Docs

Use Settings -> Docs to control which AI-generated documents and library folder templates are enabled by default for each scope.

Tabs

The Docs settings area is split into five top-level tabs:

• Contacts - person-level intelligence documents
• Companies - customer and prospect account-document defaults
• Campaigns - campaign document defaults
• Global - Global Context document defaults
• Meetings - meeting transcript grounding and extraction rules

Each top-level tab includes a secondary menu:

• Contacts: Defaults, Library Folder Tree
• Companies: Customers Defaults, Prospects Defaults, Library Folder Tree
• Campaigns: Defaults, Library Folder Tree
• Global: Defaults, Library Folder Tree
• Meetings: Meeting Grounding plus extraction scopes for Shared, Customer Calls, Prospect Calls, and Internal

How Defaults Work

Each defaults tab shows the documents available for that scope. When a document is checked, it becomes part of the organization’s default set for that scope.

• Changes save automatically
• Required documents cannot be unchecked
• Estimated generation time is shown inline with the secondary menu and updates as you change the selection

Company Scopes

Customer and prospect companies can have different defaults.

• Customers Defaults are intended for active accounts
• Prospects Defaults are intended for lighter-weight research on target accounts

If a company is still marked as a prospect, the account document generator uses the Prospects Defaults selection.

Folder Templates

Every top-level scope includes a Library Folder Tree tab. These folder templates are stored at the org level and can be edited by adding, renaming, reordering, or removing folders. Locked defaults remain enforced.

Company records share one library template across customers and prospects. By default, the company Library includes:

• Library
• Library/Transcripts
• Library/Call Recordings
• Library/Contracts and SOW
• Library/Objectives and Plan
• Library/Weekly Client Summaries
• Library/Handoff and Next Steps
• Library/Reporting and QBR
• Library/Client Materials
• Library/Security Questionnaires

Campaign and Global each have their own default folder presets. Contacts currently support folder-template management even though their document defaults are still evolving.

Meetings Tab

The Meetings tab controls how graph8 interprets and summarizes meeting transcripts for your organization.

Meeting Grounding

Use Meeting Grounding to define how graph8 should recognize your company and participants in transcripts:

Setting	What It Controls
Canonical Company Name	Your preferred internal-side company name when transcript wording is ambiguous
Internal Domains	Domains treated as your internal team in meetings
Brand / Alias Resolution	Maps alternate names or brands to a canonical company name
Participant Interpretation Rules	Org-specific rules that bias transcript interpretation

Extraction Scopes

Meetings extraction is organized into four scopes:

• Shared - rules that apply to all meetings
• Customer Calls - extraction priorities for active customer conversations
• Prospect Calls - extraction priorities for sales conversations
• Internal - extraction priorities for internal team meetings

Each scope lets you configure:

Control	What It Does
Always Extract	Fields that should always be structured from the meeting
Listen For	Topics and signals the extractor should prioritize
Custom Fields	Org-specific findings to capture in meeting output
Vocabulary / Terms	Acronyms and terminology that need added context

Meeting settings are saved at the org level and influence how transcript summaries, key topics, and structured meeting findings are generated.

Priority Tab

The Priority tab controls the default priority assigned to documents in the library. Priority determines how strongly the copilot weighs a document when generating content - higher priority documents are preferred over lower ones when there is a conflict or overlap.

Setting	Default	What It Controls
Uploaded documents priority	High	Priority assigned to documents you upload manually
AI-generated documents priority	Medium	Priority assigned to documents created by AI workflows

Changes apply to all new documents created after saving. Existing documents keep their current priority unless updated individually.

Priority Levels

Level	When to Use
High	Source-of-truth documents - approved brand guidelines, legal-reviewed materials, finalized campaign briefs
Medium	AI-generated drafts, research documents, working materials
Low	Reference materials, archived versions, supplementary context

Notes

• Customer and prospect document defaults are already used by company document generation flows
• Folder-template settings are exposed through the org settings API for companies, contacts, campaigns, and global
• Meetings settings are used by meeting transcript extraction and structured meeting summaries
• Priority settings apply org-wide - individual document priority can be overridden per document in the library