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Sales Master Class — Trainer Guide

Trainer Guide — Breakout material covering M365 Copilot across mobile, web, Teams, Researcher, Analyst, M365 apps, and custom agent building.

⚠️ Disclaimer

All prompts, scenarios, examples, and referenced entities are fictional and provided only for training and demonstration purposes. Do not use this material for decision-making, reporting, or external distribution.

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Module 1 · On the Go

Copilot Mobile App

~10 min

Take productivity on the go with the Microsoft 365 Copilot app. Demonstrate voice interaction, day prep, and mobile Outlook integration.

Demo 1.1 Day Overview & Voice ▼

1 Open the Microsoft 365 Copilot mobile app (iOS or Android), logged in with company credentials.
2 Type or use the Voice icon to speak the prompt below.

Try This Prompt

Prep me for my day

Follow-up (Voice)

What did [Name] ask me to cover in today's [customer name] meeting from last week's prep call?

Follow-up

Hey Copilot, Summarize my Emails, Teams messages and channel messages from the last workday.

M365 Copilot Mobile application overview

Demo 1.2 Outlook Mobile & Audio Recap ▼

1 Open Outlook Mobile and use any prebuilt prompt: Voice catch-up, triage my inbox, what needs my reply?, get oriented, find quick wins.

2 Open Teams App on mobile → Calendar → Audio Recap icon → + New Recap → Find a recent meeting with transcription → Generate → Play Audio Recap.

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Module 2 · Sections 2–7

Copilot Chat (Web & Work)

~25 min

Cover web-grounded chat with file upload, memory & personalization, work-mode queries, prompt management (save/share/schedule), and Copilot Search.

Demo 2.1 Copilot Chat (Web) — File Analysis ▼

📝 Presenter Note

Access Copilot at m365copilot.com. Upload ZAVA BOTTLING COMPANY - SALES - Main V1 via the “+” sign → “file upload”.

Copilot Chat in browser at m365copilot.com

Prompt 1

Analyze Sales by Region (Revenue, Orders, Avg Order) and Top Categories (Revenue, Units Sold). Identify the top 2 regions and top 2 categories by revenue, then explain whether performance is driven by order volume, price/mix (Avg Order), or both. Provide recommended next steps by region. Present in a well-organized summary with tables on a separate sheet. Please add the visual charts for sales team and executive summary.

Bonus Prompt

Compare Targets & KPIs vs actual Sales Data results and reconcile gaps using Sales Pipeline (stage, probability, weighted value). Identify whether the current pipeline is sufficient to close target gaps and recommend weekly operating metrics for leadership. Present in a well-organized summary with tables on a separate sheet. Please add the visual charts for sales team and executive summary.

💡 Presenter Tip

After each response, Copilot offers suggested follow-up prompts. Encourage attendees to use them for additional analysis.

Demo 2.2 Memory & Personalization ▼

Copilot picks up on important details from conversations and remembers them. Show both approaches.

1 Option 1 — Direct Memory: Type the prompt below.

Memory Prompt

Hey Copilot remember I work in [Your Company Name] [Department Name] department

2 Option 2 — Custom Instructions: Go to “…” → Settings → Personalization → Edit instructions. Paste:

Custom Instructions

I work for [Company Name] in [department name]. Use [department name] language. Skip acronyms or specialized terms unless the audience is familiar with them. Prefer internal documents, emails, and chats over external sources when answering questions or looking for information. Do not include emojis. Use them sparingly and only when they enhance clarity or tone.

Demo 2.3 Copilot Chat (Work) — Catching Up ▼

Email Summary

Summarize my emails from the last week related to [project or customer name].

Priority Check

What are my top priorities today?

Comprehensive Catch-up

Summarize my emails, Teams meetings and IMs as well as channel messages from the last workday. List action items in a dedicated column. Suggest follow-ups, if possible, in a dedicated column. The table should look like this: Type (Mail/Teams/Channel) | Topic | Summarization | Action item | Follow-up. If I have been directly mentioned, make the font of the topic bold

Meeting Prep

Help me prepare for my upcoming meeting about [meeting subject]. Summarize recent emails, chats, and documents related to it.

