Overview

Lists help you organize your prospects by grouping related people and companies in one central location. This powerful organizational tool enhances your prospecting workflow in multiple ways:

• Streamline your searches by including or excluding specific lists from results.

• Accelerate your outreach by adding entire lists to sequences.

• Import external data by uploading CSV files to create new lists.

• Export your data by downloading lists as CSV files for external use.

• Personalize at scale with list-specific AI Columns for targeted messaging.

The following sections provide detailed guidance on maximizing Graph8's list functionality for your prospecting needs.

Creating a list

For detailed instructions on creating lists, please see our Search article in the Knowledge Base.

Accessing your Lists

Viewing Your Lists Directly

1. Navigate to Data: From the top navigation bar, click Data.

2. Open Lists: Select Lists from the dropdown menu.

3. View All Lists: Your screen will display all your saved lists, showing both contact and company lists.

4. Check List Details: The list view shows important information including:

   • List name

   • Type (Contacts or Companies)

   • Status

   • Type of List (Dynamic or Static)

   • Total number of records

   • Date created

5. Access List Contents: Click directly on any list name to view all records within that list.
   

   

Using Lists in Search

1. Open Search: From the top navigation bar select Search from the Data dropdown menu.

2. Select Target Type: Choose either "People" or "Companies" depending on your needs.

3. Open Lists Filter: Scroll down the filters panel and click on the Lists dropdown.

4. Choose Your List: Under "List Name," select one or more lists you want to include in your search results.

5. Run Search: Click the purple Run Search button to display all records from your selected list(s).

6. Optional - Exclude Lists: Under "List Name Exclude," select any lists you want to remove from your search results.

   
   

List Actions

Graph8 provides three powerful actions you can perform with your lists to enhance your workflow:

List-Level Actions (From Lists Grid)

Each list entry includes an Actions menu allowing you to perform operations without opening the list.

Available actions may include:

1. Download

Exports the entire list dataset.

Useful for:

• Offline analysis

• External processing

• Backup workflows

2. Query

Displays the underlying query logic for dynamic or system-generated lists.

This is primarily informational and helps users understand list composition.

3. Rename List

Allows you to modify the list name.

Renaming does not affect records or enrichment columns.

4. Unlock Contact Information

Unlocks masked contact data contained in the list.

By default, sensitive contact fields may appear masked, including:

• Work Email

• Phone Number

• LinkedIn URL

• Other personal identifiers

Masking ensures controlled access to personal data.

After unlocking:

• Contact details become fully visible

• Contacts become usable across the organization

• Records can be used in Dialer, Sequencer, and Enrichment workflows

Note: Unlocking consumes credits.

5. Unlock & Verify Emails

Combines two operations:

1. Unlock masked contact fields

2. Verify work email validity

This is commonly used when preparing lists for outbound workflows.

6. Delete

Deletes the current list.

Deletion removes:

• List structure

• Associated dynamic columns

• List membership

This action does not delete underlying Contacts or Companies from the master dataset.

7. Adding Tags to Lists

Categorize lists with tags for easier organization and feature compatibility:

• Double-click the cell in the TAGS column next to your desired list.

• Select a tag from the dropdown.

• The tag will appear in the TAGS column.

• To remove a tag, double-click the cell and click the "X" next to the tag.

Useful Tip: For Sales Coach Compete Mode, lists must have the #SalesCoach tag.

These actions make your lists more versatile and help you move smoothly between prospecting, analysis, and outreach stages.

Actions Inside a List

Opening a list provides additional operational controls.

To open a list:

• Click the list name from the Lists page

Inside the list workspace, you gain access to filtering, enrichment, and record-level operations.

1. Save Filtered

Save Filtered stores only the records matching active filters into a list.

Common use cases:

• Creating a list of valid emails only

• Isolating specific job roles

• Segmenting enrichment-ready contacts

When triggered:

• You may save into an existing list

• Or create a brand new list

2. Merge Lists

Merge Lists combines multiple lists into a single destination list.

You can:

• Merge into an existing list

• Or create a new list

Useful for consolidating datasets from multiple sources.

3. Download

Exports the entire list dataset.

Useful for:

• Offline analysis

• External processing

• Backup workflows

4. Clone List

Clone List creates a duplicate of the current list.

Important behavior:

• Cloning always creates a new list

• Records and columns are copied

• Source list remains unchanged

5. Verify Emails

Verify Emails validates the work email addresses associated with list contacts “For the selected contacts from the list”.

Each email receives a verification status, typically including:

• Valid

• Not Valid

• Risky

• Catch All

• Unverifiable

Verification improves deliverability and campaign quality.

This action consumes credits based on processed records.

6. Unlock Info “Unlock Selected”

Unlock Info reveals masked personal identifiers for the selected contacts stored in the list.

graph8 masks sensitive fields for newly saved contacts to ensure data governance and credit control.

