Sequencer — Automate Email Outreach That Converts
The Sequencer in graph8 is a campaign builder for emails. It automates personalised outreach on a large scale. With the Sequence workflow, your team now follows a simple, reliable process: create a send schedule, build or import a sequence, choose sending mailboxes and AI agents, select a target list and email template, review the steps, and go live. graph8 sends emails, personalises them, and tracks performance. This lets you focus on responses and optimisation. Quick Overview Create email sequences with multiple timed steps. Personalize messages with dynamic variables (e.g., {{first_name}}, {{company}}). Use AI to draft or improve email copy and subject lines. Dry-run messages to preview real output before sending. Enroll contacts from Lists, Search results, Visitors, or add manually. Monitor performance across Overview, Contacts, Emails, Activities, and Reports. Where to Find Sequencer To find the Sequencer, simply go to the left nav of graph8, select Engage, then Sequencer. You can also open it directly here (workspace login needed). When you open Sequencer, you’ll see the builder UI. The live preview is on the right. At the top, there are 2 main tabs: Personal Sequences and Team Sequences. Before You Start — Understand the Sequencer Main Page The Sequencer main page is your control centre for all email campaigns. At the top you’ll see two primary tabs: Personal Sequences and Team Sequences. Use Personal Sequences to see your own campaigns. Switch to Team Sequences to view campaigns shared in your workspace. This makes it easy to separate your solo tests from production, team-wide cadences. On the top-right are two important controls. The purple “Create Sequence” button opens the builder. You can start a new campaign by either beginning from scratch or importing a template. The small “Setting” gear icon with purple button opens the Sequencer schedule. You can set your campaign sending windows here. This includes the time zone, business hours, days of the week, and weekend rules. The schedule shows graph8 when sequences can run. The centre table lists your sequences and key columns. On the right, the Columns panel helps you show or hide fields and reorder the table. The Filters panel narrows the list by owner, status, or other properties. Sequencer Workflow — Step-by-Step 1. Create a schedule in Settings Open Sequencer → Settings → + New Schedule. Define the campaign sending windows: Time Zone: Specify the time zone for sending. Business Hours: State the hours when campaigns can go out. Days to Send: List the specific days for sending. Weekend Rules: Explain the rules for sending on weekends. This schedule controls when all sequence steps may be delivered. 2. Create a sequence After you create a schedule for your campaign, it's time to create your first sequence. For that, click "+ Create Sequence." Choose "Start from scratch" to make a custom flow, or select "Import from Template" to load a prebuilt sequence you can adjust. Templates are a great way to get started quickly. 3. Fill basic sequence information After you select the above option like I selected "Start from scratch". You need to enter a basic details like descriptive Sequence Name, select one or more Sending Mailboxes, and more Select the AI Agents for content generation Select the time schedule which we made in step 01 Select the additional details like do you want to share this sequence with your team or not and more After you select everything click on ‘Next’ at the top right of the page. Below is the image where we have filled the details for your guidance: 4. Select contacts list Pick a target List (or select contacts from Search/Visitors). This is the contact list, you are going to use in sequence that you will be running or sending email to using Sequencer. Just click on ‘Add List’ and select from your lists. After adding contacts, click on the Next button. 5. Sequence steps The next step is creating your Sequence steps. Where you will choose an existing email template or create a new one inside the sequence. Just click on “+Add Step” and start creating by selecting the template options. These templates can be manual, saved, or AI-generated. You also need to assign which mailbox will send each step if you use multiple mailboxes. Even if you want to send email to thousands of users these steps will automate your whole process. That' s why you need to explore these steps and pick what suits your needs. 6. Review each step After everything is done, you need to review each step and click on "Create Sequence". Congrats you have created your first Sequence. Make Sequence in Draft, Go Live, or Duplicate After your Sequence is created, it is time to run it or save it in draft. For that, you will have 4 options: Draft: If you don't want to run it now and want to save it for future use, you can just save your sequence in draft form. Go Live: If you want to run the email campaign right, just select the Go Live option. And your sequence will execute and your emails will be sent on your scheduled time. Duplicate: If you want to create an exact or similar sequence, just select "Duplicate." It will then be added to your main sequence page. Refresh: It refreshes the data in case you made some change to it. Other than that you can also view all stats and reports of each sequence by choosing top menu options. This will help you get clear information about your campaign results and how you can optimise it for future campaigns. Again the sequence we created for testing purposes is added in the Sequence Main Page as shown below. You can access it by clicking on it and make it go live or edit it in case you want to make changes in it, as mentioned above. Best practices Start with a 3–5 step sequence and refine. Use high-confidence contacts first for live sends. Keep subject lines concise (<60 characters) and emails short. Respect time zones and business hours using the schedule you created. Exclude suppression lists and maintain good list hygiene. Check replies each day. If you see negative trends, like high bounces or spam reports, pause the sequence. Troubleshooting Emails not sending: verify mailbox connection, schedule windows, and that steps are enabled. High bounce rate: check SPF/DKIM, clean lists, and use Contact Confidence filters. Variables not rendering: ensure contact records include the required fields. Contacts not enrolled: confirm list selection and suppression rules. Need help? Use the in-app chat for quick assistance (bottom-right). Visit the graph8 Knowledge Base for step-by-step articles and templates. Email support@graph8.com for account, mailbox, or technical issues.
uzman ali 3 months ago
Feature Request
Sequencer — Automate Email Outreach That Converts
The Sequencer in graph8 is a campaign builder for emails. It automates personalised outreach on a large scale. With the Sequence workflow, your team now follows a simple, reliable process: create a send schedule, build or import a sequence, choose sending mailboxes and AI agents, select a target list and email template, review the steps, and go live. graph8 sends emails, personalises them, and tracks performance. This lets you focus on responses and optimisation. Quick Overview Create email sequences with multiple timed steps. Personalize messages with dynamic variables (e.g., {{first_name}}, {{company}}). Use AI to draft or improve email copy and subject lines. Dry-run messages to preview real output before sending. Enroll contacts from Lists, Search results, Visitors, or add manually. Monitor performance across Overview, Contacts, Emails, Activities, and Reports. Where to Find Sequencer To find the Sequencer, simply go to the left nav of graph8, select Engage, then Sequencer. You can also open it directly here (workspace login needed). When you open Sequencer, you’ll see the builder UI. The live preview is on the right. At the top, there are 2 main tabs: Personal Sequences and Team Sequences. Before You Start — Understand the Sequencer Main Page The Sequencer main page is your control centre for all email campaigns. At the top you’ll see two primary tabs: Personal Sequences and Team Sequences. Use Personal Sequences to see your own campaigns. Switch to Team Sequences to view campaigns shared in your workspace. This makes it easy to separate your solo tests from production, team-wide cadences. On the top-right are two important controls. The purple “Create Sequence” button opens the builder. You can start a new campaign by either beginning from scratch or importing a template. The small “Setting” gear icon with purple button opens the Sequencer schedule. You can set your campaign sending windows here. This includes the time zone, business hours, days of the week, and weekend rules. The schedule shows graph8 when sequences can run. The centre table lists your sequences and key columns. On the right, the Columns panel helps you show or hide fields and reorder the table. The Filters panel narrows the list by owner, status, or other properties. Sequencer Workflow — Step-by-Step 1. Create a schedule in Settings Open Sequencer → Settings → + New Schedule. Define the campaign sending windows: Time Zone: Specify the time zone for sending. Business Hours: State the hours when campaigns can go out. Days to Send: List the specific days for sending. Weekend Rules: Explain the rules for sending on weekends. This schedule controls when all sequence steps may be delivered. 2. Create a sequence After you create a schedule for your campaign, it's time to create your first sequence. For that, click "+ Create Sequence." Choose "Start from scratch" to make a custom flow, or select "Import from Template" to load a prebuilt sequence you can adjust. Templates are a great way to get started quickly. 3. Fill basic sequence information After you select the above option like I selected "Start from scratch". You need to enter a basic details like descriptive Sequence Name, select one or more Sending Mailboxes, and more Select the AI Agents for content generation Select the time schedule which we made in step 01 Select the additional details like do you want to share this sequence with your team or not and more After you select everything click on ‘Next’ at the top right of the page. Below is the image where we have filled the details for your guidance: 4. Select contacts list Pick a target List (or select contacts from Search/Visitors). This is the contact list, you are going to use in sequence that you will be running or sending email to using Sequencer. Just click on ‘Add List’ and select from your lists. After adding contacts, click on the Next button. 5. Sequence steps The next step is creating your Sequence steps. Where you will choose an existing email template or create a new one inside the sequence. Just click on “+Add Step” and start creating by selecting the template options. These templates can be manual, saved, or AI-generated. You also need to assign which mailbox will send each step if you use multiple mailboxes. Even if you want to send email to thousands of users these steps will automate your whole process. That' s why you need to explore these steps and pick what suits your needs. 6. Review each step After everything is done, you need to review each step and click on "Create Sequence". Congrats you have created your first Sequence. Make Sequence in Draft, Go Live, or Duplicate After your Sequence is created, it is time to run it or save it in draft. For that, you will have 4 options: Draft: If you don't want to run it now and want to save it for future use, you can just save your sequence in draft form. Go Live: If you want to run the email campaign right, just select the Go Live option. And your sequence will execute and your emails will be sent on your scheduled time. Duplicate: If you want to create an exact or similar sequence, just select "Duplicate." It will then be added to your main sequence page. Refresh: It refreshes the data in case you made some change to it. Other than that you can also view all stats and reports of each sequence by choosing top menu options. This will help you get clear information about your campaign results and how you can optimise it for future campaigns. Again the sequence we created for testing purposes is added in the Sequence Main Page as shown below. You can access it by clicking on it and make it go live or edit it in case you want to make changes in it, as mentioned above. Best practices Start with a 3–5 step sequence and refine. Use high-confidence contacts first for live sends. Keep subject lines concise (<60 characters) and emails short. Respect time zones and business hours using the schedule you created. Exclude suppression lists and maintain good list hygiene. Check replies each day. If you see negative trends, like high bounces or spam reports, pause the sequence. Troubleshooting Emails not sending: verify mailbox connection, schedule windows, and that steps are enabled. High bounce rate: check SPF/DKIM, clean lists, and use Contact Confidence filters. Variables not rendering: ensure contact records include the required fields. Contacts not enrolled: confirm list selection and suppression rules. Need help? Use the in-app chat for quick assistance (bottom-right). Visit the graph8 Knowledge Base for step-by-step articles and templates. Email support@graph8.com for account, mailbox, or technical issues.
uzman ali 3 months ago
Feature Request
WebChat — Turn Page into a 24/7 Conversion Surface
graph8 WebChat adds a chat widget to your site. It uses AI agents and works smoothly with Forms, Visitors, Lists, Enrichment, and Sequences. One JavaScript snippet gives you chat, tracking, and form capture. You can create no-code flows, send conversations via a URL, and view changes live before you publish. This guide covers the WebChat Builder. It shows you how to create guided questions and CTAs. You’ll learn to route traffic to agents, test, and publish safely. It also explains how to connect chat actions to your outreach workflows. Where to find WebChat To find the WebChat, simply go to the left nav of graph8, select Engage, then WebChat. You can also open it directly here (workspace login needed). When you open WebChat, you’ll see the builder UI. The live preview is on the right. At the top, there are 4 main tabs: Questions, Buttons, Theme, and Agents. Before you start, install the JS code snippet WebChat (like Forms and Visitors) runs from the graph8 JS snippet. Copy the snippet from your graph8 dashboard. Paste it before on each page template or landing page. If your site uses a consent manager, ensure the widget only loads after consent when required. Once installed, WebChat will appear on pages according to the rules you define in the builder. Builder overview (tabs) Questions It creates guided questions (like FAQs) that visitors can click on. These questions cut token use, guide visitors, and enhance the user experience. Use for common queries (pricing, integrations, demo booking). Recommended length: under 60 characters for question text. Fields: Question text, optional category, paths (URL restrictions, comma-separated), and Active toggle. Example: Question: “Do you integrate with Salesforce?” Paths: /pricing/, /integrations/ → appear only on those pages. Buttons Here you can add up to two floating CTAs per page (link, calendar/bookings, or fire a saved question). Just click on '+ New Button' and get started. Fields: Label, Action Type (Link / Calendar / Question), URL (if Link), Path Options (all pages, hidden, or specific pages), Active toggle. If you need more CTAs, use Paths to swap buttons by page (e.g., pricing page shows “Book a Demo”, blog shows “Ask a Question”) Theme Style the chat widget and preview changes live. Controls: Colors, fonts, widths, dark mode, header text, button style, message style, suggested question style, and floating button placement. Live preview updates instantly; test desktop and mobile widths. Agents With Agents here, you can route conversations to specific AI agents based on URL patterns. You can add Agent Rules with Agent Name and URL Filter Toggle Set as Default for the fallback agent. Rules are evaluated top → bottom; the first matching URL wins. Routing and actions (connect chat to workflows) graph8 WebChat supports actions that integrate with other graph8 features: Add to List: capture an asker into a List for follow-up. Add to Sequence: start an automated outreach sequence directly from the chat. Enrich: trigger an enrichment job (AI/Waterfall) on captured leads. Open a URL / Calendar: route to external or internal booking pages. Trigger Workflows: send Slack alerts, notifications, or custom webhooks (if Workflow Builder is available). Use these to create immediate sales handoffs (e.g., high-intent chat → add to Hot Leads list → notify AE). Best practices Start with a small FAQ set (8–12 questions) and expand based on real user queries. Use question prompts to save tokens. Guided paths are cheaper and quicker than free-text flows. Route high-intent pages (pricing, demo, signup) to SalesBot and docs pages to SupportBot. Keep buttons minimal: two CTAs are the maximum per page but swap them via Paths. Test often: preview and test on live pages before publishing widely. Troubleshooting WebChat not showing up? First, check if the snippet is installed and published. Also, look at the consent manager settings. Buttons/questions not showing on a page: verify path rules and agent URL filters; clear cache. Check the agent rule order and wildcards. The first match is the one that counts. Links or calendar not opening: confirm URL/Calendar config and browser pop-up settings. Poor answer quality: adjust agent prompt, update the knowledge base, or use a different model/tuning. Need help? Use the in-app chat (bottom-right) for immediate support. Email support@graph8.com for account, integration, or permission issues. For advanced routing, workflow integration, or enterprise audits, contact Customer Success.
