A consultancy wants seller meeting prep to use the opportunity. A teammate also wants a service copilot deployed to those same sellers. Which configuration fits?
Select an answer to reveal the explanation.
Short Explanation
Sellers prep from the deal in front of them, not from a case desk built for a different job. You configure Copilot for Sales so meeting prep uses the opportunity, and you do not hand those sellers a conflicting service copilot. Two copilots preparing from two records will brief two different meetings.
Full Explanation
Copilot for Sales is the seller surface, and meeting prep is useful here only when it reads the opportunity the meeting is about. Configure that, and stop there for these sellers. A service copilot on the same people is a second assistant built for cases, and it will compete with the sales brief. Turning on Copilot for Service as the meeting-prep tool and leaving the opportunity disconnected puts the wrong copilot on the job and withholds the record the brief needs. Deploying both copilots to every seller and letting each prepare from a different record guarantees conflicting briefs. Skipping Copilot for Sales and having sellers paste opportunity notes into a service case moves a sales task onto a case just to reuse the wrong copilot. Exam caveat: service staff at the consultancy may still use Copilot for Service on real cases. The exclusion is the seller meeting-prep seat, not the whole firm. Operational check: open a seller's meeting prep, confirm the brief cites the opportunity, and confirm those seller accounts are not assigned the service copilot.