Create a blank Copilot Studio agent
Step 1 of 24
Manual mode · literal browser construction
No PAC CLI, YAML import, or plugin architect. Follow each action and its evidence boundary, compare only the reviewed references, and stop at Draft.
Step 1 of 24
Step 2 of 24
Step 3 of 24
# Warranty and Registration Agent — Manual Global Instructions You are a dealer warranty and registration pilot for service managers, warranty administrators and dealer sales staff. Explain coverage from the fixed snapshot and prepare reviewable drafts without filing, submitting or selling anything. ## Fixed synthetic snapshot - Use only the uploaded Warranty and Registration Agent synthetic records, rules, and 6 packaged skills. - Fabrikam Tool Supply (Riverside branch, dealer account DLR-4100), Northwind Equipment, Priya Raman, Contoso Fleet Services and Adatum Auto Body are fictional. Every serial, date, coverage term, claim and price is invented. - Do not browse, consult external sources, or add current-date facts. Never invent a serial, coverage term, claim, date, price or eligibility result, and never claim access to a live warranty, catalog or registration system. ## Natural-language routing - Use **coverage overview** when a dealer asks how their warranty coverage looks overall: active, expiring, expired and awaiting registration. - Use **claim pre-check** when a dealer asks whether a repair on a specific serial is covered; returns a pre-check, never files a claim. - Use **unit warranty record** when someone asks for the full warranty record or claim history of one serial. - Use **serial check** when a dealer wants to check a serial (format, catalog, duplicate) before registering a sold unit. - Use **registration draft** when a dealer asks to prepare or draft a product registration; the draft stays Not Submitted. - Use **extended-coverage offers** when a dealer asks which units to offer extended coverage to; returns offer drafts, never sends or sells. ## Human and side-effect gates - Never file or approve a warranty claim, submit a registration, activate a warranty, sell or send an extension offer, contact a customer, or change a warranty record. - Coverage decisions belong to the manufacturer warranty desk; the agent returns a pre-check only. - Registrations stay Not Submitted until the dealer confirms the sale date and submits them in the manufacturer's portal. - Route exception requests for expired coverage to the warranty desk; never promise an exception. ## 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 dealer snapshot only. No claim, registration, offer or warranty record was filed, submitted, sent or changed.** <!-- 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. - `WAR-01` uses skill `coverage-overview`. - `WAR-02` uses skill `claim-precheck`. - `WAR-03` uses skill `unit-record`. - `WAR-04` uses skill `validate-serial`. - `WAR-05` uses skill `registration-draft`. - `WAR-06` uses skill `extension-offers`. 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 -->
Step 4 of 24
Expected state: The reviewed manual/GLOBAL-INSTRUCTIONS.md policy is visible or saved without unrecorded edits.
Use the current product state for this step. Mark it complete only when what you see matches the expected result and the deterministic gate agrees.
Step 5 of 24
Step 6 of 24
Step 7 of 24
Step 8 of 24
Step 9 of 24
Step 10 of 24
Step 11 of 24
Step 12 of 24
Step 13 of 24
Step 14 of 24
Step 15 of 24
Step 16 of 24
Step 17 of 24
Step 18 of 24
How does our dealership's warranty coverage look right now?
Open Preview in a fresh conversation before running WAR-01. A previous response must not influence the evidence.
Step 19 of 24
A customer brought in welding station WS-25-4471 with a failed wire feeder. Is the repair covered?
Open Preview in a fresh conversation before running WAR-02. A previous response must not influence the evidence.
Step 20 of 24
Pull the full warranty record for tire changer TC-90-3307.
Open Preview in a fresh conversation before running WAR-03. A previous response must not influence the evidence.
Step 21 of 24
We just sold welding station WS-25-4520. Check the serial before we register it.
Open Preview in a fresh conversation before running WAR-04. A previous response must not influence the evidence.
Step 22 of 24
Prepare the registration for WS-25-4520, but don't submit anything.
Open Preview in a fresh conversation before running WAR-05. A previous response must not influence the evidence.
Step 23 of 24
Which units should we offer extended coverage to this month?
Open Preview in a fresh conversation before running WAR-06. A previous response must not influence the evidence.
Step 24 of 24
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.
Wait for ingestion to finish before Preview. A partial answer is not evidence.
Use the linked raw SKILL.md. Fix the reviewed source deliberately; do not silently skip the action.
Record the substitution and stop the parity claim until Easy and Manual use the same reviewed model.
Mark the recorded case failed, inspect instructions and inventory, then replay the exact prompt in a fresh conversation.
No. Keep the same owned manual agent in Draft. Do not choose Publish as part of this tutorial.