Agility Recovery — Co-pilot Course Development

Part of the ^[1] SOAR new hire training program. This article covers the design decisions and current status of the Microsoft Co-pilot course module.

Overview

The Co-pilot course teaches Agility Recovery employees how to use Microsoft Co-pilot effectively, with emphasis on practical, integrated use cases rather than treating Co-pilot as a standalone app. The primary learning goal is effective prompting — accelerating adoption by shortening the time it takes employees to get real value from the tool.

The course is being built in Articulate Rise and includes a simulator/storyline component alongside the core module.

Storyline Scenario — Finalized Direction

The two original storyline ideas were dropped in favor of a single, stronger scenario demonstrating Co-pilot's integrated search capabilities within Outlook and Teams.

Scenario concept: A user needs to locate a past meeting (e.g., an "Arctic Wolf session") without remembering the exact date or attendees. Using Co-pilot inside Teams or Outlook, they:

1. Search for the meeting by topic or contact name via a natural-language prompt
2. Surface the meeting record, including notes, recording link, and action items
3. Follow up on action items directly from the Co-pilot chat interface

Why this scenario: It demonstrates Co-pilot's value as an integration layer across Microsoft 365 — not just a chat interface — which is the most practically useful framing for the target audience.

"Being directly in that app, I feel like there might be a little bit of value to that." — Gus Donelson

Screenshots Needed

Isalia does not have the chat history needed to mock up this scenario authentically. Gus offered to provide Outlook/Teams screenshots if needed early the following week.

Prompt Convoy

Prompt Convoy is included as a lightweight tip, not a dedicated module. The treatment:

• A callout block explaining what Prompt Convoy is and when to use it
• A link to the Prompt Convoy site that opens in a new tab
• A brief exercise: learner writes a prompt in Prompt Convoy, then returns to Rise to self-assess whether the output meets the criteria covered in the course

This depth is intentional. The course goal is teaching effective prompting habits; Prompt Convoy is a scaffold for learners who want a structured starting point, not the destination.

"After you learn how to do the prompts, you don't need any tools. You just write in the prompt." — Gus Donelson

Course Manuals

Three manuals are drafted and ready to share once the Co-pilot module is finalized:

Gus requested these be sent together after the Co-pilot module is incorporated, rather than in advance.

Action Items

• [ ] Revise storyline with the Outlook/Teams integrated search scenario (@Isalia Ramirez)
• [ ] Add screenshots to Co-pilot module — request from Gus if needed early next week (@Isalia Ramirez)
• [ ] Finalize Co-pilot module and share with Gus alongside all three manuals for review (@Isalia Ramirez)
• [ ] Provide Outlook/Teams screenshots for the scenario if requested (@Gus Donelson)

Related

• ^[2]
• ^[3]
• ^[4]