Graph Configuration

Overview

Graph Configuration defines how your connected systems (like your CRM, product analytics, and databases) map into Attive’s semantic graph.

You model your business as:

Entities: the core objects you care about (Accounts, Contacts, Opportunities, etc.).
Relationships: how those objects connect (Account → Opportunity, Contact → Account, etc.).

Graph Configuration is versioned. You can make changes in a draft, review what changed, and then publish when you’re ready.

Go to your workspace’s Graph area.
If this is your first time, initialize the configuration from a primary connector (typically your CRM).
Add or edit entities and relationships until the graph matches how your business data should connect.
Review Changes to understand what will be updated.
Publish Changes to make the new configuration active.

If you have one connected system, Attive can initialize the graph configuration directly.
If you have multiple systems, you’ll choose a primary CRM source to bootstrap the initial model.
If you don’t have any connected systems yet, you’ll be prompted to set up a connector first.

Add a standard entity to represent an object in your data model.
Choose which fields should be included in the entity so they’re available for search, analysis, and downstream experiences.
Some entities can be part of a preset configuration (these are typically read-only, so you can view but not edit them directly).

Relationships connect two entities.
You can create relationships from the Add Relationship button, or by dragging a connection between entities in the graph view.
Relationships support different connection styles depending on the source system (for example, direct field-based matching vs. CRM-native associations).

Use the Changes tab to see a structured summary of edits to entities, data sources, fields, and relationships.
If you want to revert your work, you can Discard Changes (this resets the draft back to the published configuration).
When you’re ready, Publish Changes to apply the draft configuration to the workspace.

For some connectors, Attive can offer presets that quickly add a recommended set of entities/relationships.
Presets help you bootstrap faster and establish a consistent default model across teams.

Sales + pipeline model
- Entities: Accounts, Contacts, Opportunities
- Relationships: Account → Opportunity, Contact → Account
Call recordings with CRM
- Entities: Calls (from Gong or similar), Accounts, Contacts, Opportunities
- Relationships: Call → Account, Call → Contact, Call → Opportunity

Feature	What it does
Graph view	Lets you see entities and relationships as a connected model you can navigate and edit.
Entity management	Create, view, and edit entities that represent the core objects in your business data.
Relationship management	Create and edit relationships that connect entities and define how records map across objects.
Drag-to-connect	Start building a relationship by dragging from one entity to another in the graph.
Draft vs published versions	Lets you iterate safely in a draft and publish when ready.
Changes (diff) view	Summarizes what will change before you publish (entities, data sources, fields, relationships).
Publish / Discard changes	Publish updates to make them active, or discard to revert the draft back to the published model.
Connector presets	One-click presets to bootstrap a recommended graph model for supported connectors.
Test view (admin-only)	A workspace-internal area for validating the configuration.