Getting Started

Get up and running with Waypath in under 5 minutes. By the end of this guide you will have a workspace, a connected data source, and your first engagement graph.

Prerequisites

• A modern web browser (Chrome, Firefox, Safari, or Edge)
• An email address for account creation
• (Optional) API credentials for one of the 15 supported integrations

Steps

1. Sign up and create a workspace
2. Connect your first integration
3. Explore your first graph

What you will see

When you first log in, Waypath shows the Intelligence view with demo seed data: 8 customers, 3 campaigns, 4 funnel stages per campaign, 4 opportunities, and 3 AI recommendations. This gives you a feel for the graph before connecting real data.

Switch to the Pipeline tab in the header to see the CRM table view with people, companies, deals, and activities.