Typical masked fields:

• Work Email

• Phone Number

• LinkedIn URL

Why unlocking matters:

Until unlocked, contacts may not be usable in downstream workflows such as:

• Dialer

• Sequencer

• AI Enrichment

• Organization-wide actions

Unlocking consumes credits and permanently reveals the data.

7. Delete

Deletes the selected contacts

Credits & Data Control

Certain list actions consume credits:

• Unlock Info

• Verify Emails

• Unlock & Verify

Credit usage depends on:

• Number of records

• Validation logic

graph8 validates credit availability before execution.

CSV Uploads

graph8 allows you to import data in bulk using CSV-based files. The upload flow is accessible from the Lists page and supports three different list types:

• Contacts

• Companies

• Suppressions

To begin:

• Navigate to Data → Lists

• Click Upload List

You will be prompted to select the list type.

Uploading a Contacts List

The Contacts CSV Upload flow enables users to import contact records from external files into graph8.

A Contacts upload is considered valid only when at least one unique identifier is mapped:

• Contact Work Email OR

• Contact LinkedIn URL

Upload Flow Overview (Contacts)

Step 1 — List Creation

• Click Upload List

• Select Contacts

• Enter a List Name (required)
  

  

Step 2 — Upload File

Supported file formats: .csv, .xlsx, .xlsm

Invalid file types are rejected with a validation error.

Step 3 — Preview File

• Displays a read-only preview of the raw file data

• No transformations or mappings applied yet
  

  

Step 4 — Map Columns (Critical Step)

Users map file columns to:

• Existing Contact Entity Fields

• Newly created Dynamic Columns

Required Mapping Rule

You must map at least one of:

• Work Email

• LinkedIn URL

A validation banner remains visible until this condition is satisfied.

Mapping Capabilities

Users can:

• Map individual fields manually

• Add new mapping rows

• Map all columns automatically

• Create Dynamic Columns

• Delete mapped fields

  
  

  

Step 5 — Preview Result

Displays:

• Final mapped structure

• Actual values after mapping

• Pagination & column visibility controls

Step 6 — Finish

After a successful upload:

• A confirmation message appears

• The page reloads

• The list appears in Lists

Mapped fields and Dynamic Columns will contain imported data.

Uploading a Companies List

The Companies CSV Upload flow functions similarly to Contacts but includes import behavior options.

Unique Identifier Requirement

A Companies upload is valid when at least one identifier is mapped:

• Company Domain OR

• Company LinkedIn URL

Additional Import Options

Before uploading, users choose how graph8 should handle records:

• Create and Update Companies

• Create New Companies Only

• Update Existing Companies Only

Optional:

• Overwrite Policy — updates existing properties with new values

Upload Steps

The remaining flow mirrors the Contacts upload:

1. Upload File

2. Preview File

3. Map Columns

4. Preview Result

5. Finish

Uploading to the Suppression List

Suppressions behave differently from Contacts and Companies.

graph8 maintains a single global Suppression list, rather than creating multiple lists, Suppression list allows you to exclude specific contacts and companies from ICP searches.

Key Behavior

• No list name is required

• Uploaded records are appended to the existing Suppression list

Identifier Rules

A suppression record is valid when any ONE of the supported identifiers is provided:

• Contact Work Email

• Contact LinkedIn URL

• Company Domain

• Company LinkedIn URL

Only one populated column is sufficient for suppression.

Upload Flow

• Click Upload List

• Select Suppression

• Upload your file

• Map available columns (optional but recommended)

After completion:

• Records are merged into the Suppression list

Enrichment

The Enrichment allows you to enhance your existing list data by generating new information, validating records, or calculating values using AI, external providers, or formulas.

Enrichment works at the list level, meaning you first choose a list and then configure the columns you want to enrich.

To access enrichment:

• Navigate to Data → Lists

• Select the list you want to enrich

• Open the Enrichment tab

Enrichment Methods

Enrichment in graph8 is column-driven.

You first create a column, then define how values should be generated.

When clicking ➕ Add Column inside the Enrichment tab, you can choose between three enrichment mechanisms:

• AI Columns

• Waterfall Enrichment

• Formula Columns

Each mechanism serves a different type of data generation logic.

Understanding the Enrichment Workspace

Inside the Enrichment tab, your list appears as a grid of records and columns.

At the far right of the grid, you will find the ➕ (Add Column) button.

This is the entry point for all enrichment actions.

Enrichment in graph8 is column-driven — you create a column first, then define how its values should be generated.

1️⃣ AI Columns

AI Columns allow you to generate intelligent data using natural language prompts.

Typical use cases:

• Classification (e.g., decision maker detection)

• Research & summarization

• Data extraction & normalization

• Scoring & validation logic

How it works

• Describe what you want to generate

• Reference existing fields using {{column_name}}

• AI Columns operate per record, meaning each row is processed independently using the available context.

AI Columns are ideal when logic requires reasoning rather than simple lookups.

How AI Columns Work

When creating an AI Column, you define:

1️⃣ Prompt Logic

You describe what the AI should generate.