Calendar Conflicts

Analyze my calendar for conflicts and recommend how to resolve each conflict

Work Rhythm Analysis

Look across recent documents, emails, chat activity, and file edits to identify times of day when I do my most focused work, creative work, and reactive work. Create a profile of my natural work rhythm and give suggestions for structuring my days that support energy, boundaries, and recovery. Provide me with a list of M365 Copilot features that would support me at different times of my day.

Demo 2.4 Save, Share & Schedule Prompts ▼

1 Save: Hover over a prompt response → “Save Prompt” → edit title → Save. Find it in Copilot Prompt Gallery → Your Prompts.

2 Share: Click the Share icon → “Share to team” → select your team.

3 Schedule: Hover over a prompt → “Schedule this prompt” → configure frequency and delivery.

Demo 2.5 Copilot Search ▼

1 Select “Search” in the M365 Copilot app and paste the prompt below.

Try This Prompt

I was on vacation for the past two weeks. Please find the [Project Name] information and related communications.

💡 Presenter Tip

Monitor the Copilot Search summary and click “continue reading” for details. Hover over any file or Teams chat for a quick overview.

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Module 3 · Meetings

Copilot in Teams

~10 min

Convert meetings into actionable decisions with clear ownership.

Demo 3.1 Meeting Recap & Analysis ▼

1 Open a recent recorded Teams meeting → View Recap → Copilot.

P1 — Sales Ops Analysis

Review the meeting transcript and produce a concise, executive-ready analysis that explains how sales operations changed before and after Copilot adoption across pipeline analysis, deal forecasting, and customer engagement preparation. Clearly connect each improvement to measurable business outcomes such as improved pipeline visibility, faster forecast cycles, and increased deal velocity, and conclude with the strategic implications and recommended next steps for sales leadership.

P2 — Deal Execution

Based on this meeting transcript, develop a leadership-ready analysis outlining how deal execution and forecasting processes improved following Copilot implementation across deal inspection, executive reporting, and meeting preparation. Explain how automation and AI-driven insights impacted forecast accuracy, deal risk identification, and opportunity prioritization. Quantify the potential impact on revenue attainment and forecast confidence and provide recommended actions for pipeline governance.

P3 — Follow-up Draft

Draft a follow-up message for the executive team that recaps these decisions and next steps, ready to send in Teams & Outlook.

Demo 3.2 Audio Recap & Facilitator ▼

1 Open a recorded meeting → View Recap → Audio Recap.
2 Select Notes to review: Decisions, Open questions, Agenda, Meeting notes, Follow-up tasks.

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Module 4 · Premium Agents

Researcher & Analyst

~15 min

Deep research and data analysis agents that produce executive-ready outputs with citations.

Premium Researcher — Meeting Intelligence ▼

P1 — Priority Meeting Brief

Analyze my calendar for next week [Enter the dates] and identify the top 3 meetings requiring my active participation. Prioritize client engagements, executive reviews, and strategic sessions over routine syncs. For each meeting, provide the meeting context including title, date, time, attendees with roles, meeting objective, my role, and expected outcomes. Include attendee research covering background on key participants, recent company news or initiatives, and previous interactions or project history. Outline the key topics with main discussion points requiring my input, decisions needed, and potential questions or challenges. Create a preparation checklist with pre-meeting tasks to complete, documents to review, technical setup needed and estimated prep time. Finally, define success criteria including desired meeting outcomes, key messages to deliver, and next steps to secure.

P2 — Project Meeting Focus

Analyze my calendar for next week [Enter the dates] and identify the top 3 [Project Name] meetings requiring my active participation, prioritizing client engagements, executive reviews, and strategic sessions over routine syncs. For each meeting, provide: meeting context (title, date, time, attendees with roles, objective, my role, expected outcomes), attendee research (background, [Project Name] involvement, recent activities, previous interactions), stakeholder map (decision-makers, influencers, gatekeepers, support levels, motivations, engagement strategies), key topics (discussion points, critical decisions, potential challenges, blockers), risk assessment (technical, resource, timeline, stakeholder alignment, dependencies, mitigation strategies), communication plan (key messages, tailored talking points, information sharing strategy, post-meeting updates with channels, follow-up templates, escalation paths), preparation checklist (tasks, documents to review, demos or data needed, estimated prep time), and success criteria (desired outcomes, approvals to secure, next steps with ownership).

