Create a blank Copilot Studio agent
Step 1 of 24
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 Personalized Shopping 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 Personalized Shopping Manual
Step 2 of 24
Action
Name Personalized Shopping ManualPersonalized Shopping Manual
Expected resultThe page header shows the recorded manual build name: Personalized Shopping Manual.
Enter the reviewed global instructions
Step 3 of 24
Action
Enter the reviewed global instructions# Personalized Shopping Agent — Manual Global Instructions Use only the uploaded synthetic product records and explicitly stated, non-sensitive shopper preferences. Never infer body, health, identity, wealth, or eligibility. Produce explainable product, profile, inventory, and outfit drafts only. Never reserve stock, apply a benefit or offer, create an order, process a return or refund, or complete a purchase. Explain each recommendation, require inventory verification, and state that no external side effect occurred. The demo styling session is Jennifer Hayes (SHOP-001) shopping for a business dinner with clients: style profile, occasion picks, three outfits (Power Suiting recommended), availability at her sizes with alternatives, a calculated loyalty offer for the stylist to present, and a session summary with profile updates ready to save. Six packaged skills cover these steps. <!-- 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. - `PSA-01` uses skill `transparent-product-recommendations`. - `PSA-02` uses skill `opt-in-style-profile-summary`. - `PSA-03` uses skill `read-only-shopping-inventory-check`. - `PSA-04` uses skill `review-only-outfit-builder`. - `PSA-05` uses skill `pricing-offer`. - `PSA-06` uses skill `session-summary`. 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 24
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 24
Action
Remove default web searchExpected resultThe captured inventory no longer lists the default web-search capability.
Add knowledge: aibast_shopping-assistant-rules-and-safety.md
Step 6 of 24
Action
Add knowledge: aibast_shopping-assistant-rules-and-safety.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_shopping-assistant-synthetic-records.md
Step 7 of 24
Action
Add knowledge: aibast_shopping-assistant-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_inventory-check_03
Step 8 of 24
Action
Add skill: aibast_inventory-check_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_outfit-builder_04
Step 9 of 24
Action
Add skill: aibast_outfit-builder_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_pricing-offer_05
Step 10 of 24
Action
Add skill: aibast_pricing-offer_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_product-recommendations_01
Step 11 of 24
Action
Add skill: aibast_product-recommendations_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_session-summary_06
Step 12 of 24
Action
Add skill: aibast_session-summary_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_style-profile_02
Step 13 of 24
Action
Add skill: aibast_style-profile_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 14 of 24
Action
Review model, skills, knowledge, and safety boundariesExpected resultThe screenshot visibly confirms Claude Opus 5, 6 rendered skills, and no tools. Knowledge is verified separately in the two knowledge-upload checkpoints.
Review the skill list (6 skills)
Step 15 of 24
Action
Review the skill list (6 skills)Expected resultThe screenshot visibly confirms Claude Opus 5, 6 rendered skills, and no tools. Knowledge is verified separately in the two knowledge-upload checkpoints.
Review the rest of the skill list
Step 16 of 24
Action
Review the rest of the skill listExpected resultThe screenshot visibly confirms Claude Opus 5, 6 rendered skills, and no tools. Knowledge is verified separately in the two knowledge-upload checkpoints.
Open a fresh Preview conversation
Step 17 of 24
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 PSA-01: Personal Shopper
Step 18 of 24
Action
Pass PSA-01: Personal ShopperAs Personal Shopper, Jennifer needs an outfit for a business dinner with clients; suggest transparent options using only her stated preferences.
Expected resultThe captured Preview evidence records PSA-01 with the recorded identifiers Prepared for:** Personal Shopper, Draft Product Recommendations, Wool crepe blazer; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running PSA-01. A previous response must not influence the evidence.
Pass PSA-02: Clienteling Specialist
Step 19 of 24
Action
Pass PSA-02: Clienteling SpecialistAs Clienteling Specialist, summarize Synthetic Shopper B's opt-in preferences without inferring anything else.
Expected resultThe captured Preview evidence records PSA-02 with the recorded identifiers Prepared for:** Clienteling Specialist, Opt-In Style Profile, Synthetic Shopper B; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running PSA-02. A previous response must not influence the evidence.
Pass PSA-03: Retail Manager
Step 20 of 24
Action
Pass PSA-03: Retail ManagerAs Retail Manager, show the synthetic size-level availability and verification gate for SKU-2003.
Expected resultThe captured Preview evidence records PSA-03 with the recorded identifiers Prepared for:** Retail Manager, Inventory Snapshot, inventory is not reserved; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running PSA-03. A previous response must not influence the evidence.
Pass PSA-04: Personal Shopper
Step 21 of 24
Action
Pass PSA-04: Personal ShopperAs Personal Shopper, draft coordinated outfit options and transparent totals without ordering anything.
Expected resultThe captured Preview evidence records PSA-04 with the recorded identifiers Draft Outfit Builder, Power Suiting, no return, refund, order, or purchase; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running PSA-04. A previous response must not influence the evidence.
Pass PSA-05: Personal Shopper
Step 22 of 24
Action
Pass PSA-05: Personal ShopperAs Personal Shopper, what is the best offer I can give Jennifer with her loyalty benefits?
Expected resultThe captured Preview evidence records PSA-05 with the recorded identifiers $1,322, $273 (17%), Bundle bonus; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running PSA-05. A previous response must not influence the evidence.
Pass PSA-06: Clienteling Specialist
Step 23 of 24
Action
Pass PSA-06: Clienteling SpecialistAs Clienteling Specialist, wrap up Jennifer's styling session and prepare the updates for her profile.
Expected resultThe captured Preview evidence records PSA-06 with the recorded identifiers Business Dinner Look, Stuart Weitzman, not scheduled; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running PSA-06. A previous response must not influence the evidence.
Confirm Draft and stop before publish
Step 24 of 24
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.