Frequently Asked Questions
Find quick answers to the most common questions about how Graphio.ai works, its features, and data security.
- Getting Started
- About Graphio.ai
- Integration & Onboarding
- Analytics & Scoring
- Data Access & Privacy
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How do I get started with Graphio.ai?
Getting started with Graphio.ai is simple. Fill out a short sign-up form to reach out to our sales team, and we’ll guide you through a demo, discuss integration options, and have you up and running in no time. -
Can I try Graphio.ai before committing to a full deployment?
Yes, Graphio.ai offers pilot programs to allow organizations to test the platform’s functionality and see its impact on employee performance before committing fully. -
Is Graphio.ai suitable for organizations of all sizes?
Yes, Graphio.ai is designed to support organizations of all sizes, from small businesses to large enterprises. The platform scales easily to meet the unique needs of each organization. -
What are the costs associated with using Graphio.ai?
Graphio.ai offers a tiered pricing model based on the number of users, integration complexity, and features used. For detailed pricing information, please contact our sales team.
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What is Graphio.ai?
Graphio.ai is an early warning system for operations leaders. It tracks how work actually happens across teams and tools, flags execution risks and misalignments early, and helps organizations act before revenue or performance slips. -
How is Graphio.ai different from traditional analytics or BI tools?
Graphio.ai focuses on real execution vs. expectations. Instead of dashboards or lagging reports, it shows where teams drift from playbooks or policies and why - with no manual input or content access required. -
Who is Graphio.ai for?
Graphio.ai is designed for COOs, heads of operations, and cross-functional leaders responsible for execution, performance, and risk management across teams. -
How does Graphio.ai support revenue growth and protection?
By revealing execution gaps that block sales, slow onboarding, or stall delivery - Graphio.ai gives leaders the insights to fix these issues before they impact revenue targets. -
What is an example of an early warning Graphio.ai might surface?
For example, if a customer escalates an issue but no follow-up meeting is scheduled by the CRM, Graphio.ai flags this pattern as a churn risk - long before the client actually leaves.
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What is the onboarding process like for new users?
Onboarding with Graphio.ai is straightforward. Integration with existing tools is seamless, and the platform is typically operational within 1 hour. Users can upload existing playbooks or allow the system to generate them based on current workflows. -
Can Graphio.ai integrate with our existing HR and productivity tools?
Yes. Graphio.ai connects via secure APIs to Jira, Salesforce, GitHub/GitLab, Zendesk, ServiceNow, Slack, Asana, Monday.com, Trello and 30 + other systems - capturing over 700 event types without accessing message content. -
Do I need to set up playbooks manually?
No. Graphio.ai can ingest your existing SOPs or auto-generate live playbooks from real behavior, which you can then adjust into your desired standard. -
How long does it take to implement Graphio.ai in my organization?
Graphio.ai is designed for quick implementation. Most organizations can complete the initial setup within just an hour, though the background data loading may take up to a few hours, depending on the volumes. -
What kind of training or support is provided during onboarding?
Graphio.ai’s onboarding process is designed for a quick and smooth start, with step-by-step guidance built into the platform. Our support team is always available to help you with any questions along the way.
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What makes Graphio.ai different from other employee evaluation tools?
Graphio.ai stands out for its focus on metadata-based analytics, its comprehensive scoring system, and its ability to provide objective, data-driven insights without compromising privacy. Unlike the tools that simply aggregate HR data, Graphio.ai offers a deep dive into employee and team dynamics, including communication, productivity, potential, and more. -
What data does Graphio.ai use?
We combine metadata from tools like Jira, Salesforce, Slack, and others (over 700 event types). We never access message content or documents - only event-level data such as logins, task updates, and meeting frequency. -
How does Graphio.ai generate playbooks from actual execution?
Graphio.ai analyzes metadata from your team's daily activities across various platforms to identify patterns and workflows. It then auto-generates playbooks that reflect these real-world processes, ensuring that documented procedures align with actual execution. -
How does Graphio.ai detect execution issues?
