# AE Cockpit

> AI-powered decision queue for account executives - prioritized actions, meeting prep, deal risk alerts, and coaching insights.

Source: https://docs.graph8.com/deals/ae-cockpit/

The AE Cockpit is your daily command center. It surfaces prioritized decisions - meeting prep, at-risk deals, new leads, follow-ups - so you spend time on the actions that move pipeline, not hunting for what to do next.

## How It Works

graph8 monitors your pipeline, signals, and calendar to generate **decision cards**. Each card represents one action you should take, ranked by urgency and deal value. Work through your queue from top to bottom.

1. Go to **Deals → AE Cockpit**
2. Review your prioritized decision queue
3. For each card: **Approve**, **Edit**, **Skip**, or **Defer**
4. Approved actions execute automatically

## Decision Types

| Type | What It Surfaces |
|------|-----------------|
| **Meeting Prep** | Upcoming meeting with briefing, agenda suggestions, and talking points |
| **Post-Meeting Follow-Up** | Action items from a recent meeting that need execution |
| **At-Risk Deal** | Deal showing warning signs - stalled pipeline, engagement drops, competitor mentions |
| **New Lead** | Qualified lead entering your pipeline that needs initial outreach |
| **Re-engagement** | Cold contact or deal that should be revived based on new signals |
| **Overdue Task** | Task past its due date that needs attention |
| **Deal Stage Suggestion** | AI recommends moving a deal to a new stage based on activity |
| **Competitive Alert** | Competitor activity detected on one of your accounts |
| **Playbook Deviation** | Your deal is not following the expected sales playbook |
| **Coaching Insight** | AI-generated coaching tip based on your patterns and performance |
| **No Reply** | Outbound-origin email, SMS, or LinkedIn thread that hasn't received a reply past your threshold (default 7 days) |
| **Intent Signal** | An account or contact you own just hit a tracked intent keyword, topic, or high-intent page |
| **Champion Change** | A contact you own - or a contact on one of your deals - was reassigned to a new owner |
| **Enrichment Win** | A high-value field just got populated on a target contact or account (direct phone, executive email, headcount, funding, etc.) |

## Signal Sources

Decision cards are driven by three upstream signal streams:

| Source | What It Feeds | Examples |
|--------|--------------|----------|
| **LeadSignals stream** | Signal-driven cards | Intent keyword hits, page visits, no-reply detection |
| **LeadEvents stream** | Event-driven cards | Meeting reviewed, contact owner changed, deal stage moved |
| **Polled scans** | Recurring sweeps (every 30 sec) | Meeting prep windows, stalled deals, overdue tasks, no-reply |

Enrichment wins are bridged from the enrichment service via a dedicated subscriber - when a high-value field (direct phone, executive email, headcount, funding, etc.) lands on a contact or account you own, the cockpit picks it up within seconds.

Each signal type has an org-level kill switch (Settings → AE Cockpit → Signals) so you can mute a noisy source without disabling the cockpit entirely. Per-org daily caps (default 50 cards per generator) protect against runaway emission.

## Priority Scoring

Each decision card carries a priority score (0-100) based on five factors:

| Factor | Weight | Example |
|--------|--------|---------|
| **Time urgency** | High | Meeting in 2 hours scores higher than meeting tomorrow |
| **Deal value** | Medium | $100K deal outranks $10K deal |
| **Risk level** | Medium | Deal stalled 14+ days gets priority boost |
| **Signal recency** | Low | Signal from 1 hour ago ranks above signal from yesterday |
| **Engagement momentum** | Low | Sudden 50% drop in engagement triggers alert |

Cards are sorted by score, so the most urgent and valuable actions appear first.

## Working the Queue

### Approve

Click **Approve** to accept the AI's recommended action. The action executes automatically - an email sends, a task creates, a follow-up schedules.

### Edit

Click **Edit** to modify the recommended action before executing. Change the email content, adjust the timing, or update the approach.

### Skip

Click **Skip** to dismiss a card without acting. Use this when the recommendation doesn't apply (e.g., you already handled it outside graph8).

### Defer

Click **Defer** to push a card to later. It drops in priority and resurfaces at a more appropriate time.

## Decision Statuses

| Status | Meaning |
|--------|---------|
| **Pending** | Waiting for your action |
| **Approved** | You approved - action executed |
| **Edited** | You modified and executed |
| **Skipped** | Dismissed without action |
| **Deferred** | Pushed to later |
| **Auto-Executed** | Executed automatically by autopilot (see below) |
| **Undone** | Action was reversed within the undo window |

## Undo System

Every approved or auto-executed action can be undone within a **30-minute window**. If you approve a follow-up email and immediately realize the timing is wrong, click **Undo** to reverse it before it sends.

After the 30-minute window closes, the action is final.

## Autonomy Lanes

Control how much the AI does on its own for each decision type:

| Lane | Behavior |
|------|----------|
| **Autopilot** | AI executes automatically - you review after the fact |
| **Approve** | AI recommends, you approve before execution |
| **Off** | AI does not generate this decision type |

Configure autonomy per decision type in **Settings → AE Cockpit**. Start with everything on **Approve** and move high-confidence, low-risk actions to **Autopilot** as you build trust.

> **Tip:**
> Start by reviewing every decision manually. After 8+ consecutive approvals of a decision type without edits, graph8 suggests promoting it to autopilot. This gradual handoff ensures the AI earns your trust before acting independently.

## Real-Time Updates

The cockpit refreshes automatically every 30 seconds. New decisions appear as signals arrive - meeting reminders, risk alerts, and lead notifications surface without manual refresh.

## Pulse Sidebar

The Pulse sidebar provides a real-time snapshot of your pipeline health:

- **Active deals** - count and total value
- **Meetings today** - upcoming calendar events with prep status
- **Signals** - recent intent signals across your accounts
- **Pending decisions** - how many cards need your attention
- **Completed today** - decisions you've already resolved

## Related

- [Deals Overview →](https://docs.graph8.com/deals/overview/) - Pipeline views and deal management
- [Prospects →](https://docs.graph8.com/deals/prospects/) - Active deals in progress
- [Deal Contacts →](https://docs.graph8.com/deals/deal-contacts/) - Buying committee mapping
- [Pipeline Settings →](https://docs.graph8.com/deals/pipeline-settings/) - Customize stages and probabilities