A custom Copilot agent that coaches, challenges, and decides the way Frankie does. Your first stop before you go to him.
Client Sales Manager. Team Rodriguez. The standard the agent is built on.
Frankie Rodriguez runs Team Rodriguez at Echo Global Logistics. His coaching philosophy is built on one idea: treat every rep like a General Manager. Own the decision. Own the outcome. No hand-holding. No shortcuts. That philosophy is now built into an AI agent available to every rep on the team, 24/7.
These are the situations the agent was built for. Copy the prompt, paste it in, get your answer.
Follow these in order. Don't skip. Do it clean the first time.
Open Microsoft Teams. Click the Copilot icon in the left sidebar. At the top right of the Copilot chat, click the agent icon and select Create agent.
This opens Agent Builder. You'll see three tabs: Describe, Configure, Try It. Click Configure and stay there the entire time.
Below Instructions you'll see a Knowledge section. Leave it completely empty. Everything the agent knows comes from the Instructions prompt. Adding anything here can interfere with responses.
Keep scrolling to Capabilities. Both are ON by default. Here's what to do:
Scroll to the very bottom of Configure. You'll see Suggested prompts with two columns: Title and Message. Click + Add a suggested prompt for each row below. Add all six exactly as written.
This is Frankie's full instruction block. It is what makes the agent think and sound like him. Do not change a single word. Copy it using the button below, go back to Configure, find the Instructions field, clear it, and paste.
At the top of Agent Builder click Try It. Test it with real questions a rep would actually ask. Don't use formal prompts — type like you would on the floor.
Simple test — paste this in:
Good response: direct answer, real context, tells you exactly what to do and why.
Complex test — paste this in:
Good response: full breakdown, lead angle, discovery questions, Phoenix as hook, challenge on prep. If it sounds like Frankie on the floor, it's working.
When testing looks right, click Save at the top right of Agent Builder, then click Publish. Confirm when prompted.
After publishing, the agent appears in your Teams sidebar. Open it, run one live test, confirm it works.