Companies

Overview

The Companies page in Graph8 offers powerful tools to organize and personalize your company database. This guide covers essential features including Filters, Columns, Actions, and AI-powered customization.

Filtering Your Companies

Quickly narrow your contact list with targeted filters:

  1. Navigate to Companies from the left sidebar.

  2. Click the Filters button.

  3. Select your desired criteria (Company location, Company Contact Details, company size, Revenue, etc.).

  4. Apply filters to view your refined results.

  5. Use the search bar to quickly locate specific filters:

Customizing Your View

Tailor your company display with column management:

  1. On the Companies page, select Columns.

  2. Check or uncheck fields to show/hide information.

  3. Drag and drop columns to reorder them.

  4. Click Apply to save your layout.

  5. Use the search feature to quickly find specific columns:

Performing Actions

Take quick actions on selected companies:

  1. Select companies by checking the boxes next to their names.

  2. Click Add to List at the top of your companies list to easily add contacts to a specific list for future reference.

Adding Global AI Columns for Companies

Generate personalized content at scale, such as:

  • Industry-specific pain points based on the company's sector and size.

  • Personalized value propositions that align your solution with the company's business model.

  • Recent company milestones mentioned in news or press releases for congratulatory openers

Steps:

  1. From the Companies view, click + Add AI Column in the top right:

  2. Configure your column:

    • Enter a descriptive Column Name

    • Write your Prompt for the AI

    • Select your preferred Model

    • Add an AI Column Description:

  3. Click Save followed by Save and Don't Run.

  4. Your new AI column will appear at the end of your standard columns.

Generating Personalized Content for AI Columns

Fill your AI columns with personalized content:

  1. Locate your AI column at the end of your contact table.

  2. Select the contacts you want to personalize

  3. Click the Edit icon:

  4. Review the settings and select Save and Run for Selected:

  5. Graph8 will populate the AI column with personalized content for each company.