graph8 for Account Executive

A field guide for AE. Live URLs, real surfaces. Screenshots captured from a showcase tenant with public-company data only.

The six things to use today

01. Run your pipeline — Deals, Companies, Contacts

A real pipeline with auto-generated deal intelligence on every deal. This is the strongest shipped surface in graph8 today.

The Deals shell is the AE’s home. Top sub-nav: My Desk · Companies · Contacts · Deals. The Sales Pipeline selector top-right lets you switch pipelines once multi-pipeline ships; for now you’re working in Sales Pipeline.

Open it at

• app.graph8.com/deals/pipeline — deal list with columns: Deal · Company · Docs (e.g. 6/16) · Stage · Value · Owner · Close Date · Last Activity
• app.graph8.com/deals/{deal-id} — full deal detail panel

Fig 1.1 — Deal list view at /deals/pipeline. The Docs column (6/16, 17/16, 10/16) tells you which deals have full discovery / ROI / competitive coverage. Top sub-nav: My Desk · Companies · Contacts · Deals.

The killer feature — Deal Intelligence sidebar

Open any deal. The left rail shows two stacks, both auto-generated by graph8 from the deal’s data + conversation history:

• Strategy: Deal Risks · Next Steps · Close Plan
• Analysis: ROI Analysis · Competitive Analysis

Verified on the a sample deal deal — all 5 documents generated (5/5 indicator). Center tabs: Overview · Data · Activity · Memory · Notes · Tasks · Quotes · Contacts · Signals. Right panel: Value · Stage · Pipeline · Close Date · Next Step · Closed Won Reason. Top-right: “Suggest next step” button + Stage Readiness % gauge (100% on a sample deal).

Fig 1.2 — Deal Intelligence sidebar. The “Intelligence 5/5” indicator means graph8 has auto-generated every strategy + analysis doc for this deal.

Try this now

Try this now. Open /deals/pipeline, click any deal, hit Suggest next step. Read the auto-generated Close Plan in the left rail before your next call with that account.

02. Your morning queue — My Desk

AI-generated decision cards prioritized for the AE. Open it once per morning, work the top of the stack. No dashboards to scan, no manual triage.

Open it at

• app.graph8.com/deals/my-desk — pending decision cards + AI-completed log (with 30-min undo window)

My Desk surfaces decision cards from 14 signal sources. Cards are auto-generated as signals fire (Redis streams + per-org pollers) and addressed to the deal or contact owner. Each card has an autonomy lane: autopilot (action fires automatically with 30-min undo), approve (queues for your one-click sign-off), or off.

The four signal sources shipped 2026-05-21 (the most recent additions to the 14):

• No reply — an outbound email / SMS / LinkedIn thread you started has had no reply in 5+ days. Card links the deal + last sequence; one-click pause the sequence from the card.
• Intent signal — a known contact at one of your accounts visited multiple pages on graph8.com in a tight window, returned after a week of silence, or matched a keyword pattern you configured.
• Champion change — the primary contact on a deal got reassigned to a different owner (in CRM or here). Card on every open deal at that company, addressed to the deal rep.
• Enrichment win — graph8 just filled a high-value missing field on one of your contacts (mobile phone, direct email, current title, current company, LinkedIn URL). Now’s the moment to reach out.

The other 10 (older) generators cover: meeting prep · post-meeting follow-up · at-risk / stalled deal · new lead · re-engagement · overdue task · deal stage suggestion · competitive alert · playbook deviation · coaching insight.

Screenshot pending

Fig 2.1 — Screenshot pending first card emissions on the graph8 tenant (rollout completed 2026-05-22). Expected within hours for intent + no-reply (continuous-poll); champion-change is naturally rare. This caption will be replaced with a live capture once cards land.

Each card carries a summary line (e.g. “No reply for 7d on ‘Re: Acme renewal’”) and the underlying context_data the AI used (deal_value, days_since_outbound, matched_fields, etc.). Click the card to expand; approve, dismiss, or let autopilot handle it.

Try this now

Try this now. Open /deals/my-desk tomorrow morning, sort by priority (highest first), and work top-to-bottom for 15 min. Anything you dismiss without acting on is feedback the AI will learn from — the rate at which generators emit cards self-tunes per org.

