AE Training Missions

Complete these four missions in order to master the workflows that save you 45+ minutes per company on research, pipeline management, and deal execution.

Before You Start

Make sure your organization has Global Context configured. Company Intelligence relies on your company profile and context documents.

Your Missions

Mission 1: Master Company Research

Run Company Intelligence, map stakeholders, and prep for calls in 5 minutes.

Start Mission 1

Mission 2: Build Your Pipeline

Create deals, set values, and move opportunities through stages.

Start Mission 2

Mission 3: Leverage AI for Selling

Use Copilot for research, generate AI emails, and leverage meeting transcripts.

Start Mission 3

Mission 4: Close Deals Faster

Track deal velocity, keep pipeline current, and export deal summaries.

Start Mission 4

Skill Progression

Mission	Skill	Time to Complete
1. Company Research	Run intelligence, map stakeholders, pre-call prep	15 min
2. Pipeline	Create and manage deals across stages	10 min
3. AI Selling	Copilot queries, AI email, transcript review	15 min
4. Closing	Velocity tracking, deal updates, export summaries	10 min

Prerequisites

• Access to graph8 studio with the Companies module enabled
• At least one target company added to your workspace
• Global Context configured for your organization

Need the full reference?

These missions focus on hands-on practice. For the complete AE capability overview, see the AE Training reference page.