Sybill Copilot is an AI-powered assistant that helps users maximize the value of their conversation data through natural language interactions. This guide outlines key use cases, benefits, best practices, and important considerations to help you get the most value from the feature.
Core Use Cases
1. Call & Deal Insights
Call Analysis: Query across all your calls to extract specific insights, patterns, and trends
Examples:
What are the common feature requests from our recent customer calls?
Show me all discussions about pricing from last quarter's calls
Deal Review: Quickly understand deal progress, next steps, and potential risks
Examples:
What are the learnings from our closed-won and closed-lost deals?
Give me recommendations on what my AEs can do to improve their win rates
Meeting Preparation: Get context and historical information before important calls
Examples:
What have we discussed with this prospect so far?
What are the key pain points mentioned in previous calls?
Custom Generation: Create tailored reports for different stakeholders
Examples:
Create a business case based on our recent conversations
Generate a summary of product feedback from the last 30 days
2. Sales Enablement & Coaching
Best Practices Analysis: Learn from successful calls and deals
Examples:
How do our top performers handle pricing objections?
What are the most effective discovery questions our team asks?
Objection Handling: Understand how top performers address specific customer concerns
Examples:
Show me examples of how we've successfully handled competitor comparisons
What are common objections in enterprise deals and how do we address them?
Competitive Intelligence: Access insights about competitor mentions and positioning
Examples:
What are our win reasons against specific competitors?
How often do specific competitors come up in deals?
3. Next Steps & Follow-ups
Next Steps Tracking: Automatically identify and track action items from calls
Examples:
What are the pending next steps across all my active deals?
Show me completed action items from last week's meetings
Email Generation: Create contextual follow-up emails based on meeting content
Examples:
Generate a follow-up email summarizing key points from today's call
Create a proposal email based on the pain points discussed
Analyze our closed won deals from the last two quarters and generate a cold email campaign based on the common challenges shared by prospects and how [insert company name] solves these challenges. Do not include prospect company name or contact names. Craft 2 emails.
Additional Prompts:
1. Deal Analysis
Create a comprehensive competitive analysis showing top competitors, frequency of encounters, win/loss reasons, and positioning comparisons based on our deal data
Generate a market intelligence report based on all customer conversations from the past quarter, highlighting emerging trends and opportunities
Analyze deals where we're only talking to a single decision-maker and highlight potential risks
Show me deals with no activity in the last 30 days and categorize them by risk level
2. Sales Performance
Compare talk-time ratios and question patterns between our top performers and others
Analyze the effectiveness of different discovery question sequences across our team
Show me how our win rates vary based on the number of stakeholders involved
3. Custom Report
Generate a QBR presentation highlighting key wins, losses, and learnings from this quarter
Create a business case template based on our most successful enterprise deals
Compile a summary of customer testimonials and success stories from recent calls
Key Benefits
1. Time Savings
Eliminate manual note-taking and summary creation
Quick access to historical information and context
Automated task execution and follow-up management
Efficient meeting preparation and review
2. Improved Decision Making
Data-driven insights across all conversations
Better understanding of customer needs and pain points
Clear visibility into deal progress and risks
Access to best practices and successful approaches
3. Enhanced Collaboration
Consistent information sharing across teams
Standardized process for capturing and acting on insights
Easy access to relevant context for team members
Improved handoffs and coordination
Best Practices
1. Getting Started
Begin with simple queries about specific calls or deals
Use the provided prompt templates for common use cases
Start with one key use case and gradually expand usage
Share successful approaches with team members
2. Query Tips
Be specific in your questions
Include relevant time periods when needed (e.g., "in the last 30 days")
Use natural language for queries
Specify the context (e.g., "for this deal" or "across all calls")
3. Workflow Integration
Create saved prompts for frequently used queries
Set up regular review cadences for deal and call analysis
Use Copilot before important meetings for preparation
Incorporate Copilot insights into team discussions
4. Quality Optimization
Ensure good recording quality for better analysis
Use consistent meeting structures
Document important context in calls
Maintain organized deal records
Sybill Copilot becomes more valuable with consistent usage and proper implementation. Focus on integrating it into your existing workflows and gradually expanding its use cases based on your team's needs. The more you use it, the more value you'll derive from its capabilities.