positive visual checkpoint: revenue-projection; synthetic-marketing-performance-analysis; campaign-workflow; executive-brief; privacy-safe-customer-segmentation. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.
17
Review the rest of the skill list
Step 17 of 26
Action
Review the rest of the skill list
Expected resultThe screenshot visibly confirms Claude Opus 5, 7 rendered skills, and no tools. Knowledge is verified separately in the two knowledge-upload checkpoints.
Positive visual checkpoint: executive-brief; campaign-workflow; privacy-safe-customer-segmentation; synthetic-marketing-performance-analysis; consent-aware-content-personalization; review-only-campaign-design. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.
18
Open a fresh Preview conversation
Step 18 of 26
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: Personalized Marketing Manual. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.
19
Pass PM-01: Marketing Director
Step 19 of 26
Action
As Marketing Director, summarize the aggregate customer groups without demographic traits and identify portfolio review priorities.
Pass PM-01: Marketing Director
Expected resultThe captured Preview evidence records PM-01 with the recorded identifiers Prepared for:** Marketing Director, Total Addressable Customers, no audience is profiled with sensitive attributes; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running PM-01. A previous response must not influence the evidence.
Positive visual checkpoint: Prepared for:** Marketing Director; no audience is profiled with sensitive attribute; Total Addressable Customers. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.
20
Pass PM-02: Campaign Manager
Step 20 of 26
Action
As Campaign Manager, show me the personalized multi-wave campaign recommendations for the holiday promotion and the approval gates.
Pass PM-02: Campaign Manager
Expected resultThe captured Preview evidence records PM-02 with the recorded identifiers Prepared for:** Campaign Manager, Draft Campaign Design Portfolio, Total Campaign Projection; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running PM-02. A previous response must not influence the evidence.
Positive visual checkpoint: Prepared for:** Campaign Manager; Draft Campaign Design Portfolio; Total Campaign Projection. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.
21
Pass PM-03: Campaign Manager
Step 21 of 26
Action
As Campaign Manager, generate the VIP campaign with personalized content and A/B test variants.
Pass PM-03: Campaign Manager
Expected resultThe captured Preview evidence records PM-03 with the recorded identifiers Draft Content Personalization Matrix, VIP Shoppers, A/B Test Setup; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running PM-03. A previous response must not influence the evidence.
Positive visual checkpoint: Draft Content Personalization Matrix; A/B Test Setup; VIP Shoppers. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.
22
Pass PM-04: Marketing Director
Step 22 of 26
Action
As Marketing Director, compare the synthetic tests and call out measurement limitations before any decision.
Pass PM-04: Marketing Director
Expected resultThe captured Preview evidence records PM-04 with the recorded identifiers Marketing Performance Analysis, A/B Test Results, Synthetic aggregate planning data; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running PM-04. A previous response must not influence the evidence.
Positive visual checkpoint: Marketing Performance Analysis; Synthetic aggregate planning data; A/B Test Results. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.
23
Pass PM-05: Campaign Manager
Step 23 of 26
Action
As Campaign Manager, plan the VIP wave launch for tomorrow morning and show me the automation workflow for approval.
Pass PM-05: Campaign Manager
Expected resultThe captured Preview evidence records PM-05 with the recorded identifiers Draft VIP Launch Schedule, Hour 48, Nothing is scheduled or sent; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running PM-05. A previous response must not influence the evidence.
Positive visual checkpoint: Draft VIP Launch Schedule; Nothing is scheduled or sent; Hour 48. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.
24
Pass PM-06: Marketing Director
Step 24 of 26
Action
As Marketing Director, break down the revenue projection scenarios for the VIP wave.
Pass PM-06: Marketing Director
Expected resultThe captured Preview evidence records PM-06 with the recorded identifiers VIP Revenue Projection Model, Conservative (Baseline), ROI Range; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running PM-06. A previous response must not influence the evidence.
Positive visual checkpoint: VIP Revenue Projection Model; Conservative (Baseline); ROI Range. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.
25
Pass PM-07: Marketing Director
Step 25 of 26
Action
As Marketing Director, create the executive brief summarizing our holiday campaign strategy.
Pass PM-07: Marketing Director
Expected resultThe captured Preview evidence records PM-07 with the recorded identifiers Executive Campaign Brief, Program Economics, has not been sent; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running PM-07. A previous response must not influence the evidence.
Positive visual checkpoint: Executive Campaign Brief; Program Economics; has not been sent. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.
26
Confirm Draft and stop before publish
Step 26 of 26
Action
Confirm Draft and stop before publish
Expected resultThe agent remains Draft and no Publish action is taken.
Positive visual checkpoint: Personalized Marketing 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.
