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🎖️ Module 13: Securing Your Recruit Badge ​

Codename: OPERATION FIELD READY
Time: 20 minutes
Scenario: Course Completion and Next Steps

Congratulations! 🎉 ​

You've completed the Agent Academy — Recruit Course and built Bit, your Contoso IT help desk buddy — a production-ready agent built entirely in the new Copilot Studio experience.

This module will:

  1. Verify you've completed the hands-on labs
  2. Help you claim your Recruit Badge
  3. Get you started planning your own first agent
  4. Point you to what's next

✅ Course Completion Checklist ​

Module 00 — Course Setup ✅ ​

  • [ ] Switched to the new experience ("Try it now")
  • [ ] Have the IT Help Desk SharePoint site + Tickets list
  • [ ] Prepared the Contoso IT FAQ and Approved Software List

Modules 01–02 — Foundations ✅ ​

  • [ ] Understand LLMs, RAG, and the enhanced orchestrator
  • [ ] Know the Build-page blocks: Instructions, Knowledge, Skills, Tools, Memory, Connected agents, Model

Modules 03–05 — Before Building Bit ✅ ​

  • [ ] (Side-quest) Created a declarative agent for M365 Copilot
  • [ ] Created the Contoso Helpdesk Agent solution + set it preferred
  • [ ] Explored a template (your quick "first agent")

Module 06 — Build Bit ✅ ​

  • [ ] Created Bit from a natural-language description
  • [ ] Wrote instructions + guardrails
  • [ ] Uploaded the two knowledge documents
  • [ ] Turned on Memory
  • [ ] Tested in Preview (hours, software, graceful unknown)

Module 07 — Skills & Tools ✅ ​

  • [ ] Authored 4 skills (password-reset, vpn-troubleshooting, smart-triage, software-installation-request)
  • [ ] Added the Send an email and Create item tools
  • [ ] Logged a ticket end-to-end + a PDF report

Module 08 — Adaptive Cards ✅ ​

  • [ ] Presented a logged ticket as a rich Adaptive Card

Module 09 — Workflows ✅ ​

  • [ ] Built manager_approval_for_software (get manager → approval → branch, parallel respond)
  • [ ] Called it from software-installation-request; tested Visio

Module 10 — Event Triggers ✅ ​

  • [ ] Added an autonomous trigger on the Tickets list (High/Critical → escalate)

Module 11 — Evaluate & Ship ✅ ​

  • [ ] Ran an evaluation set
  • [ ] Published to Teams + M365 Copilot, shared, and viewed Monitor

Module 12 — Licensing ✅ ​

  • [ ] Understand trial vs. production licensing and message-based cost

🏗️ What You've Built ​

Recap of Bit, built entirely in the new experience:

  • ✅ Created from Instructions on the Build page, with Settings, a greeting, and suggested prompts
  • ✅ Grounded with Knowledge and Memory
  • ✅ Four reusable markdown Skills
  • ✅ Tools (Outlook Send an email, SharePoint Create item) — logs tickets end-to-end with a PDF report
  • ✅ A rich Adaptive Card ticket confirmation
  • ✅ A manager-approval Workflow (100-second pattern), called from a skill
  • ✅ An autonomous Event Trigger that escalates High/Critical tickets
  • ✅ Evaluated, then Published to Teams + M365 Copilot, Shared, and Monitored

No topics. No trigger phrases. All new experience. 🚀

🎖️ Claiming Your Recruit Badge ​

Step 1: Verify Your Solution ​

  1. Go to https://make.powerapps.com → Solutions → Contoso Helpdesk Agent
  2. Verify it contains:
    • Copilot: Bit
    • Workflows / Cloud flows: manager_approval_for_software (and any escalation flow)
    • Connection references: SharePoint, Office 365 Outlook, Office 365 Users

✅ Checkpoint: Your solution is complete and packaged.

Step 2: Export Your Solution (Proof of Completion) ​

  1. In Solutions, select Contoso Helpdesk Agent → Export
  2. Choose Managed (for deployment) or Unmanaged (for backup) → Export
  3. The .zip downloads — a portable backup of all your work

Export solution "Before you export" panel with Publish all changes and Next/Cancel

✅ Checkpoint: You have a portable copy of Bit.

Step 3: Claim the Badge ​

Badge claiming depends on how this course is delivered. In an instructor-led workshop, follow your facilitator's instructions; self-paced learners can use Microsoft Learn or the community options.

  • Instructor-led: notify your facilitator, demo Bit in Teams or the demo website, and receive your completion certificate.
  • Microsoft Learn: complete any knowledge checks in the learning path; your badge appears under Profile → Achievements.
  • Community: submit proof (a screenshot of Bit in Teams, or your exported .zip).

📝 Plan Your First Agent ​

Bit was a guided build. Now sketch an agent for a real problem on your own team:

  1. Pick a job — what repetitive question or task eats your team's time?
  2. Name the knowledge — which documents/sites ground it?
  3. List the skills — 2–4 behaviors (the "playbooks")
  4. List the actions — what tools/workflows does it need (email, create item, approval)?
  5. Decide autonomy — is there an event it should react to on its own?

✏️ Jot this down before you leave — the hardest part is starting, and you now know exactly how each piece is built.

🚀 Keep Building ​

From Recruit to Special Ops ​

The Special Ops course goes further:

  • Multi-agent orchestration (Connected agents at scale)
  • MCP integrations and frontier models
  • Voice agents and Computer Use
  • Custom evaluations and production ALM (CI/CD, environments)

Community & Resources ​

💭 Final Thoughts ​

You started with a blank canvas. Now you have Bit — grounded, action-taking, ticket-logging, approval-running, self-escalating — plus the skills to build the next one.

Go build amazing agents. Welcome to the Academy, Recruit. 🎖️ #ColorCloud2026

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