Agility Recovery SOAR — Co-pilot Module Redesign
Overview
During the January 30, 2026 SOAR course review, the team decided to scrap the standalone Co-pilot Storyline module and redistribute its content. The root cause was the same embedding problem affecting the Salesforce training: Storyline blocks embedded inside Rise 360 render too small to be usable on laptops, which is the primary device for Agility Recovery's sales team.
Rather than invest further effort in a broken delivery format, the decision was made to absorb the Co-pilot exercises directly into the main Rise course and shift hands-on practice to the live facilitator session.
Related issue: [1]
Decision
The Co-pilot module is scrapped. Its content will be redistributed as follows:
| Content type | New home |
|---|---|
| Conceptual content (prompting principles, specificity, iteration) | Integrated into the main Rise course as standard blocks |
| Hands-on exercises | Moved to the live facilitator-led follow-up session |
| Prompt Cowboy tool demo | Added as a live activity in the facilitator guide |
Rationale
- The embedded Storyline block was unreadable on laptops; all team members use laptops
- The Co-pilot module was exercise-heavy rather than content-heavy, making it a natural fit for a live session
- The conceptual content (be specific, don't give up on the first prompt, ask Co-pilot what else it needs before executing) is valuable and worth preserving in the Rise course
- Gus confirmed the live session format is appropriate: "We'll just make sure that we have a good, strong stuff going on in the facilitator follow-up session of co-pilot"
Implementation Details
Rise Course Updates
- Integrate Co-pilot exercises into the existing Rise module structure, matching the format used in other SOAR course sections
- Preserve key prompting principles as Rise content blocks:
- Be specific and detailed in prompts
- Don't abandon the prompt on the first attempt — iterate
- Ask Co-pilot "what else do you need from me before you execute?" to surface gaps before running
Facilitator Guide Updates
- Add a live activity section for Co-pilot hands-on practice
- Include a live demo of the Prompt Cowboy website as a facilitated activity (not embedded in e-learning)
- Note: Prompt Cowboy helps learners construct better prompts; Gus suggested the facilitator pull it up and play around in it live to model the behavior
Action Items
- [ ] Move Co-pilot exercises into the main Rise course; match existing section format (@Isalia Ramirez)
- [ ] Add facilitator notes for live Co-pilot practice session, including Prompt Cowboy demo (@Isalia Ramirez)
Source Meeting
[2]