uzman ali 3 months ago
Feature Request
WebChat — Turn Page into a 24/7 Conversion Surface
graph8 WebChat adds a chat widget to your site. It uses AI agents and works smoothly with Forms, Visitors, Lists, Enrichment, and Sequences. One JavaScript snippet gives you chat, tracking, and form capture. You can create no-code flows, send conversations via a URL, and view changes live before you publish. This guide covers the WebChat Builder. It shows you how to create guided questions and CTAs. You’ll learn to route traffic to agents, test, and publish safely. It also explains how to connect chat actions to your outreach workflows. Where to find WebChat To find the WebChat, simply go to the left nav of graph8, select Engage, then WebChat. You can also open it directly here (workspace login needed). When you open WebChat, you’ll see the builder UI. The live preview is on the right. At the top, there are 4 main tabs: Questions, Buttons, Theme, and Agents. Before you start, install the JS code snippet WebChat (like Forms and Visitors) runs from the graph8 JS snippet. Copy the snippet from your graph8 dashboard. Paste it before on each page template or landing page. If your site uses a consent manager, ensure the widget only loads after consent when required. Once installed, WebChat will appear on pages according to the rules you define in the builder. Builder overview (tabs) Questions It creates guided questions (like FAQs) that visitors can click on. These questions cut token use, guide visitors, and enhance the user experience. Use for common queries (pricing, integrations, demo booking). Recommended length: under 60 characters for question text. Fields: Question text, optional category, paths (URL restrictions, comma-separated), and Active toggle. Example: Question: “Do you integrate with Salesforce?” Paths: /pricing/, /integrations/ → appear only on those pages. Buttons Here you can add up to two floating CTAs per page (link, calendar/bookings, or fire a saved question). Just click on '+ New Button' and get started. Fields: Label, Action Type (Link / Calendar / Question), URL (if Link), Path Options (all pages, hidden, or specific pages), Active toggle. If you need more CTAs, use Paths to swap buttons by page (e.g., pricing page shows “Book a Demo”, blog shows “Ask a Question”) Theme Style the chat widget and preview changes live. Controls: Colors, fonts, widths, dark mode, header text, button style, message style, suggested question style, and floating button placement. Live preview updates instantly; test desktop and mobile widths. Agents With Agents here, you can route conversations to specific AI agents based on URL patterns. You can add Agent Rules with Agent Name and URL Filter Toggle Set as Default for the fallback agent. Rules are evaluated top → bottom; the first matching URL wins. Routing and actions (connect chat to workflows) graph8 WebChat supports actions that integrate with other graph8 features: Add to List: capture an asker into a List for follow-up. Add to Sequence: start an automated outreach sequence directly from the chat. Enrich: trigger an enrichment job (AI/Waterfall) on captured leads. Open a URL / Calendar: route to external or internal booking pages. Trigger Workflows: send Slack alerts, notifications, or custom webhooks (if Workflow Builder is available). Use these to create immediate sales handoffs (e.g., high-intent chat → add to Hot Leads list → notify AE). Best practices Start with a small FAQ set (8–12 questions) and expand based on real user queries. Use question prompts to save tokens. Guided paths are cheaper and quicker than free-text flows. Route high-intent pages (pricing, demo, signup) to SalesBot and docs pages to SupportBot. Keep buttons minimal: two CTAs are the maximum per page but swap them via Paths. Test often: preview and test on live pages before publishing widely. Troubleshooting WebChat not showing up? First, check if the snippet is installed and published. Also, look at the consent manager settings. Buttons/questions not showing on a page: verify path rules and agent URL filters; clear cache. Check the agent rule order and wildcards. The first match is the one that counts. Links or calendar not opening: confirm URL/Calendar config and browser pop-up settings. Poor answer quality: adjust agent prompt, update the knowledge base, or use a different model/tuning. Need help? Use the in-app chat (bottom-right) for immediate support. Email support@graph8.com for account, integration, or permission issues. For advanced routing, workflow integration, or enterprise audits, contact Customer Success.
uzman ali 3 months ago
Feature Request
Forms — We Capture Your Every Submission
graph8 Forms automatically collects and centralises all forms and their inputs from your websites, landing pages, and linked CRMs. It achieves this with just one JavaScript snippet. So, our Forms feature gathers all submissions in one spot. It shows form-level metrics and lets you act on leads right away. You can save to lists, add to sequences, enrich, or export. No more hunting through different platforms. This guide shows how graph8 Forms feature work. It includes setup, using Columns and Filters, and practical workflows. This helps prevent lead loss and speeds up follow-up. Where to find Forms Click Form in the left nav under Prospects. You'll see project and stream controls at the top - these let you choose which website or project to look at. Below those, you've got a main table with form rows and the Columns & Filters panels on the right. Key benefits Capture form input from all sources; like site forms, landing pages, HubSpot, and CRM, with one snippet. Centralise submissions for faster qualification and follow-up. See which forms convert best and which fields cause drop-off. Directly add submissions to lists, sequences, or enrichment jobs. Reduce lead leakage and improve conversion tracking. Quick workflow Install the graph8 code snippet on your site(s). Open Forms → select the relevant Stream (project/site). Use Filters and Columns to find the form or submissions you want. Click a form row to view recent submissions and field data. Take action: save to a list, add to a sequence, export, or enrich the contacts. Monitor analytics to optimize form performance. Setup: install the snippet Copy the graph8 JS snippet from your dashboard (For a detailed walkthrough, see → Installing the JS Snippet Guide) Paste it into your site or tag manager before on every page template. Publish changes. Important: If your site has a consent manager (GDPR/CCPA), make sure the snippet loads only after the visitor gives consent when needed. Page layout and components Stream: Choose the website or project (Stream) to view forms for that site. Browser Key: Optional session-level keys and quick filter controls. Table columns (main): Typical columns include Form ID, Page URL, Total Submissions, Latest Submission, Target List, and Actions. Columns panel (right): Show/hide fields to customize the table view (e.g., Form Host, Referrer, Time). Filters panel (right): You can narrow results by date, page path, form ID, submission count, stream, or target list. Actions: View submissions, add to list, add to sequence, export, delete or open a submission detail. Working with columns and filters Columns Click Columns to choose which fields appear (Form ID, Page URL, etc.). Drag columns to reorder; pin important columns so they remain visible. Auto-size columns to fit their contents. Filters Click Filters to narrow your view by: Form ID Total Submission Latest Submission Integrations and routing graph8 Forms collects inputs from embedded forms, third-party tools, and linked CRMs once the snippet is installed. You can send submissions to external systems like CRM, webhook, or Zapier in real time. You can also set up scheduled exports. Fill in missing contact data like email, phone, and LinkedIn with Pair Forms and Enrichment right after you capture it. Form analytics and insights Total Submissions: See volume per form to identify high-traffic forms. Conversion Insights: Look at page views from visitors and compare them to form submissions. This helps you calculate conversion rates. Field drop-off: Find fields that are often left blank to make forms simpler. Latest Submission: Use recency to prioritize follow-up. Top performing pages: Filter by Page URL to see which pages generate the most leads. Use these insights to A/B test fields, move long forms to multi-step, or add progressive profiling. Best practices Install snippets site-wide so you capture every form and page view. Test after install: submit sample entries on key pages and confirm they appear in Forms. Auto-route submissions into target lists (e.g., Demo, Pricing, Enterprise) for faster handling. Use Streams to separate environments (prod, staging) or multiple domains. Troubleshooting No submissions show up. First, check if the JS snippet is installed and published on the right page and stream. Then, clear the cache and test again. Some forms might not be captured. Check if they use special widgets or are on a different domain that needs CORS setup. Duplicates: enable merge settings or run a dedupe job before exporting/sequence. Check for missing fields: ensure the form sends inputs with name attributes. You can also map fields manually in the submission detail view. Need help? Use the in-app chat (bottom-right) for quick assistance. Email support@graph8.com for account, integration, or permission issues. For setup help or complex routing, like webhooks and CRM mapping, reach out to Customer Success for guidance. For a detailed code walkthrough, see → Installing the JS Snippet Guide)
uzman ali 3 months ago
Feature Request
Forms — We Capture Your Every Submission
graph8 Forms automatically collects and centralises all forms and their inputs from your websites, landing pages, and linked CRMs. It achieves this with just one JavaScript snippet. So, our Forms feature gathers all submissions in one spot. It shows form-level metrics and lets you act on leads right away. You can save to lists, add to sequences, enrich, or export. No more hunting through different platforms. This guide shows how graph8 Forms feature work. It includes setup, using Columns and Filters, and practical workflows. This helps prevent lead loss and speeds up follow-up. Where to find Forms Click Form in the left nav under Prospects. You'll see project and stream controls at the top - these let you choose which website or project to look at. Below those, you've got a main table with form rows and the Columns & Filters panels on the right. Key benefits Capture form input from all sources; like site forms, landing pages, HubSpot, and CRM, with one snippet. Centralise submissions for faster qualification and follow-up. See which forms convert best and which fields cause drop-off. Directly add submissions to lists, sequences, or enrichment jobs. Reduce lead leakage and improve conversion tracking. Quick workflow Install the graph8 code snippet on your site(s). Open Forms → select the relevant Stream (project/site). Use Filters and Columns to find the form or submissions you want. Click a form row to view recent submissions and field data. Take action: save to a list, add to a sequence, export, or enrich the contacts. Monitor analytics to optimize form performance. Setup: install the snippet Copy the graph8 JS snippet from your dashboard (For a detailed walkthrough, see → Installing the JS Snippet Guide) Paste it into your site or tag manager before on every page template. Publish changes. Important: If your site has a consent manager (GDPR/CCPA), make sure the snippet loads only after the visitor gives consent when needed. Page layout and components Stream: Choose the website or project (Stream) to view forms for that site. Browser Key: Optional session-level keys and quick filter controls. Table columns (main): Typical columns include Form ID, Page URL, Total Submissions, Latest Submission, Target List, and Actions. Columns panel (right): Show/hide fields to customize the table view (e.g., Form Host, Referrer, Time). Filters panel (right): You can narrow results by date, page path, form ID, submission count, stream, or target list. Actions: View submissions, add to list, add to sequence, export, delete or open a submission detail. Working with columns and filters Columns Click Columns to choose which fields appear (Form ID, Page URL, etc.). Drag columns to reorder; pin important columns so they remain visible. Auto-size columns to fit their contents. Filters Click Filters to narrow your view by: Form ID Total Submission Latest Submission Integrations