03. See your book of business + MRR — Customers list

graph8’s revenue overlay joins Stripe billing to the company record. You see ARR, MRR, plan, and subscription status next to firmographics — without leaving the CRM.

Open it at

• app.graph8.com/deals/l/customers — paying customers with revenue overlay

Live today on the graph8 tenant: your paying customers. Real MRR data visible per row — examples observed: a paying customer $2.5K · a paying customer $2.5K · a paying customer $8.9K · your account $4K · a paying customer $2.4K · a paying customer $499 (past_due) · a paying customer $1.5K · a paying customer $2.5K.

Columns: Status · MRR · Plan · Subscription · Customer Since · Owner · Stakeholders · Deals · Deal Value. Actions: Move stage · Add company.

Fig 3.1 — The revenue tab at /deals/l/customers. CBAccount overlay on MashupCompany, Stripe-synced. Status, MRR, plan, subscription, customer-since, owner, stakeholders, deals, deal value all in one row.

Try this now

Try this now. Open /deals/l/customers, sort by MRR desc, find your top 5 paying customers. Now check the Last Activity column — anyone you haven’t touched in 30+ days is renewal risk.

04. Send a quote, get it signed, bill it — all in graph8

Quote → eSign → Stripe customer + subscription + invoice + payment link — auto-provisioned the moment the buyer signs. No DocuSign tab. No QBO export.

Open it at

• app.graph8.com/deals/quotes — all quotes with status filters (Draft · Sent · Viewed · Accepted · Expired · Declined · Voided)
• Or from a deal detail panel → Quotes tab

Live today: 10+ quotes a sample quote through a sample quote, ranging $50–$8,499, Net 30 terms. Multiple Accepted quotes confirm the end-to-end signing path works.

Fig 4.1 — Quotes list. Filter chips up top: All / Draft / Sent / Viewed / Accepted / Expired / Declined / Voided. Viewed-but-not-Signed is your highest-leverage follow-up bucket.

Inside a quote — the lifecycle is visible

Open quote a sample quote (verified live). Status pill: Accepted. Lifecycle timeline shows:

• Sent · May 19, 1:56 PM
• Viewed (×2) · May 19, 1:56 PM
• Signed · May 19, 1:56 PM

Line items: 10,000 Credits · qty 1 · $500.00 · Net 30 · Valid Until Jun 18, 2026. Notes field carries the SOW preamble. Tabs: Overview · Activity · Email. Duplicate button to clone for the next deal.

Fig 4.2 — a sample quote right slide-out: Accepted pill, Sent → Viewed ×2 → Signed timeline, $500 / 10,000 Credits line item, Net 30, Valid Until Jun 18 2026, SOW notes. Tabs: Overview · Activity · Email. Duplicate to clone for the next deal.

Try this now

Try this now. Click Duplicate on an Accepted quote, change the line-item quantity, send to a test buyer. Watch the Sent → Viewed → Signed dots populate in real time as they open and sign.

05. One inbox + a copilot that answers natural-language CRM questions

Every email/SMS/WhatsApp/Slack/iMessage thread against the contact, with the copilot in the sidebar answering questions like “how many deals are in my pipeline and what’s the total value?”.

Open it at

• app.graph8.com/inbox/email — focused / other tabs, sentiment tags, sequence attribution headers
• app.graph8.com/profile?tab=apps — bridge connection setup (WhatsApp · Slack · Roam · iMessage)
• Global copilot — sparkle icon top-right, available on every page

Live today on the inbox: real reply traffic with sentiment tagging — Interested (green), Out of Office (yellow). Sequence attribution headers visible above grouped threads (e.g. GROWTHDEMANDGEN_SAAS_US&UK&AUS&CAN - SEQUENCE, VP/HEAD-SALES_SAAS - SEQUENCE). Thread examples: “built for teams that move fast”, “API-first GTM platform”, “ditch the per-seat pricing”.

Fig 5.1 — Inbox at /inbox/email. Sentiment chips (Interested green, Out of Office yellow) and sequence-attribution headers (GROWTHDEMANDGEN_SAAS, SALESLEADERS_AI&ML, VP/HEAD-SALES_SAAS) group every reply by the campaign that sourced it.

Copilot — verified live response

Live copilot exchange

Live copilot exchange · 2026-05-20

“How many deals are in my pipeline and what’s the total value?”

