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graph8 for Sales Engineer

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

The five demo arcs

01. The AE-buyer demo — Deal Intelligence sidebar

“Open a deal. Look at this sidebar. graph8 auto-generated Deal Risks, Next Steps, Close Plan, ROI Analysis, Competitive Analysis — without the rep typing a word.” Drop the mic.

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  • app.graph8.com/deals/pipeline → click any deal
  • Left rail: DEAL INTELLIGENCE (Strategy + Analysis stacks, 5/5 generated)
  • Top: Deal Progress + Stage Readiness gauge + “Suggest next step” button

a sample deal deal with DEAL INTELLIGENCE sidebar showing Strategy and Analysis stacks all generated 5/5

Fig 1.1 — a sample deal. Sidebar: Strategy (Deal Risks · Next Steps · Close Plan) + Analysis (ROI · Competitive) — all auto-generated. Stage Readiness 100%. “Suggest next step” button. This is your AE-objection demolisher: “How is this different from SFDC?” — answer this slide.

02. The “does this work with our CRM” demo — Integrations + Fields

5 connectors live (HubSpot · Salesforce · Zoho · SugarCRM · Stripe). Each has Push/Pull/Fields/Appointments sub-tabs with per-record-type field mapping. Auto Fill vs Overwrite per row.

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  • /studio/settings?tab=integrations — connector grid
  • Click HubSpot (or whichever the buyer uses) → drill into Fields tab

Integrations tab showing HubSpot (Connected), Salesforce, Zoho CRM, SugarCRM, Stripe

Fig 2.1 — Integrations grid. HubSpot Connected · Salesforce · Zoho · SugarCRM · Stripe Connected. Click gear → Push / Pull / Fields / Appointments sub-tabs.

03. The technical-buyer demo — Connections, Functions, Snippet

Jitsu-style event pipeline. Streams (sources) → Functions (JS transforms) → Destinations (warehouses, CRMs, ad pixels). Plus the web snippet drops in one line.

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  • /connections/list — source → destination routing table
  • /connections/functions — JavaScript event-transform code editor
  • /connections/streams?tab=setup — web tracking snippet install

Connections list showing source-to-destination routing with Form Sync Trigger, Campaign Visitor Trigger, Warehouse destinations

Fig 3.1 — /connections/list. Each row is a source → (optional Function transform) → destination edge. Shipped destinations include Form Sync Trigger, Campaign Visitor Trigger, Warehouse, OpenReplay, Meta CAPI, LinkedIn Tag.

Functions code editor showing async JavaScript event-transform function with Test Env Vars and Sample Event panels

Fig 3.2 — /connections/functions. Real JS code editor: export default async function(event, {log}) with Test Env Vars + Sample Event payload + Run button. SEs love this — “you can write your own enrichment without filing a ticket.”

Stream setup showing HTML script tag with data-write-key pointing at events.flow.graph8.com

Fig 3.3 — /connections/streams?tab=setup. One <script> tag: <script async src="https://events.flow.graph8.com/p.js" data-write-key="...">. Drop in <head>, get pageviews + form submits + custom events flowing in seconds.

04. The dev-tools demo — API keys + MCP + CLI

80+ tools exposed over MCP. Two modes: Remote (hosted, OAuth) for Claude Desktop / Cursor / Windsurf, or Local (stdio, API key) for dev. Plus regular REST API keys + Webhooks.

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  • /studio/settings → API, MCP & CLI sub-tab
  • Remote MCP: https://be.graph8.com/mcp/ (Cursor / Claude Code / Windsurf compatible)
  • Local mode: g8-mcp-server stdio + G8_API_KEY + G8_MCP_MODE=dev

MCP Server and CLI configuration showing Remote JSON config for Cursor/Claude Code/Windsurf at https://be.graph8.com/mcp/ and Developer Mode Local config with g8-mcp-server, G8_API_KEY, G8_MCP_MODE=dev

Fig 4.1 — MCP & CLI config. Remote mode (hosted): drop the JSON into claude_desktop_config.json, OAuth in, get all 80+ tools. Local mode (dev): stdio binary with API key for laptop-side automation.

API Keys table showing keys for Eric Goldstein, Alex Reyes with Key ID and Expires columns, plus Webhooks panel

Fig 4.2 — API keys for REST access + Webhooks for inbound events. Per-user keys with revocation + expiry.

Tool discovery (heads-up for dev-buyers using MCP)

// Only ~30 tools in the default tools/list — rest are loaded on demand g8_tool_search(query=“workflow”) // workflow / automation g8_tool_search(query=“dialer”) // voice / phone / dialer g8_tool_search(query=“intent”) // buyer intent / signals / keywords g8_tool_search(query=“skill”) // LLM skill authoring g8_tool_search(query=“field”) // custom fields / properties g8_tool_search(query=“form”) // forms / responses g8_tool_search(query=“snippet”) // web tracking g8_tool_search(query=“playbook”) // multi-step playbooks

05. The marketing/CRO demo — Ads wizard, Copilot, channel intel

When the buyer is marketing-focused, switch arcs. Show the 6-step ad wizard (Meta · LinkedIn · Google · X), the copilot answering rich questions about the product, and the channel-attribution dashboard.

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  • /ads → Create Campaign wizard
  • Copilot sparkle top-right — ask broad capability questions
  • /analytics/acquisition — channel + source/medium breakdown

Copilot response to Show me everything you can do for an account executive listing Research & Prospecting and Activity Tracking capabilities

Fig 5.2 — Copilot: “Show me everything you can do for an account executive.” Returns categorized capability map (Pipeline & Deals · Account Intelligence · Research & Prospecting · Activity Tracking). Great for buyers who don’t know what to ask.

Acquisition channels showing 81.1K users, Direct, Organic Search, Referral, AI/LLM breakdown

Fig 5.3 — /analytics/acquisition. 81.1K users · 84.3K sessions · your engagement rate. CRO-buyer demo: shows the full marketing site analytics, channel mix, and bounce rates — graph8 sees attribution end-to-end.

SE cheat-sheet — demo URLs by buyer persona

Buyer personaStart the demo here
AE / Sales Manager/deals/pipeline → open a deal
SDR / SDR Manager/sequencer + /reports
CSM/deals/l/customers + customer detail Health card
RevOps / SalesOps/studio/settings Revenue → Pipelines + /admin
GTM Engineer / Developer/connections/functions + /studio/settings API/MCP/CLI
Marketing / Demand Gen/analytics/marketing + /studio?mode=campaign
CRO / Founder/analytics overview + /deals/l/customers + Copilot
Finance/admin Customers (715 records, Stripe IDs) + LLM Charges
Content Marketer/studio?mode=global (45 docs) + Landing Pages
Campaign Manager/studio?mode=campaign → open campaign (17 docs)

Heads-up — known SE-demo gaps

Generated 2026-05-20 against app.graph8.com (org your org). Surface state verified live before publication