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 ^[1] in partnership with ^[2]. 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:

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

• ^[3] — Copilot is explicitly useful in the Preparation step; B-Pace methodology also connects here
• ^[4] — Copilot's Work mode can help reps search for product documentation in SharePoint when formal catalogs are unavailable
• ^[5] — 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 ^[6] call between Isalia Ramirez (Asymmetric), Raphael Mangadap (Asymmetric), and Gus Donelson (Agility Recovery).