Mission 3: Leverage AI for Selling

What you’ll learn

• How to use Copilot for deep account research queries
• How to generate AI-powered follow-up emails
• How to leverage meeting transcripts for deal context

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Step 1: Deep Research with Copilot

Go beyond the basic pre-call queries from Mission 1. Copilot can cross-reference intelligence across all your accounts.

1. Open Copilot from the bottom-right corner of Studio.

2. Run advanced research queries against your account intelligence:

   • “Compare the tech stacks of Acme Corp and Beta Inc” — find patterns across accounts
   • “Which of my accounts have recent funding rounds?” — identify accounts with budget
   • “What pain points has [contact name] mentioned?” — pull from meeting notes and CRM data

3. Use the results to tailor your messaging and prioritize your outreach.

Tip

Copilot searches across all 6 intelligence categories, meeting transcripts, and CRM notes. The more data you feed into graph8, the more powerful your queries become.

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Step 2: AI Email Generation

Generate contextual follow-up emails that reference real account intelligence.

1. From an account detail page, open Copilot.

2. Ask: “Draft a follow-up email to [contact name] at [account name] about [topic]”.

3. Review the generated email. Copilot pulls from:

   • Account intelligence documents
   • Previous meeting notes
   • Stakeholder roles and engagement history

4. Edit the draft to match your voice, then copy it into your email client or sequence.

Email Type	Copilot Prompt
Post-demo follow-up	”Draft a follow-up email to Sarah at Acme after our product demo”
Proposal recap	”Write an email summarizing the proposal we sent to Acme Corp”
Re-engagement	”Draft a re-engagement email to Tom at Beta Inc — we haven’t spoken in 3 weeks”
Champion enablement	”Help my champion at Acme build an internal business case”

Tip

Always review and personalize AI-generated emails before sending. The AI provides a strong starting point, but your personal touch is what builds the relationship.

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Step 3: Meeting Transcripts

Meeting transcripts are RAG-indexed, meaning Copilot can search and reference them in future queries.

1. After a recorded meeting, navigate to the account detail page.

2. Click the Meetings subtab to view transcripts associated with this account.

3. Review the auto-generated summary for key discussion points, action items, and next steps.

4. Use Copilot to query across your meeting history:

   • “What did we discuss with Acme in our last meeting?”
   • “Has anyone at Acme mentioned concerns about pricing?”
   • “What action items are outstanding for the Acme deal?”

Tip

Meeting transcripts compound over time. After 3-4 meetings with an account, Copilot can surface patterns and objections you might have missed — giving you a major advantage in negotiations.

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Mission Complete Checklist

• Ran an advanced Copilot research query against account intelligence
• Generated at least one AI-powered follow-up email
• Reviewed a meeting transcript and queried it with Copilot

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Next mission: Mission 4: Close Deals Faster — Track deal velocity, keep your pipeline current, and export deal summaries.