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

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 → - Pipeline views and deal management
• Prospects → - Active deals in progress
• Deal Contacts → - Buying committee mapping
• Pipeline Settings → - Customize stages and probabilities