Next Best Action Layer: discovery-to-demo example film (93 seconds, captions only)

Based on an actual copilot response. Interface, question, rationale and follow-up draft are illustrative; identifying details removed. The assistant shown is one way to use the custom layer.

00:00  After discovery, prepare a tailored demo
00:05  built around the buyer's actual process.
00:09  The deal is reviewed against your configured sales approach.
00:13  The response describes the workflow and improvement goals. The impact and evaluation still need validating.
00:21  They want fewer disconnected tools,
00:23  better reporting, and stronger quality control
00:25  across the screener-to-agent workflow.
00:27  The guidance gets specific.
00:30  Request their scripts, objections, call outcomes,
00:33  current reports and routing rules.
00:38  Quantify the gap: current measure, desired outcome, unit and timeframe.
00:42  Then agree how the buyer will evaluate.
00:48  This illustrative rationale connects a reporting need to a specific action,
00:53  showing how gap and evaluation guidance can inform preparation.
00:59  The sales engineer is asked to build two specific demo sequences.
01:09  The recommendations include suggested owners and timing,
01:18  and a follow-up draft for the seller to review.
01:26  We codify your sales approach
01:29  so AI can provide guidance this specific to the deal.

On screen, in order: an AI assistant workspace reviews one commercial discovery call against the configured sales approach (stage guidance, MEDDPICC, GAP, Vital 8 behaviour profiles as guidance, demo planning guidance); the recommendation "Prepare discovery validation and a tailored demo"; the buyer's screener, live transfer and agent workflow and improvement goals; the five inputs to request (scripts, objections, call outcomes, reports, routing rules); the gaps to quantify (reporting effort, conversion rates, QA effort, each still to establish) and how the buyer will evaluate; an illustrative rationale linking one reporting need to the guidance and an action; two demo sequences (screener workflow; contact-centre agent workflow); a draft preparation brief with three suggested actions, owners and timing; a follow-up email draft for the seller to review, not sent; the closing offer and disclosure.