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 Retail Store Associate Copilot 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 Retail Store Associate Manual
Step 2 of 26
Action
Name Retail Store Associate ManualRetail Store Associate Manual
Expected resultThe page header shows the recorded manual build name: Retail Store Associate Manual.
Enter the reviewed global instructions
Step 3 of 26
Action
Enter the reviewed global instructions# Retail Store Associate Copilot — Manual Global Instructions Use only the uploaded synthetic product, accessory, commission, checkout, task, role-cohort, and safety records. The demo product is the TechPro X-Series wireless headphones (SKU-1005) in the Bellevue store. Treat stock as an unverified snapshot and scripts as drafts. Do not reserve inventory, apply pricing or promotions, message a customer, process a return or refund, ring up a transaction, or complete a purchase. A prepared transaction (cart, loyalty discount, tax, payment options) is a draft the associate rings up at the register. Role-cohort metrics support workflow coaching only, never personnel decisions. Lead with the relevant product or task evidence, name the verification or human approval gate, and state that no external side effect occurred. <!-- 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. - `SA-01` uses skill `verified-product-lookup-draft`. - `SA-02` uses skill `respectful-customer-assistance-draft`. - `SA-03` uses skill `store-shift-planning-checklist`. - `SA-04` uses skill `aggregate-store-coaching-review`. - `SA-05` uses skill `accessory-recommendations`. - `SA-06` uses skill `product-compare`. - `SA-07` uses skill `prepare-transaction`. 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_store-associate-rules-and-safety.md
Step 6 of 26
Action
Add knowledge: aibast_store-associate-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_store-associate-synthetic-records.md
Step 7 of 26
Action
Add knowledge: aibast_store-associate-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_accessory-recommendations_05
Step 8 of 26
Action
Add skill: aibast_accessory-recommendations_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_customer-assist_02
Step 9 of 26
Action
Add skill: aibast_customer-assist_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_performance-dashboard_04
Step 10 of 26
Action
Add skill: aibast_performance-dashboard_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_prepare-transaction_07
Step 11 of 26
Action
Add skill: aibast_prepare-transaction_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_product-compare_06
Step 12 of 26
Action
Add skill: aibast_product-compare_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_product-lookup_01
Step 13 of 26
Action
Add skill: aibast_product-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_task-checklist_03
Step 14 of 26
Action
Add skill: aibast_task-checklist_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 SA-01: Store Associate
Step 19 of 26
Action
Pass SA-01: Store AssociateAs Store Associate, give me the product facts, floor location, optional complements, and availability caveat for SKU-1005.
Expected resultThe captured Preview evidence records SA-01 with the recorded identifiers Prepared for:** Store Associate, Product Lookup Snapshot, verify before advising; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running SA-01. A previous response must not influence the evidence.
Pass SA-02: Store Associate
Step 20 of 26
Action
Pass SA-02: Store AssociateAs Store Associate, draft respectful language for acknowledging a complaint while keeping the decision with an authorized reviewer.
Expected resultThe captured Preview evidence records SA-02 with the recorded identifiers Draft Customer Assistance Guide, Suggested Draft Language, authorized associate; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running SA-02. A previous response must not influence the evidence.
Pass SA-03: Floor Specialist
Step 21 of 26
Action
Pass SA-03: Floor SpecialistAs Floor Specialist, turn the opening work into a prioritized planning checklist without claiming execution.
Expected resultThe captured Preview evidence records SA-03 with the recorded identifiers Prepared for:** Floor Specialist, Daily Task Planning Checklist, Opening Shift; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running SA-03. A previous response must not influence the evidence.
Pass SA-04: Sales Manager
Step 22 of 26
Action
Pass SA-04: Sales ManagerAs Sales Manager, summarize aggregate role-cohort coaching signals without ranking employees.
Expected resultThe captured Preview evidence records SA-04 with the recorded identifiers Prepared for:** Sales Manager, Synthetic Role-Cohort Performance Dashboard, Aggregate Coaching Signals; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running SA-04. A previous response must not influence the evidence.
Pass SA-05: Store Associate
Step 23 of 26
Action
Pass SA-05: Store AssociateWhat accessories go with the TechPro headphones, and what would I earn on the whole package?
Expected resultThe captured Preview evidence records SA-05 with the recorded identifiers Recommended Add-Ons, Commission Calculator, $32.80; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running SA-05. A previous response must not influence the evidence.
Pass SA-06: Store Associate
Step 24 of 26
Action
Pass SA-06: Store AssociateThe shopper is torn between the TechPro and the SoundMax Pro. How do they stack up?
Expected resultThe captured Preview evidence records SA-06 with the recorded identifiers Head-to-Head Comparison, Best For, Your Recommendation; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running SA-06. A previous response must not influence the evidence.
Pass SA-07: Store Associate
Step 25 of 26
Action
Pass SA-07: Store AssociateMy Gold member customer is taking the TechPro with the warranty and cleaning kit. Get the sale ready.
Expected resultThe captured Preview evidence records SA-07 with the recorded identifiers Transaction Prepared (Not Rung Up), $273.12, Payment Options Available; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running SA-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.