---
title: SOAR Course — Co-pilot Module
type: article
created: '2026-03-06'
updated: '2026-03-06'
source_docs:
- raw/2026-03-06-agility-recovery-soar-course-127936965.md
tags:
- agility-recovery
- soar-course
- copilot
- instructional-design
- elearning
layer: 2
client_source: null
industry_context: null
transferable: true
---

# SOAR Course — Co-pilot Module

Part of the [[wiki/clients/agility-recovery/_index|Agility Recovery]] [[wiki/knowledge/elearning/soar-course|SOAR Course]] project. This article documents the agreed refinements to the Co-pilot module as of the March 6, 2026 working session with Gus Donelson.

## Overview

The Co-pilot module was reviewed and several changes were identified: placeholder videos need to be replaced with seller-perspective recordings from Gus, a data retention callout needs to be added, the Prompt Cowboy activity needs to be removed and replaced with a native Co-pilot prompt, and Isalia's recorded segments need to be re-recorded due to audio quality issues.

## Agreed Changes

### Video Content

- **Current state:** Placeholder videos recorded by Isalia stand in for the seller-perspective content.
- **Decision:** Gus will record new video segments in his own voice and tone to replace the placeholders.
- **Process:** Isalia will provide Gus with a high-level outline for each required video segment so he can record independently or on a future call.
- Gus's rationale: he wants the seller's voice and pacing, not a training-script delivery.

### Co-pilot Data Retention Callout

- **Decision:** Add a callout stating that Co-pilot retains data for **approximately 6 months**.
- **Rationale:** Gus tested his own Co-pilot history live during the session and confirmed access back to November 2025 (roughly 5–6 months). The "approximately 6 months" framing provides a safe, accurate range without overpromising.
- The callout should note that older data may be less relevant even if accessible.

### Prompt Cowboy — Removed

- **Decision:** Remove the Prompt Cowboy activity entirely from the module.
- **Rationale:** The tool generates prompts that are pages long — far too complex and impractical for the course's audience. Neither Gus nor Isalia found it useful in testing.
- Prompt Cowboy may be mentioned briefly as a tip/resource callout (since some salespeople use it), but it will not be the basis of any activity.

### Replacement Activity — Native Co-pilot Prompt

- **Decision:** The hands-on activity will use a prompt written directly in Co-pilot (web or internal version).
- Isalia will design the activity around a Co-pilot-native prompt so learners stay in the tool they'll actually use.

### Audio Re-record (Isalia's Segments)

- **Issue:** Isalia's recorded video segments have a crackling audio problem caused by a poor internet connection during the original recording session.
- **Decision:** Isalia will re-record her segments when she has a stable connection.
- Gus's existing recorded content was confirmed to be good — pacing and clarity were fine; only the crackling was flagged.

## Action Items

| Owner | Task |
|---|---|
| Isalia | Send video outlines to Gus for Co-pilot module segments |
| Gus | Record new seller-perspective video segments using Isalia's outlines |
| Isalia | Add ~6-month data retention callout to module |
| Isalia | Remove Prompt Cowboy activity; replace with native Co-pilot prompt activity |
| Isalia | Re-record her video segments with stable internet connection |

## Related

- [[wiki/knowledge/elearning/soar-course|SOAR Course Overview]]
- [[wiki/knowledge/elearning/soar-course-storytelling-module|SOAR Course — Storytelling Module]]
- [[wiki/knowledge/elearning/soar-course-tech-stack-module|SOAR Course — Tech Stack Module]]
- [[wiki/clients/agility-recovery/_index|Agility Recovery Client Index]]
- [[wiki/meetings/2026-03-06-agility-recovery-soar-course-review|Meeting Notes — SOAR Course Review (2026-03-06)]]