8 open deals with a total pipeline value of $19,488

Deal	Stage	Amount	Close Date
a sample deal	Engaged	TBD	Oct 31
a sample deal	Engaged	$7,000	Oct 31
a sample deal	Demo	$500	Oct 31
a sample deal	Demo	$5,988	Feb 28
stuff	Discovery Held	$5,000	May 15
a sample deal	New Meeting	$1,000	May 31
test	Discovery	TBD	—
a sample deal Deal	New Meeting	TBD	—

a sample deal ($7,000) is your largest valued deal and was due Oct 31 — it’s past close date with no update. a sample deal and a sample deal are also past their Oct close…

(3 deals have no amount set).

Fig 5.2 — Copilot side panel answering “how many deals are in my pipeline” with a structured Deal · Stage · Amount · Close Date table. Not just prose.

Fig 5.3 — All four bridges connected at /profile?tab=apps. WhatsApp+1 (555) 010-0000 · Slack (thomas) · Roam (a user) · iMessage+1 (555) 010-0000 — Edit / Disconnect buttons per row.

Try this now

Try this now. Click the sparkle icon top-right. Ask the copilot “which of my deals haven’t had a reply in 7 days?” or “show me my customers with past_due subscriptions.” The same copilot is reachable from WhatsApp/Slack — connect at /profile?tab=apps and DM your own bridge.

06. See who’s on your site — Visitors, Intent, Analytics

Real-time visitor identification + per-company page-visit timeline + acquisition channel breakdown. Tells the AE which account is heating up and where the pipeline came from.

Open it at

• app.graph8.com/visitors?tab=companies — identified company visitors with page detail
• app.graph8.com/visitors/companies/{id} — per-company visit timeline
• app.graph8.com/analytics/acquisition — channel + source/medium breakdown (Direct, Organic Search, Referral, AI/LLM)

Live today: the identified companies identified visiting graph8 properties. Real B2B logos verified on screen — your account, Target, your account, your account, your account, your account, your account, your account, your account. Pages hit: /blog/, /platform/ai/, /credits/, /trends/synthetic-patient-data/, /pricing, /search.

Fig 6.1 — the identified companies at /visitors?tab=companies. Real B2B logos visible: your account, Target, your account, your account, your account, your account, your account. The Page Path column is the AE signal — anyone hitting /pricing right now is a call worth making.

Fig 6.2 — Per-company visit timeline. Click any company in the list (here: your account, internal id 11617851) to see every page they’ve hit, when, and from which referrer. Heads-up: today the header renders as “Company {id}” rather than the company name — a known cosmetic gap.

Fig 6.3 — Acquisition channels last 30 days: your monthly users · your monthly sessions · your engagement rate. the channel breakdown. Source/Medium pivot is below the fold.

Try this now

Try this now. Open /visitors?tab=companies, sort by Visit Time desc. Anyone hitting /pricing, /credits/, or /platform/ai/ in the last 24h is a call worth making this morning.

URL cheat-sheet

To do this	Go here
See your pipeline	/deals/pipeline
Open a deal & read Deal Intelligence	/deals/{id}
Your morning decision queue	/deals/my-desk
See paying customers + MRR	/deals/l/customers
All quotes (or filter by status)	/deals/quotes
AI Inbox (email + sentiment)	/inbox/email
Connect WhatsApp / Slack / Roam / iMessage	/profile?tab=apps
Identified site visitors (companies)	/visitors?tab=companies
Acquisition channel breakdown	/analytics/acquisition
Open Copilot anywhere	Sparkle icon · top-right
Search the CRM	Cmd-K

Heads-up — what’s not in this doc

Caution

Multi-pipeline, stage-checklist v2 programmatic gates, QuickBooks / Xero / Chargebee billing, and the playbook editor / flywheel are all in-progress or PRD-only. Don’t pitch them yet.

Attribution analytics (/analytics/attribution) — the surface exists but graph8 org has no cb_outbound_sends rows yet, so it’s empty. Don’t demo against the graph8 tenant.

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Generated 2026-05-20 · last updated 2026-05-21 to add Section 02 (My Desk) and the 4 new signal generators that shipped with PR #7621. Verified against app.graph8.com (org your org) surface by surface