# graph8 for Account Executive > graph8 field guide for Account Executive. Live URLs, real surfaces, screenshots from a public-data showcase tenant. Source: https://docs.graph8.com/roles/ae/ *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 ![Deals pipeline list with 4 deals: test, a sample deal, a sample deal, stuff](../../../../assets/roles/ae/1-hero.webp) ***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). ![Deal Intelligence sidebar showing Strategy + Analysis stacks, 5/5 generated](../../../../assets/roles/ae/2-deal-intel.webp) ***Fig 1.2** — Deal Intelligence sidebar. The "Intelligence 5/5" indicator means graph8 has auto-generated every strategy + analysis doc for this deal.* > **Tip: 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*. > **Caution: 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. > **Tip: 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*. ![Customers list with MRR per row including a paying customer, a paying customer, a paying customer, your account, a paying customer](../../../../assets/roles/ae/3-customers.webp) ***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.* > **Tip: 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. ![Quotes list at /deals/quotes with status filter chips and a sample quote through a sample quote quotes](../../../../assets/roles/ae/4-quote-detail.webp) ***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. ![a sample quote quote detail panel with your data lifecycle dots and line items](../../../../assets/roles/ae/4-quotes-list.webp) ***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.* > **Tip: 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"*. ![AI Inbox at /inbox/email showing replies with sentiment chips and sequence attribution headers](../../../../assets/roles/ae/5-inbox.webp) ***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** > **Note: 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). ![Inbox + Copilot side panel showing pipeline query response with structured deal table](../../../../assets/roles/ae/6-copilot.webp) ***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.* ![Profile Apps tab Setup sub-tab showing your data, iMessage connected](../../../../assets/roles/ae/7-bridge.webp) ***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.* > **Tip: 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`. ![the identified companies visiting graph8 properties with page path and visit time columns](../../../../assets/roles/ae/8-visitors.webp) ***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.* ![Per-company visit timeline at /visitors/companies/11617851 showing 2 page views](../../../../assets/roles/ae/9-visitor-detail.webp) ***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.* ![Acquisition analytics showing Direct 90.7%, Organic Search 4.7%, Referral 4.5%, AI/LLM 0.2%, your monthly users last 30 days](../../../../assets/roles/ae/10-acquisition.webp) ***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.* > **Tip: 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. --- 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](https://github.com/graph8-com/g8/pull/7621). Verified against `app.graph8.com` (org `your org`) surface by surface