Common Glyphic Agent Prompts

Glyphic Agents automate recurring analysis across calls, deals, and accounts. The prompts below are starting points — adapt them to your sales cycle, qualification framework, and stage names. For how to set up Agents in the first place, see Getting Started with Agents.

1. Deals at Risk

Used by: sales managers, AEs. Cadence: daily or weekly.

Analyze all active deals in my pipeline and identify those at risk of slipping or being lost. Flag deals that have:

• No call activity in the last 14 days
• Missing critical qualification information such as budget, decision maker, or timeline
• Negative sentiment in recent calls
• A competitor mentioned but not addressed
• A close date within 30 days but no recent momentum

For each at-risk deal, provide deal name and value, specific risk factors, last activity date, and recommended next actions.

2. Pipeline Health Report

Used by: CROs, VPs of Sales, Sales Directors. Cadence: weekly.

Generate an executive pipeline summary for this week including:

• Total pipeline value and deal count by stage
• Deals that progressed vs. regressed this week
• Top 5 deals at risk with specific reasons why
• Top 5 deals with strong momentum
• Competitive situation summary, including which competitors are appearing most
• Team activity highlights such as calls and meetings booked
• Deals closing this month with confidence assessment

Present the output in executive summary format with key metrics at the top.

3. Competitive Intelligence Tracker

Used by: Product, Sales Ops, Marketing. Cadence: monthly.

Analyze all calls from the past 30 days and provide competitive intelligence:

• Which competitors were mentioned and how many times
• In which deals we are competing against each competitor
• What specific objections or advantages customers mention for each competitor
• Win/loss patterns against each competitor
• Pricing or feature comparisons that came up

Provide the top 3 actionable insights for each major competitor.

4. Feature Request Aggregator

Used by: product managers, product marketing. Cadence: weekly.

Review all sales and customer success calls from the past 30 days and extract:

• All feature requests mentioned
• How many customers requested each feature
• Which customers requested each feature, including deal size or ARR
• Whether each request is a deal blocker or nice-to-have
• Related pain points that drove each request

Rank features by number of requests, total ARR of requesting customers, and deal-blocking status.

5. Rep Coaching Brief

Used by: sales managers. Cadence: weekly.

Analyze [Rep Name]'s calls from the past 2 weeks and provide:

• Number and types of calls conducted
• Average scorecard scores by skill (discovery, objection handling, next steps)
• Skills where the rep is strong
• Skills where the rep needs improvement
• Deals that progressed vs. stalled
• Examples of 2–3 calls that need coaching attention
• Improvement trends compared to the previous 2 weeks

Format the output as a coaching brief for a 1:1 meeting.

6. Churn Risk Early Warning

Used by: CS managers, CSMs. Cadence: weekly.

Analyze all customer success calls from the past 7 days and flag accounts with churn risk signals:

• Negative sentiment or sentiment declining over time
• Mentions of competitors or alternatives being evaluated
• Unresolved technical issues or product complaints
• Budget concerns or pricing complaints
• Decreased engagement or responsiveness
• No expansion or growth discussions

For each at-risk account, provide account name and ARR, specific risk signals with call quotes, severity level, recommended intervention actions, and renewal date if within 90 days.

7. Stale Deal Reactivation

Used by: AEs, sales managers. Cadence: weekly or bi-weekly.

Identify all deals in my pipeline that:

• Are not marked as Closed Lost
• Have had no call or email activity in the past 21 days or more
• Were last active with positive or neutral sentiment

For each stale deal, provide deal name/value/stage, last activity date and what happened, last known sentiment and concerns, suggested re-engagement approach, and whether the deal should be reactivated or disqualified. Prioritize by deal value and recency of last activity.

8. Win/Loss Pattern Analysis

Used by: RevOps, sales leadership, sales enablement. Cadence: quarterly.

Compare deals we won vs. deals we lost in the past 90 days and identify:

• Pain points present in won vs. lost deals
• Differences in qualification completeness
• Differences in competitive situations
• Average number of calls in won vs. lost deals
• Which stakeholders were involved in won vs. lost
• Sentiment patterns in each group

Provide the top 5 factors that most strongly predict wins vs. losses, with examples.

9. Expansion Opportunity Identifier

Used by: CSMs, CS leadership. Cadence: weekly or bi-weekly.

Review all customer success calls from the past 30 days and identify expansion opportunities where customers mentioned:

• Additional use cases or departments interested
• Other teams or divisions that could use the product
• Interest in additional features, products, or services
• Increased usage or scaling plans
• Success stories or ROI that indicate readiness to expand
• Positive sentiment and satisfaction

For each opportunity, provide customer name and current ARR, specific expansion signals with quotes, estimated expansion potential, best timing for the discussion, and whether to handle in CS or hand to sales.

10. Missing Qualification Audit

Used by: sales managers, RevOps. Cadence: weekly.

Audit all deals currently in [Stage: Demo or later] and identify which are missing critical qualification information:

• Economic Buyer not identified
• Budget not discussed or confirmed
• Decision timeline not established
• Decision criteria not understood
• Champion not identified
• Competition not addressed
• Pain not quantified

For each deal with gaps, provide deal name/value/stage/close date, which qualification elements are missing, last call date, and recommended questions for the next call. Group the output by rep so each person can see their qualification gaps.

Prompt design tips

• Be specific. Define what data the agent should analyze and what fields the output should include.
• Use clear time ranges. "Past 7 days", "past 30 days", "past 90 days".
• Define your criteria. Terms like "at risk" or "stale" work best when the prompt explains what they mean.
• Ask for evidence. Quotes, dates, or call examples make the output verifiable.
• Prioritize the output. Sort by urgency, deal value, ARR, stage, or risk level.
• Ask for recommended actions. Agents are more useful when they suggest next steps, not just observations.

Customizing for your team

• Time window. Shorter windows for transactional motions; longer windows for enterprise cycles.
• Qualification framework. Adapt for MEDDPICC, BANT, SPICED, or your own.
• Stage names. Replace generic stages with the names used in your pipeline.
• Delivery format. Slack for alerts, email for digests, in-app for ongoing visibility.

Quick reference

• Deals at risk
• Pipeline health summary
• Competitive intelligence
• Feature request aggregation
• Rep coaching brief
• Churn risk detection
• Stale deal reactivation
• Win/loss analysis
• Expansion opportunity detection
• Qualification gap audit

If you build a prompt that works well for your team, share it with your CSM so we can add it to the template library.