and routing graph8 Forms collects inputs from embedded forms, third-party tools, and linked CRMs once the snippet is installed. You can send submissions to external systems like CRM, webhook, or Zapier in real time. You can also set up scheduled exports. Fill in missing contact data like email, phone, and LinkedIn with Pair Forms and Enrichment right after you capture it. Form analytics and insights Total Submissions: See volume per form to identify high-traffic forms. Conversion Insights: Look at page views from visitors and compare them to form submissions. This helps you calculate conversion rates. Field drop-off: Find fields that are often left blank to make forms simpler. Latest Submission: Use recency to prioritize follow-up. Top performing pages: Filter by Page URL to see which pages generate the most leads. Use these insights to A/B test fields, move long forms to multi-step, or add progressive profiling. Best practices Install snippets site-wide so you capture every form and page view. Test after install: submit sample entries on key pages and confirm they appear in Forms. Auto-route submissions into target lists (e.g., Demo, Pricing, Enterprise) for faster handling. Use Streams to separate environments (prod, staging) or multiple domains. Troubleshooting No submissions show up. First, check if the JS snippet is installed and published on the right page and stream. Then, clear the cache and test again. Some forms might not be captured. Check if they use special widgets or are on a different domain that needs CORS setup. Duplicates: enable merge settings or run a dedupe job before exporting/sequence. Check for missing fields: ensure the form sends inputs with name attributes. You can also map fields manually in the submission detail view. Need help? Use the in-app chat (bottom-right) for quick assistance. Email support@graph8.com for account, integration, or permission issues. For setup help or complex routing, like webhooks and CRM mapping, reach out to Customer Success for guidance. For a detailed code walkthrough, see → Installing the JS Snippet Guide)
uzman ali 3 months ago
Feature Request
Intent — Discover Who’s Actively Searching for Your Solutions
The Intent feature in graph8 helps you find real-time buying signals. It shows what people and companies are researching about topics related to your business. It finds out who wants your product before they contact you. And for that, it uses advanced AI to look at billions of behaviours and search signals. With Intent, you can see which topics, products, or competitors your prospects are exploring. You can also take action right from the same dashboard. Why Intent Matters Find buyers early: Reach prospects before they speak to competitors. Target smarter: Identify accounts that are already showing interest in your solutions. Personalize campaigns: Align outreach with what your audience is researching. Act in real time: Use live intent signals to focus on the hottest opportunities. How graph8 Intent Works graph8’s AI engine constantly scans and studies digital behaviours. It looks at searches, content engagement, and research activity to identify patterns of purchase intent. Then it maps these signals to people and companies in your database. Then, it ranks them by how likely they are to buy. Finally, it gives you insights you can act on right away. Key Components 1. Intent Topics graph8 shows NLP-generated topics that reflect key buying interests in your market. Predefined categories that cover common B2B research areas. Automatically updated as your audience’s research behaviour changes. Trend analysis helps you spot emerging interest across your ICP. Tip: You can view trending intent topics or add your own. 2. Intent Keywords You can add and manage your own buying intent keywords to tailor your signal tracking. These keywords tell graph8 which topics to check for relevant buying activity. To add a new intent keyword: Navigate to Intent → Keywords in the left sidebar (under Prospects). Review existing tracked keywords; including the date added and last update. Click + Add Keyword (top right). In the pop-up, type your desired keyword. Choose competitor names, product categories, or industry terms relevant to your business. Example: “AI Sales Assistant,” “Outbound Automation,” “Data Enrichment Platform.” Click Add to confirm. graph8 will start tracking this keyword right away. It will show prospects looking into it in the People and Companies tabs. 3. People and Companies tabs After you add your keywords as shown above, graph8 finds people and companies talking about those topics online. People Tab This tab shows individual prospects who have shown intent around your chosen keywords. Columns typically include: Name: Click to open their contact profile. Company: Their associated organization. Intent Topic: The keyword or topic that triggered the match. Last Seen: Most recent activity time. Engagement Level: Strength of their intent signal. Companies Tab This tab displays aggregated intent activity at the company level, including: Company Name: Click to view the full profile. Industry / Size / Location: Firmographic details. Intent Keywords: Topics the company is researching. Intent Score: Ranking based on the volume and recency of engagement. Filter by keyword, topic, date, or industry to narrow your focus and build target lists fast. 4. Refining Tracked URLs We collect intent data from thousands of tracked web sources. You can review and manage these URLs in the URLs tab: See which sites are currently tracked. Remove irrelevant or low-quality sources. Add new domains that are more aligned with your market. This ensures your intent signals stay focused and relevant. Using Intent in Search and Campaigns You can use Intent Keywords directly within graph8 Search and Campaigns. In Search Combine many intent topics to build hyper-targeted prospect lists. Example: Find marketing managers at companies researching “AI lead generation.” In Campaigns Use intent-based filters to build campaigns targeting people or companies showing recent activity. Personalize outreach with AI-generated messages that align with the topics they’re researching. Making the Most of graph8 Intent Here are a few ways to use intent data effectively inside your graph8 workspace: Prioritise Hot Accounts: Sort companies by intent score or last-seen date to focus on the most recent interest. Automate Workflows: Trigger alerts or sequences when prospects show new intent. Personalize Outreach: Reference topics or trends your prospects are actively researching. Identify Buying Committees: When several people from a company express interest, add them to an Account View. Bottom Line So, graph8 Intent feature helps you see who’s ready to buy, what they care about, and when to reach out. graph8 uses real-time data, accurate scoring, and smooth campaign integration. It transforms intent signals into valuable pipeline opportunities. Need Help? If you need any assistance using Intent or have questions about how to get the most out of buyer intent data: Visit the graph8 Knowledge Base for detailed guides and step-by-step tutorials. To chat with our support team, click the chat icon at the bottom-right of any page. Or email us directly at support@graph8.com. We’re here to help you understand your audience and turn buyer intent into real engagement.
uzman ali 3 months ago
Feature Request
Intent — Discover Who’s Actively Searching for Your Solutions
The Intent feature in graph8 helps you find real-time buying signals. It shows what people and companies are researching about topics related to your business. It finds out who wants your product before they contact you. And for that, it uses advanced AI to look at billions of behaviours and search signals. With Intent, you can see which topics, products, or competitors your prospects are exploring. You can also take action right from the same dashboard. Why Intent Matters Find buyers early: Reach prospects before they speak to competitors. Target smarter: Identify accounts that are already showing interest in your solutions. Personalize campaigns: Align outreach with what your audience is researching. Act in real time: Use live intent signals to focus on the hottest opportunities. How graph8 Intent Works graph8’s AI engine constantly scans and studies digital behaviours. It looks at searches, content engagement, and research activity to identify patterns of purchase intent. Then it maps these signals to people and companies in your database. Then, it ranks them by how likely they are to buy. Finally, it gives you insights you can act on right away. Key Components 1. Intent Topics graph8 shows NLP-generated topics that reflect key buying interests in your market. Predefined categories that cover common B2B research areas. Automatically updated as your audience’s research behaviour changes. Trend analysis helps you spot emerging interest across your ICP. Tip: You can view trending intent topics or add your own. 2. Intent Keywords You can add and manage your own buying intent keywords to tailor your signal tracking. These keywords tell graph8 which topics to check for relevant buying activity. To add a new intent keyword: Navigate to Intent → Keywords in the left sidebar (under Prospects). Review existing tracked keywords; including the date added and last update. Click + Add Keyword (top right). In the pop-up, type your desired keyword. Choose competitor names, product categories, or industry terms relevant to your business. Example: “AI Sales Assistant,” “Outbound Automation,” “Data Enrichment Platform.” Click Add to confirm. graph8 will start tracking this keyword right away. It will show prospects looking into it in the People and Companies tabs. 3. People and Companies tabs After you add your keywords as shown above, graph8 finds people and companies talking about those topics online. People Tab This tab shows individual prospects who have shown intent around your chosen keywords. Columns typically include: Name: Click to open their contact profile. Company: Their associated organization. Intent Topic: The keyword or topic that triggered the match. Last Seen: Most recent activity time. Engagement Level: Strength of their intent signal. Companies Tab This tab displays aggregated intent activity at the company level, including: Company Name: Click to view the full profile. Industry / Size / Location: Firmographic details. Intent Keywords: Topics the company is researching. Intent Score: Ranking based on the volume and recency of engagement. Filter by keyword, topic, date, or industry to narrow your focus and build target lists fast. 4. Refining Tracked URLs We collect intent data from thousands of tracked web sources. You can review and manage these URLs in the URLs tab: See which sites are currently tracked. Remove irrelevant or low-quality sources. Add new domains that are more aligned with your market. This ensures your intent signals stay focused and relevant. Using Intent in Search and Campaigns You can use Intent Keywords directly within graph8 Search and Campaigns. In Search Combine many intent topics to build hyper-targeted prospect lists. Example: Find marketing managers at companies researching “AI lead generation.” In Campaigns Use intent-based filters to build campaigns targeting people or companies showing recent activity. Personalize outreach with AI-generated messages that align with the topics they’re researching. Making the Most of graph8 Intent Here are a few ways to use intent data effectively inside your graph8 workspace: Prioritise Hot Accounts: Sort companies by intent score or last-seen date to focus on the most recent interest. Automate Workflows: Trigger alerts or sequences when prospects show new intent. Personalize Outreach: Reference topics or trends your prospects are actively researching. Identify Buying Committees: When several people from a company express interest, add them to an Account View. Bottom Line So, graph8 Intent feature helps you see who’s ready to buy, what they care about, and when to reach out. graph8 uses real-time data, accurate scoring, and smooth campaign integration. It transforms intent signals into valuable pipeline opportunities. Need Help? If you need any assistance using Intent or have questions about how to get the most out of buyer intent data: Visit the graph8 Knowledge Base for detailed guides and step-by-step tutorials. To chat with our support team, click the chat icon at the bottom-right of any page. Or email us directly at support@graph8.com. We’re here to help you understand your audience and turn buyer intent into real engagement.
