# Mission 3: Leverage AI for Selling

> Use Copilot for deep research, generate AI-powered emails, and leverage meeting transcripts

Source: https://docs.graph8.com/training/ae/ai-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

---

## 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.

---

## 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 [company name] about [topic]"**.

3. Review the generated email. Copilot pulls from:
   - Company 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.

---

## 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.

---

## 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

---

**Next mission:** [Mission 4: Close Deals Faster](https://docs.graph8.com/training/ae/closing) -- Track deal velocity, keep your pipeline current, and export deal summaries.