P3 — Competitive Sales Intelligence

Create a competitive sales and market intelligence report tailored for [Your Company Name] Sales department leadership (Chief Sales Officer, VP of Sales, VP of Revenue Operations, Head of Sales Enablement). Summarize key competitor and industry developments from the last 12–18 months with initiative dates. Evaluate relevant peers and adjacent benchmarks across sales performance management, go-to-market strategies and channel optimization, customer acquisition and retention tactics, pricing strategies and discount management, sales forecasting and pipeline accuracy, CRM adoption and sales technology stack, key account management and enterprise selling approaches, and AI/GenAI adoption in sales. Use primary sources when possible, corroborate major findings across at least two independent sources, and assign confidence ratings (High/Medium/Low) to major conclusions.

1 Demo 4.3: Convert the Researcher output to Copilot Pages.
2 Demo 4.4: Convert the Pages to a Word or PowerPoint document.

Convert Researcher output to Copilot Pages

📝 Note

Enter the date or date range (e.g., June 22nd–26th, 2026) and the project name you want to prepare for.

Premium Analyst — Sales Performance Deep Dive ▼

📝 Presenter Note

Upload ZAVA BOTTLING COMPANY - SALES - Main V1 in the Analyst agent.

Analyst Prompt

Analyze the sales performance across all regions and product categories in this workbook. Identify the top 3 strategic opportunities to accelerate revenue growth based on regional performance gaps, product mix optimization, and customer penetration rates. Conduct a deep-dive comparative analysis of our East vs. West regions. Despite East having the highest order volume (73 orders), it generates the lowest revenue ($90K) compared to West's 62 orders generating $145K. What's driving this $55K performance gap and what specific actions should the East region sales team take? Analyze our sales pipeline health. With $6.9M in total pipeline value but only $3.1M weighted forecast, assess. Which pipeline stages have conversion risk? Which sales reps have the healthiest pipeline coverage? What deal velocity issues exist (based on "Days in Stage")? Evaluate product category performance and recommend the optimal product mix strategy for each region. Assess our sales rep performance against targets. All 4 reps are below their annual targets (achievement rate: 43%-61%). Diagnose the root causes: is this a territory design issue, product mix problem, or execution gap? Create a prioritized action plan with specific recommendations for Q3 2026 that could unlock an additional $75K-$100K in revenue.

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Module 5 · In the Flow of Work

Copilot in Word, PowerPoint, Outlook & Excel

~30 min

Copilot embedded in M365 apps — summarizing documents, drafting content, creating presentations, managing email, and analyzing spreadsheets.

Demo 5.1 Frontier Agents (Word, PowerPoint, Excel) ▼

📝 Presenter Note

Upload ZAVA BOTTLING COMPANY - SALES - Main V1 for all three prompts.

Word Prompt

Analyze the Excel workbook 'ZAVA BOTTLING COMPANY – SALES – Main V1' and produce an executive-ready sales report focused on revenue growth drivers, pipeline quality, conversion rates, sales efficiency, and customer expansion opportunities. Emphasize performance trends, risks to targets, and actionable actions for sales leadership, prioritizing business impact over detailed data tables.

PowerPoint Prompt

Create an executive-level sales presentation (10–15 minutes) using only the Excel workbook ZAVA BOTTLING COMPANY – SALES – Main V1. Deliver a concise, strategic narrative for senior leadership (CRO / VP Sales / GM) in clear, non-technical language. Focus on: Executive summary of performance vs. targets, Key KPIs (revenue, margin, orders, AOV, pipeline, forecast confidence), Trends and drivers (regional, category, rep, pipeline stages), Risks and growth opportunities, Business implications and prioritized actions (30/60/90 days). Output 8–12 slides with insight-led titles, 3–5 bullets per slide, and brief speaker notes. Use only workbook data, no external assumptions.

Excel Prompt

Create a comprehensive SALES performance and forecasting model for Zava Bottling with pipeline-based revenue projections (by region/rep/product), quota/attainment tracking, and scenario planning (base/upside/downside). Include sensitivity analysis using Excel What-If tools (Scenarios, Data Tables, Goal Seek) to test win rate, ASP, discount %, and pipeline coverage, plus break-even style "what must change to hit target" calculations. Deliver an automated dashboard with key sales KPIs and documented assumptions.

Demo 5.2 Copilot in Word — Summarize & Edit ▼

1 Open a Word document → View More → Review Summary, Insights, Discussion, Activity, Audio Overview.
2 Select the Copilot icon in the ribbon.