uzman ali 3 months ago
Feature Request
Visitors — See Who’s Browsing Your Site in Real Time
The Visitors feature in graph8 shows which companies and people visit your website — in real time. With the graph8 tracking pixel (a simple JavaScript snippet you add to your site), each visitor session is automatically fingerprinted. It gets enriched with firmographic and contact data. You can see this info on your dashboard in the Contacts, Companies, Campaigns, and Stream tabs. graph8 turns anonymous traffic into leads. This helps your sales and marketing teams engage the right visitors with the right context right away. Why Do Visitors Feature Matters? Real Buyer Intent: Each visit is from your own website, showing you verified, first-party intent signals. Instant Enrichment: When a visitor arrives on your site, graph8 identifies the company and, if possible, the individual. It then shows full firmographic data. Faster Sales Follow-Up: New visitors show up in your queue right away. No more waiting for manual data synchronisations. Filter visits by page URL, funnel stage, industry, employee count, revenue, or any custom attribute. Seamless Integration: Add visits straight to your lists, sequences, or AI workflows without leaving the page. Note: Visitor tracking is now limited to US-based IP addresses. We are finalising GDPR and Canadian PIPEDA workflows. We’ll update this article when we certify additional regions. Setting Up Visitor Tracking During the Magical Onboarding, once you install graph8's tracking pixel. It will automatically track all website visits, forms, and chats. How to Install: Open your CMS or tag manager. Place the JavaScript snippet right before the closing tag in each page template. Publish your changes. Once the snippet is live, graph8 begins identifying and enriching visitors automatically. For a detailed walkthrough, see → Installing the JS Snippet Guide. Navigating the Visitors' Page When you open Visitors from the left sidebar, you will see multiple tabs: 1. Contacts Identified visitors are contacts recognised by graph8. This happens through form submissions, email clicks, or known session data. Some of the columns included: Name: Click to open the contact profile in graph8. Company: The organisation associated with the visitor. Page Title: The most recently visited page. Path: The exact page URL that the visitor accessed. Visit Time: Timestamp (your local time zone). Total Visits: Number of sessions for this person. 2. Companies Shows anonymous or grouped visitors at the company level, even if names aren’t listed. Columns include: Company Name: Click to view the company profile in graph8. Domain: The company’s website or root domain. Industry / Size / Revenue: Enriched automatically from firmographic data. Most Visited Page: The page with the most visits from that company. Last Visit: Most recent session timestamp. 3. Campaigns and Stream Campaigns help you track website visits from specific marketing efforts or traffic sources. When graph8 spots a visitor, it groups the session under a campaign. This happens when the tracking parameters match. This includes UTM tags, referral domains, or defined segments. The Stream shows live visitor activity on your dashboard. It's the raw feed of incoming visitors. Campaigns use this data to organize visitor events into trackable initiatives. Use Campaigns to: Track the performance of each campaign based on real visitor traffic. See which companies or people came from your active campaigns. Measure engagement levels by page views, time on site, or visit frequency. Add campaign visitors directly to follow-up sequences or lists. Example Use Case: You start a LinkedIn ad campaign. Visitors who click on those ads and visit your site show up under that campaign's tab, ready for outreach. How Visitor Tracking Works graph8 Pixel Installed: A simple JS snippet gathers first-party data when visitors come to your website. Session Fingerprinting: graph8 assigns a unique ID to each session (IP, browser, device, etc.). Enrichment: The system matches that fingerprint to company and contact databases. Display: The identified visitor (or company) appears instantly under the relevant tab. Action: You can immediately add the visitor to a list, sequence, or campaign. Taking Action on Visitor Data The Visitors feature in graph8 lets you see, organise, and act on all tracked website visitors, whether they're individuals, companies, or part of a campaign. Use filters, columns, and quick actions to manage this data effectively. Using Filters Filters allow you to narrow down the visitors you see based on specific criteria. You can filter by details such as: Page Title Page Path Time, and more How to apply filters: Click the Filters right side of the Visitors page. Select one or more criteria from the filter panel. Click Apply to see refined results. Use Clear Filters any time to reset your view. Filters let you spot high-intent visitors quickly. For instance, these are people who just checked out your pricing or demo pages. Managing Columns Customize your visitor view to display the most relevant information. Click the Columns icon at the right of the page. Check or uncheck fields to show or hide specific data (e.g., First Name, Last Name, Page Title). Drag and drop columns to reorder them. Click Apply to save your layout. You can also: Sort Columns (ascending/descending) to rank visitors by recency or relevance. Pin Columns so key fields like Company Name or Campaign stay visible while scrolling. This customization helps keep your visitor data organized and easier to analyze. Making the Most of Your First-Party Intent Signals graph8’s Visitor Tracking is a first-party intent engine. It shows real-time, verified engagement from your website, not from third-party panels. This data empowers your sales and marketing teams to: Prioritize hot accounts by Last Visit or Pages Viewed. Trigger automations in Workflow Builder Identify multi-person buying committees by tracking repeat company-level visitors. Build high-conversion sequences that reference a visitor’s recent activity. Studies show that first-party intent data gets reply rates 3–5 times higher than third-party sources. Best Practices Install the pixel on all website pages to capture complete visitor journeys. Use UTM parameters in marketing campaigns. This helps graph8 group visits into campaigns automatically. Filter by visit recency to identify high-intent prospects for same-day outreach. Combine with Enrichment to automatically fill in missing contact or company details. Need Help? If you have questions about installation, enrichment accuracy, or compliance: Visit the Help Centre → Visitor Tracking Setup Use the in-app chat for immediate support. Or email support@graph8.com
uzman ali 3 months ago
Feature Request
Visitors — See Who’s Browsing Your Site in Real Time
The Visitors feature in graph8 shows which companies and people visit your website — in real time. With the graph8 tracking pixel (a simple JavaScript snippet you add to your site), each visitor session is automatically fingerprinted. It gets enriched with firmographic and contact data. You can see this info on your dashboard in the Contacts, Companies, Campaigns, and Stream tabs. graph8 turns anonymous traffic into leads. This helps your sales and marketing teams engage the right visitors with the right context right away. Why Do Visitors Feature Matters? Real Buyer Intent: Each visit is from your own website, showing you verified, first-party intent signals. Instant Enrichment: When a visitor arrives on your site, graph8 identifies the company and, if possible, the individual. It then shows full firmographic data. Faster Sales Follow-Up: New visitors show up in your queue right away. No more waiting for manual data synchronisations. Filter visits by page URL, funnel stage, industry, employee count, revenue, or any custom attribute. Seamless Integration: Add visits straight to your lists, sequences, or AI workflows without leaving the page. Note: Visitor tracking is now limited to US-based IP addresses. We are finalising GDPR and Canadian PIPEDA workflows. We’ll update this article when we certify additional regions. Setting Up Visitor Tracking During the Magical Onboarding, once you install graph8's tracking pixel. It will automatically track all website visits, forms, and chats. How to Install: Open your CMS or tag manager. Place the JavaScript snippet right before the closing tag in each page template. Publish your changes. Once the snippet is live, graph8 begins identifying and enriching visitors automatically. For a detailed walkthrough, see → Installing the JS Snippet Guide. Navigating the Visitors' Page When you open Visitors from the left sidebar, you will see multiple tabs: 1. Contacts Identified visitors are contacts recognised by graph8. This happens through form submissions, email clicks, or known session data. Some of the columns included: Name: Click to open the contact profile in graph8. Company: The organisation associated with the visitor. Page Title: The most recently visited page. Path: The exact page URL that the visitor accessed. Visit Time: Timestamp (your local time zone). Total Visits: Number of sessions for this person. 2. Companies Shows anonymous or grouped visitors at the company level, even if names aren’t listed. Columns include: Company Name: Click to view the company profile in graph8. Domain: The company’s website or root domain. Industry / Size / Revenue: Enriched automatically from firmographic data. Most Visited Page: The page with the most visits from that company. Last Visit: Most recent session timestamp. 3. Campaigns and Stream Campaigns help you track website visits from specific marketing efforts or traffic sources. When graph8 spots a visitor, it groups the session under a campaign. This happens when the tracking parameters match. This includes UTM tags, referral domains, or defined segments. The Stream shows live visitor activity on your dashboard. It's the raw feed of incoming visitors. Campaigns use this data to organize visitor events into trackable initiatives. Use Campaigns to: Track the performance of each campaign based on real visitor traffic. See which companies or people came from your active campaigns. Measure engagement levels by page views, time on site, or visit frequency. Add campaign visitors directly to follow-up sequences or lists. Example Use Case: You start a LinkedIn ad campaign. Visitors who click on those ads and visit your site show up under that campaign's tab, ready for outreach. How Visitor Tracking Works graph8 Pixel Installed: A simple JS snippet gathers first-party data when visitors come to your website. Session Fingerprinting: graph8 assigns a unique ID to each session (IP, browser, device, etc.). Enrichment: The system matches that fingerprint to company and contact databases. Display: The identified visitor (or company) appears instantly under the relevant tab. Action: You can immediately add the visitor to a list, sequence, or campaign. Taking Action on Visitor Data The Visitors feature in graph8 lets you see, organise, and act on all tracked website visitors, whether they're individuals, companies, or part of a campaign. Use filters, columns, and quick actions to manage this data effectively. Using Filters Filters allow you to narrow down the visitors you see based on specific criteria. You can filter by details such as: Page Title Page Path Time, and more How to apply filters: Click the Filters right side of the Visitors page. Select one or more criteria from the filter panel. Click Apply to see refined results. Use Clear Filters any time to reset your view. Filters let you spot high-intent visitors quickly. For instance, these are people who just checked out your pricing or demo pages. Managing Columns Customize your visitor view to display the most relevant information. Click the Columns icon at the right of the page. Check or uncheck fields to show or hide specific data (e.g., First Name, Last Name, Page Title). Drag and drop columns to reorder them. Click Apply to save your layout. You can also: Sort Columns (ascending/descending) to rank visitors by recency or relevance. Pin Columns so key fields like Company Name or Campaign stay visible while scrolling. This customization helps keep your visitor data organized and easier to analyze. Making the Most of Your First-Party Intent Signals graph8’s Visitor Tracking is a first-party intent engine. It shows real-time, verified engagement from your website, not from third-party panels. This data empowers your sales and marketing teams to: Prioritize hot accounts by Last Visit or Pages Viewed. Trigger automations in Workflow Builder Identify multi-person buying committees by tracking repeat company-level visitors. Build high-conversion sequences that reference a visitor’s recent activity. Studies show that first-party intent data gets reply rates 3–5 times higher than third-party sources. Best Practices Install the pixel on all website pages to capture complete visitor journeys. Use UTM parameters in marketing campaigns. This helps graph8 group visits into campaigns automatically. Filter by visit recency to identify high-intent prospects for same-day outreach. Combine with Enrichment to automatically fill in missing contact or company details. Need Help? If you have questions about installation, enrichment accuracy, or compliance: Visit the Help Centre → Visitor Tracking Setup Use the in-app chat for immediate support. Or email support@graph8.com
uzman ali 3 months ago
Feature Request
Enrichment — Complete, Clean, and Power Your Data at Scale
graph8 Enrichment adds missing details and boosts the quality of your contact and company data. Upload a CSV or open a saved list. Then, use Enrichment to add emails, phone numbers, LinkedIn URLs, firmographics, recent news, technographics, and more. You can also generate custom fields with AI. Enrichment uses two main methods: Use AI and Waterfall. It also includes a Formula tool for data transformations. It works with Lists, Columns, Filters, Analytics, and external Providers. This means enriched fields can be used right away across graph8. This guide covers the Enrichment page layout. It also provides step-by-step instructions for enriching lists safely and efficiently. Where to find Enrichment From the left navigation menu, click Enrichment. The page opens with three primary tabs at the top centre: Lists: the lists you’ve uploaded or saved (select a list to enrich). Analytics: enrichment job metrics and charts (success rate, updated fields, job time, etc.). Providers: Third-party services you can connect, like Apollo, Hunter, BuiltWith, and Semrush, used for Waterfall enrichment. Note: Select a list first (from Lists) to enable the Enrichment actions (Use AI, Waterfall, Formula). Top-level workflow (quick view) Select a List (CSV import or saved list). Use Columns and Filters to confirm which records you want to enrich. Choose an enrichment method: Use AI, Waterfall, or Formula. Preview a small sample and map target fields. Run the job (or Save and Don’t Run to prepare later). Review results in Analytics and audit logs. Lists, Analytics, Providers — what they do Lists Shows all lists available to you (static and dynamic). Click a list name to open its members in the table. Use check boxes to select all or specific records for enrichment. Analytics Provides visibility into enrichment jobs and outcomes. Check counts of enriched fields, confidence levels (Low/Medium/High), job duration, and any records that failed. Use analytics to check how well providers perform. For example, see which provider finds more valid emails. Providers Connect external data services here using API keys. Providers power Waterfall mode (e.g., Apollo first, Hunter next, BuiltWith next). Add or reorder providers and view their connection/status. Columns & Filters (before you enrich) Columns: Click the Columns panel to show or hide the fields you want. This includes options like First Name, Company, Email, LinkedIn, and Confidence. After enrichment, new fields appear here and can be added to the table. Filters: Use filters to narrow your list. For example, select only records with missing emails or those with Contact Confidence set to Low. Filter selection determines which records the enrichment job will run against. Tip: Filter to only the records that need enrichment (e.g., blank email) to save credits and time. Enrichment methods — how they work 1) Use AI What it does: It uses graph8’s AI engines, like ChatGPT and deep search connectors, to find and create data. It searches public sources and combines the results. When to use: It's great for non-standard data, like unstructured notes or unusual company names. Also, it works well for natural-language outputs, such as short company summaries or first-line email openers. How to run (step by step): Open the list and apply any filters. Click Use AI (Add Column → Use AI). Configure: Column Name (e.g., Email (AI) or Company Summary) Prompt (instructions to the AI or use our templates) Model (like GPT-4, DeepSeek, etc.) Conflict rule: Skip / Overwrite / Append Click Preview to run on a small sample (5–20 records). Review the preview; refine prompt if needed. Click Run. Outputs: New column filled with AI-sourced values and a confidence indicator. Always verify high-impact fields (emails, phone numbers) before large-scale use. 2) Waterfall What it does: It uses a ranked list of third-party providers to find data one after another. If Provider A finds a value, graph8 writes it and stops; otherwise, it moves to Provider B, then Provider C, etc. When to use: Ideal for structured lookups, such as emails, phone numbers, and firmographic fields, where provider data is trustworthy. How to run (step by step): Open the list and filter to target records. Click Waterfall (Add Column → Waterfall). Configure: Column Name (e.g., Email (Waterfall)) Field to populate (Email, Phone, LinkedIn URL, Company Industry, etc.) Providers (e.g., Apollo → Hunter → BuiltWith) Conflict rule: Skip / Overwrite / Append Preview of a small sample. The preview shows which provider returned each result. Run the job for selected records or the entire list. Notes: Providers must be connected in Providers and may require API keys or credits. Waterfall helps guarantee the best available provider result with fallback. 3) Formula What it does: It lets you change and merge columns using formulas like in Excel. You can use functions like concatenate, substring, conditional logic, and regex. Use Formula to clean, standardise, or derive new columns before or after enrichment. When to use: Tidy up names, merge first/last names, extract domains, normalize phone formats, or compute custom flags. How to run (step by step): Click Formula (Add Column → Formula). Choose a template or write a custom formula. Preview results on sample rows. Save and run for the selected records. Preview, mapping, conflict rules Before running at scale: Always Preview on a sample of records. Map source results to graph8 fields (e.g., provider → work_email). Set conflict rules: Skip existing: only fill empty fields. Overwrite: replace current values. Append: add new info to notes or a separate column for manual review. Best practices Test small: Run previews on 10–50 records before large jobs. Filter first: Only enrich records that are missing target fields to save credits and API calls. Use confidence: Prioritise High / High+ for immediate outreach; manually verify Medium/Low. Combine methods: Use Waterfall for structured fields, like emails, and AI for unstructured fields, such as summaries. Schedule recurring jobs for dynamic lists with high churn. Limits, quotas, and provider notes Enrichment may consume account credits, provider API calls, or both. Check plan limits before large jobs. Providers (Apollo, Hunter, etc.) require separate API connections and may have their own quotas. Configure these in Providers. Large jobs may be processed in the background; monitor progress in Analytics. Troubleshooting No results: Check provider connections and API keys; broaden filters; confirm target fields available. Low-quality outputs: Improve AI prompt or change provider order. Preview again. Job failed or stalled: Retry with smaller batches; check job logs for errors and contact support with job ID. Need help? Use the in-app chat (bottom right) and include the job ID for fastest help. Email support@graph8.com for account, provider connection, or quota questions. For large or custom enrichment pipelines, contact Customer Success for professional services.
