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:

1. Sign up with your business email: enter your email address.

2. Sign up with Google: use your Google Workspace account.

3. 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.

1. Review the pre-populated keyword suggestions in each category:

   • Overall keywords

   • Product keywords

   • Service keywords

2. Click the "+" button in each section to add more keywords.

3. For Paid Keywords and Topic Keywords, type your entries and press Enter.

4. 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.

1. Under "Main competitors," add the names of your primary competitors.

2. Under "Expanded competitors," add more competitors in your market space.

3. Type each competitor's name and press Enter to add them to the list.

4. Click the "×" next to any entry you wish to remove.

5. 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

1. Click Start under the Voice AI section.

2. Grant microphone permission in your browser.

3. Speak naturally to test how the voice assistant responds.

4. You can later customize this experience or record a branded voice.

Chat AI

1. Type questions in the chat panel (e.g., “What does graph8 do?”).

2. Review the AI’s answers for accuracy.

3. 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:

1. Copy the snippet from your dashboard or click Send to Developer to email it to a teammate.

2. Paste it before the closing </body> 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.