Example tasks:

• Determine if a contact is a decision maker

• Extract company positioning

• Classify lead quality

• Summarize company activity

• Normalize messy text fields

AI Columns accept natural language instructions rather than rigid syntax.

2️⃣ Column References (Critical Concept)

AI Columns can use existing list data as structured input.

You reference fields using: {{COLUMN_NAME}}

xamples:

• {{CONTACT_JOB_TITLE}}

• {{COMPANY_DOMAIN}}

• {{COMPANY_EMPLOYEE_COUNT}}

During execution, graph8 replaces placeholders with actual row values.

This allows AI logic to adapt dynamically per record.

3️⃣ Output Behavior

The AI generates one value per row and writes it into the column.

Outputs can be:

• Text

• Labels / categories

• Scores

• Structured responses

• Binary decisions (Yes / No / Maybe)

The column behaves like a native field after enrichment.

When to Use AI Columns

AI Columns are best suited for:

✅ Classification problems

✅ Ambiguous decision logic

✅ Text-heavy analysis

✅ Data interpretation tasks

✅ Multi-field reasoning

They are not ideal for simple lookups like email discovery — use Waterfall for that.

Credits & Models

AI Columns consume credits based on:

• Selected model

• Records processed

• Complexity of generation

Different models may have different credit costs per record.

Before execution, graph8 validates credit availability.

2️⃣ Waterfall Enrichment

Waterfall enrichment retrieves data from external providers using a defined fallback sequence.

Instead of relying on a single source, providers are tried in order until one succeeds.

Typical use cases:

• Email discovery

• Phone enrichment

• Company data retrieval

• Verification workflows

How Waterfall Columns Work

When configuring a Waterfall column, you define:

1️⃣ Column Definition

• Column name

• Data type (Text, Number, etc.)

This defines where results will be stored.

2️⃣ Provider Pipeline

You add one or more providers.

Each provider represents a specific enrichment action, such as:

• Email discovery

• Phone enrichment

• Company attributes

• Verification

• Data validation

Providers differ in:

• Coverage

• Accuracy

• Credit cost

• Returned fields

3️⃣ Provider Order (Important)

Provider order controls fallback behavior.

Typical strategies:

• Cheapest → Expensive

• Fastest → Slowest

• Highest coverage → Specialized

Ordering directly affects credit consumption efficiency.

4️⃣ Enrichment Execution

For each row:

• Provider sequence runs

• Stops once data is found

• Writes result into column

When to Use Waterfall

Waterfall enrichment is ideal for:

✅ Email / phone discovery

✅ Provider-backed data

✅ Verification workflows

✅ Deterministic factual retrieval

✅ Multi-source fallback logic

3️⃣ Formula Columns

Formula Columns generate values using deterministic logic instead of AI or providers.

Typical use cases:

• Text transformations

• Conditional logic

• Derived values

• Field normalization

How it works

1️⃣ Define a formula : enter a formula or select one of the available templates

2️⃣ Add Column Name and select output type

3️⃣ Deterministic Logic

• Formulas typically include:

  • Conditions

  • Text checks

  • Transformations

  • Comparisons

  • Calculations
    

    Example:
    if ({{CONTACT_WORK_EMAIL}}.includes('gmail.com'))

    return 'Personal';

    else

    return 'Professional';

3️⃣ Test results before saving

4️⃣ Immediate Evaluation

Formula outputs are computed directly from available data.

No enrichment runs required.

No provider calls.

No AI inference.

When to Use Formula Columns

Formula Columns are best for:

✅ Text formatting

✅ Normalization rules

✅ Derived values

✅ Conditional labels

✅ Lightweight scoring

They should be used whenever logic can be defined explicitly.

Credits Consumption

Formula Columns do not consume credits.

They are computational, not enrichment-based.

Running Enrichment

After creating an enrichment column, you can execute enrichment directly from the column controls.

Available run options typically include:

• First N rows — Quick testing / validation

• Selected rows — Targeted enrichment

• All rows — Full dataset processing

This allows controlled execution and credit management.

Credits Consumption

Enrichment operations consume credits.

Credit usage depends on:

• Enrichment type (AI / provider / formula)

• Selected model or provider

• Number of processed records

Before execution, graph8 displays a credit validation dialog showing:

• Estimated records

• Credits required

• Available credits

• Credits per record

Enrichment runs only when sufficient credits are available.

Enrichment Results

Once enrichment completes:

• Column values populate automatically

• Data persists at the record level

• Columns behave like native list fields

• Results can be filtered, exported, or reused

• Enriched columns can be used inside Sequences

Dynamic Columns created via enrichment remain attached to the list.

Auto-Enrich

graph8 supports automatic enrichment triggers.

Auto-Enrich allows selected columns to run whenever new records are added to the list.

Typical scenarios:

• Auto-classify incoming leads

• Auto-validate emails

• Auto-enrich contact attributes

• Continuous data enhancement

How it works

• Click Auto-Enrich

• Select eligible columns

• Enable triggers for:

  • Insert — Run when new records appear

  • Update — Run when records change

Once enabled, enrichment runs automatically without manual execution.