uzman ali 3 months ago
Feature Request
Enrichment — Complete, Clean, and Power Your Data at Scale
graph8 Enrichment adds missing details and boosts the quality of your contact and company data. Upload a CSV or open a saved list. Then, use Enrichment to add emails, phone numbers, LinkedIn URLs, firmographics, recent news, technographics, and more. You can also generate custom fields with AI. Enrichment uses two main methods: Use AI and Waterfall. It also includes a Formula tool for data transformations. It works with Lists, Columns, Filters, Analytics, and external Providers. This means enriched fields can be used right away across graph8. This guide covers the Enrichment page layout. It also provides step-by-step instructions for enriching lists safely and efficiently. Where to find Enrichment From the left navigation menu, click Enrichment. The page opens with three primary tabs at the top centre: Lists: the lists you’ve uploaded or saved (select a list to enrich). Analytics: enrichment job metrics and charts (success rate, updated fields, job time, etc.). Providers: Third-party services you can connect, like Apollo, Hunter, BuiltWith, and Semrush, used for Waterfall enrichment. Note: Select a list first (from Lists) to enable the Enrichment actions (Use AI, Waterfall, Formula). Top-level workflow (quick view) Select a List (CSV import or saved list). Use Columns and Filters to confirm which records you want to enrich. Choose an enrichment method: Use AI, Waterfall, or Formula. Preview a small sample and map target fields. Run the job (or Save and Don’t Run to prepare later). Review results in Analytics and audit logs. Lists, Analytics, Providers — what they do Lists Shows all lists available to you (static and dynamic). Click a list name to open its members in the table. Use check boxes to select all or specific records for enrichment. Analytics Provides visibility into enrichment jobs and outcomes. Check counts of enriched fields, confidence levels (Low/Medium/High), job duration, and any records that failed. Use analytics to check how well providers perform. For example, see which provider finds more valid emails. Providers Connect external data services here using API keys. Providers power Waterfall mode (e.g., Apollo first, Hunter next, BuiltWith next). Add or reorder providers and view their connection/status. Columns & Filters (before you enrich) Columns: Click the Columns panel to show or hide the fields you want. This includes options like First Name, Company, Email, LinkedIn, and Confidence. After enrichment, new fields appear here and can be added to the table. Filters: Use filters to narrow your list. For example, select only records with missing emails or those with Contact Confidence set to Low. Filter selection determines which records the enrichment job will run against. Tip: Filter to only the records that need enrichment (e.g., blank email) to save credits and time. Enrichment methods — how they work 1) Use AI What it does: It uses graph8’s AI engines, like ChatGPT and deep search connectors, to find and create data. It searches public sources and combines the results. When to use: It's great for non-standard data, like unstructured notes or unusual company names. Also, it works well for natural-language outputs, such as short company summaries or first-line email openers. How to run (step by step): Open the list and apply any filters. Click Use AI (Add Column → Use AI). Configure: Column Name (e.g., Email (AI) or Company Summary) Prompt (instructions to the AI or use our templates) Model (like GPT-4, DeepSeek, etc.) Conflict rule: Skip / Overwrite / Append Click Preview to run on a small sample (5–20 records). Review the preview; refine prompt if needed. Click Run. Outputs: New column filled with AI-sourced values and a confidence indicator. Always verify high-impact fields (emails, phone numbers) before large-scale use. 2) Waterfall What it does: It uses a ranked list of third-party providers to find data one after another. If Provider A finds a value, graph8 writes it and stops; otherwise, it moves to Provider B, then Provider C, etc. When to use: Ideal for structured lookups, such as emails, phone numbers, and firmographic fields, where provider data is trustworthy. How to run (step by step): Open the list and filter to target records. Click Waterfall (Add Column → Waterfall). Configure: Column Name (e.g., Email (Waterfall)) Field to populate (Email, Phone, LinkedIn URL, Company Industry, etc.) Providers (e.g., Apollo → Hunter → BuiltWith) Conflict rule: Skip / Overwrite / Append Preview of a small sample. The preview shows which provider returned each result. Run the job for selected records or the entire list. Notes: Providers must be connected in Providers and may require API keys or credits. Waterfall helps guarantee the best available provider result with fallback. 3) Formula What it does: It lets you change and merge columns using formulas like in Excel. You can use functions like concatenate, substring, conditional logic, and regex. Use Formula to clean, standardise, or derive new columns before or after enrichment. When to use: Tidy up names, merge first/last names, extract domains, normalize phone formats, or compute custom flags. How to run (step by step): Click Formula (Add Column → Formula). Choose a template or write a custom formula. Preview results on sample rows. Save and run for the selected records. Preview, mapping, conflict rules Before running at scale: Always Preview on a sample of records. Map source results to graph8 fields (e.g., provider → work_email). Set conflict rules: Skip existing: only fill empty fields. Overwrite: replace current values. Append: add new info to notes or a separate column for manual review. Best practices Test small: Run previews on 10–50 records before large jobs. Filter first: Only enrich records that are missing target fields to save credits and API calls. Use confidence: Prioritise High / High+ for immediate outreach; manually verify Medium/Low. Combine methods: Use Waterfall for structured fields, like emails, and AI for unstructured fields, such as summaries. Schedule recurring jobs for dynamic lists with high churn. Limits, quotas, and provider notes Enrichment may consume account credits, provider API calls, or both. Check plan limits before large jobs. Providers (Apollo, Hunter, etc.) require separate API connections and may have their own quotas. Configure these in Providers. Large jobs may be processed in the background; monitor progress in Analytics. Troubleshooting No results: Check provider connections and API keys; broaden filters; confirm target fields available. Low-quality outputs: Improve AI prompt or change provider order. Preview again. Job failed or stalled: Retry with smaller batches; check job logs for errors and contact support with job ID. Need help? Use the in-app chat (bottom right) and include the job ID for fastest help. Email support@graph8.com for account, provider connection, or quota questions. For large or custom enrichment pipelines, contact Customer Success for professional services.
uzman ali 3 months ago
Feature Request
Lists — Organize Prospects, Power Outreach
Lists let you group people and companies for targeting, outreach, and reporting. Use lists to save search results, upload contacts, exclude groups from searches (suppression), run sequences, export data, and create list-specific personalization. Quick summary Create lists from search results or by uploading CSVs. Dynamic lists update automatically when new records meet their criteria. Static lists are fixed snapshots. Use lists to include/exclude records in Search, send to Sequences, add tags, or export as CSV. Suppression lists prevent unwanted contacts/companies from appearing in searches or campaigns. Accessing your lists Click Lists in the left sidebar. You’ll find all lists (contacts and companies) with these summary columns: name, type (static/dynamic), record count, status, and creation date. Click a list name to open and view its records. Creating a list You can create lists in two ways: From Search (recommended) Build your search filters (People or Companies). Click Run Search. Click Save List to save the current results. Choose a name, set list type (Static or Dynamic), and save. By CSV upload In Lists, click Upload .CSV. Download the sample CSV to confirm required columns and format. Name your list and choose whether it is Static or Suppression. Upload your file (CSV/Excel/TXT). Map your file columns to graph8 fields, validate, then Import. Limits: file formats accepted include CSV/Excel/TXT. Maximum record upload: 500,000. For very large imports, split into batches. Dynamic vs Static lists Dynamic List: defined by search criteria (query). It updates automatically when records enter or leave the criteria. Static List: a fixed set of records captured at save time; it does not change unless you add or remove records manually or upload an updated CSV. As a user, you should choose Dynamic for ongoing segmentation, like “Companies showing intent this week.” Use Static for one-off campaigns or archived snapshots. List actions (what you can do) Open the three-dot menu (⋮) on any list row to use these actions: 1. Download (Export) Export the list as a CSV for offline use or imports into other systems. Exports include the available contact and company fields in the list. 2. Query (View criteria) View the exact search filters used to create a dynamic list. Use the query view to replicate or adjust the criteria and create similar lists. 3. Send to Sequence Add all list members to an existing outreach sequence. Choose the sequence and confirm; the contacts will be enqueued. Note: sequences must exist and you must have send permissions. 4. Add / Edit Tags Double-click the TAGS cell for a list to add or remove tags. Tags help organize lists and enable feature-specific behavior (see Sales Coach note). 5. Delete / Replace / Update During CSV upload you can choose to upload new records, replace existing ones, or delete records based on mapping options. Suppression lists Suppression lists stop certain contacts or companies from showing up in searches or getting outreach. To upload a suppression list Click Upload .CSV in Lists. Name the list and select Suppression during setup. Download the sample CSV to ensure correct formatting. Upload and map columns, then import. Use suppression lists Exclude them in Search (List Name Exclude) or use campaign settings to stop messaging to suppressed records. Adding tags to lists Tags categorise lists for easier discovery and integration with other features. Double-click the TAGS cell to add a tag via the drop-down. Remove tags by clicking the x next to a tag in the same cell. Best practices Keep suppression lists up to date to avoid unwanted outreach. Test before you run: preview a list’s records before sending sequences. Use dynamic lists for ongoing segments (e.g., weekly intent lists). Name lists clearly (e.g., “EMEA - FinServ - Q4 2025”) to make reuse simple. Limit bulk operations into smaller batches if you experience timeouts. Troubleshooting & limits Upload errors: re-download the sample CSV, confirm field mapping, and retry. Large files may need batching. If there are no records after saving a list, check if the filters were too narrow or if there were conflicting exclusion lists. Dynamic list not updating: verify the query criteria and run a refresh if available. Send to Sequence fails: check that the sequence exists and you have the right permissions. Tag not applying: verify you have edit permissions on lists. Need help? Use the in-app chat (bottom-right) for quick support. For account or permission issues, email support@graph8.com. If you need a bulk import or data-cleaning service, contact Customer Success.
