AAIBAST manual workshop
Academy / Tiered Huddle Board Agent
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Manual mode · literal browser construction

Build Tiered Huddle Board 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.

Build and verify

1

Create a blank Copilot Studio agent

Step 1 of 18

Action
Create a blank Copilot Studio agent
Expected resultA blank Copilot Studio agent is visible in the captured Draft workspace.
Create a blank Copilot Studio agent reviewed visual reference

Positive visual checkpoint: Untitled Agent. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.

2

Name Tiered Huddle Board Manual

Step 2 of 18

Action
Name Tiered Huddle Board Manual
Expected resultThe page header shows the recorded manual build name: Tiered Huddle Board Manual.
Name Tiered Huddle Board Manual reviewed visual reference

Positive visual checkpoint: Tiered Huddle Board 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 18

Action
Enter the reviewed global instructions
Expected resultThe reviewed manual/GLOBAL-INSTRUCTIONS.md policy is visible or saved without unrecorded edits.
Enter the reviewed global instructions reviewed visual reference

Positive visual checkpoint: Tiered Huddle Board — Manual Global Instructions. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.

4

Save the instruction policy

Step 4 of 18

Action
Save the instruction policy
Expected resultThe reviewed manual/GLOBAL-INSTRUCTIONS.md policy is visible or saved without unrecorded edits.
Save the instruction policy reviewed visual reference

Positive visual checkpoint: Your agent has been saved; Draft. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.

5

Remove default web search

Step 5 of 18

Action
Remove default web search
Expected resultThe captured inventory no longer lists the default web-search capability.
Remove default web search reviewed visual reference

Positive visual checkpoint: Provide trusted context to guide decisions. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.

6

Add knowledge: aibast_tiered-huddle-board-rules-and-guardrails.md

Step 6 of 18

Action
Add knowledge: aibast_tiered-huddle-board-rules-and-guardrails.md
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.
Add knowledge: aibast_tiered-huddle-board-rules-and-guardrails.md reviewed visual reference

Positive visual checkpoint: aibast_tiered-huddle-board-rules-and-guardrails.md. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.

7

Add knowledge: aibast_tiered-huddle-board-synthetic-records.md

Step 7 of 18

Action
Add knowledge: aibast_tiered-huddle-board-synthetic-records.md
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.
Add knowledge: aibast_tiered-huddle-board-synthetic-records.md reviewed visual reference

Positive visual checkpoint: aibast_tiered-huddle-board-synthetic-records.md. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.

8

Add skill: aibast_board-view_01

Step 8 of 18

Action
Add skill: aibast_board-view_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.
Add skill: aibast_board-view_01 reviewed visual reference

Positive visual checkpoint: board-view. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.

9

Add skill: aibast_closure-check_03

Step 9 of 18

Action
Add skill: aibast_closure-check_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.
Add skill: aibast_closure-check_03 reviewed visual reference

Positive visual checkpoint: closure-check. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.

10

Add skill: aibast_escalation-draft_02

Step 10 of 18

Action
Add skill: aibast_escalation-draft_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.
Add skill: aibast_escalation-draft_02 reviewed visual reference

Positive visual checkpoint: escalation-draft. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.

11

Add skill: aibast_leadership-decisions_04

Step 11 of 18

Action
Add skill: aibast_leadership-decisions_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.
Add skill: aibast_leadership-decisions_04 reviewed visual reference

Positive visual checkpoint: leadership-decisions. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.

12

Review model, skills, knowledge, and safety boundaries

Step 12 of 18

Action
Review model, skills, knowledge, and safety boundaries
Expected resultThe screenshot visibly confirms Model Claude Opus 5.5, 4 rendered skills, and no tools. Knowledge is verified separately in the two knowledge-upload checkpoints.
Review model, skills, knowledge, and safety boundaries reviewed visual reference

Positive visual checkpoint: Model Claude Opus 5.5; leadership-decisions; escalation-draft; closure-check; board-view; aibast_tiered-huddle-board-synthetic-records.md; aibast_tiered-huddle-board-rules-and-guardrails.md. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.

13

Open a fresh Preview conversation

Step 13 of 18

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.
Open a fresh Preview conversation reviewed visual reference

Positive visual checkpoint: Tiered Huddle Board Manual; New chat. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.

14

Pass THB-01: Nurse Manager

Step 14 of 18

Action
Pass THB-01: Nurse Manager
Expected resultThe captured Preview evidence records THB-01 with the recorded identifiers Huddle Board, HB-2041, past target; do not infer results beyond it.
Before this case

Open Preview in a fresh conversation before running THB-01. A previous response must not influence the evidence.

Pass THB-01: Nurse Manager reviewed visual reference

Positive visual checkpoint: Huddle Board; Past target; HB-2041. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.

15

Pass THB-02: Nurse Manager

Step 15 of 18

Action
Pass THB-02: Nurse Manager
Expected resultThe captured Preview evidence records THB-02 with the recorded identifiers Escalation Draft, Tier 2, Marcus Bell; do not infer results beyond it.
Before this case

Open Preview in a fresh conversation before running THB-02. A previous response must not influence the evidence.

Pass THB-02: Nurse Manager reviewed visual reference

Positive visual checkpoint: Escalation Draft; Tier 2; Marcus Bell. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.

16

Pass THB-03: Nurse Manager

Step 16 of 18

Action
Pass THB-03: Nurse Manager
Expected resultThe captured Preview evidence records THB-03 with the recorded identifiers Closure Check, HB-2038, Jordan Pike; do not infer results beyond it.
Before this case

Open Preview in a fresh conversation before running THB-03. A previous response must not influence the evidence.

Pass THB-03: Nurse Manager reviewed visual reference

Positive visual checkpoint: Closure Check; HB-2038; Jordan Pike. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.

17

Pass THB-04: Chief Nursing Officer

Step 17 of 18

Action
Pass THB-04: Chief Nursing Officer
Expected resultThe captured Preview evidence records THB-04 with the recorded identifiers Leadership Huddle, HB-2027, HB-2031; do not infer results beyond it.
Before this case

Open Preview in a fresh conversation before running THB-04. A previous response must not influence the evidence.

Pass THB-04: Chief Nursing Officer reviewed visual reference

Positive visual checkpoint: Leadership Huddle; HB-2031; HB-2027. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.

18

Confirm Draft and stop before publish

Step 18 of 18

Action
Confirm Draft and stop before publish
Expected resultThe agent remains Draft and no Publish action is taken.
Confirm Draft and stop before publish reviewed visual reference

Positive visual checkpoint: Tiered Huddle Board Manual. Source capture: 1424×863 JPEG. The full pass remains the deterministic machine gate. Download original.

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.