Summarize

Summarize this document in 1 sentence

Draft a Document

Draft a professional Q3 FY2026 Sales Performance Summary for [Your company name] intended for executive leadership and go-to-market stakeholders. Include: (1) an executive overview, (2) key sales highlights (bookings/ACV or ARR, quota attainment, pipeline coverage, win rate, average deal size, sales cycle, renewals/expansion), (3) notable commercial drivers (top segments/regions/products, major wins, partner/channel performance, pricing/discount trends), and (4) a brief outlook for Q4 FY2026 (pipeline health, priority plays, key risks and mitigations). Use a formal, earnings-release style tone, concise paragraphs, and clear section headings.

📝 Edit with Copilot

Toggle on “Edit with Copilot” to have Copilot work directly in the document.

Edit Prompt

Write a paragraph on M365 Copilot benefits.

Table Creation

Create a table and write the Title, Description and Status in the document

Demo 5.3 Copilot in PowerPoint ▼

1 From scratch: New blank PowerPoint → Copilot icon → “Create a presentation about…”

Create from Prompt

Develop a presentation about [Your company name]

PowerPoint presentation generated by Copilot

2 From file: New blank PowerPoint → Copilot icon → “Create a presentation with a file” → select a Word or Excel file.

Demo 5.4 Copilot in Outlook ▼

📝 Presenter Note

Use New Outlook or outlook.office.com. Click Summary by Copilot at the top of an email thread.

Inbox Priority

Which unread emails are most important? Summarize them, synthesize any related context from my chats and documents, and prioritize the order in which I should respond.

Skip-Level Prep

Tell me when my next meeting with my skip-level manager is scheduled, help me draft an agenda based on my current projects, and create a first draft of a pre-read.

Sales Email Draft

Draft a professional email to an enterprise prospect outlining our standard engagement approach, including discovery workshops, solution alignment, and proposed onboarding timeline.

Performance Summary Email

Create an email distributing the April 2026 Enterprise Sales Performance Summary to sales leadership. Summarize key highlights: total bookings of $5.2M (8% above target), pipeline coverage of 3.8x (3% above plan), closed-won revenue of $1.1M, and active qualified pipeline valued at $2.5M. Note that detailed deal analytics and forecast commentary are attached. Request that any risks or deal acceleration support needs to be submitted by June 12 in preparation for the June 15 forecast review.

Schedule a Meeting

Schedule a 30-minute Teams meeting with [Name] about the Q1 financial report.

⚠️ Common Mistakes to Avoid

Too Vague: ❌ “Help me with my emails” ✔ “Summarize emails from vendors about payment terms received this week”
Missing Context: ❌ “Draft a response” ✔ “Draft a professional response declining this budget request while maintaining positive stakeholder relationships”
No Specificity: ❌ “Find financial emails” ✔ “Find all emails discussing Q1 2026 revenue recognition issues from the accounting team”

Demo 5.5 Copilot in Excel — Sales Analysis (22 Prompts) ▼

📝 Setup

Open ZAVA BOTTLING COMPANY - SALES - Main V1 → Copilot → enable Edit with Copilot → paste prompts with Ctrl+V.

22 ready-to-use prompts across 7 analysis categories. Select any to analyze the workbook.

1.1 Executive KPI Narrative

Using the KPIs on this dashboard (Total Revenue YTD, Total Profit YTD, Total Orders, Avg Order Value, Profit Margin, Active Customers, Pipeline Value, Forecast Weighted), write an executive summary that explains what is driving results and what actions the sales team should take next. Include 3 risks and 3 opportunities. Present in a well-organized summary with tables on a separate sheet. Please add the visual charts for sales team and executive summary.

1.2 Region & Category Mix

1.3 Pipeline Stage Health

Review Pipeline by Stage (Opportunities and Value for Qualification, Proposal, Negotiation, Closing). Assess bottlenecks and stage distribution. Recommend how to improve conversion and forecast accuracy and propose 5 specific actions aligned to the stage data. Present in a well-organized summary with tables on a separate sheet. Please add the visual charts for sales team and executive summary.

2.1 Seasonality & Growth

Analyze the monthly Revenue, Profit, Orders, Units Sold, Avg Order Value, Profit Margin %, and MoM Growth %. Identify months with major changes and explain the likely business drivers using only the table's metrics. Summarize 3 insights and 3 actions. Present in a well-organized summary with tables on a separate sheet. Please add the visual charts for sales team and executive summary.

