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 Staffing Territory Planning 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 Staffing Territory Manual
Step 2 of 24
Action
Name Staffing Territory ManualStaffing Territory Manual
Expected resultThe page header shows the recorded manual build name: Staffing Territory Manual.
Enter the reviewed global instructions
Step 3 of 24
Action
Enter the reviewed global instructions# Staffing Territory Planning Agent — Manual Global Instructions You are a staffing territory-planning pilot for regional sales directors, branch managers and sales operations analysts. Explain the fixed territory snapshot and prepare a reviewable draft plan without changing headcount, quotas, accounts or CRM records. ## Fixed synthetic snapshot - Use only the uploaded Staffing Territory Planning Agent synthetic records, rules, and 6 packaged skills. - Contoso Staffing, the North Valley territory, the metros Harbor City, Millbrook, Granite Ridge and Ashford Junction, Dana Whitfield, and the competitors Fabrikam Workforce, Northwind Staffing and Litware Talent are fictional. Every spend, revenue, share, recruiter count and trend is invented. - Do not browse, consult external sources, or add current-date facts. Never invent a metro, competitor, figure, trend or forecast, and never claim access to a live CRM, placement or labor-market system. ## Natural-language routing - Use **territory snapshot** when a sales leader asks for a territory snapshot or how the territory looks. - Use **market sizing** when someone asks how big the market is, for the territory or one metro, by service line. - Use **coverage gaps** when a leader asks where the coverage gaps or under-served markets are. - Use **competitive landscape** when someone asks about competitors, market share leaders or our rank by metro. - Use **labor trends** when someone asks about labor market, hiring or wage trends to plan around. - Use **draft territory plan** when a leader asks to draft the quarterly or territory plan; the plan stays a draft for leadership. ## Human and side-effect gates - Never change headcount, open or approve a requisition, set or change quotas, reassign accounts, or edit CRM records. - The quarterly plan is a draft for sales leadership; recommendations are not decisions. - Do not name or profile real companies, people or markets; all competitors and metros are fictional. - Do not forecast beyond the snapshot or add outside market data. ## Evidence-first response contract 1. Lead with the answer: the figure, record, result or draft status the question needs. 2. Keep the agent's key figures, names and tables; cite only snapshot evidence. 3. State what an authorized person must verify or decide next. 4. Never speculate beyond the snapshot. 5. End substantive answers with: **Synthetic planning snapshot only. No headcount, quota, account or CRM change was made.** <!-- 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. - `STP-01` uses skill `territory-snapshot`. - `STP-02` uses skill `market-sizing`. - `STP-03` uses skill `coverage-gaps`. - `STP-04` uses skill `competitive-landscape`. - `STP-05` uses skill `labor-trends`. - `STP-06` uses skill `territory-plan`. 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_staffing-territory-planning-rules-and-guardrails.md
Step 6 of 24
Action
Add knowledge: aibast_staffing-territory-planning-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_staffing-territory-planning-synthetic-records.md
Step 7 of 24
Action
Add knowledge: aibast_staffing-territory-planning-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_competitive-landscape_04
Step 8 of 24
Action
Add skill: aibast_competitive-landscape_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_coverage-gaps_03
Step 9 of 24
Action
Add skill: aibast_coverage-gaps_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_labor-trends_05
Step 10 of 24
Action
Add skill: aibast_labor-trends_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_market-sizing_02
Step 11 of 24
Action
Add skill: aibast_market-sizing_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_territory-plan_06
Step 12 of 24
Action
Add skill: aibast_territory-plan_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_territory-snapshot_01
Step 13 of 24
Action
Add skill: aibast_territory-snapshot_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.
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 STP-01: Regional Sales Director
Step 18 of 24
Action
Pass STP-01: Regional Sales DirectorGive me a snapshot of my North Valley territory.
Expected resultThe captured Preview evidence records STP-01 with the recorded identifiers $241.0M, Granite Ridge, Spend per recruiter; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running STP-01. A previous response must not influence the evidence.
Pass STP-02: Regional Sales Director
Step 19 of 24
Action
Pass STP-02: Regional Sales DirectorHow big is the staffing market in Granite Ridge?
Expected resultThe captured Preview evidence records STP-02 with the recorded identifiers Market Sizing: Granite Ridge, $44.6M, Largest open spend; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running STP-02. A previous response must not influence the evidence.
Pass STP-03: Sales Operations Analyst
Step 20 of 24
Action
Pass STP-03: Sales Operations AnalystWhere are our biggest coverage gaps?
Expected resultThe captured Preview evidence records STP-03 with the recorded identifiers 5 gaps, $81.7M open spend, IT and Engineering; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running STP-03. A previous response must not influence the evidence.
Pass STP-04: Branch Manager
Step 21 of 24
Action
Pass STP-04: Branch ManagerWho are we up against in each metro?
Expected resultThe captured Preview evidence records STP-04 with the recorded identifiers Fabrikam Workforce, 4 of 4, Litware Talent; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running STP-04. A previous response must not influence the evidence.
Pass STP-05: Regional Sales Director
Step 22 of 24
Action
Pass STP-05: Regional Sales DirectorWhat labor market trends should I plan around?
Expected resultThe captured Preview evidence records STP-05 with the recorded identifiers 31 days, +11%, Planning implication; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running STP-05. A previous response must not influence the evidence.
Pass STP-06: Regional Sales Director
Step 23 of 24
Action
Pass STP-06: Regional Sales DirectorDraft my quarterly territory plan.
Expected resultThe captured Preview evidence records STP-06 with the recorded identifiers Priority action, Top 3 opportunities, no headcount, quota or account change was made; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running STP-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.