uzman ali 3 months ago
Feature Request
Lists — Organize Prospects, Power Outreach
Lists let you group people and companies for targeting, outreach, and reporting. Use lists to save search results, upload contacts, exclude groups from searches (suppression), run sequences, export data, and create list-specific personalization. Quick summary Create lists from search results or by uploading CSVs. Dynamic lists update automatically when new records meet their criteria. Static lists are fixed snapshots. Use lists to include/exclude records in Search, send to Sequences, add tags, or export as CSV. Suppression lists prevent unwanted contacts/companies from appearing in searches or campaigns. Accessing your lists Click Lists in the left sidebar. You’ll find all lists (contacts and companies) with these summary columns: name, type (static/dynamic), record count, status, and creation date. Click a list name to open and view its records. Creating a list You can create lists in two ways: From Search (recommended) Build your search filters (People or Companies). Click Run Search. Click Save List to save the current results. Choose a name, set list type (Static or Dynamic), and save. By CSV upload In Lists, click Upload .CSV. Download the sample CSV to confirm required columns and format. Name your list and choose whether it is Static or Suppression. Upload your file (CSV/Excel/TXT). Map your file columns to graph8 fields, validate, then Import. Limits: file formats accepted include CSV/Excel/TXT. Maximum record upload: 500,000. For very large imports, split into batches. Dynamic vs Static lists Dynamic List: defined by search criteria (query). It updates automatically when records enter or leave the criteria. Static List: a fixed set of records captured at save time; it does not change unless you add or remove records manually or upload an updated CSV. As a user, you should choose Dynamic for ongoing segmentation, like “Companies showing intent this week.” Use Static for one-off campaigns or archived snapshots. List actions (what you can do) Open the three-dot menu (⋮) on any list row to use these actions: 1. Download (Export) Export the list as a CSV for offline use or imports into other systems. Exports include the available contact and company fields in the list. 2. Query (View criteria) View the exact search filters used to create a dynamic list. Use the query view to replicate or adjust the criteria and create similar lists. 3. Send to Sequence Add all list members to an existing outreach sequence. Choose the sequence and confirm; the contacts will be enqueued. Note: sequences must exist and you must have send permissions. 4. Add / Edit Tags Double-click the TAGS cell for a list to add or remove tags. Tags help organize lists and enable feature-specific behavior (see Sales Coach note). 5. Delete / Replace / Update During CSV upload you can choose to upload new records, replace existing ones, or delete records based on mapping options. Suppression lists Suppression lists stop certain contacts or companies from showing up in searches or getting outreach. To upload a suppression list Click Upload .CSV in Lists. Name the list and select Suppression during setup. Download the sample CSV to ensure correct formatting. Upload and map columns, then import. Use suppression lists Exclude them in Search (List Name Exclude) or use campaign settings to stop messaging to suppressed records. Adding tags to lists Tags categorise lists for easier discovery and integration with other features. Double-click the TAGS cell to add a tag via the drop-down. Remove tags by clicking the x next to a tag in the same cell. Best practices Keep suppression lists up to date to avoid unwanted outreach. Test before you run: preview a list’s records before sending sequences. Use dynamic lists for ongoing segments (e.g., weekly intent lists). Name lists clearly (e.g., “EMEA - FinServ - Q4 2025”) to make reuse simple. Limit bulk operations into smaller batches if you experience timeouts. Troubleshooting & limits Upload errors: re-download the sample CSV, confirm field mapping, and retry. Large files may need batching. If there are no records after saving a list, check if the filters were too narrow or if there were conflicting exclusion lists. Dynamic list not updating: verify the query criteria and run a refresh if available. Send to Sequence fails: check that the sequence exists and you have the right permissions. Tag not applying: verify you have edit permissions on lists. Need help? Use the in-app chat (bottom-right) for quick support. For account or permission issues, email support@graph8.com. If you need a bulk import or data-cleaning service, contact Customer Success.
uzman ali 3 months ago
Feature Request
Companies — Manage, Filter, and Personalize Company Data
The Companies feature in graph8 helps you find, organize, and act on target accounts. You can use filters and columns to focus your research. Take bulk actions for outreach preparation. Plus, can create company-specific personalisation at scale. Quick overview Filters: Narrow companies by location, industry, size, revenue, intent, and more. Columns: Select which company fields to display, rearrange them, and autosize or pin key columns. Actions: Save companies to lists, export, or run bulk edits. Step-by-Step Guide 1. Open Companies From the left navigation, click Companies. The Companies table and filter panel will appear. Use Filters and Saved Filters on the left to build queries. 2. Apply filters Filters let you limit results to companies that match your target profile.Here are some of the top common filters mostly used: Location / HQ: Country, state, or city. Industry: Sector or vertical (e.g., SaaS, healthcare). Revenue: Revenue ranges according to target company size. Number of Employees: Headcount ranges for organisational size. Intent Topics / Intent Search: Companies showing interest in topics or keywords related to your offering. Contact Details: Presence of verified contacts, phone numbers, or social handles. How to use Click Filters. Expand a filter group, choose values, and click Apply (or Run Search). Combine filters to narrow results (for example, Industry + Revenue + Intent Topic). Tip: Start with wider filters to check results, then use more specific criteria to narrow them down. 3. Customize columns and table view Control what information you see and how it’s arranged. Show or hide columns Click Columns on the Companies page. Check/uncheck fields to show or hide them (Company Name, Website, Revenue, Employees, Recent News, etc.). Click Apply to update the table. Search for a column Use the column search box to quickly find a specific field to add. Reorder, pin, autosize Drag column headers to reorder them. Use the column menu (three dots) to Pin Column, Autosize This Column, or Autosize All Columns. Use Sort Ascending / Descending from the column menu to order results. 4. Perform actions on companies Act on one or more companies from the table. Select companies with the checkboxes. Use the action bar to: Add to List: Save selected companies to a list for campaigns or segmentation. Export: Download records (subject to plan limits). Edit / Bulk Update: Change a field value for multiple companies. Confirm the action in the dialogue. Note: Some actions depend on your account permissions or plan limits. Contact an admin or support if a function is unavailable. Best practices Test first: Run 10–20 companies to confirm the output before scaling. Use verified data: Filter for companies with up-to-date enrichment when generating outreach content. Protect existing relationships: Always exclude “Current Customers” or “Do Not Contact” lists from filters before bulk actions. Save useful views: Store filter and column combinations for regular tasks. Troubleshooting No results found: Try broadening your filters. Check Max Results and make sure exclusion lists aren't blocking any results. Bulk action may be limited or disabled. Check your role permissions and plan limits, or reach out to support. If you face slow processing: Break large runs into smaller batches. Need help? If you have questions or run into issues: Visit the graph8 Knowledge Base for detailed guides and tutorials. Use the in-app chat in the bottom-right corner of any graph8 page to talk with our support team. Or email us directly at support@graph8.com.
uzman ali 3 months ago
Feature Request
Companies — Manage, Filter, and Personalize Company Data
The Companies feature in graph8 helps you find, organize, and act on target accounts. You can use filters and columns to focus your research. Take bulk actions for outreach preparation. Plus, can create company-specific personalisation at scale. Quick overview Filters: Narrow companies by location, industry, size, revenue, intent, and more. Columns: Select which company fields to display, rearrange them, and autosize or pin key columns. Actions: Save companies to lists, export, or run bulk edits. Step-by-Step Guide 1. Open Companies From the left navigation, click Companies. The Companies table and filter panel will appear. Use Filters and Saved Filters on the left to build queries. 2. Apply filters Filters let you limit results to companies that match your target profile.Here are some of the top common filters mostly used: Location / HQ: Country, state, or city. Industry: Sector or vertical (e.g., SaaS, healthcare). Revenue: Revenue ranges according to target company size. Number of Employees: Headcount ranges for organisational size. Intent Topics / Intent Search: Companies showing interest in topics or keywords related to your offering. Contact Details: Presence of verified contacts, phone numbers, or social handles. How to use Click Filters. Expand a filter group, choose values, and click Apply (or Run Search). Combine filters to narrow results (for example, Industry + Revenue + Intent Topic). Tip: Start with wider filters to check results, then use more specific criteria to narrow them down. 3. Customize columns and table view Control what information you see and how it’s arranged. Show or hide columns Click Columns on the Companies page. Check/uncheck fields to show or hide them (Company Name, Website, Revenue, Employees, Recent News, etc.). Click Apply to update the table. Search for a column Use the column search box to quickly find a specific field to add. Reorder, pin, autosize Drag column headers to reorder them. Use the column menu (three dots) to Pin Column, Autosize This Column, or Autosize All Columns. Use Sort Ascending / Descending from the column menu to order results. 4. Perform actions on companies Act on one or more companies from the table. Select companies with the checkboxes. Use the action bar to: Add to List: Save selected companies to a list for campaigns or segmentation. Export: Download records (subject to plan limits). Edit / Bulk Update: Change a field value for multiple companies. Confirm the action in the dialogue. Note: Some actions depend on your account permissions or plan limits. Contact an admin or support if a function is unavailable. Best practices Test first: Run 10–20 companies to confirm the output before scaling. Use verified data: Filter for companies with up-to-date enrichment when generating outreach content. Protect existing relationships: Always exclude “Current Customers” or “Do Not Contact” lists from filters before bulk actions. Save useful views: Store filter and column combinations for regular tasks. Troubleshooting No results found: Try broadening your filters. Check Max Results and make sure exclusion lists aren't blocking any results. Bulk action may be limited or disabled. Check your role permissions and plan limits, or reach out to support. If you face slow processing: Break large runs into smaller batches. Need help? If you have questions or run into issues: Visit the graph8 Knowledge Base for detailed guides and tutorials. Use the in-app chat in the bottom-right corner of any graph8 page to talk with our support team. Or email us directly at support@graph8.com.
uzman ali 3 months ago
Feature Request
Contacts — Collect, Clean, and Activate Your Data
The Contacts page in graph8 lets you manage your contact database. You can run actions like lists and sequences, and create your personalisation for outreach. This guide explains Filters, Columns, Actions, and how to safely add and run columns. Quick overview Filters: Narrow your contacts by location, title, company size, confidence, and more. Columns: Choose which fields to show, reorder columns, and save your preferred layout. Actions: Add contacts to lists or outreach sequences, export, or run bulk edits. Filter your contacts (quick steps) Open Contacts from the left-hand sidebar under Prospects. Click Filters. Select any criteria (e.g., location, job title, company size, contact confidence). Click Apply or Run Search to update the table. Use the search box inside Filters to find a specific filter quickly. Note: Use filters together (like Industry, Seniority, and Intent Topic) to make clear prospect segments. Customize your view (columns) On the Contacts page, click on Columns. Check or uncheck fields to show or hide them. Drag column headers to reorder the table. Click Apply to save the layout for your session. Save your preferred layout as a view if your workspace supports saved views. Tip: Only show the columns you need for outreach: Email, Job Title, Company, and Contact Confidence. This helps to cut down on clutter. Sorting and Filtering Data in Columns The Columns also lets you organize data in a way that’s easy to analyze and manage. You can quickly sort or filter columns to find the exact information you need. Sorting Columns Hover over any column header (e.g., Job Title, Company Name, or Website). Click the three-dot menu beside the column name. Choose Sort Ascending or Sort Descending to arrange data alphabetically or numerically. To remove sorting, select Clear Sort. You can pin important columns to keep them in view while scrolling. These sorting and filtering tools help you manage large datasets. You can find key decision-makers and organise your contacts easily, all without leaving the Contacts page. Take action on contacts You can act on one or many contacts at once. Select contacts using the checkboxes next to each row. Use the action bar at the top to: Verify Emails: This function verifies the emails of selected contacts. Unlock info: graph8 gives users credits, which they can use to unlock information and more such features. Add to List: Save selected contacts to a named list for future outreach or segmentation. Add to Sequence: Enqueue chosen contacts into an existing outreach sequence (the sequence must be present). Export: Export selected records if your plan allows. Edit / Bulk Update: Apply edits to fields for many contacts. Confirm the action in the modal that appears. Note: Some bulk actions may be limited by account permissions or plan limits. If you can’t see an action, check role permissions or contact support. Best practices & helpful tips Test first: Always create one column and run it on 10–20 sample contacts before running at scale. Use high-confidence contacts: Filter by Contact Confidence = High / High+ to maximise deliverability. Keep prompts consistent: Save prompt templates for repeatable messaging across campaigns. Protect relationships: Exclude lists like “Current Customers” or “Do Not Contact” before bulk actions. Save views/filters: Save commonly used filters and column layouts for faster workflows. Troubleshooting & limits Action not available: Check your role and plan limits. Admins can give extra permissions. Bulk jobs failing or slow: Try smaller batches; contact support if persistent. Duplicates: Use list exclusion filters or run a de-duplication step before outreach. Need help? If you have questions or run into issues: Visit the graph8 Knowledge Base for detailed guides and tutorials. Use the in-app chat in the bottom-right corner of any graph8 page to talk with our support team. Or email us directly at support@graph8.com.