2.2 Quarterly Performance

Using the Quarterly Summary (Revenue, Profit, Orders, Profit Margin, QoQ Growth), compare Q1–Q4 and identify which quarter performed best and why. Recommend a plan to replicate the best quarter's performance. Present in a well-organized summary with tables on a separate sheet. Please add the visual charts for sales team and executive summary.

2.3 Category Margin Tradeoffs

From Category Performance Analysis, rank categories by % of Total Revenue and compare their Profit Margin. Identify any categories that are high revenue but lower margin (or vice versa) and propose 2 pricing/mix strategies to improve total profit. Present in a well-organized summary with tables on a separate sheet. Please add the visual charts for sales team and executive summary.

3.1 Customer & Product Concentration

Using the Sales Data table (Customer Name, Product Name, Category, Quantity, Total Revenue, Profit, Region, Sales Rep), identify concentration risk: which customers, products, or categories drive the largest share of revenue and profit? Provide a 'Top 5' list for each and recommendations to diversify. Present in a well-organized summary with tables on a separate sheet. Please add the visual charts for sales team and executive summary.

3.2 Rep Performance Deep Dive

Analyze Sales Rep performance using Revenue, Profit, Orders, Avg Order Value (derive if needed), and Payment Status. Identify which reps are strongest on profitability vs. volume and highlight coaching opportunities for each rep. Present in a well-organized summary with tables on a separate sheet. Please add the visual charts for sales team and executive summary.

3.3 Payment & Cash Risk

Segment Sales Data by Payment Status (Paid vs Pending). Quantify how much revenue and profit is tied to Pending orders, identify patterns by Region, Customer, or Rep, and propose steps to reduce payment delays. Present in a well-organized summary with tables on a separate sheet. Please add the visual charts for sales team and executive summary.

4.1 Price/Margin Architecture

Review Unit Price, Cost, and Margin % by product and category. Identify products with the highest and lowest margins, and recommend where to hold price, raise price, or discount to drive profitable growth. Present in a well-organized summary with tables on a separate sheet. Please add the visual charts for sales team and executive summary.

4.2 Portfolio Rationalization

Assess the product lineup by Category and Size (L). Identify gaps or redundancies (e.g., multiple sizes of the same product family). Recommend a simplified 'core assortment' for sales to lead with and justify using margin and pricing. Present in a well-organized summary with tables on a separate sheet. Please add the visual charts for sales team and executive summary.

4.3 Cross-sell Bundle Design

Create 3 cross-sell bundles using Product Catalog categories (e.g., Water + Soft Drinks, Sports Drinks + Energy Drinks, Tea + Juices). For each bundle, explain the value proposition and which customer types/industries it best fits. Present in a well-organized summary with tables on a separate sheet. Please add the visual charts for sales team and executive summary.

5.1 Territory & Customer Segmentation

Segment customers by Region and Customer Type. Identify which regions have the most high-credit-limit customers and which customer types dominate each region. Provide a targeted outreach strategy per region. Present in a well-organized summary with tables on a separate sheet. Please add the visual charts for sales team and executive summary.

5.2 Risk & Terms Optimization

Analyze Credit Limit, Payment Terms (Net 15/30/45), and Account Status. Identify customers with high credit limits and longer terms (Net 45) and propose a policy for managing exposure while growing revenue. Present in a well-organized summary with tables on a separate sheet. Please add the visual charts for sales team and executive summary.

5.3 Rep Book-of-Business Quality

For each Assigned Rep, summarize their book of business: number of accounts, mix of customer types, and average credit limit. Identify whether any rep's portfolio is unbalanced and propose redistribution or focus areas. Present in a well-organized summary with tables on a separate sheet. Please add the visual charts for sales team and executive summary.

6.1 Compensation Alignment

Review Base Salary and Commission Rate by rep and compare to their Region/Territory. Propose whether commission rates appear aligned to role scope and propose one change to improve incentives. Present in a well-organized summary with tables on a separate sheet. Please add the visual charts for sales team and executive summary.

6.2 Territory Coverage Plan

Using Region and Territory, draft a territory coverage plan: top priorities, key account types to target, and a weekly cadence for pipeline generation. Make it specific to each rep's region. Present in a well-organized summary with tables on a separate sheet. Please add the visual charts for sales team and executive summary.

