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.
uzman ali 9 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.
uzman ali 9 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.
uzman ali 9 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.
uzman ali 9 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.
uzman ali 9 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.
uzman ali 9 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.
uzman ali 9 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.
uzman ali 9 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 visit
uzman ali 9 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 visit
uzman ali 9 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.
uzman ali 9 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.
uzman ali 9 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.
uzman ali 9 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.
uzman ali 9 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 upd
uzman ali 9 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 upd
uzman ali 9 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
uzman ali 9 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
uzman ali 9 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.
uzman ali 9 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.
uzman ali 9 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 9 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 9 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.
uzman ali 9 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.
uzman ali 9 months ago
Feature Request