uzman ali 3 months ago
Feature Request
Contacts — Collect, Clean, and Activate Your Data
The Contacts page in graph8 lets you manage your contact database. You can run actions like lists and sequences, and create your personalisation for outreach. This guide explains Filters, Columns, Actions, and how to safely add and run columns. Quick overview Filters: Narrow your contacts by location, title, company size, confidence, and more. Columns: Choose which fields to show, reorder columns, and save your preferred layout. Actions: Add contacts to lists or outreach sequences, export, or run bulk edits. Filter your contacts (quick steps) Open Contacts from the left-hand sidebar under Prospects. Click Filters. Select any criteria (e.g., location, job title, company size, contact confidence). Click Apply or Run Search to update the table. Use the search box inside Filters to find a specific filter quickly. Note: Use filters together (like Industry, Seniority, and Intent Topic) to make clear prospect segments. Customize your view (columns) On the Contacts page, click on Columns. Check or uncheck fields to show or hide them. Drag column headers to reorder the table. Click Apply to save the layout for your session. Save your preferred layout as a view if your workspace supports saved views. Tip: Only show the columns you need for outreach: Email, Job Title, Company, and Contact Confidence. This helps to cut down on clutter. Sorting and Filtering Data in Columns The Columns also lets you organize data in a way that’s easy to analyze and manage. You can quickly sort or filter columns to find the exact information you need. Sorting Columns Hover over any column header (e.g., Job Title, Company Name, or Website). Click the three-dot menu beside the column name. Choose Sort Ascending or Sort Descending to arrange data alphabetically or numerically. To remove sorting, select Clear Sort. You can pin important columns to keep them in view while scrolling. These sorting and filtering tools help you manage large datasets. You can find key decision-makers and organise your contacts easily, all without leaving the Contacts page. Take action on contacts You can act on one or many contacts at once. Select contacts using the checkboxes next to each row. Use the action bar at the top to: Verify Emails: This function verifies the emails of selected contacts. Unlock info: graph8 gives users credits, which they can use to unlock information and more such features. Add to List: Save selected contacts to a named list for future outreach or segmentation. Add to Sequence: Enqueue chosen contacts into an existing outreach sequence (the sequence must be present). Export: Export selected records if your plan allows. Edit / Bulk Update: Apply edits to fields for many contacts. Confirm the action in the modal that appears. Note: Some bulk actions may be limited by account permissions or plan limits. If you can’t see an action, check role permissions or contact support. Best practices & helpful tips Test first: Always create one column and run it on 10–20 sample contacts before running at scale. Use high-confidence contacts: Filter by Contact Confidence = High / High+ to maximise deliverability. Keep prompts consistent: Save prompt templates for repeatable messaging across campaigns. Protect relationships: Exclude lists like “Current Customers” or “Do Not Contact” before bulk actions. Save views/filters: Save commonly used filters and column layouts for faster workflows. Troubleshooting & limits Action not available: Check your role and plan limits. Admins can give extra permissions. Bulk jobs failing or slow: Try smaller batches; contact support if persistent. Duplicates: Use list exclusion filters or run a de-duplication step before outreach. Need help? If you have questions or run into issues: Visit the graph8 Knowledge Base for detailed guides and tutorials. Use the in-app chat in the bottom-right corner of any graph8 page to talk with our support team. Or email us directly at support@graph8.com.
uzman ali 3 months ago
Feature Request
Search — Find the Right Prospects in graph8
The Search feature in graph8 helps you find the right people and companies for your target audience. You can explore millions of records. Plus, you can also narrow them down with filters like job title, industry, location, or buyer intent. This guide shows you how to use the Search panel step by step. It covers opening the tool, setting filters, and saving your results for later. Quick Steps Go to graph8 dashboard and click Search in the left navigation. Choose People or Companies at the top of the search panel. Add filters on the left based on your needs, then click the purple Run Search button. Review results in the main table; click any row to open the full profile. Save results to a list or export them for outreach. Step-by-Step Instructions 1. Open the Search Tool From the left-hand menu, click Search under the Prospects section. The search panel will open. It shows two main tabs: People and Companies. There's also a Run Search button at the top. On the left, you’ll see two filter sections: Filters and Saved Filters. You can also set a limit for how many results you want to see using the Max Results box. This is your main workspace for finding contacts or companies. 2. Choose What You Want to Search For Select People to find individual contacts. This includes decision-makers, sales leaders, and marketing professionals. Select Companies to find businesses that fit your target market. You can look for specific industries, revenue ranges, or locations. Choosing the correct tab ensures you see only the most relevant data. 3. Apply Filters to Refine Your Search Filters narrow results, so you see only prospects that match your criteria. You can expand each filter group and select the options that fit your needs. Common Company Filters: HQ Location: Find companies based in a specific country, region, or city. Industry: Filter by the type of business (e.g., SaaS, manufacturing, healthcare). Revenue: Narrow results by company size based on revenue range. Number of Employees: Target small, mid-size, or enterprise-level organizations. Intent Topics: Discover companies interested in topics related to your product or service. Intent Search: Filter companies by keywords or phrases that indicate buying intent. Common People Filters: Job Title: Search by role (e.g., Marketing Manager, CEO, Sales Director). Seniority Level: Choose the level of authority (e.g., Manager, Director, VP, C-Level). Location: Target contacts based on where they’re located. Email Confidence: Filter results by how accurate and verified the email is. Contact Type: Select if you want business (B2B), personal (B2C), or mixed (B2B2C) contacts. Note: You can expand or collapse any filter group to keep your panel organized and easy to navigate. 4. Understand Confidence and Contact Type Before you start your search, it’s key to know what each confidence and contact type means: Email confidence shows how likely an email is accurate. Medium: Verified with partial match. High: Strong match with company domain. High+: Fully validated and exact company match. Contact Confidence indicates how fresh and complete the data is. Higher scores show that the contact was recently updated. They include verified fields like email, LinkedIn, phone, and title. Contact Type: B2B: Professional contacts with work emails and LinkedIn profiles. B2C: Personal contacts with private emails or social accounts. B2B2C: A mix of both, useful for multi-channel outreach. 5. Run the Search Once your filters are ready, click the Run Search button (purple). graph8 will display all results that match your criteria in the main results table. If no results appear, try: Removing some filters. Expanding your location or industry. Increasing the Max Results limit. 6. Review and Explore Results The results table shows important details like Name, Job Title, Company, Website, Phone, and Work Email. You can click any row to open a full profile and see more detailed insights or enrichment data. Use the Columns tab on the right side to add or hide columns as needed. 7. Save and Organize Your Results Save List: To save the full set of results (up to 50,000 records), click Save List. Save Selected: To choose certain prospects, tick the boxes beside their names and click Save Selected. Saving lists helps you organise contacts for campaigns, future searches, or outreach. It also stops duplicate engagement with the same prospects. Using Lists to Include or Exclude Prospects Lists help you organize your prospects and make your searches more precise. You can use them to focus on certain groups or leave out those you don’t want, like current customers or people you’ve already reached out to. To Include a List Open the Lists filter section in the search panel. Under List Name, start typing the name of a list or choose one from the dropdown. Once selected, graph8 will show only prospects that belong to those lists. For example: If you choose your “US SaaS Prospects” list, your search will show only contacts or companies from that list. To Exclude a List In the Lists filter section, find the field labelled List Name (Exclude). Search for or select the list(s) you want to exclude. graph8 will now remove any prospects from those lists in your search results. For example: If you leave out your “Current Customers” list, your existing clients won't show up in new searches. Tips for Better List Filtering Combine the Include and Exclude lists. This will help you target new prospects and skip the old ones. Keep your “Do Not Contact” and “Existing Customers” lists updated. Always exclude these from new searches. To clear any filter, click the × icon next to the field. Using list filters and other search criteria, like job title or intent, gives you the best results. Troubleshooting and Best Practices Here’s how to handle common situations and get the best results from Search: No results showing: Widen your filters (try broader locations or fewer intent topics). Increase your Max Results limit. Make sure no exclusion lists are blocking your target audience. Too many results: Add more filters (like job title, seniority, or industry). Lower your Max Results limit for a more focused list. Invalid or outdated contacts: Use the Contact Confidence filter to select only High or High+ records for better accuracy. Duplicate prospects: Use exclusion lists to avoid targeting the same people or companies twice. Regularly review and clean your saved lists to keep your data fresh and reliable. Need Help? If you ever get stuck or have questions while using the Search tool: Visit the graph8 Knowledge Base for detailed guides and tutorials. Use the in-app chat in the bottom-right corner of any graph8 page to talk with our support team. Or email us directly at support@graph8.com. We’re here to help you make the most of graph8 and ensure your search process is smooth, accurate, and effective.
uzman ali 3 months ago
Feature Request
Search — Find the Right Prospects in graph8
The Search feature in graph8 helps you find the right people and companies for your target audience. You can explore millions of records. Plus, you can also narrow them down with filters like job title, industry, location, or buyer intent. This guide shows you how to use the Search panel step by step. It covers opening the tool, setting filters, and saving your results for later. Quick Steps Go to graph8 dashboard and click Search in the left navigation. Choose People or Companies at the top of the search panel. Add filters on the left based on your needs, then click the purple Run Search button. Review results in the main table; click any row to open the full profile. Save results to a list or export them for outreach. Step-by-Step Instructions 1. Open the Search Tool From the left-hand menu, click Search under the Prospects section. The search panel will open. It shows two main tabs: People and Companies. There's also a Run Search button at the top. On the left, you’ll see two filter sections: Filters and Saved Filters. You can also set a limit for how many results you want to see using the Max Results box. This is your main workspace for finding contacts or companies. 2. Choose What You Want to Search For Select People to find individual contacts. This includes decision-makers, sales leaders, and marketing professionals. Select Companies to find businesses that fit your target market. You can look for specific industries, revenue ranges, or locations. Choosing the correct tab ensures you see only the most relevant data. 3. Apply Filters to Refine Your Search Filters narrow results, so you see only prospects that match your criteria. You can expand each filter group and select the options that fit your needs. Common Company Filters: HQ Location: Find companies based in a specific country, region, or city. Industry: Filter by the type of business (e.g., SaaS, manufacturing, healthcare). Revenue: Narrow results by company size based on revenue range. Number of Employees: Target small, mid-size, or enterprise-level organizations. Intent Topics: Discover companies interested in topics related to your product or service. Intent Search: Filter companies by keywords or phrases that indicate buying intent. Common People Filters: Job Title: Search by role (e.g., Marketing Manager, CEO, Sales Director). Seniority Level: Choose the level of authority (e.g., Manager, Director, VP, C-Level). Location: Target contacts based on where they’re located. Email Confidence: Filter results by how accurate and verified the email is. Contact Type: Select if you want business (B2B), personal (B2C), or mixed (B2B2C) contacts. Note: You can expand or collapse any filter group to keep your panel organized and easy to navigate. 4. Understand Confidence and Contact Type Before you start your search, it’s key to know what each confidence and contact type means: Email confidence shows how likely an email is accurate. Medium: Verified with partial match. High: Strong match with company domain. High+: Fully validated and exact company match. Contact Confidence indicates how fresh and complete the data is. Higher scores show that the contact was recently updated. They include verified fields like email, LinkedIn, phone, and title. Contact Type: B2B: Professional contacts with work emails and LinkedIn profiles. B2C: Personal contacts with private emails or social accounts. B2B2C: A mix of both, useful for multi-channel outreach. 5. Run the Search Once your filters are ready, click the Run Search button (purple). graph8 will display all results that match your criteria in the main results table. If no results appear, try: Removing some filters. Expanding your location or industry. Increasing the Max Results limit. 6. Review and Explore Results The results table shows important details like Name, Job Title, Company, Website, Phone, and Work Email. You can click any row to open a full profile and see more detailed insights or enrichment data. Use the Columns tab on the right side to add or hide columns as needed. 7. Save and Organize Your Results Save List: To save the full set of results (up to 50,000 records), click Save List. Save Selected: To choose certain prospects, tick the boxes beside their names and click Save Selected. Saving lists helps you organise contacts for campaigns, future searches, or outreach. It also stops duplicate engagement with the same prospects. Using Lists to Include or Exclude Prospects Lists help you organize your prospects and make your searches more precise. You can use them to focus on certain groups or leave out those you don’t want, like current customers or people you’ve already reached out to. To Include a List Open the Lists filter section in the search panel. Under List Name, start typing the name of a list or choose one from the dropdown. Once selected, graph8 will show only prospects that belong to those lists. For example: If you choose your “US SaaS Prospects” list, your search will show only contacts or companies from that list. To Exclude a List In the Lists filter section, find the field labelled List Name (Exclude). Search for or select the list(s) you want to exclude. graph8 will now remove any prospects from those lists in your search results. For example: If you leave out your “Current Customers” list, your existing clients won't show up in new searches. Tips for Better List Filtering Combine the Include and Exclude lists. This will help you target new prospects and skip the old ones. Keep your “Do Not Contact” and “Existing Customers” lists updated. Always exclude these from new searches. To clear any filter, click the × icon next to the field. Using list filters and other search criteria, like job title or intent, gives you the best results. Troubleshooting and Best Practices Here’s how to handle common situations and get the best results from Search: No results showing: Widen your filters (try broader locations or fewer intent topics). Increase your Max Results limit. Make sure no exclusion lists are blocking your target audience. Too many results: Add more filters (like job title, seniority, or industry). Lower your Max Results limit for a more focused list. Invalid or outdated contacts: Use the Contact Confidence filter to select only High or High+ records for better accuracy. Duplicate prospects: Use exclusion lists to avoid targeting the same people or companies twice. Regularly review and clean your saved lists to keep your data fresh and reliable. Need Help? If you ever get stuck or have questions while using the Search tool: Visit the graph8 Knowledge Base for detailed guides and tutorials. Use the in-app chat in the bottom-right corner of any graph8 page to talk with our support team. Or email us directly at support@graph8.com. We’re here to help you make the most of graph8 and ensure your search process is smooth, accurate, and effective.
