AI Features Overview
AI is built into every layer of graph8 - from enriching contact data to generating outreach content to coaching your sales team on live deals. Every AI feature uses your org’s global context (brand brief, value props, personas, competitive intel) to stay on-brand and on-message.
AI Capabilities
| Feature | What It Does | Where to Find It |
|---|---|---|
| Copilot | Chat assistant for lookups, deal management, and navigation | Top nav sidebar |
| Enrichment | Waterfall data enrichment with AI formulas and staging tables | Data → Staging |
| Content Generation | AI-written emails, subject lines, and call scripts | Sequencer, Inbox, Studio |
| Voice Agents | AI phone agents for outbound and inbound calls | Engage → Voice Agents |
| Lead Scoring | AI-powered scoring based on signals, fit, and engagement | Data → Contacts |
| Sales Coach | Deal coaching, objection handling, and next-step recommendations | Agents → Sales Coach |
| Skills | Reusable AI capabilities that agents use to complete tasks | Agents → Skills |
| Workflows | Chain skills together in automated AI workflows | Agents → Workflows |
| Research | AI company research and competitive intelligence | Studio → Companies |
| Copilot Bridge | Use Copilot from WhatsApp, Slack, Roam, and iMessage | Profile → Apps |
How AI Uses Your Data
AI features pull from your org’s global context - 44 documents that graph8 generates about your business:
- Brand brief - your positioning, voice, and messaging
- Value propositions - key benefits mapped to personas
- ICPs and personas - ideal customer profiles and buyer personas
- Competitive intel - competitor analysis and differentiation
- Campaign Intelligence Brief - a pre-extracted summary of all context
This means AI-generated content sounds like your brand, not generic boilerplate. Set up your global context in Studio → Global before using AI features.
Credits
AI features consume credits. Different actions have different costs:
| Action | Credit Cost |
|---|---|
| Contact enrichment | 1 credit per match |
| AI email generation | 1 credit per generation |
| Copilot interaction | 1 credit per exchange |
| Voice agent call | Credits based on call duration |
| AI formula (staging) | 1 credit per row processed |
Monitor usage in Settings → Billing → Usage. Credits refresh monthly based on your plan.
Getting Started
- Set up global context - go to Studio → Global and generate your brand documents
- Enrich your data - use Enrichment to fill in missing contact info
- Try Copilot - open the Copilot sidebar and ask a question about your pipeline
- Generate content - create an AI-written email in the Sequencer
- Score leads - enable Lead Scoring to prioritize your outreach