Graphio.ai compares expected workflows and real behavior. It flags issues like missed handoffs, skipped processes, delays, or overburdened reps - before they show up in reports or impact KPIs. -
What types of problems does Graphio.ai help prevent?
Examples include stalled projects, high-value deals going cold, missed task handoffs, compliance failures, and employee disengagement. Graphio.ai highlights these issues before they snowball into revenue impact. -
Does Graphio.ai score employees?
Yes - but not in the way traditional HR tools do.
Graphio.ai provides a smart, contextual view of how individuals contribute to actual execution - not just task completion, but how their actions align with processes, support handoffs, and impact outcomes. We don’t assign static performance ratings or evaluate people in isolation.
Instead, scoring is embedded in operational context: it reflects how well roles are executed relative to playbooks, how consistent behaviors are, and where early risks might emerge. This helps operational leaders focus on what’s working, where support is needed, and how execution drives performance - without reducing people to a number.
Optional modules can also surface early flight-risk or burnout patterns - enabled only when they fit your culture and compliance requirements. -
How frequently is the data in Graphio.ai updated?
Graphio.ai updates daily, continuously pulling event-level metadata from connected platforms to ensure up-to-date analytics and scoring. -
How is Graphio’s scoring different from traditional people analytics or HR tools?
Most HR tools score employees based on subjective reviews, raw activity counts (emails sent, hours logged), or engagement surveys.
Graphio.ai scores execution by asking:
- Is the work aligned with the expected process?
- Were key steps skipped or delayed?
- Did this person’s actions help or block the outcome?
This approach reveals high-leverage contributors, hidden risks, and root causes of breakdowns - helping COOs and Ops leaders make smarter decisions. -
Can employees access their own performance data in Graphio.ai?
Yes, the Employee View can be enabled in Graphio.ai’s configuration settings, allowing employees to access their personal performance insights. This view displays all metrics and trends while completely anonymizing data from other employees. -
How is access to performance data configured for employers and managers?
Graphio.ai offers configurable access levels based on your company’s settings:
- Employer View: Provides insights and analytics for all employees, with options to display either only positive metrics and trends or all metrics and trends.
- Manager View: Offers insights and analytics for direct and indirect reports only, with options to display either only positive metrics and trends or all metrics and trends.
You can assign these roles to individual employees as needed, customizing access to align with your organization’s requirements. -
Can I control which employees are included in the scoring process?
Yes, Graphio.ai allows you to easily exclude specific employees, such as C-level executives, from scoring, ensuring their performance metrics are not part of the scoring system or visible to others. You can manage this setting directly in the platform’s configuration options.
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How does Graphio.ai protect employee privacy?
Graphio.ai is SOC2-compliant and uses robust data protection and encryption technologies, focusing solely on event data, not content-level information. This approach ensures comprehensive insights and analytics while respecting data privacy. -
What is metadata, and how does Graphio.ai use it?
Metadata provides information about the attributes or structure of data without revealing its content. In the case of Graphio.ai, metadata might include timestamps, sender/receiver information, task status changes, or data about interactions and activities (such as how often an employee uses a particular tool), but it doesn’t include the actual content of emails, messages, or documents, project or task descriptions, code commit details or other sensitive data. -
What happens to my data if I stop using Graphio.ai?
Upon termination of services, all user data is securely deleted from our servers, ensuring compliance with data protection laws and your organization’s policies. -
What if we don’t want to score individual employees?
That’s completely up to you. With Graphio.ai, scoring is optional and fully configurable. Some companies choose to view only team-level or role-level execution signals, while others unlock per-person insights for targeted coaching or performance visibility. You decide whether to activate individual scoring - and who can access it.
Graphio.ai supports a wide range of compliance and culture preferences, from privacy-first setups to high-transparency environments. -
Can we adjust visibility for different roles or departments?
Yes. Visibility settings can be customized by role, team, or leadership level. For example:
- Executives may see high-level team trends and risk patterns.
- Managers may get per-person signals to support alignment and delivery.
- HR may view engagement or flight risk only - without performance scores.
You can even start with limited visibility (e.g. team-level only) and expand access over time as your teams get familiar with the platform.