uzman ali 3 months ago
Feature Request
Contact graph8 Support
Overview If you need help using graph8, we’re here to assist you. You can check our Knowledge Base for quick answers. If you need more help, contact our support team for personalised assistance. How to Contact Support To get in touch with the graph8 support team: Open graph8 and click the chat icon in the bottom-right corner of any page. Start a new conversation and describe your issue clearly. For faster resolution, please include: Steps to reproduce: where the issue occurred and what actions led to it. Expected outcome: what you expected to happen. Actual result: what happened instead. Visuals: attach screenshots or screen recordings to illustrate the issue. You can use tools like Loom or your device’s built-in screenshot tool. Once you send your message, our support team will look it over and reply soon—usually within a few business hours. If the automated answers don’t help, choose “Talk to a person” to connect with a team member directly. Check the Status of Your Request You can view your existing conversations at any time: Log in to graph8. Click the chat icon again. Your recent support threads will appear in the panel. Choose a conversation to check messages, replies, or the status of your request. Additional Help For non-urgent questions or feedback, you can also reach us by email at support@graph8.com. We're committed to your success with graph8. We will help you get the support you need fast and efficiently.
uzman ali 3 months ago
Feature Request
Contact graph8 Support
Overview If you need help using graph8, we’re here to assist you. You can check our Knowledge Base for quick answers. If you need more help, contact our support team for personalised assistance. How to Contact Support To get in touch with the graph8 support team: Open graph8 and click the chat icon in the bottom-right corner of any page. Start a new conversation and describe your issue clearly. For faster resolution, please include: Steps to reproduce: where the issue occurred and what actions led to it. Expected outcome: what you expected to happen. Actual result: what happened instead. Visuals: attach screenshots or screen recordings to illustrate the issue. You can use tools like Loom or your device’s built-in screenshot tool. Once you send your message, our support team will look it over and reply soon—usually within a few business hours. If the automated answers don’t help, choose “Talk to a person” to connect with a team member directly. Check the Status of Your Request You can view your existing conversations at any time: Log in to graph8. Click the chat icon again. Your recent support threads will appear in the panel. Choose a conversation to check messages, replies, or the status of your request. Additional Help For non-urgent questions or feedback, you can also reach us by email at support@graph8.com. We're committed to your success with graph8. We will help you get the support you need fast and efficiently.
uzman ali 3 months ago
Feature Request
Welcome to graph8
We're thrilled you're here. graph8 is the all-in-one platform for leaders like you. Whether you’re a founder, a marketing manager, or a RevOps leader, it helps you turn your go-to-market strategy into action. We bring sales and marketing tools together so you can focus on growth, not complicated setups. Ready to launch your first campaigns? Our Magic Onboarding process simplifies everything into 5 fast steps to get you up and running quickly. Getting Started with Magic Onboarding Overview graph8’s Magic Onboarding helps you set up your account quickly by guiding you through a clear, step-by-step process. The system collects your core business details and automatically creates: Intent keyword lists ICP (Ideal Customer Profile) lists Campaigns tailored to your business and more You can edit or expand any information later from your dashboard. Where to Start? Creating Your Account You can create your graph8 account in three ways: Sign up with your business email: enter your email address. Sign up with Google: use your Google Workspace account. Sign up with Microsoft: connect your Microsoft account. After you sign up, check your inbox for a verification link to activate your account. Step 1: Business Data Once you create your account, the Magic Onboarding process starts by gathering your business information. 1. Enter your company details in the form provided: Company Name Company Website Support Email Sales Email Company Phone Short Company Description Target Audience Competitive Advantage 2. Also note that some fields might already have information filled. As graph8 automatically pulls data from your domain through scraping. Please check and correct any mistakes before proceeding. 3. In the filling option, type your information for "Products services" and "Customer pain points." Press enter to add each item. Note: Don’t worry if you don’t have everything ready. You can update these details anytime later from your dashboard. Step 2: Keywords Next, you'll need to add and refine the keywords that represent your business and offerings. Review the pre-populated keyword suggestions in each category: Overall keywords Product keywords Service keywords Click the "+" button in each section to add more keywords. For Paid Keywords and Topic Keywords, type your entries and press Enter. Add as many keywords as you can. This info is key for the intent keyword feature and will help graph8 give better results for your business. Step 3: Competitors Identifying your competitors helps graph8 create more effective intent keyword lists. Plus, it better understands your market and refines your targeting. Under "Main competitors," add the names of your primary competitors. Under "Expanded competitors," add more competitors in your market space. Type each competitor's name and press Enter to add them to the list. Click the "×" next to any entry you wish to remove. Add as many competitors as possible for the best results with the intent keyword feature. Step 4: Preview & Test Before you finish setting up graph8, take a moment to try out its AI features and see how they work. This step is key. It helps you adjust the experience before visitors use your AI assistant. Voice AI Click Start under the Voice AI section. Grant microphone permission in your browser. Speak naturally to test how the voice assistant responds. You can later customize this experience or record a branded voice. Chat AI Type questions in the chat panel (e.g., “What does graph8 do?”). Review the AI’s answers for accuracy. If something sounds off, update your Business Data or Keywords and test again. Note: These products of graph8 not only take the data you’ve entered. They also simulate how visitors to your site might interact with your AI assistant. Step 5: Connect Your Mailbox In this step, you’ll link your email account so graph8 can send and receive messages for your campaigns. You have two connection options: Google Workspace: Click Connect with Google and follow the sign-in prompts. Other Email Providers: Select Connect via SMTP and enter your email host, port, username, and password. Once connected, graph8 will automatically verify your mailbox. If you run into any issues: Make sure your login details are correct. For Gmail, connect the same Workspace account used for your business. Some email providers need disabling two-factor authentication for SMTP access. For more detailed instructions or troubleshooting, see our Mailboxes Guide. Additional Step: JavaScript To launch all features, install this HTML snippet on your website after onboarding. Please do not skip this step. Here’s how to do that: Copy the snippet from your dashboard or click Send to Developer to email it to a teammate. Paste it before the closing tag on every page you want to track. Note: Without installing this snippet, website visitor tracking and chat will not work. Optional Step: Schedule an Onboarding Call Need a hand setting up or want a live walk through? You can book a 15–30 minute on-boarding session with the graph8 team right from your dashboard. What Happens Next? Once you finish Magic Onboarding, graph8 will automatically turn on your workspace’s core features. The platform will: Generate intent keyword lists for your company and competitors. Build Ideal Customer Profile (ICP) lists based on your business data. Create initial intent- and ICP-based campaigns to help you get started. Start tracking website visitors in real-time. Enable your on-site chat functionality. You can review, adjust, or expand all data and settings at any time from your graph8 Dashboard. Explore the Documentation graph8 offers a complete knowledge base designed to help you get the most out of the platform. Check out the graph8 Knowledge Base for detailed guides on all products and features. Browse articles by category or use the search bar to find what you need quickly. Each guide includes clear steps, screenshots, and videos where applicable. If you need further assistance: Contact us at support@graph8.com, or To start a chat, click the chat icon in the bottom-right corner of any page. We’re here to ensure your success with graph8 and are always happy to help.
uzman ali 3 months ago
Feature Request
Welcome to graph8
We're thrilled you're here. graph8 is the all-in-one platform for leaders like you. Whether you’re a founder, a marketing manager, or a RevOps leader, it helps you turn your go-to-market strategy into action. We bring sales and marketing tools together so you can focus on growth, not complicated setups. Ready to launch your first campaigns? Our Magic Onboarding process simplifies everything into 5 fast steps to get you up and running quickly. Getting Started with Magic Onboarding Overview graph8’s Magic Onboarding helps you set up your account quickly by guiding you through a clear, step-by-step process. The system collects your core business details and automatically creates: Intent keyword lists ICP (Ideal Customer Profile) lists Campaigns tailored to your business and more You can edit or expand any information later from your dashboard. Where to Start? Creating Your Account You can create your graph8 account in three ways: Sign up with your business email: enter your email address. Sign up with Google: use your Google Workspace account. Sign up with Microsoft: connect your Microsoft account. After you sign up, check your inbox for a verification link to activate your account. Step 1: Business Data Once you create your account, the Magic Onboarding process starts by gathering your business information. 1. Enter your company details in the form provided: Company Name Company Website Support Email Sales Email Company Phone Short Company Description Target Audience Competitive Advantage 2. Also note that some fields might already have information filled. As graph8 automatically pulls data from your domain through scraping. Please check and correct any mistakes before proceeding. 3. In the filling option, type your information for "Products services" and "Customer pain points." Press enter to add each item. Note: Don’t worry if you don’t have everything ready. You can update these details anytime later from your dashboard. Step 2: Keywords Next, you'll need to add and refine the keywords that represent your business and offerings. Review the pre-populated keyword suggestions in each category: Overall keywords Product keywords Service keywords Click the "+" button in each section to add more keywords. For Paid Keywords and Topic Keywords, type your entries and press Enter. Add as many keywords as you can. This info is key for the intent keyword feature and will help graph8 give better results for your business. Step 3: Competitors Identifying your competitors helps graph8 create more effective intent keyword lists. Plus, it better understands your market and refines your targeting. Under "Main competitors," add the names of your primary competitors. Under "Expanded competitors," add more competitors in your market space. Type each competitor's name and press Enter to add them to the list. Click the "×" next to any entry you wish to remove. Add as many competitors as possible for the best results with the intent keyword feature. Step 4: Preview & Test Before you finish setting up graph8, take a moment to try out its AI features and see how they work. This step is key. It helps you adjust the experience before visitors use your AI assistant. Voice AI Click Start under the Voice AI section. Grant microphone permission in your browser. Speak naturally to test how the voice assistant responds. You can later customize this experience or record a branded voice. Chat AI Type questions in the chat panel (e.g., “What does graph8 do?”). Review the AI’s answers for accuracy. If something sounds off, update your Business Data or Keywords and test again. Note: These products of graph8 not only take the data you’ve entered. They also simulate how visitors to your site might interact with your AI assistant. Step 5: Connect Your Mailbox In this step, you’ll link your email account so graph8 can send and receive messages for your campaigns. You have two connection options: Google Workspace: Click Connect with Google and follow the sign-in prompts. Other Email Providers: Select Connect via SMTP and enter your email host, port, username, and password. Once connected, graph8 will automatically verify your mailbox. If you run into any issues: Make sure your login details are correct. For Gmail, connect the same Workspace account used for your business. Some email providers need disabling two-factor authentication for SMTP access. For more detailed instructions or troubleshooting, see our Mailboxes Guide. Additional Step: JavaScript To launch all features, install this HTML snippet on your website after onboarding. Please do not skip this step. Here’s how to do that: Copy the snippet from your dashboard or click Send to Developer to email it to a teammate. Paste it before the closing tag on every page you want to track. Note: Without installing this snippet, website visitor tracking and chat will not work. Optional Step: Schedule an Onboarding Call Need a hand setting up or want a live walk through? You can book a 15–30 minute on-boarding session with the graph8 team right from your dashboard. What Happens Next? Once you finish Magic Onboarding, graph8 will automatically turn on your workspace’s core features. The platform will: Generate intent keyword lists for your company and competitors. Build Ideal Customer Profile (ICP) lists based on your business data. Create initial intent- and ICP-based campaigns to help you get started. Start tracking website visitors in real-time. Enable your on-site chat functionality. You can review, adjust, or expand all data and settings at any time from your graph8 Dashboard. Explore the Documentation graph8 offers a complete knowledge base designed to help you get the most out of the platform. Check out the graph8 Knowledge Base for detailed guides on all products and features. Browse articles by category or use the search bar to find what you need quickly. Each guide includes clear steps, screenshots, and videos where applicable. If you need further assistance: Contact us at support@graph8.com, or To start a chat, click the chat icon in the bottom-right corner of any page. We’re here to ensure your success with graph8 and are always happy to help.
uzman ali 3 months ago
Feature Request