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 — then drops you onto a personal Home dashboard that picks one of two starting paths based on what you want to do first.

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 Type	What It Contains
Company Profile	Your mission, products, key differentiators
Competitor Analysis	Direct and indirect competitors with positioning comparison
Market Overview	Industry trends, market size, growth drivers
ICP Profiles	Ideal customer profiles based on your positioning
Buyer Personas	Detailed personas with pain points, motivations, and objections
Messaging Frameworks	Value props, elevator pitches, and email angles
Battle Cards	Competitive 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: Pick a Starting Path

Once intelligence finishes generating, your Home dashboard shows a Welcome card with the two most common first moves:

Path	Best for	What it does
Build a contact list	”I want to find people to reach out to”	Walks you into prospecting with filters seeded from your ICP — you end up with a saved list ready for sequences
Create a campaign idea	”I want to plan an outbound motion before I prospect”	Walks you into campaign generation — graph8 proposes 5 campaigns aligned to your positioning, you pick one and graph8 builds the supporting documents

You can also dismiss the welcome and explore the platform on your own. The Welcome card only shows once — your second login lands you on a daily-briefing version of Home instead.

Tip

If you’re not sure which path to start with: Build a contact list is the right answer for most teams. Campaign planning becomes much sharper once you have a real ICP-aligned list to plan around.

Step 4: Review and Refine the Intelligence

Your generated documents are good starting drafts — they get better with edits and your own context.

1. Navigate to Studio → Global to review the generated documents
2. Edit any documents that need corrections or additions
3. Add your own context (case studies, product briefs, top-performing emails) — graph8’s AI uses everything in Global Context when it generates campaigns, emails, and replies

The more context you provide, the better graph8’s outputs get. See Global Context for the full document catalog.

Step 5: Invite Your Team

Go to Settings → Team → 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

• Connect Your Website → — Track visitors and form submissions
• Connect Your Calendar → — Enable meeting scheduling
• Global Context → — Review and refine the documents that drive AI quality