6.3 Manager Coaching Dashboard

Create a coaching summary by Manager showing which reps might need help (e.g., low performance, low pipeline, or margin issues). Provide 3 coaching themes and suggested metrics to track weekly. Present in a well-organized summary with tables on a separate sheet. Please add the visual charts for sales team and executive summary.

7.1 Pipeline Coverage & Forecast

Assess pipeline value by Stage and Sales Rep using Est. Value, Probability %, and Weighted Value. Identify where forecast risk is highest (e.g., high value, low probability) and propose a forecast hygiene plan. Present in a well-organized summary with tables on a separate sheet. Please add the visual charts for sales team and executive summary.

7.2 Operating Rhythm

7.3 Revenue & Profit Analysis

Create a detailed analysis of Sales Data showing Total Revenue and Total Profit by Region and Category, with Sales Rep as a filter. Identify the most profitable region-category combinations and recommend where each rep should focus. Present in a well-organized summary with tables on a separate sheet. Please add the visual charts for sales team and executive summary.

7.4 Create PivotTable

Create a PivotTable (not just an analysis) from the Sales Data table in this workbook. Put the PivotTable in a new worksheet named "PT_RevProfit_RegionCategory" starting at cell A1. Configure the PivotTable fields exactly as follows: Rows: Region, Columns: Category, Values: Sum of Total Revenue ($), Sum of Profit ($), Filters: Sales Rep (add as a report filter). Then format the values as currency and sort Regions by Sum of Total Revenue ($) descending.

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Module 6 · Agent Builder

Product & Pricing Advisor — Agent Build

~30 min

Step-by-step guide to building a Product & Pricing Advisor agent using the Copilot agent builder (Copilot Studio Lite experience) in Microsoft 365 Copilot Chat.

Agent Mode Build the Agent — Step by Step ▼

📝 Prerequisites

• M365 Copilot license • Access to m365copilot.com
• Permissions to create agents • SharePoint or OneDrive access
• Documents: Zava_Product_Sales_Positioning_Sales_Guide V1, Zava_Bottling_Pricing_Matrix_Q1_2026
• Estimated time: ~30 minutes

1 Prepare Knowledge Documents: Organize all documents in a local folder named “Product & Pricing Advisor Agent”.
2 Open the Agent Builder: Go to m365copilot.com → Sign in → Click “New Agent” → Select “Create agent” (Copilot Studio Lite experience).
3 Configure: Select the pencil icon to generate an agent image. Enter name: Product & Pricing Advisor and description.

4 Add Instructions: Copy and paste the instructions below.

Agent Instructions (paste into instruction box)

You are the Product & Pricing Advisor for Zava Bottling Company, a specialized assistant designed to help the sales team with accurate product information and pricing guidance.

Core Responsibilities:
1. Product Information: Provide detailed product specs including SKU numbers, package sizes, case quantities, and flavor profiles. Explain product categories. Share nutritional info when asked.
2. Pricing Guidance: Provide pricing based on volume tiers (1-99, 100-499, 500-999, 1000+ cases). Calculate total costs. Explain volume discount structures. Share current promotional pricing. Always present in USD with case quantities.
3. Promotional Information: Communicate active promotions with dates. Explain eligibility requirements. Highlight seasonal offers. Recommend promotional bundles.
4. Sales Support: Suggest alternatives when items are unavailable. Recommend complementary products for upselling. Provide competitive positioning. Help identify the right product mix by customer type.

Important Guidelines:
- Pricing Authority: Only provide standard pricing from the official price list. For custom pricing, direct to the Pricing Team. For orders over 5,000 cases or deals exceeding $100,000, involve a Sales Manager. Never create custom discounts without authorization.
- Accuracy: Always include SKU numbers. Specify unit of measure. Confirm pricing tier based on volume. If uncertain, recommend verifying with Product Management or Pricing team.
- Out of Scope: Do not process orders. Do not promise delivery dates. Do not discuss discontinued products unless asked. Do not share confidential cost or margin information.

5 Add Knowledge Sources: Go to Knowledge → file picker → upload all documents → enable “Only use specified sources”.

6 Configure Capabilities: Enable “Create documents, charts, and code” and “Create images”.

7 Test: Verify the agent with sample product and pricing questions.