---
title: Agility Recovery Copilot Training Course
type: article
created: '2025-10-17'
updated: '2025-10-17'
source_docs:
- raw/2025-10-17-agility-recovery-rise360-course-review-95063003.md
tags:
- agility-recovery
- copilot
- ai-tools
- sales-training
- elearning
- rise-360
- new-hire-training
layer: 2
client_source: null
industry_context: null
transferable: true
---

# Agility Recovery Copilot Training Course

## Overview

Agility Recovery has deeply embraced Microsoft Copilot as an organizational tool, with leadership actively pushing adoption across all teams. The Copilot course is part of the broader new-hire training curriculum being developed by [[clients/agility-recovery/_index|Agility Recovery]] in partnership with [[clients/asymmetric/_index|Asymmetric]]. Its placement in the curriculum sequence is still being finalized — it may move later to align with specific sales process steps.

## Course Purpose

The course is not a deep technical tutorial. The goal is to:

- Introduce Copilot as an organizationally embraced tool (not optional)
- Explain how it integrates with Microsoft Office, Salesforce, and SalesLoft
- Teach best practices for writing effective prompts
- Highlight the **Work vs. Web mode distinction** as the key differentiator from generic AI tools

## Key Concept: Work Mode vs. Web Mode

The most important feature to cover is the toggle between two search modes:

| Mode | Scope |
|------|-------|
| **Web** | General internet search (similar to ChatGPT) |
| **Work** | Searches internally within Agility's SharePoint, emails, Outlook calendars, and other connected Microsoft tools |

**Important caveat:** Work mode only surfaces content the user has permission to access. If a folder is restricted, Copilot will not return results from it — even if the content exists. This is a common point of confusion for new hires and should be addressed explicitly in the course.

## Suggested Content Areas

1. **What is Copilot?** — Brief intro; most new hires will have ChatGPT familiarity, so frame it as the enterprise-integrated equivalent
2. **How Agility uses it** — Embedded in PowerPoint, email drafting, document summarization, Salesforce/SalesLoft workflows
3. **Work vs. Web mode** — Core differentiator; practical demonstration or scenario
4. **Prompt best practices** — How to write prompts that return useful results
5. **Use in the sales process** — Particularly in the Preparation stage (researching prospects, pulling internal docs via SharePoint)
6. **Access and permissions** — Why some searches return no results (folder-level permissions)

## Curriculum Placement

As of the 2025-10-17 review call, Gus noted that Copilot may need to be **moved later in the curriculum** so it can be introduced in context of specific sales process steps — particularly the Preparation stage. The current draft position may be too early for learners to apply the tool meaningfully.

> "We may need to move Copilot. Where does that — because if we're building in Copilot how to use it to prepare, they can use it anywhere and everywhere... it may make sense that it might need to go a little bit later." — Gus Donelson

## Connections to Other Courses

- **[[wiki/knowledge/sales-training/agility-recovery-sales-process|B2B Sales Process]]** — Copilot is explicitly useful in the Preparation step; B-Pace methodology also connects here
- **[[wiki/knowledge/agility-recovery/product-introduction|Product Introduction]]** — Copilot's Work mode can help reps search for product documentation in SharePoint when formal catalogs are unavailable
- **[[wiki/clients/agility-recovery/new-hire-curriculum|New Hire Curriculum Overview]]** — Parent curriculum context

## Open Questions / Action Items

- [ ] **Gus** to confirm final curriculum position for Copilot module (before or after sales process introduction)
- [ ] **Isalia** to note that B-Pace should be added to the sales process/Copilot module connection
- [ ] Determine whether course will include a live demo-style walkthrough or scenario-based interaction in Rise 360

## Source

Discussed during the [[wiki/meetings/2025-10-17-agility-recovery-rise360-course-review|2025-10-17 Agility Recovery Rise 360 Course Review]] call between Isalia Ramirez (Asymmetric), Raphael Mangadap (Asymmetric), and Gus Donelson (Agility Recovery).