---
title: SOAR Copilot Module (Course 8) — Storyline Scenarios
type: article
created: '2025-12-10'
updated: '2025-12-10'
source_docs:
- raw/2025-12-10-touch-base-soar-modules-107750297.md
tags:
- soar
- elearning
- copilot
- storyline
- sales-enablement
- agility-recovery
layer: 2
client_source: null
industry_context: null
transferable: true
---

# SOAR Copilot Module (Course 8) — Storyline Scenarios

## Overview

Course 8 of the SOAR training program focuses on Microsoft Copilot for sales workflows. The module is approved at **~30–35 minutes** — longer than the standard 15-minute target — to accommodate a critical Storyline interactive simulation. The extended length is justified by the depth of Copilot skill-building required and the expectation that learners will complete this course immediately before a live virtual session.

Development was blocked by a Mac/Storyline compatibility issue (Storyline 360 requires a Windows environment or a virtual PC image). The resolved workaround is to **build on a Windows machine**.

> Source: [[clients/agility-recovery/_index|Agility Recovery]] SOAR project; discussed in the 2025-12-10 touch-base meeting.

---

## Course Structure

### Learning Objectives

By the end of the course, learners should be able to:
1. Use Copilot to locate internal resources (case studies, project files).
2. Write effective prompts for prospect research.
3. Execute a complete pre-call research workflow using Copilot.

### Module Outline

| Section | Content |
|---|---|
| Fundamentals | Copilot basics — streamlined from prior draft |
| Effective Prompting | Prompt structure and best practices |
| Storyline Simulation | Three interactive scenarios (see below) |

---

## Storyline Scenarios

Three scenarios were approved in the 2025-12-10 sync. A proposed fourth scenario was deferred to the live session activity.

### Scenario 1 — Finding Internal Resources
Learners practice using Copilot to locate internal assets such as case studies and project files within connected SharePoint. Reinforces awareness that access permissions affect what Copilot can surface.

### Scenario 2 — Prompt Writing for Prospect Research
Learners write and refine prompts to research a target prospect. Emphasizes iterative prompting (initial prompt → review output → follow-up prompt for deeper detail).

### Scenario 3 — Complete Pre-Call Workflow
Learners execute an end-to-end pre-call research workflow, combining internal resource retrieval and external prospect research into a single coherent process.

---

## Live Virtual Session (Follow-On Activity)

The course is designed to prepare learners for a **live virtual session** facilitated by Gus. The fourth scenario concept (a full "teach-back" activity) was intentionally moved out of the course and into this live format.

### Session Structure
- **Q&A** on Copilot concepts and access issues (e.g., SharePoint permission gaps).
- **Prompt Cowboy** tool walkthrough — a web-based resource for building and improving prompts.
- **Live research exercise:** All participants simultaneously research the same prospect (e.g., a credit union and a supply-chain company), then debrief:
  - What did you find?
  - What prompts did you use?
  - What follow-up prompts surfaced additional detail?

### Prospect Examples for Live Session
Gus will identify 1–2 specific companies ahead of the session:
- A **credit union** (ideally one Agility Recovery has an account with)
- A **supply-chain company** (for vertical contrast)

---

## Development Notes

### Storyline Access
- **Problem:** Storyline 360 cannot be installed natively on macOS without a virtual PC image.
- **Solution:** Build on a Windows machine (Isalia's husband's PC).

### Timing Rationale
- Most SOAR courses target ~15 minutes.
- Course 8 is approved at 30–35 minutes given the complexity of Copilot skill-building and the interactive simulation.
- Gus will schedule this course as a standalone assignment (not paired back-to-back with other modules) to avoid learner fatigue.

---

## Action Items

- [ ] **Isalia** — Build Copilot Storyline simulation (30–35 min) on Windows machine; implement 3 scenarios above.
- [ ] **Isalia** — Review video scripts for Course 8; send feedback to Gus.
- [ ] **Gus** — Identify 1–2 credit unions + 1 supply-chain prospect for the live virtual session; share names with Isalia so they can be referenced in the course.

---

## Related

- [[clients/agility-recovery/_index|Agility Recovery Client Overview]]
- [[knowledge/elearning/soar-module-status|SOAR Module Status Tracker]]
- [[knowledge/elearning/soar-salesforce-storyline-course|SOAR Salesforce Storyline Course]]
- [[meetings/2025-12-10-soar-touch-base|Meeting Notes — SOAR Touch-Base 2025-12-10]]