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Copilot Prompts Guide

Find the most common, useful & easy to get started prompts for Copilot

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Written by Mamta Tainwala
Updated over 3 weeks ago

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.

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