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Initial Setup

The first time you log in, graph8 guides you through an automated setup that populates your workspace with intelligence about your company, market, and competitors.

Step 1: Enter Your Domain

After creating your account, you’ll be asked to enter your company’s website domain (e.g., yourcompany.com).

graph8 uses this to:

  • Scan your website content, messaging, and positioning
  • Identify your products, services, and value propositions
  • Research your competitors and market landscape
  • Analyze your target audience and industry

Step 2: Auto-Generated Intelligence

Once you submit your domain, graph8 generates 40+ documents about your company in the background. This typically takes 3-5 minutes and includes:

Document TypeWhat It Contains
Company ProfileYour mission, products, key differentiators
Competitor AnalysisDirect and indirect competitors with positioning comparison
Market OverviewIndustry trends, market size, growth drivers
ICP ProfilesIdeal customer profiles based on your positioning
Buyer PersonasDetailed personas with pain points, motivations, and objections
Messaging FrameworksValue props, elevator pitches, and email angles
Battle CardsCompetitive positioning for sales conversations

These documents power graph8’s AI across the entire platform — from campaign generation to email personalization to lead scoring.

Step 3: Review and Refine

After generation completes:

  1. Navigate to Studio → Intelligence to review your generated documents
  2. Edit any documents that need corrections or additions
  3. Add your own context documents (case studies, product briefs, etc.) to improve AI quality

Step 4: Invite Your Team

Go to Settings → Users → Invite to add team members. Assign roles:

  • Admin — Full access to settings, billing, and team management
  • Manager — Access to analytics, team reporting, and campaign management
  • SDR — Access to prospecting, sequences, and inbox

Next Steps